JULY NEWSLETTER
Lauren M. Kurtz, Esq., Editor
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2023 ORGANIZATIONAL MEETING
In case you missed it, the Tax Section's Organizational Meeting at the Omni Amelia Island Resort was a huge success. More than 100 members and guests enjoyed Chair Shawn Wolf's fun lineup of meetings, networking, a reception sponsored by MPI and Managing Director Roy Myers, the Ullman Year in Review CLE sponsored by Bilzin Sumberg, social events, fireworks, and fun. Read the full recap here; some photos are below.
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Highlights from the Organizational Meeting:
• Gerard "J.J." Wehle of Drummond Wehle Yonge LLP has been named the Tax Section's Chair-Elect-Designate.
• Michael Minton of Dean Mead has been chosen as the 2023–24 Gerald T. Hart Outstanding Tax Attorney of the Year.
• The Directors' Committee Meeting featured a special costume reveal by Chair Shawn Wolf, in keeping with his "Lord of the Rings" theme for the year.
• Michael A. Lampert lit up the Ullman Year in Review CLE (literally) by presenting in an LED costume during his traditional Ethics Bingo.
• The International Tax Division meeting featured a special CLE program on foreign tax credits by Matthew Brown of Shearman & Sterling LLP.
• The 2023 Marvin C. Gutter Outstanding Public Service Award was presented to Larry T. McTaw, Sr., an Estate Tax Adviser with the IRS in Jacksonville.
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UPCOMING EVENTS
Sept. 28–Oct. 1: Tax Section Fall Meeting at Rosen Shingle Creek Orlando (includes the Tax Attorney of the Year Dinner, CLE, and a Halloween Horror Nights RIP tour). The room block and registration open soon.
Sept. 29: Tax & Estate Planning for the Closely Held Business. All-day CLE in conjunction with the Fall Meeting at Rosen Shingle Creek Orlando. Registration opens soon.
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Sept. 30: Tax Attorney of the Year Dinner at Rosen Shingle Creek Orlando honoring Michael Minton of Dean Mead. Registration opens soon.
January 2024: Virtual Directors’ Committee Meeting (in-person option at Bilzin Sumberg in Miami). Details will be available soon.
May 2–5, 2024: Tax Section Annual Meeting at Atlantis, Bahamas (includes CLE). The room block opens soon; please reserve rooms early so that we may expand the block if necessary.
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FLORIDA BAR JOURNAL AUTHORS NEEDED
If you’re interested in writing an article for The Florida Bar Journal—we still need you! May/June 2024 (due Feb. 15, 2024) and July/Aug. 2024 (due April 15, 2024) are open.
If you’re thinking about submitting an article, please email 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. Interested? Learn more here.
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SPONSOR SPOTLIGHT: MRW Consulting Group, LLP
Silver Sponsor MRW Consulting Group LLP is a partnership formed in Florida in 2009. Owned and managed by Luis O. Rivera, MRW provides consulting and advisory services for individual, business, and public sector clients.
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MRW’s engagements include a wide range of work in the areas of forensic accounting, assessment of compliance regarding regulatory matters, criminal and civil tax consultation, expert witness testimony, voluntary tax disclosures, litigation support, fraud investigations, bank secrecy act AML reviews, asset tracing, forfeitures, due diligence, and anti-money laundering issues both in the United States and internationally. MRW provides financial investigative training and advisory services for law enforcement and government entities. MRW’s distinct advantage over other firms is its financial law enforcement background combined with accounting and financial investigative experience.
Since its formation in 2009, MRW was selected by the South Florida Legal Guide as one of the “Top CPAs and Accounting Professionals in Litigation Support." MRW’s success is, in part, the result of the Firm’s philosophy to blend technical expertise to bring practical applications to complex forensic issues by developing “strategies from numbers.” MRW is committed to using its experience and expertise to meet the specific needs of our clients within the highest professional and ethical standards. For more information, please contact Luis Rivera at (954) 523-8001 or luis@themrwgroup.com.
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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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- (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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- (7524) The Rights to IRS Appeals Under 7803 and Appeals' ADR Programs
- (7160) Corporate Transparency Act: Effective Date Nears But Questions Remain
- (7157) Navigating the Unpleasant Florida Tax Audit
- (7071) 2023 Heckerling Update
- (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
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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 that are of interest to Florida tax attorneys. August 1 is the deadline for the Fall 2023 issue.
If you have a topic to be considered for publication or questions about the specifications, please email Lisa Gallagher or Christina 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. Each CLE is monitored by our Florida Bar Program Administrator Sheridan Hughes. Interested? Please email Zoom CLE Chair Andrea Aguilar, Esq., LL.M. (Tax) or call her at (305) 407-9909.
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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 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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