Board Meeting Transcripts 2015

Board meeting transcripts are the written record of what was said at a Board meeting. To request a transcript that is not on the pages below, or if you have questions regarding transcripts, contact:

Board Proceedings Division
Email: MeetingInfo@boe.ca.gov
Fax: 1-916-324-3984

Documents on this page are available in several formats:

  • PDF (from 2021 forward)
  • Text file (up through 2020)

Please note: These transcripts are not individually reviewed and approved for accuracy.

Click the subheading below, in bold, to sort designated column.


Case TitleItem NumberBoard Meeting Date 
Alan LevitzC209/16/15Text Version for case Alan Levitz on 09/16/15
Ronald J. BlomquistC111/17/15Text Version for case Ronald J. Blomquist on 11/17/15
Executive Director's Report: CROS Project UpdateP1.412/16/15Text Version for case Executive Director's Report: CROS Project Update on 12/16/15
Adjournment in Memory of Jane Inouye11/18/15Text Version for case Adjournment in Memory of Jane Inouye on 11/18/15
Executive Director's Report: CROS Project UpdateP1.111/17/15Text Version for case Executive Director's Report: CROS Project Update on 11/17/15
Administration Session: Consent AgendaN11/17/15Text Version for case Administration Session: Consent Agenda on 11/17/15
Tax Program Nonappearance Matters - Consent - Legal Appeals MattersG111/17/15Text Version for case Tax Program Nonappearance Matters - Consent - Legal Appeals Matters on 11/17/15
Customer Services and Administrative Efficiency Committee11/17/15Text Version for case Customer Services and Administrative Efficiency Committee on 11/17/15
Public Comment: William Connell11/17/15Text Version for case Public Comment: William Connell on 11/17/15
Adjournment in Memory of Joseph Donahue and Steven Durst10/27/15Text Version for case Adjournment in Memory of Joseph Donahue and Steven Durst on 10/27/15
Administration Deputy Director's ReportP1.110/28/15Text Version for case Administration Deputy Director's Report on 10/28/15
Administration Deputy Director's ReportP510/27/15Text Version for case Administration Deputy Director's Report on 10/27/15
Tax Program Nonappearance Matters - Adjudicatory - Franchise and Income Tax Matters: Member Motion to Rescind November 17, 2015 VoteH212/16/15Text Version for case Tax Program Nonappearance Matters - Adjudicatory - Franchise and Income Tax Matters: Member Motion to Rescind November 17, 2015 Vote on 12/16/15
Executive Director's Report: Update and Actions to Address the Findings in the SCO Review ReportP1.112/16/15Text Version for case Executive Director's Report: Update and Actions to Address the Findings in the SCO Review Report on 12/16/15
Adjournment in Memory12/16/15Text Version for case Adjournment in Memory on 12/16/15
Craigslist, Inc.B112/16/15Text Version for case Craigslist, Inc. on 12/16/15
Tax Program Nonappearance Matters - Adjudicatory - Legal Appeals Property Tax MattersH1012/16/15Text Version for case Tax Program Nonappearance Matters - Adjudicatory - Legal Appeals Property Tax Matters on 12/16/15
Administration Session: Consent AgendaN12/16/15Text Version for case Administration Session: Consent Agenda on 12/16/15
Public Hearing: Proposed Amendments to Rules for Tax Appeals Regulations 5218, 5235, 5237 and 5267F412/16/15Text Version for case Public Hearing: Proposed Amendments to Rules for Tax Appeals Regulations 5218, 5235, 5237 and 5267 on 12/16/15
Public Hearing: Proposed Amendments to Diesel Fuel Tax Regulation 1432F312/16/15Text Version for case Public Hearing: Proposed Amendments to Diesel Fuel Tax Regulation 1432 on 12/16/15
Port Petroleum, Inc.C611/18/15Text Version for case Port Petroleum, Inc. on 11/18/15
Stainless Fixtures, Inc.C211/18/15Text Version for case Stainless Fixtures, Inc. on 11/18/15
Robert H. Lowe and Sheryl L. BerkoffB111/17/15Text Version for case Robert H. Lowe and Sheryl L. Berkoff on 11/17/15
Announcement of David Yeung, Chief County Assessor10/27/15Text Version for case Announcement of David Yeung, Chief County Assessor on 10/27/15
Final Actions12/16/15Text Version for case Final Actions on 12/16/15
