Join Annie and Carley for this two-and-a-half-day conference—the premier California educational and networking event for tax practitioners nationwide, including attorneys, accountants, corporate tax executives, financial planners, enrolled agents, state and federal government officials, and tax professionals of all levels of experience.

On Thursday, October 1, 2026, from 8:30 am to 9:20 am, Annie Rothschild will participate in the panel,Return of the 3-Factor Formula?: Apportionment Updates.” The panelists will discuss developments related to California’s apportionment and alternative apportionment systems and examine the recent Smithfield decision and its potential impacts, special industry apportionment regulations, and the move to single-sales factor apportionment for banks and financial corporations.

Carley Roberts will join the “SALT Litigation Update” panel session on Thursday, October 1, 2026, from 9:30 am to 10:20 am. The panelists will provide an overview of major tax legislation enacted in California in 2026, including updates affecting income, sales and use, property, and excise taxes, and highlight significant statutory changes and emerging trends, and their practical implications for taxpayers and practitioners.

For more information or to register, please visit the California Lawyers Association event page

Pillsbury Participants

Additional Participants

Scott Chavez, CDTFA
Mardiros Dakessian, Dakessian Law
Nichole Johnson, Blank Rome
Ray Rouse, FTB
Saba Shatara, Reed Smith
Delinda Tamagni, FTB
Jenica Wilkins, Ernst & Young

Sponsor

Pillsbury