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

April 27 - April 30

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Reserve your room 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. “Taxation of Business Deals and M&A Transactions” is the Friday CLE program. Thank you to Co-Chairs Mike Wilson and Greg McLaughlin. Registration for the Annual Meeting and CLE program open soon.

Reserve your room online or call the reservations department at 1(800) 282-1116 and use code FLBAR4.

  • 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


TENTATIVE 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

8:30 AM–5:15 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

 

Taxation of Business Deals and M&A Transactions
Friday, April 28—8:30 AM – 5:15 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

Details

Start:
April 27
End:
April 30
Event Categories:
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Event Tags:

Venue

The Don CeSar
3400 Gulf Boulevard
St. Pete Beach, FL 33706 United States
+ Google Map
Phone:
844-338-1501
View Venue Website

©2023 Tax Law Section of The Florida Bar. All Rights Reserved.

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