Public Hearing: Proposed Amendments to Sales and Use Tax Regulation 1525.4, Manufacturing and Research and Development Equipment F111/17/15Text Version for case Public Hearing: Proposed Amendments to Sales and Use Tax Regulation 1525.4, Manufacturing and Research and Development Equipment on 11/17/15
Final Actions11/18/15Text Version for case Final Actions on 11/18/15
Final Actions11/17/15Text Version for case Final Actions on 11/17/15
Executive Director's Report: CROS Project UpdateP1.710/27/15Text Version for case Executive Director's Report: CROS Project Update on 10/27/15
Executive Director's Report: Professional Development Days ReportP1.210/27/15Text Version for case Executive Director's Report: Professional Development Days Report on 10/27/15
John Nafeh and Ursula G. Burger NafehB309/16/15Text Version for case John Nafeh and Ursula G. Burger Nafeh on 09/16/15
Todd Bentley and Kate BentleyB304/28/15Text Version for case Todd Bentley and Kate Bentley on 04/28/15
Public Hearing: Proposed Amendments to Regulation 1619, Foreign Consuls F110/27/15Text Version for case Public Hearing: Proposed Amendments to Regulation 1619, Foreign Consuls on 10/27/15
Chief Counsel Matters: Section 100 Changes - Uniform Local Sales and Use Tax Regulation 1805, Aircraft Common Carriers; and Transactions (Sales) and Use Tax Regulation 1825, Aircraft Common CarriersJ110/27/15Text Version for case Chief Counsel Matters: Section 100 Changes - Uniform Local Sales and Use Tax Regulation 1805, Aircraft Common Carriers; and Transactions (Sales) and Use Tax Regulation 1825, Aircraft Common Carriers on 10/27/15
Business Taxes Committee10/27/15Text Version for case Business Taxes Committee on 10/27/15
Final Actions10/27/15Text Version for case Final Actions on 10/27/15
Special Presentation Awards09/16/15Text Version for case Special Presentation Awards on 09/16/15
Legislative Committee09/16/15Text Version for case Legislative Committee on 09/16/15
Executive Director's Report: CROS Project UpdateP1.209/16/15Text Version for case Executive Director's Report: CROS Project Update on 09/16/15
Executive Director's Report: 2016 Volunteer Income Tax Assistance (VITA) ProgramP1.109/16/15Text Version for case Executive Director's Report: 2016 Volunteer Income Tax Assistance (VITA) Program on 09/16/15
Administration Deputy Director's Report: 2016-2017 Budget Change ProposalsP5.108/25/15Text Version for case Administration Deputy Director's Report: 2016-2017 Budget Change Proposals on 08/25/15
Public Comment: Jim Vossen09/16/15Text Version for case Public Comment: Jim Vossen on 09/16/15
Public Comment: William Connell08/25/15Text Version for case Public Comment: William Connell on 08/25/15
Final Actions09/16/15Text Version for case Final Actions on 09/16/15
Chief Counsel Matters: Section 100 Changes - Sales and Use Tax Regulation 1584J409/16/15Text Version for case Chief Counsel Matters: Section 100 Changes - Sales and Use Tax Regulation 1584 on 09/16/15
Chief Counsel Matters: Section 100 Changes - Sales and Use Tax Regulations 1532, 1533.1, 1533.2, 1534 and 1535J309/16/15Text Version for case Chief Counsel Matters: Section 100 Changes - Sales and Use Tax Regulations 1532, 1533.1, 1533.2, 1534 and 1535 on 09/16/15
Business Taxes Committee09/16/15Text Version for case Business Taxes Committee on 09/16/15
Public Hearing: Proposed Amendments to Sales and Use Tax Regulation 1505 F109/16/15Text Version for case Public Hearing: Proposed Amendments to Sales and Use Tax Regulation 1505 on 09/16/15
Chief Counsel Matters: Section 100 Changes - Sales and Use Tax Regulation 1533.1J209/16/15Text Version for case Chief Counsel Matters: Section 100 Changes - Sales and Use Tax Regulation 1533.1 on 09/16/15
Chief Counsel Matters: Section 100 Changes - Property Tax Rules 284 and 1027J109/16/15Text Version for case Chief Counsel Matters: Section 100 Changes - Property Tax Rules 284 and 1027 on 09/16/15
