NTLs, we want you! We are launching a special Tax Section Bulletin column for New Tax Lawyers and are seeking NTLs to submit summaries for new or interesting cases. 

Do you have an article or case summary you'd like to be considered for publication? Please email Section Administration Division Co-Director Thomas Treece at ttreece@bilzin.com and Bulletin Editor Daniel Hudson at DHudson@bergersingerman.com. 

Friday, February 28 is the deadline to submit articles for the next Bulletin.

Day One featured the Directors' meeting, where Chair Mark Scott gave a shout-out to 15 New Tax Lawyers (NTLs) who have been making a difference in the Section through committee service, article-writing, CLE presentations, and more. Thank you to NTLs Andrea Arauz from the Law Offices of Moffa, Sutton, & Donnini PA in Fort Lauderdale; Ellina Berdichevsky from Bilzin Sumberg in Miami; and Zachary King with Tripp Scott PA in Fort Lauderdale, who joined us in Key West. Chair Scott presented them with plaques of appreciation for their hard work and dedication to the Tax Section. That evening, the group enjoyed an incredible sunset cruise on the beautiful ship Marquesa.

Day Two started with breakfast and an excellent CLE by several former Tax Section Chairs, “Sunsets and What May Be on the Horizon …” chaired by Cristin Keane. Shout-out to Shawn Wolf, Michael Lampert, Joel Maser, Mark Brown, and Cristin for their informative presentations. Saturday afternoon, we enjoyed a trolley ride throughout Key West to see local landmarks and the city’s beautiful architecture. The Chair’s Reception was followed by a wonderful dinner at Bel Mare.

Thank you to Chair Mark Scott from Kaufman Rossin and our amazing Florida Bar Program Administrator Whitney Bledsoe for creating this interesting, exciting, and fun Directors' Meeting weekend!

The competition will be held on March 6–8, 2025, at Stetson Law, 1401 61st Street South, Gulfport. We are seeking judges for the four preliminary rounds on March 6–7 (CLE will be awarded for oral argument judges).

If you are interested, please fill out this form. If you have any questions, please reach out to Professor Brooke Bowman at bowman@law.stetson.edu.

This CLE-accredited event will be from 11:30 AM to 1:30 PM at The University Club at Tampa City Center. Open to all tax section members. To RSVP, email Joshua Sanchez at assistant@schmidtlawoffice.com. If you’ve already RSVP’d, your registration will automatically transfer to the new date. If you have any questions or prefer to cancel, please contact Joshua Sanchez at assistant@schmidtlawoffice.com.

Thank you to Tax Section annual sponsor Management Planning Inc. for their generous financial support of this lunch program.

To apply, please visit the Fellowship Program web page and apply by the March 1, 2025, deadline. We encourage all members to spread the word about this exciting opportunity to your colleagues and associates. For more information, please contact New Tax Lawyers Committee Co-Chairs Brittany Cobb at b.cobb13@yahoo.com or Chris Weeg at cweeg@comitersinger.com.

We look forward to receiving your applications!

State tax law is known for its complexity. Practitioners are asked to reconcile numerous complex, and sometimes seemingly conflicting, state laws and rules to establish the taxability (or not) of sales or income. In all the confusion, it is easy to forget the other side of the coin: procedure. From audit through litigation, state tax procedure is highly technical with rules that are easy to overlook. This joint CLE by The Florida Bar Tax Section and Florida Bar Government Lawyers Section is designed to provide the details of state tax procedure from audit through litigation.

We provide traditional accounting, audit, and tax services, plus business, risk and forensic advisory services. But more than that, we’re focused on bringing our clients joy—minimizing stress, opening up new possibilities, and making life sweeter.

Attorneys have called us “beyond helpful,” “wonderful with clients” and “incredibly knowledgeable.” Our services to businesses, their leaders, and their outside professionals provide experienced guidance and strategic planning at every stage of business growth—from start-up to succession. We meet high-net-worth clients where they are, offering everything from estate and trust strategies to concierge-style family office services. And our long-standing relationships with attorneys and other professionals strengthen our capabilities, together, to meet the most challenging client needs. 

So many awards, we’re blushing. Most recently, we were rated the #1 litigation support firm in South Florida by the South Florida Business Journal. We’ve also been named the #1 Accounting Firm to Work For in the entire country by Accounting Today. And we’re especially proud of our Best of Accounting® award for superior client service because it’s based on ratings provided by over 1,000 of our clients.

We love connecting with attorneys. To learn more about Kaufman Rossin, visit kaufmanrossin.com or contact Mark Scott at mscott@kaufmanrossin.com.

March 18—Tax Section Luncheon (Tampa area; free and open to all) featuring Special Trial Judge Jennifer E. Siegel of the United States Tax Court. Sponsored by Management Planning Inc. RSVP

March 20—Annual Mark J. Wolff Tax Symposium at St. Thomas Benjamin L. Crump College of Law. RSVP.

April 22–27, 2025—Tax Section Annual Meeting and trip to Washington, D.C. Details coming soon.

• (8623) Ethically Using Artificial Intelligence in Tax Law
• (7899) Estate and Tax Planning with Closely Held Businesses

• (8903) State and Local Tax Procedure
• (8711) Taxation and Regulation of Private Trust Companies
• (8768) Tax Penalties After the Revolution of Summer '24
• (8801) A Pass Through the Pass-Through Taxation of S Corporations
• (8710) AI, Ethics, and the Practice of Law
• (Watch) Exploring the Tax Law Certification Exam (not eligible for CLE credit)
• (8599) Litigation of Federal Tax Disputes in Bankruptcy Court
• (8549) Circular 230 and Ethics in Tax Practice

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 a Tax Section member listed below.

There are also opportunities to volunteer during "Settlement Days," 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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