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2023 Tax Section Directors’ Meeting

JW Marriott New Orleans 614 Canal Street, (Driveway Entrance on 611 Common Street), New Orleans, FL, United States

The Tax Section's 2023 Directors' Meeting was held in historic New Orleans, Louisiana, at the JW Marriott. View the event brochure here. SCHEDULE Thursday, January 19 3:30 – 5:30 PM Directors’ Meeting 7 – 10 PM Directors’ Reception and Dinner at Brennan’s (with tableside Bananas Foster) Friday, January 20 8:30 – 9:30 AM Breakfast Buffet (sponsored by Coral Gables Trust) 9:30 – 11:30 […]

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2023 Heckerling Update (Free Zoom CLE)

Zoom

Originally presented on February 22, 2023, by Mark R. Brown and Christopher C. Weeg of Comiter, Singer, Baseman & Braun LLP. Our presenters share estate planning updates based on content from the prestigious Heckerling Institute on Estate Planning. Course number 7071 is approved until approximately August 22, 2024, for 1 General CLE credit and 1 certification credit each in Tax […]

Free for Tax Section Members

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Navigating the Unpleasant Florida Tax Audit (Free Zoom CLE)

Zoom

Navigating the Unpleasant Florida Tax Audit originally was presented on Wednesday, March 22, by David J. Brennan, Jr. of Moffa, Sutton, & Donnini, P.A., as part of the Tax Section's free (for members) Zoom CLE series. Course number 7157 is approved for 1 General CLE credit and 1 Tax Law certification credit. Tax Section members no charge; non-section members $75, […]

Free for Tax Section Members

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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 […]

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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

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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

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(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

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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 […]

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(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 […]

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(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 […]

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(7665) Cross Border Divorces in a Post-Tax Reform World

Zoom

Live Zoom webinar by Stewart L. Kasner and Carolina M. Nuche, Holland & Knight. Tax Section members free; non-section members register for only $75, which includes section membership. Course number 7665 is approved for 1 CLE and 1 certification credit each in International Law; Immigration and Nationality Law; International Litigation & Arbitration; Marital and Family Law; Wills, Trusts and Estates, and Tax […]

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