Public Hearing: Proposed Amendments to Sales and Use Tax Regulation 1705.1, Special Taxes and Fees Regulation 4903, Rules for Tax Appeals Regulations 5240, 5241 and 5242F209/16/15Text Version for case Public Hearing: Proposed Amendments to Sales and Use Tax Regulation 1705.1, Special Taxes and Fees Regulation 4903, Rules for Tax Appeals Regulations 5240, 5241 and 5242 on 09/16/15
Executive Director's Report: CROS Project UpdateP1.208/25/15Text Version for case Executive Director's Report: CROS Project Update on 08/25/15
Final Actions08/26/15Text Version for case Final Actions on 08/26/15
Final Actions08/25/15Text Version for case Final Actions on 08/25/15
Robert H. Lowe and Sheryl L. BerkoffB108/25/15Text Version for case Robert H. Lowe and Sheryl L. Berkoff on 08/25/15
Special Presentation: Report on Volunteer Income Tax Assistance (VITA) Program Participation by BOE Employees07/28/15Text Version for case Special Presentation: Report on Volunteer Income Tax Assistance (VITA) Program Participation by BOE Employees on 07/28/15
Public Comment: William Connell07/28/15Text Version for case Public Comment: William Connell on 07/28/15
Announcement of Benjamin Tang, Chief County Assessor, Property Tax Division07/28/15Text Version for case Announcement of Benjamin Tang, Chief County Assessor, Property Tax Division on 07/28/15
G & C Equipment CorporationC406/24/15Text Version for case G & C Equipment Corporation on 06/24/15
Executive Director's Report: CROS Project UpdateP1.405/27/15Text Version for case Executive Director's Report: CROS Project Update on 05/27/15
State-Assessed Properties Value Setting05/27/15Text Version for case State-Assessed Properties Value Setting on 05/27/15
Annual Board Meeting with County Assessors08/11/15Text Version for case Annual Board Meeting with County Assessors on 08/11/15
Rulemaking - Petition to amend Sales and Use Tax Regulation 1525.4, Manufacturing and Research & Development EquipmentJ108/25/15Text Version for case Rulemaking - Petition to amend Sales and Use Tax Regulation 1525.4, Manufacturing and Research & Development Equipment on 08/25/15
Administration Deputy Director's Report: Report on Discussions with SEIU Regarding In-House Security ServicesP5.105/27/15Text Version for case Administration Deputy Director's Report: Report on Discussions with SEIU Regarding In-House Security Services on 05/27/15
Patrick MissudB105/27/15Text Version for case Patrick Missud on 05/27/15
Robert E. Valdez and Judy M. ValdezB307/28/15Text Version for case Robert E. Valdez and Judy M. Valdez on 07/28/15
Legislative Committee07/28/15Text Version for case Legislative Committee on 07/28/15
Clovus M. SykesB207/28/15Text Version for case Clovus M. Sykes on 07/28/15
Special Presentation: California Department of Technology Oversight - Centralized Revenue Opportunity Project07/28/15Text Version for case Special Presentation: California Department of Technology Oversight - Centralized Revenue Opportunity Project on 07/28/15
Final Actions07/28/15Text Version for case Final Actions on 07/28/15
Business Taxes Committee07/28/15Text Version for case Business Taxes Committee on 07/28/15
Delegation of Authority to Deputy Director, Special Taxes and Fees Department - Relief from Liability - Tax or Fee, Interest, and PenaltiesM207/28/15Text Version for case Delegation of Authority to Deputy Director, Special Taxes and Fees Department - Relief from Liability - Tax or Fee, Interest, and Penalties on 07/28/15
Delegation of Authority to Deputy Director, Sales and Use Tax Department - Relief from Liability - Tax, Interest, and PenaltiesM107/28/15Text Version for case Delegation of Authority to Deputy Director, Sales and Use Tax Department - Relief from Liability - Tax, Interest, and Penalties on 07/28/15
Customer Services and Administrative Efficiency Committee06/23/15Text Version for case Customer Services and Administrative Efficiency Committee on 06/23/15
Executive Director's Report: CROS Project UpdateP1.206/23/15Text Version for case Executive Director's Report: CROS Project Update on 06/23/15
Truck Insurance ExchangeD106/25/15Text Version for case Truck Insurance Exchange on 06/25/15
Property Taxpayers' Bill of Rights HearingF206/23/15Text Version for case Property Taxpayers' Bill of Rights Hearing on 06/23/15
