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Secrets of Tax System Design

Tax policy refers to the design of tax systems. This presentation reviews principles that should be considered in tax reform and how you can apply them to help you and your clients best offer input to policymakers. Numerous tax reform terms, issues, needs, and proposals are covered along with tools and resources to help you and your clients.

Learning objectives:

  • Define tax policy and principles that guide tax system design.
  • Recognize tools and resources to help understand and participate in tax reform.
  • Explain ways to help tax systems meet principles of good tax policy.


Annette Nellen, CPA, CGMA, Esq.
College of Business
San José State University

Annette Nellen is a professor in and director of San José State University’s graduate tax program (MST), teaching courses in tax research, accounting methods, individual tax, property transactions, employment tax, leadership, ethics, and tax policy. Annette is active in the tax sections of the AICPA (including as a former chair of the Tax Executive Committee) and chair of the Virtual Currency Task Force, ABA (including as vice chair of the Tax Policy & Simplification Committee and former chair of the Sales, Exchanges & Basis Committee) and California Lawyers Association (currently serving on the Tax Section’s Executive Committee). In 2020-2021, she served on the AICPA-NASBA CPA Evolution Education Advisory Group as co-chair of the Tax Compliance & Planning Model Curriculum Task Force. She also serves on CalCPA’s Accounting Education Committee.

Annette is the recipient of the 2013 Arthur J. Dixon Memorial Award given by the Tax Division of the AICPA, the highest award given by the accounting profession in taxation, and the 2019 Benjamin F. Miller Award from the Taxation Section of the California Lawyers Association for achievement and contribution in the field of state and local taxation law. Annette is a fellow in the American College of Tax Counsel. From 2006 to 2008, Annette was a fellow with the New America Foundation.

Annette is the author of Bloomberg BNA Tax Portfolio #533, Amortization of Intangibles, and Tax Analysts’ Tax Notes State Moving Forward? column. Annette is co-author/co-editor of four tax textbooks from Cengage (SWFT series). Annette is a frequent speaker on tax developments, new economy tax matters including cryptocurrency, tax reform and tax policy. She has testified several times before various legislative committees and tax reform commissions on tax policy and reform. Annette runs the 21st Century Taxation website and blog (

Prior to joining SJSU in 1990, Annette worked at a Fortune 500 company, the IRS, and EY (10 years total). Annette is a graduate of CSU Northridge (BS Business Administration; Accounting), Pepperdine University (MBA), and Loyola Law School (JD).

Event Details:

Tuesday, April 18, 2023

Par 3 at Poplar Creek
1700 Coyote Point Drive
San Mateo CA 94401

5:30 PM Networking
6:30 PM Dinner
7:00 PM Speaker
8:15 PM Networking

Members/Partners: Free
Qualified Guests: $135 (Will apply to your membership fee if joining with 30 days)

By registering to attend, you are confirming you have been vaccinated, boosted and you are not displaying cold or flu-like symptoms and not been exposed to or tested positive for COVID-19 within the past five days.

Masks are not mandatory but welcomed.

Registration closes at 10am the day of the event.

Meal Type

Dinner Buffet


Registration Policy

  • Qualified Potential Members may attend once as a guest and one additional time with guest fee (which may be applied to membership fee within 60 days).
  • Scholarship Alumni winners can attend once a year for free.
  • Non-members who do not qualify for membership may attend once a year, must be referred by an active member and pay the guest fee.
  • Partners may invite guests in accordance with the Partner Arrangement.


CPE Credits

One (1.0) CPE credit available. Field of Study: TBA

FEI is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Questions regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website,



Unlimited available
Chapter Member (tax-4-`8)Free

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Unlimited available
Chapter Partner (tax-4-`8)Free

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Unlimited available
Qualified Guest (Finance Executive) (tax-4-`8)$130.00

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