Executive Committee Home

California Taxpayers Association Executive Committee Conference Call Meeting May 18, 2023 9:30 a.m. to 1:30 p.m. (PT)


Meeting Material (see additional meeting links below) Meeting PPT Call to Order, Introductions and Organizational Issues
  • Call to Order and Introductions
  • Approval of Minutes – April 20, 2023, Executive Committee Meeting
  • Treasurer’s Report on Financial Statement for the Period Ended March 31, 2023
  • Organizational Update
    • Update on CalTax Office Lease
    • CalTax Website Update
  • Upcoming Meetings:
    • June 8-9, Board of Directors Dinner and Meeting
    • August 17, Executive Committee Meeting and Luncheon
CalTax Foundation California’s Tax Policy Landscape
  • Governor Newsom Releases May Budget Revision
  • Senate Proposed Corporate Tax Increase
  • CalTax Legislative Priorities
    • AB 886 – Digital News Tax-Like “Fee”
    • AB 1576 – Removes Credit Limitation for Disregarded Entities
    • ACA 11 – Elimination of BOE
  • Taxpayer Protection and Government Accountability Initiative
    • Impact on Local Tax Measures
  • Possible Modifications to San Francisco’s Gross Receipts Tax
Tax Agency Update
  • Office of Tax Appeals
  • Department of Tax and Fee Administration: Dean Andal Petition to OAL Regarding Audit Manual Changes
  • Franchise Tax Board: New Taxpayer Rights Advocate
  • State Board of Equalization: Decline-in-Value Adjustments
  • ACTION ITEM: Determine whether CalTax should submit an amicus brief to the California Supreme Court in the case of Bekkerman v. California Department of Tax and Fee Administration.
  • Stanley Grosz v. California Department of Tax and Fee Administration: CDTFA discretion to determine which party is a “retailer” for purpose of remitting sales and use tax.