Business Taxpayers' Bill of Rights HearingF106/23/15Text Version for case Business Taxpayers' Bill of Rights Hearing on 06/23/15
Tax Program Nonappearance Matters - Adjudicatory - Legal Appeals MattersH1.106/23/15Text Version for case Tax Program Nonappearance Matters - Adjudicatory - Legal Appeals Matters on 06/23/15
Administration Deputy Director's Report: Report on Discussion with SEIU Regarding In-House Security ServicesP5.106/23/15Text Version for case Administration Deputy Director's Report: Report on Discussion with SEIU Regarding In-House Security Services on 06/23/15
E.W. International Trade, Inc. and Kobe GSW, Inc.C5a-C5b05/27/15Text Version for case E.W. International Trade, Inc. and Kobe GSW, Inc. on 05/27/15
PCS Wireless, Inc.C106/24/15Text Version for case PCS Wireless, Inc. on 06/24/15
Michael D. Rudd and Patricia J. RuddB305/27/15Text Version for case Michael D. Rudd and Patricia J. Rudd on 05/27/15
Final Actions06/23/15Text Version for case Final Actions on 06/23/15
John A. Mattson and Tara L. MattsonB505/28/15Text Version for case John A. Mattson and Tara L. Mattson on 05/28/15
Executive Director's Report: Update on BOE AlignmentP1.105/27/15Text Version for case Executive Director's Report: Update on BOE Alignment on 05/27/15
Executive Director's Report: CROS Project UpdateP1.304/29/15Text Version for case Executive Director's Report: CROS Project Update on 04/29/15
Adjournment in Memory of Lisa Buchanan and Sandra Vinatieri04/29/15Text Version for case Adjournment in Memory of Lisa Buchanan and Sandra Vinatieri on 04/29/15
Michael J. Bills and Mary E. BillsB605/28/15Text Version for case Michael J. Bills and Mary E. Bills on 05/28/15
Public Hearing: Property Taxes - State Assessees' Presentations on Capitalization Rates and Other Factors Affecting ValuesF302/24/15Text Version for case Public Hearing: Property Taxes - State Assessees' Presentations on Capitalization Rates and Other Factors Affecting Values on 02/24/15
Property Tax Committee03/25/15Text Version for case Property Tax Committee on 03/25/15
Public Hearing: Property Taxes - State Assessees' Presentations on the Valuation of State-Assessed PropertiesF104/28/15Text Version for case Public Hearing: Property Taxes - State Assessees' Presentations on the Valuation of State-Assessed Properties on 04/28/15
Special Presentation Honoring Ted Matthies04/28/15Text Version for case Special Presentation Honoring Ted Matthies on 04/28/15
Final Actions - Cases Heard May 27, 201505/28/15Text Version for case Final Actions - Cases Heard May 27, 2015 on 05/28/15
Final Actions05/28/15Text Version for case Final Actions on 05/28/15
Rulemaking - Proposed Amendments to Sales and Use Tax Regulation 1705.1, Special Taxes and Fees Regulation 4903, and Rules for Tax Appeals Regulations 5240, 5241 and 5242J105/27/15Text Version for case Rulemaking - Proposed Amendments to Sales and Use Tax Regulation 1705.1, Special Taxes and Fees Regulation 4903, and Rules for Tax Appeals Regulations 5240, 5241 and 5242 on 05/27/15
Legislative Committee04/28/15Text Version for case Legislative Committee on 04/28/15
Public Comment: William Connell04/28/15Text Version for case Public Comment: William Connell on 04/28/15
Closing in Memory of Lisa Buchanan03/26/15Text Version for case Closing in Memory of Lisa Buchanan on 03/26/15
Governor's Employee Safety Award03/25/15Text Version for case Governor's Employee Safety Award on 03/25/15
Executive Director's Report: CROS Project UpdateP1.203/26/15Text Version for case Executive Director's Report: CROS Project Update on 03/26/15
Executive Director's Report: CROS Project UpdateP1.502/24/15Text Version for case Executive Director's Report: CROS Project Update on 02/24/15
Sales and Use Tax Deputy Director's Report: Refund ApprovalP3.104/29/15Text Version for case Sales and Use Tax Deputy Director's Report: Refund Approval on 04/29/15
Closing in Memory of Sandy Vinatieri04/28/15Text Version for case Closing in Memory of Sandy Vinatieri on 04/28/15
Customer Services and Administrative Efficiency Committee03/25/15Text Version for case Customer Services and Administrative Efficiency Committee on 03/25/15
