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 ANNUAL MEETING 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)

6–7 PM Chair's Welcome Reception

Saturday, April 29

7:30–9 AM Tax Section Member 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

On Friday, our guests enjoyed a tasty breakfast buffet sponsored by Coral Gables Trust Company. Next up was “Hot Topics With Past Chairs—An Intimate Conversation," the CLE coordinated by former Tax Section Chair David E. Bowers. The program featured 10 previous section chairs who shared insights in their respective fields of tax law. Thank you to Management Planning Inc. for sponsoring the CLE. Later that afternoon, our guests enjoyed walking tours of the scenic French Quarter.

On Saturday, we met at the New Orleans School of Cooking for a hands-on cooking class featuring sweet potato bisque, shrimp creole, bread pudding, and more. Later that afternoon we enjoyed a pub crawl that started at the famous Pat O’Briens.

The annual out-of-state Directors' Meeting is a special Tax Section tradition. Our Directors are among the hardest-working volunteers in The Florida Bar. We thank each of them for their hard work on behalf of the Section.

Here are some nice photos from the weekend.

• (6377) Essential Planning Now for the Clawback
• (6217) Real Estate Tax Conference

• (6589) Special K: A Primer on Partnership Tax
• (6604) A Pass-Thru the Pass-Through Taxation and Selection of S Corporation
• (6486) Primer on Real Estate Transactions
• (6203) The Wilson Case: Litigation of IRS Form 3520 A and 3520 Issues
• (6076) Hot Topics and Best Strategies for Estate Tax Planning Part 2
• (5857) Hot Topics and Best Strategies for Estate Planning Part 1
• (5754) Corporate Transparency—Examining the Proposed FinCEN Regulations

From its inception, the partnership between Alex. Brown and Raymond James has been about offering clients the best of both firms – marrying the heritage and ingenuity of a highly regarded boutique with the far-reaching capabilities and unparalleled support of one of the largest wealth management firms in the United States. Together, we provide individuals and institutions with personalized solutions to even the most complex financial needs.

Alex. Brown has raised the bar with a signature approach to investing that our distinguished clients demand and deserve. Our powerful partnership with Raymond James adds breadth and depth to our boutique services, which include traditional and alternative investment opportunities, asset and risk management, lending, investment banking, global custody* and wealth management.

Whether we are providing professional investment consulting or comprehensive financial planning, our elite clients rely on us for timely advice and guidance. We help create the successful future our clients envision through proprietary offerings and access to high-quality investment opportunities.

For more information about Alex. Brown, visit the company website or contact Director Trevor Ronderos at (786) 857-5523 or Trevor.Ronderos@alexbrown.com.

APRIL 27–30: Tax Section Annual Meeting and Tax Attorney of the Year Dinner at the Don CeSar Hotel in St. Petersburg. Reserve rooms.

APRIL 28: Taxation of Business Deals and M&A Transactions by multiple presenters. Registration opens soon.

JULY 1–5: Tax Section Organizational Meeting and Ullman Year in Review CLE. Details will be available soon.

Volunteers needed for the U.S. Tax Court Pro Bono Calendar Call Program. The program is designed to have local tax practitioners volunteer their time to pro se taxpayers during calendar call sessions without entering their names as the attorneys of record. If you are interested in participating in the Calendar Call Program, please contact one of the Tax Section members listed below.

There are also opportunities to volunteer during "Settlement Days," which are held a few weeks prior to calendar call. During a "Settlement Day," pro bono practitioners work with a petitioner to try and resolve a case with representatives from the IRS Office of Appeals and IRS Chief Counsel. Neither opportunity requires you to file an appearance in Tax Court if you do not wish to represent the petitioner before the Court.

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