Retroactivity in Tax Law: “A Conversation with Professor Steve R. Johnson

Division: State Tax Division of the Florida Bar Tax Section Date: 3/08/2017 12 p.m. – 1 p.m. Speakers: Steve Hogan & Professor Steve Johnson Topic: Retroactivity in Tax Law: A Conversation with Professor Steve R. Johnson Description: A refresher on the Department’s informal protest process, related litigation options, and the...

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An Overview of Partnership Taxation

Division: Fed Tax Speakers: Nathan Wadlinger Location: Tel: (712) 432-0900, Code: 611713 The CLE will be free and worth 1 credit. Description: This program is a general overview of partnership taxation. It has been designed principally as a resource for the upcoming Florida Bar tax certification exam.

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Tax Procedure

Division: Fed Tax Speakers: Micah Fogarty & Brian Harris Location: Tel: (712) 432-0900, Code: 611713 The CLE will be free and worth 1 credit.

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Sales & Use Tax

Division: New Tax lawyers Speakers: Jeanette Moffa Location: Tel: (712) 432-0900, Code: 611713 The CLE will be free and worth 1 credit.

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The Interaction of Immigration and Tax

Division: Fed Tax Division of the Florida Bar Tax Section Speakers: Abrahm Smith & Laura Garvin Topic: The Interaction of Immigration and Tax Description: A Discussion of Visa Options, Green Cards, and US Citizenship and the Corresponding Tax Consequences. The CLE will be free and worth 1 credit. Location: Tel:...

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Unclaimed Property

TOPIC: Unclaimed Property DESCRIPTION: This session will discuss the trends in unclaimed property audits and enforcement by state governments, with a focus on the developments in Delaware. This will include a brief overview of unclaimed property basics, some key issues in the current environment, and an update on recent cases....

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Back to Basis: Stay in and Step Up, or Step Out

TOPIC: Back to Basis: Stay in and Step Up, or Step Out DESCRIPTION: We’ll cover the effect of the new basis consistency (1014(f)) rules on basis planning, selective funding of marital trusts to maximize the step-up (including issues relating to valuation under the new 2704 proposed regs), valuation issues for...

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The Recently Proposed Section 2704 Regulations: What’s All the Hoopla About?

Topic: The Recently Proposed Section 2704 Regulations: What’s All the Hoopla About? Date: September 6, 2016 Time: 11:30 a.m. – 12:30 p.m. Speaker: David Pratt Description: This presentation discusses the proposed regulations recently issued under Section 2704 of the Code. The presentation will highlight the history and mechanics of Section...

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