California Taxpayers Association Executive Committee Conference Call Meeting May 18, 2023 9:30 a.m. to 1:30 p.m. (PT)
Agenda
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
- 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
- Office of Tax Appeals
- Appeal of Microsoft Corporation: Should foreign dividends be excluded from the sales factor; is alternative apportionment warranted?
- Appeal of Janus Capital Group: Is FTB’s Regulation Section 25137-14 invalid?
- Appeal of Starbuzz International: Determining grounds for a petition for rehearing.
- 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.
