May 12, 2016
One Market Restaurant (Please enter through the main entrance of the Restaurant)
1 Market Street, (Cross Street - Steuart) San Francisco
Event: Current Trends in Dealing with the Franchise Tax Board
– Summary –
In the recent past, the FTB has taken new positions, or accelerated addressing former positions, on
issues dealing with corporate entities and individual taxpayers. In addition, FTB legal and audit staff
are experiencing increased rates of retirement causing a change in the quality and quantity of
experienced personnel dealing with taxpayers and their representatives. Lastly, the courts have now
started recognizing the lack of substantiality in the positions that the FTB has taken and have made
substantial awards of attorneys’ fees. The speaker will address these types of trends and how
taxpayers and their representatives may deal with them.
Speaker: Brian Toman, ReedSmith LLP
Former chief counsel of the FTB and has been in private practice in major law firms for the past 14 years.
His practice at both post involved cases on multistate taxation, multinational corporations and individual
taxation matters at the administrative and litigation level.
Celina Carleton (Assistant to Andrew J. Weill, Secretary/Treasurer SFTC) at firstname.lastname@example.org
or by calling Celina at (415) 421-0730 no later than Tuesday, May 10, 2016.
Vegetarian meal needs, please make your request at the time of your RSVP.