JANUARY NEWSLETTER
Lauren M. Kurtz, Esq., Editor
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IN MEMORIAM
Former Tax Section Chair Harris L. Bonnette Jr. of Saint Johns passed away on December 29, 2023, at the age of 60. Our deepest condolences go out to his family, friends, and colleagues. No services are scheduled at this time.
Harris practiced law with Fisher, Tousey, Leas & Ball in Jacksonville.
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After earning his LL.M. in Taxation degree from Washington University in St. Louis, Harris became an attorney with the Internal Revenue Service Chief Counsel’s Office, first in Austin, Texas, and then in Jacksonville. He was a partner at two well-respected boutique tax law firms in Jacksonville before joining Fisher Tousey in 2011. Harris was Florida Bar board certified in Tax Law and was a well-respected authority in numerous practice areas. He frequently lectured on topics in tax controversies and trust and estate disputes.
Starting with his 2003 appointment to the Executive Council, Harris served in many Tax Section leadership roles, including Co-Director of Education, Director of Long Range Planning, Secretary, Treasurer, and 2021–2022 Chair.
Harris will be missed for his legal acumen, his kindness and respect for others, and most of all, his friendship. Learn more about Harris here.
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January 18–19 International Tax Conference (ITC)
The 42nd Annual International Tax Conference is a two-day program that provides substantive content for certified public accountants and licensed attorneys who specialize in tax. With changes and developments happening in international finance every day, there’s only one conference in Florida that you can trust to provide the knowledge needed for your multinational organization or clients. In 2024, the ITC will be offered in person in Miami and live webcast with 90-day, on-demand access. View the agenda and presenters here.
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In-Person Registration: Tax Section and/or FICPA Member – $795, member of NEITHER the Tax Section nor FICPA – $870
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Live Webcast Registration: Tax Section and/or FICPA Member – $845, member of NEITHER the Tax Section nor FICPA – $920
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Course number: 8190
- Course classification: Advanced
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Credit: CLER Program (max credit: 16.0 hours): General: 16.0 hours, Ethics: 1.0 hours. Certification Program (max credit: 16.0 hours): Business Litigation: 1.0 hours, Civil Trial: 1.0 hours, Criminal Appellate: 1.0 hours, Criminal Trial: 1.0 hours, International Law: 16.0 hours, International Litigation and Arbitration: 16.0 hours, Real Estate: 1.0 hours, Tax Law: 16.0 hours, Wills, Trusts & Estates: 2.0 hours.
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January 17 ITC Boot Camp
The 9th Annual ITC Boot Camp is a one-day, introductory-level program designed to prepare you with a foundational understanding of international tax. The Boot Camp will cover the basic topics of international inbound and outbound taxation and international tax forms. Attend this program to be prepared for the substantive content covered during the two-day International Tax Conference. In 2024, the Boot Camp will be offered in person in Miami and live webcast with 90-day, on-demand access. View the agenda and presenters here.
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In-Person Registration: Tax Section and/or FICPA Member – $320, member of NEITHER the Tax Section nor FICPA – $395
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Live Webcast Registration: Tax Section and/or FICPA Member – $370, member of NEITHER the Tax Section nor FICPA – $445
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Course number: 8110
- Course classification: Advanced
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Course credit: CLER Program (max credit: 8.0 hours): General: 8.0 hours. Certification Program (max credit: 8.0 hours): Business Litigation: 1.0 hours, International Law: 8.0 hours, International Litigation and Arbitration: 8.0 hours, Tax Law: 8.0 hours.
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JANUARY 24 FREE CLE FOR TAX SECTION MEMBERS: | |
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Don't miss "Navigating Burnout and High-Conflict People For Professionals" by Jenna Watson, Licensed Mental Health Therapist, Mend Orlando, LLC. Sponsored by Senior Counsel Attorneys at Law.
Hear professional insights into the psychological aspects of burnout and navigating high-conflict individuals, potential effects on physical and mental well-being, and how to combat those effects with self-care and resilience-building techniques.
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Course number 8204 is approved for 1 CLE, 0.5 Mental Health & Wellness Awareness, and 0.5 Professionalism credit. Tax Section members register at no charge. Non-section members register for only $75, which includes section membership. REGISTER | |
TAX SECTION 2024 ANNUAL MEETING: ATLANTIS PARADISE ISLAND, BAHAMAS | |
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Surrounded by the bluest ocean and five miles of private white-sandy beaches, Atlantis Paradise Island invites you to experience an unrivaled array of unforgettable water and marine adventures, exciting activities, world-class dining, and so much more.
Annual Meeting registration opens soon.
