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Ullman Year In Review

July 5 @ 1:00 pm - 5:00 pm

Fireworks, text, logo

The 2024 Ullman Year in Review takes place on July 5 during the Tax Section’s Organizational Meeting at Omni Amelia Island Plantation. Special thanks to Program Chair JJ Wehle and each of our presenters. Live (in-person) only; no aftermarket sales. No charge for Organizational Meeting registered guests.


Civil Tax Procedure

  • Presenter: Charlotte Erdmann
  • Relevant civil procedure matters of interest to all tax practitioners, including recent developments.

Domestic Business Tax Update

  • Presenter: Daniel Ebert
  • Update on recent cases and IRS rulings affecting domestic business taxes

Taxation Planning within Settlement Negotiations

  • Presenter: Zachary King
  • Discussion of tax planning strategies within settlement negotiations

International Tax

  • Presenter: Ellina Berdichevsky
  • International planning regimes of particular relevance to and impact on tax attorneys

State and Local Tax

  • Presenter: French Brown
  • An overview of Florida’s significant state and local tax legislation passed during the 2024 Legislative Session and recent court decisions

Tax Exempt Organizations

  • Presenter: Micah Fogarty
  • Presentation of relevant case law and private letter rulings issued by the Internal Revenue Service regarding tax-exempt organizations.

BOI Reporting under the CTA

  • Presenter: Vladyslav Golubovski
  • Presentation on beneficial ownership information reporting under the Corporate Transparency Act

Estate and Gift Update

  • Presenter: Ryan Tahiri
  • Presentation of relevant estate tax planning case law and private letter rulings issued by the Internal Revenue Service

Portfolio Interest Planning

Ethics in Tax Planning

  • Presenter: Michael Lampert
  • Our annual ethics-related topics of interest and application to tax attorneys, including technology and the practice of law


July 5
1:00 pm - 5:00 pm
Event Categories:
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Omni Amelia Island Resort
39 Beach Lagoon Road
Fernandina Beach, FL 32034 United States
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©2024 Tax Law Section of The Florida Bar. All Rights Reserved.


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