MARCH NEWSLETTER

Ian C. White, Esq., Editor

 

VOLUNTEER MOOT COURT JUDGES NEEDED ON MARCH 12 AND 13


The 2026 National Tax Moot Court Competition will be held from March 12–14, 2026, at Stetson Law, 1401 61st Street South, Gulfport. In-person oral argument judges are needed for four preliminary rounds during the live competition on March 12 and 13. CLE credit will be awarded. Rounds include judges' orientation plus two heats. We are seeking judges for these rounds:

  • Preliminary Round 1: Thursday, March 12, 5–9:15 p.m. (light dinner provided)
  • Preliminary Round 2: Friday, March 13, 8 a.m.–12:15 p.m. (breakfast and lunch provided)
  • Preliminary Round 3: Friday, March 13, 12–4:15 p.m. (lunch provided)
  • Preliminary Round 4: Friday, March 13, 4–8:15 p.m. 


Ready to join the judging team? Submit your availability 
here.

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2026 TAX SECTION ANNUAL MEETING


Mark your calendar and get ready—registration and full details are coming soon for the Tax Section’s 2026 Annual Meeting and Tax Attorney of the Year Dinner at the beautiful Ritz-Carlton Key Biscayne.


We are proud to honor Joel Maser, a Shareholder with Greenberg Traurig LLP in Fort Lauderdale, as our Gerald T. Hart Outstanding Tax Attorney of the Year. Join colleagues and friends from across the state as we celebrate Joel’s impressive contributions to the profession and the Section.

The Annual Meeting will also feature the Directors’ Meeting and Dinner, an all-day CLE focused on State and Local Taxes, Division and Committee meetings, the Executive Council Meeting, and plenty of time for meaningful camaraderie and networking in a stunning coastal setting.

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(MARCH 25 FREE CLE) FLORIDA SALT: A PRACTITIONER'S PLAYBOOK


Florida’s tax system is unlike any other — and even seasoned practitioners can encounter unexpected challenges.


Join the Tax Section on March 25 (12–1 p.m., live on Zoom) for a FREE CLE for Section members: “Florida SALT: A Practitioner’s Playbook,” presented by Logan E. Gans of Holland & Knight in Miami.

Attendees will gain practical insights and a strategic “playbook” to help identify and manage key state tax issues in the Sunshine State. Updated for 2026, this timely program breaks down the nuances of:

  • Sales and use tax
  • Corporate income tax
  • Documentary stamp taxes


Course number 9659 is approved for 1 CLE and 1 certification credit each in State and Federal Government and Administrative Practice; Tax Law; and Wills, Trusts, and Estates. Non-member add $95 at checkout for Section membership.

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TAX SECTION ANNOUNCEMENTS


Seeking Bulletin Authors. The Section Administration Division is seeking content for the Tax Section Bulletin. Articles should be 500 to 1,000 words each and address timely, relevant topics of interest to tax professionals. If you have an article to be considered for publication, please email Bulletin Editor/Section Administration Division Co-Director Justin Wallace.


UPCOMING EVENTS


March 12–14, 2026—National Tax Moot Court Competition. Interested in joining the judging team? Submit your availability here.


March 25 FREE CLE—Florida SALT: A Practitioner’s Playbook, by Logan E. Gans. REGISTER

May 14–16, 2026—Tax Section 2026 Annual Meeting and Tax Attorney of the Year Dinner. Registration and details will be available soon for the Annual Meeting and Tax Attorney of the Year Dinner at the Ritz-Carlton Key Biscayne. We will be honoring Joel Maser, a Shareholder with GreenbergTraurig in Fort Lauderdale.

SPONSOR SPOTLIGHT: BRUCE LAW FIRM

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Thank you for allowing Bruce Law Firm to support the Florida Bar’s Tax Section!


We are Ashley Bruce and Christopher Bruce (Florida Bar Board Certified in Marital & Family Law), and we are proud to support the Tax Section. We are Florida attorneys with offices in Boca Raton, Wellington, and West Palm Beach.

Our 13-attorney law firm limits our law practice to divorce and family law (divorce, asset division, support, child custody), and we are happy to help clients in any range of family law issues, including those who need to confront a difficult or intimidating person, have an important long-term support claim, have a business valuation or asset tracing issue, or have a serious issue involving children.

 

While we can represent clients in simple cases, our focus is in working with high-net-worth individuals, business owners looking for guidance on keeping their business, long-term complicated support claims, and other divorce-related high-stakes matters that are exceptionally challenging on multiple levels. We strive to take on these representations because we know our clients will have a dramatically improved and transformed-for-the-better life once their divorce is over.  

                       

We offer free books, videos, and articles at BrucePA.com, and a variety of answers to legal questions on YouTube. Call our office or visit us online to schedule a consultation to get answers to complicated divorce-related questions.


Offices in Boca Raton, West Palm Beach, and Wellington ~ (561) 810-0170 | BrucePA.com

ONLINE SEMINARS AND DOWNLOADABLE AUDIO, 24/7 THROUGH FLORIDA BAR INREACH


Looking for 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:

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:


  • (9645) Mathematics of Estate and Tax Planning Part 2
  • (9225) Mathematics of Estate and Tax Planning Part 1
  • (9480) Series LLCs Come to Florida: The Rise of the Protected Series
  • (9236) Federal Tax Procedure Review Part 2
  • (9235) Federal Tax Procedure Review Part 1
  • (9224) Current Developments in Tax Law (Tax Law Changes Related to the One Big Beautiful Bill Act)
  • (8988) Evaluating Income Tax Benefits Upon Early Termination of Lifetime Charitable Remainder Trusts
  • (9040) SALT Bridge: Insights from the Broward County Property Appraiser’s Office

IN EVERY NEWSLETTER

BE A PRESENTER


Free CLE is a benefit of membership in the Tax Section, and we need your help to continue providing excellent monthly programming. If you volunteer, you'll present on Zoom.


Interested? Contact Thomas Treece at ttreece@bilzin.com or Andrea Arauz at andreaarauzesq@gmail.com.

MENTAL HEALTH & WELLNESS


The Tax Section's website is an excellent place to find health and wellness resources, with individual pages devoted to mental health, nutrition, exercise, mindfulness, and sleep. If you have health and wellness content we can post to the website, use in the newsletter, and share on social media, please email patricia@carbonelawpa.com.

TAX SECTION HALL OF CHAMPIONS PODCAST SERIES


The Tax Section's Hall of Champions podcast series is free and is posted on Libsyn.


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.

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.

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.

Miami

Karen J. Lapekas

305-600-1485

karen@lapekaslaw.com


Jacksonville

Scott St. Amand

904-356-2600

ssa@fishertousey.com

Tampa

Mitchell Horowitz

813-222-1105

mitchell.horowitz@bipc.com


Tallahassee

Jami Coleman

850-222-0013

jami@coleman.law

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.

TAX SECTION SPONSORS

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