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Platinum Sponsor Management Planning Inc. is a business valuation and advisory firm providing valuations for a variety of tax, financial reporting and other business applications, as well as corporate advisory services to business owners and their representatives. | | | |
This prestigious national consulting firm was founded in 1939 and specializes in business valuation, forensic accounting, litigation support, and corporate advisory work. MPI provides fairness opinions, sell-side, and buy-side advisory services through its investment banking affiliate MPI Securities, Inc. MPI conducts every project as if it is going to face the highest level of scrutiny, and its senior professionals have extensive experience presenting and defending work product in front of financial statement auditors, management teams, corporate boards and fiduciaries, the IRS, other government agencies, and in various courts. For more information about MPI, visit the company website or contact Senior Vice President Roy H. Meyers, CFA, ASA at (609) 955-5743 or rmeyers@mpival.com. | |
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UPCOMING EVENTS
January 17–19: International Tax Boot Conference Camp and International Tax Conference at the JW Marriott Miami. REGISTER
January 19: Virtual Directors’ Committee Meeting at 5:30 PM (in-person option at Bilzin Sumberg in Miami). Book rooms through the ITC room block. Details about the meeting and Directors' Committee dinner will be available soon.
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FLORIDA BAR JOURNAL AUTHORS NEEDED
If you’re interested in writing an article for The Florida Bar Journal, please email Charlotte Erdmann at charlotte@erdmannlaw.com to discuss your proposed topic.
Here are the Bar Journal submission guidelines.
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If you have health and wellness content that we can post to the website, use in the newsletter, and share on social media, please email Patricia Carbone at patricia@carbonelawpa.com. | |
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NEW TAX LAWYERS FELLOWSHIPS STILL AVAILABLE: APPLY NOW
The New Tax Lawyers Committee awards fellowships to new tax lawyers who are members of the Tax Section to provide an annual financial subsidy of up to $2,500 to attend Tax Section meetings and events. Apply ASAP for the chance to attend the section's Annual Meeting in Atlantis Paradise Island Bahamas. Interested? Learn more here.
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ONLINE SEMINARS AND DOWNLOADABLE AUDIO, 24/7 THROUGH FLORIDA BAR INREACH
Looking for some great Tax Law CLE? Check out the InReach catalog of courses. We’ve even created an easy-to-remember link—bit.ly/Tax_CLE—that takes you straight to Tax programs.
Here are some links to a few of our recent presentations:
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- (7899) Estate and Tax Planning with Closely Held Businesses
- (7162) Carried Interest Estate Planning for Fund Principals and Private Equity
- (6849) Taxation of Business Deals and M&A Transactions
- (6217) Real Estate Tax Conference
- (6377) Essential Planning Now for the Clawback
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FREE ZOOM CLE ON YOUTUBE
The Tax Section's monthly free CLE series is a benefit of your section membership. The programs are recorded on Zoom so you can watch them at any time.
Here are the latest additions to the section's YouTube Channel:
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- (8196) Outbound Tax Planning for Closely Held Businesses
- (7669) Tax Lien Remedies
- (7667) Social Security Disability Insurance & Medicaid
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(7665) Cross-Border Divorces in a Post-Tax-Reform World
- (6591) Dead But Not Done: Post-Mortem Planning
- (7661) FBAR Penalties After Bittner v. United States
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SUBMIT ARTICLES FOR THE BULLETIN
If you're interested in writing for an upcoming issue of the Tax Section Bulletin, we want you! Articles are a minimum of 500 words on topics of interest to Florida tax attorneys.
If you have a topic to be considered for publication or questions about the specifications, please email Lisa Gallagher or Christy Whittemore.
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BE A PRESENTER
Free CLE is a benefit of membership in the Tax Section, and we need your help to continue providing excellent programming. If you volunteer, you'll present on Zoom.
Interested? Please email Zoom CLE Chair Jennifer A. Migliori at JMigliori@duanemorris.com or call her at (305) 960-2235.
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TAX SECTION HALL OF CHAMPIONS PODCAST SERIES
The Tax Section's Hall of Champions podcast series is free on Stitcher, Libsyn, and Google and Apple podcasts.
The purpose of the interview series is to "record and preserve the wisdom of those lawyers who have meant so much to the development of tax law and policy in Florida." Each of the episodes features a tax attorney who has served in a leadership role in the section or who has won the Gerald T. Hart Outstanding Tax Attorney of the Year.
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TAX PRO BONO OPPORTUNITIES
Florida's Low-Income Taxpayer Clinics (LITCs) assist low-income taxpayers with IRS controversies, including, collections, liability disputes and Tax Court petitions. Studies show that representation significantly increases positive outcomes for low-income taxpayers. If you are interested in representing a low-income taxpayer, please contact the LITC nearest you.
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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. | |
You received this email because you are a member of the Tax Section of The Florida Bar or you have an affiliation with our section. You may click below at any time to unsubscribe. | | |
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