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Bewley, Lassleben & Miller, LLP

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562.758.1443
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13215 Penn Street, Suite 510
Whittier, California 90602-1797
Joe Vinatieri Speaks About Taxpayer Transparency and Fairness Act One Year In

Category Archives: State and Local Tax

Joe Vinatieri Speaks About Taxpayer Transparency and Fairness Act One Year In

Joe recently had the privilege of speaking to a large turnout of the IPT Phoenix Luncheon Group. Attendees heard Joe speak on “What’s Happening in the State to Our Left? ”, a discussion of California tax procedure one year into the new “Taxpayer Transparency and Fairness Act” legislation that completely changed California administration and procedure…lots… Read More »

Mike Lebeau Speaks at CalCPA Estate and Trust Planning Conference in San Francisco

On July 16th, Mike Lebeau made a Proposition 13 change in ownership presentation to the CalCPA Estate and Trust Planning Conference in San Francisco.  He spoke on how estate planning and Proposition 13 interact to cause property tax reassessments, how legal entity self reporting obligations affect estate plans, and how to avoid change in ownership… Read More »

Mike Lebeau Presents at Golden Gate Law School Advanced Estate Planning Class

On July 12th, Mike Lebeau made a Proposition 13 change in ownership presentation to Golden Gate Law School’s Advanced Estate Planning Class.  He spoke on how estate planning and Proposition 13 interact to cause property tax reassessments, how legal entity self reporting obligations affect estate plans, and how to avoid change in ownership reassessment when… Read More »

Mike Lebeau Speaks at Meeting of CalCPA Channel Counties Chapter

On May 20, Mike Lebeau made a Proposition 13 change in ownership presentation to the CalCPA Channel Counties Chapter in Santa Barbara.  He spoke on how estate planning and Proposition 13 interact to cause property tax reassessments, how legal entity self-reporting obligations affect estate plans, and how to avoid change in ownership reassessment when possible. … Read More »

Mike Lebeau Presents at Pasadena Bar Association Tax Section Meeting

On April 23, Mike Lebeau made a Proposition 13 change in ownership presentation to the Pasadena Bar Association Tax Section.  He spoke on how estate planning and Proposition 13 interact to cause property tax reassessments, how legal entity self-reporting obligations affect estate plans, and how to avoid change in ownership reassessment when possible.     

OTA Emergency Regulations Effective January 1, 2018

Effective January 1, 2018, all California franchise/income/business tax appeals formerly heard by the State Board of Equalization (SBE) will be heard by the new Office of Tax Appeals (OTA). On December 26, 2017 OTA published Emergency Regulations covering the handling of tax appeals at the new appellate body.  The regulations mirror, to some extent, the… Read More »

Joe Vinatieri Meets With New Office of Tax Appeals (OTA)

Last week, Joe Vinatieri had the honor of meeting many of the new Office of Tax Appeals (OTA) Administrative Law Judges in Sacramento.  In conjunction with California Department of Tax and Fee Administration Appeals Bureau attorneys David Levine and Jeff Angeja, Joe co-presented a California sales and use tax training session to the new ALJ’s. … Read More »

Mike Lebeau Presents at 37th Tax and Estate Planning Forum in San Diego

On October 27 Mike Lebeau presented two Proposition 13 Change in Ownership workshops to the 37th Tax and Estate Planning Forum in San Diego California.  At the Forum Mr. Lebeau discussed how the Parent-Child Exclusion is applied to trusts and estates, and how California’s legal entity change in ownership rules govern property tax reassessment under… Read More »

Joe Vinatieri Speaks at WSPA Property Tax Meeting

Joe recently co-presented with expert witness Bob Svoboda at the WSPA property tax meeting, “Expert Witnesses — Learn How to Be Prepared.”

Mike Lebeau Attends Cal-Tax Board Meeting in Monterey

On September 29th, Mike Lebeau attended the California Taxpayers’ Association quarterly Board Meeting in Monterey, California.  At that meeting Cal-Tax addressed many of the issues confronting California taxpayers today, including the recent creation of the California Department of Tax and Fee Administration and the Office of Tax Appeals.