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

The Don CeSar 3400 Gulf Boulevard, St. Pete Beach, FL, United States

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 […]

Taxation of Business Deals and M&A Transactions

The Don CeSar 3400 Gulf Boulevard, St. Pete Beach, FL, United States

Friday, April 28, 2023, 9 AM–4:50 PM live (in-person) at the Don CeSar in St. Petersburg Beach and live webcast. In-person CLE registration closed on April 19. Webcast registrants have 90-day, on-demand access. Michael J. Wilson and Gregory A. McLaughlin, Program Chairs. Sponsored by Coastal Investment Company. This program is in conjunction with the Tax Section's 2023 Annual Meeting and […]

$395 – $445

Carried Interest Estate Planning for Fund Principals and Private Equity

Zoom

Full title:  Carried Interest Estate Planning for Fund Principals and Private Equity:  Not Getting Cut with Vertical and Non-Vertical Slice Planning.  12–1 PM live Zoom webinar by Nathan R. Brown and Todd Angkatavanich, McDermott, Will & Emery. Originally presented on May 31, 2023, course number 7162 is approved until approximately December 1, 2024, for 1 CLE and 1 certification credit […]

$75

(7524) The Right to IRS Appeals Under 7803 & Appeals’ ADR Programs (Free CLE for Section Members)

Zoom

June 14, 12–1 PM, FREE CLE: (7524) The Right to IRS Appeals Under 7803 & Appeals' ADR Programs by Marissa Linius of Jacksonville, a senior manager in the tax controversy group in RSM US LLP’s Washington National Tax practice. Course number 7524 is approved for 1 CLE; 1 Tax Law certification credit. Tax Section members no charge; non-section members $75, which […]

Free

2023 Tax Section Organizational Meeting

Omni Amelia Island Resort 39 Beach Lagoon Road, Fernandina Beach, FL, United States

The Tax Section's traditional kick-off event of the Bar year was July 1–4 at the Omni Amelia Island Resort. Chair Shawn Wolf put together a fun itinerary that included meetings, networking, the Ullman Year in Review CLE sponsored by Bilzin Sumberg, and more. Download the event brochure. 2023 Organizational Meeting Schedule Saturday, July 1 3:—4:30 PM Registration (Amelia Foyer) 5–9 […]

(7661) FBAR Penalties After Bittner v. United States

Zoom

Originally presented on July 19, 2023, as a live Zoom webinar by Patricia Carbone, Carbone Law, P.A., Orlando. Course number 7661 is approved by The Florida Bar until approximately January 19, 2025, for 1 CLE and 1 certification credit each in Civil Trial, Criminal Trial Law, State and Federal Government and Administrative Practice, and Tax Law. This course provides an […]

(6591) Dead But Not Done: Post Mortem Planning

Zoom

Originally presented on August 16, 2023, by Gene M. Carlino and Leah A. Foertsch, Pannone Lopes Devereaux & O'Gara LLC, Boca Raton. Course number 6591 is approved by The Florida Bar until approximately February 16, 2025, for 1 CLE and 1 certification credit each in Tax Law and Wills, Trusts, & Estates. This course addresses post-mortem issues, including the use […]

(7899) Estate and Tax Planning With Closely Held Businesses

Rosen Shingle Creek 9939 Universal Blvd, Orlando, FL, United States

Originally presented on September 29, 2023, as a live video webcast and in person at Rosen Shingle Creek® Orlando, in conjunction with the Tax Section's 2023 Fall Meeting and Tax Attorney of the Year Dinner. Course number 7899 is approved by the Florida Bar until approximately March 29, 2025, for 7 CLE credits and 7 certification credits each in Business […]

$350

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