Attorneys' Guide to Taxation of Service 

Members and the US Military VITA/ELF Programs

Tuesday, April 1, 12:30 pm - 2:00 pm Pacific via ZOOM

Attend

There is no cost to attend this webinar.



Check out all BHBA membership options at www.bhba.org/membership.

Earn 1.5 hours of General CLE or Taxation Law LSCLE credit.

Meet the Speakers

Susan Mitchell


Executive Director

Tax Advisor

Armed Forces Tax Council (AFTC)

Department of Defense

Natalie Loebner


Owner

Loebner Consulting, LLC

C. Wells Hall III


Partner

Nelson Mullins

About the Program

There are about 1.1 million active-duty service members, and approximately 800,000 Reserves and National Guard personnel in the United States. Whether stationed domestically or overseas, or serving on active duty or reserve duty, service members, veterans, and their families must navigate the unique, and sometimes, complex, special tax situations and benefits that come with filing federal tax returns.


This webinar will provide attorneys with an understanding of several key tax laws affecting service members and their families, as well as recent National Defense Authorization Act provisions providing flexibility to military spouses on state tax residency, tax filing options for service members, and the Adopt-a-Base Program, a collaboration between the IRS’ Stakeholder Partnerships, Education and Communication (SPEC), the Section of Taxation of the American Bar Association (ABA), and the Armed Forces Tax Council (military installations).

Program Partner

This program is presented by the Taxation Law section, chaired by Philipp Behrendt. The Taxation Law section is sponsored by Hochman Salkin Toscher Perez P.C. Find out more at www.bhba.org.

Facebook  Instagram  LinkedIn  YouTube

CLE CREDIT: BHBA CLE programs are eligible for credit in all jurisdictions with mandatory CLE requirements, subject to accreditation and restrictions below. The process for obtaining credit varies by state. For comprehensive details on course accreditation, please email help@bhba.org. Always refer to the registration page and/or course flyer for detailed CLE information for each course.

 

BHBA is an accredited or approved sponsor in California, Illinois, Pennsylvania, New Jersey, Connecticut, and Vermont. All courses qualify for New York credit through New York's approved jurisdiction policy. View New York's policy here.

 

BHBA actively seeks credit approval for individual programs in additional states, including Alabama, Arkansas, Delaware, Florida, Georgia, Idaho, Indiana, Kansas, Kentucky, Louisiana, Maine, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Mexico, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

 

BHBA's programs also meet the CLE eligibility criteria in Alaska, Arizona, Hawaii and New Hampshire. Attorneys must individually apply for credit and, if mandated by the state, submit accreditation fees directly.

 

Copyright © 2025 Beverly Hills Bar Association. All rights reserved.