Tax Program Nonappearance Matters - Adjudicatory, Legal Appeals MattersH1.102/24/15Text Version for case Tax Program Nonappearance Matters - Adjudicatory, Legal Appeals Matters on 02/24/15
Legislative Committee03/25/15Text Version for case Legislative Committee on 03/25/15
Public Hearing: Proposed Adoption to Property Tax Rule 308.6F304/28/15Text Version for case Public Hearing: Proposed Adoption to Property Tax Rule 308.6 on 04/28/15
Public Hearing: Proposed Adoption of Amendments to Regulation 1591F204/28/15Text Version for case Public Hearing: Proposed Adoption of Amendments to Regulation 1591 on 04/28/15
Rago Development Corporation, et al.B6a-B6h03/25/15Text Version for case Rago Development Corporation, et al. on 03/25/15
Business Taxes Committee04/28/15Text Version for case Business Taxes Committee on 04/28/15
Johnnie F. Lau and Gay L. LauB403/25/15Text Version for case Johnnie F. Lau and Gay L. Lau on 03/25/15
Hezghiahoo Aharon Investment, Inc.C902/25/15Text Version for case Hezghiahoo Aharon Investment, Inc. on 02/25/15
William R. Dobkin and Donya DobkinB11a-b02/24/15Text Version for case William R. Dobkin and Donya Dobkin on 02/24/15
Chief Counsel Matters: Rulemaking - Petition to Repeal Sales and Use Tax Regulation 1585J103/26/15Text Version for case Chief Counsel Matters: Rulemaking - Petition to Repeal Sales and Use Tax Regulation 1585 on 03/26/15
Final Actions03/25/15Text Version for case Final Actions on 03/25/15
Jalidat, IncorporatedC1002/26/15Text Version for case Jalidat, Incorporated on 02/26/15
Ace Service CentersC702/25/15Text Version for case Ace Service Centers on 02/25/15
Public Hearing: Proposed Amendments to Regulation 1685.5F103/25/15Text Version for case Public Hearing: Proposed Amendments to Regulation 1685.5 on 03/25/15
Final Actions03/26/15Text Version for case Final Actions on 03/26/15
Larry DigheraB302/24/15Text Version for case Larry Dighera on 02/24/15
The Wakefield Company, Inc.C1402/26/15Text Version for case The Wakefield Company, Inc. on 02/26/15
Adil Alfonse KhillaD102/26/15Text Version for case Adil Alfonse Khilla on 02/26/15
Executive Director's ReportP1.1-P1.302/24/15Text Version for case Executive Director's Report on 02/24/15
Final Actions02/26/15Text Version for case Final Actions on 02/26/15
Final Actions02/25/15Text Version for case Final Actions on 02/25/15
Final Actions02/24/15Text Version for case Final Actions on 02/24/15
Public Comment: William Connell02/24/15Text Version for case Public Comment: William Connell on 02/24/15
Legislative Committee02/24/15Text Version for case Legislative Committee on 02/24/15
Public Hearing: Proposed Amendments to Sales and Use Tax Regulation 1598.1F202/24/15Text Version for case Public Hearing: Proposed Amendments to Sales and Use Tax Regulation 1598.1 on 02/24/15
Public Hearing: Proposed Amendments to Sales and Use Tax Regulation 1533.2F102/24/15Text Version for case Public Hearing: Proposed Amendments to Sales and Use Tax Regulation 1533.2 on 02/24/15
Chief Counsel Matters: Section 100 Changes - Sales and Use Tax Regulation 1621J102/24/15Text Version for case Chief Counsel Matters: Section 100 Changes - Sales and Use Tax Regulation 1621 on 02/24/15
Public Speakers01/21/15Text Version for case Public Speakers on 01/21/15
Executive Director's Report: CROS Project UpdateP1.201/21/15Text Version for case Executive Director's Report: CROS Project Update on 01/21/15
Terravant Wine Company, LLCC201/21/15Text Version for case Terravant Wine Company, LLC on 01/21/15
Property Tax Committee01/21/15Text Version for case Property Tax Committee on 01/21/15
Chief Counsel Matters: Section 100 Changes J101/21/15Text Version for case Chief Counsel Matters: Section 100 Changes on 01/21/15
Legislative Committee01/21/15Text Version for case Legislative Committee on 01/21/15
Final Actions01/21/15Text Version for case Final Actions on 01/21/15
Public Hearing: Regulation 6001, General ProvisionsF101/21/15Text Version for case Public Hearing: Regulation 6001, General Provisions on 01/21/15