Social and networking events include the Chair’s welcome reception sponsored by Coral Gables Trust; a night monument tour; a trolley shopping tour of Georgetown for spouses, guests, and significant others; afternoon tea at the St. Regis; tours of historic districts and museums; a reception at the Florida House sponsored by MPI, the Directors’ meeting followed by dinner at Rare Steakhouse and Tavern; and a special reception at Buchanan Ingersoll & Rooney for New Tax Lawyers. We hope to see you in D.C.

This CLE-accredited event will be from 11:30 a.m. to 1:30 p.m. 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.

This course provides a primer on the taxation of subchapter C corporations. It addresses the tax consequences and considerations for transactions that typically occur throughout the lifecycle of a corporation. Subtopics include choice of entity, capital structure, formation and contributions, distributions, redemptions, liquidations, taxable acquisitions, and reorganizations.

These programs are designed to assist international tax professionals with the challenges they face in this dynamic field.

ITC’s featured speaker was Bradley Birkenfeld, the international banker and wealth manager at UBS Bank in Switzerland who blew the whistle on a massive tax evasion scheme and was awarded $104 million by the IRS.

SPONSOR SPOTLIGHT: GLENMEDE

Get to Know Glenmede Trust Company

At Glenmede, we are governed by two fundamental objectives: a commitment to fiduciary values and to fulfill our duties. Over the decades, we have consistently combined these qualities with purposeful innovation to keep our clients one step ahead in this ever-changing world.

Perfectly Positioned.

Privately owned and independent, our values and commitment have and will continue to guide a long-term perspective for our clients.

We have the scale to serve you and the client focus to know you—offering elements of both smaller boutique firms and large multinational firms.

Who We Are

Culture is paramount. At Glenmede, our culture reflects who we are, what we stand for and how we operate, directly benefiting our clients. We empower, respect and value all individuals.

We foster a culture of inclusion, collaboration, and innovation, which translates to a better experience for our clients, communities and colleagues.

What We Do

Glenmede has over 65 years of serving as a fiduciary and investment manager. We offer a range of products and services tailored to our diverse set of clients, each with their own needs and goals. For more information, please visit the Glenmede website or contact Florida Regional Director & Chief Wealth Strategist, Mark R. Parthemer at mark.parthemer@glenmede.com or 561-571-4900.

Private Wealth l Endowments & Foundations l Glenmede Investment Management

APRIL 9—FREE CLE: Taxation of Subchapter C Corporations by Adam Smith, BizTx Law. P.A. REGISTER

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

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

• (8948) 2025 Heckerling Review: Estate Planning and Tax Updates
• (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

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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