January 6, 2026 - Current Developments in State Tax Controversies (Live Event)
Location:
San Mateo Elks Lodge
229 W. 20th Avenue
San Mateo, CA
Date & Time:
January 6, 2026 (Tuesday evening)
5:00-6:00 pm (Registration & Networking Wine Reception) 6:00-7:30 pm (Association Business & Presentation)
Cancellations and refund requests
must be received by Thursday, December 27.
Registrations after December 27: a $15 late fee will be applied.
Our Presentation: Current Developments in State Tax Controversies
This presentation addresses current developments and recurring risk areas in state and local tax compliance relevant to estate planners, fiduciaries, and advisors to closely held businesses, drawing on recent controversy matters and audit trends. It focuses on practical strategies for identifying and mitigating exposure before it escalates, including issues involving state income, sales and use taxes, and property tax compliance. It also addresses state tax considerations related to emerging areas such as digital assets.
About Our Speaker:
Phil Wolf - Pillsbury Winthrop Shaw Pittman LLP
Phil Wolf represents businesses and individuals in tax planning and litigation with a particular emphasis on property tax, transfer taxes, sales/use taxes and income/franchise taxes. He also has experience handling internal and government investigations.
Phil focuses on civil and criminal tax and accounting controversies, and represents businesses and property owners in valuation disputes, assessment appeals, and refund claims, providing practical, results-oriented strategies to minimize tax exposure and resolve conflicts efficiently. Phil also advises on transactional property tax issues throughout California, including change-in-ownership and legal entity transfers, exclusions, and planning for complex real estate transactions. He has advised clients facing internal and government investigations involving allegations of noncompliance, fraud or misconduct.
Phil draws on substantial experience practicing before numerous government agencies and regulators, including county assessors and assessment appeals boards across California, the California Franchise Tax Board, the California Department of Tax and Fee Administration, the IRS, the DOJ Tax Division, the SEC Enforcement Division, the FBI and other government agencies. His practice frequently involves cutting-edge issues concerning power-generating facilities, clean energy, financial products, digital assets, artificial intelligence and quantum computing.