2023 Tax Section Annual Meeting & Tax Attorney of the Year Dinner

Please join us at The Don CeSar* in St. Pete Beach for our April 27–30 Annual Meeting and Tax Attorney of the Year Dinner honoring William R. Lane, Jr. and Cristin C. Keane. Registration for the Annual Meeting closed on April 19.

*The hotel room block currently is at capacity. You may monitor the room block online in case there are cancelations, or call the reservations department at 1(800) 282-1116 and use code FLBAR4. The Hotel Zamora is nearby and has been recommended.

• Don CeSar Dates of Stay: Thursday, April 27–Sunday, April 30
• Rate: $299
• Extended Stay Dates: Sunday, April 23–Tuesday, May 2
• Cut-off Date: April 5, 2023

“Taxation of Business Deals and M&A Transactions” is the Friday CLE program, which takes place live/in person at the Don CeSar and live webcast. In-person CLE registration closed on April 19. Thank you to Program Co-Chairs  Michael J. Wilson and Gregory A. McLaughlin and to CLE Sponsor Coastal Investment Company. Download the event brochure. CLE REGISTRATION

2023 Annual Meeting EVENT SCHEDULE

Thursday, April 27

4–6 PM Directors’ Committee Meeting
7–10 PM Directors’ Dinner at the Parkshore Grill in the Wine Cellar Room

Friday, April 28

9 AM–4:50 PM Taxation of Business Deals and M&A Transactions (CLE) sponsored by Coastal Investment Company
6–7 PM Chair’s Welcome Reception

Saturday, April 29

7:30–9 AM Tax Section Member/Registered Guest Breakfast
8 AM–12 PM Division and Committee Meetings
12–2 PM Executive Council Meeting and Lunch Buffet
6–7 PM Reception
7–10:30 PM Tax Attorney of the Year Dinner honoring William R. Lane, Jr. and Cristin C. Keane (ticketed event; business attire/black tie optional) sponsored by The Northern Trust Company, Jones Lowry, and Business Valuation Analysts

Taxation of Business Deals and M&A Transactions
Friday, April 28—9 AM – 4:50 PM

9–9:10 AM  Co-Chairs’ Introductions, Michael J. Wilson and Gregory A. McLaughlin

9:10–9:20 AM  Sponsor Introduction

9:20–10:10 AM  Asset Sale Versus Equity Sale, including 338(h)(10) Elections and F Reorganizations, Justin Wallace

10:10–11 AM  Rollover Equity, Andrew Comiter

11–11:10 AM   Break

11:10 AM–12 PM  Equity Grants to New and Remaining Management, Mitchell Goldberg

12–12:30 PM  Lunch Service

12:30–1:20 PM  Potpourri of Deal Tax Issues, Dee Menzer (Luncheon Presentation)

1:20–2:10 PM  State Tax M&A Issues, Jeanette Moffa

2:10–3 PM  Representation and Warranty Insurance in Business Deals and M&A Transactions, Phillip Theodore

3–3:10 PM  Break

3:10–4 PM  Key Drafting Issues in Business Deals and M&A Agreements, Prestin Weidner

4–4:50 PM  Ethics Issues in Business Deals and M&A Transactions, Adam Smith and Michael A. Lampert