NOVEMBER NEWSLETTER
Lauren M. Kurtz, Esq., Editor
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HIGHLIGHTS
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Registration is OPEN for the 42nd Annual International Tax Conference and 9th Annual ITC Boot Camp, in person (Miami) and live webcast. Enjoy 90-day, on-demand access to the programs with your live webcast registration. The hotel room block closes on December 26.
- Book Rooms
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Register for ITC or Boot Camp (or both)
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The room block has been expanded for the Tax Section’s May 1–4, 2024, Annual Meeting at Atlantis Paradise Island, Bahamas. We strongly encourage you to book rooms ASAP. The Section has room blocks in The Coral, a King Terrace View ($249 per night + taxes and fees), and in The Reef, a Studio Suite ($479 per night + taxes and fees).
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NOVEMBER 15 FREE CLE FOR TAX SECTION MEMBERS
Tax Lien Remedies. Live Zoom webinar from 12–1 PM by Charlotte Erdmann, LL.M., Orlando.
This program will provide a detailed overview of various remedies to federal tax liens. Specifically, we will discuss the impact of tax liens on real estate, requesting lien payoff figures, withdraws, certificates of discharge, certificates of non-attachment, and lien subordination requests.
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We will also touch on the importance of collection due process requests when notices of federal tax liens are filed, as well the lien implications to installment agreements and offers in compromises.
Tax Section members free; non-section members register for only $75, which includes section membership. Course number 7669 is approved for 1 CLE and 1 certification credit each in Real Estate; State and Federal Government and Administrative Practice; Tax Law; and Wills, Trusts, and Estates. REGISTER
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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.
42nd Annual International Tax Conference: January 18–19, 2024
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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: 8109
- 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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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.
9th Annual International Tax Conference Boot Camp: January 17, 2024
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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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TAX SECTION 2024 ANNUAL MEETING: ATLANTIS PARADISE ISLAND, BAHAMAS | |
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The room block has been expanded for the Tax Section’s May 1–4, 2024, Annual Meeting at Atlantis Paradise Island in Nassau, Bahamas. We strongly encourage you to book rooms ASAP. The Section has room blocks in The Coral, a King Terrace View ($249 per night + taxes and fees), and in The Reef, a Studio Suite ($479 per night + taxes and fees).
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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SPONSOR SPOTLIGHT: SNOWDEN LANE PARTNERS | |
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Snowden Lane Partners is an independent boutique wealth advisory firm that services both domestic and international clients. The firm’s expertise is providing bespoke financial advice to high net worth and ultra-high net worth individuals, families, and business owners. This advice encompasses investment and portfolio management, trust and estate planning, credit, and exclusive and customized financial solutions. | | | |
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Due to the complex and intimate financial relationships the advisors build with their clients, the firm partners closely with clients’ legal and accounting advisors as part of their ongoing financial planning process.
As an independent firm, Snowden Lane Partners provides financial advisors the freedom and ability to be true fiduciaries and to provide the best and most appropriate products and solutions.
For more information, please contact Armando Ureña at aurena@snowdenlane.com (305-807-5062) or Frank Murillo at fmurillo@snowdenlane.com (786-302-1189).
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January 19, 2024: Virtual Directors’ Committee Meeting (in-person option at Bilzin Sumberg in Miami). Book rooms through the ITC room block. Details will be available soon.
March 7–9, 2024: Tax Section National Tax Moot Court Competition. Live at Stetson University College of Law. Registration closes November 17.
May 2–5, 2024: Tax Section Annual Meeting at Atlantis Paradise Island, Bahamas (includes CLE). We strongly encourage you to book rooms ASAP.
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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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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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- (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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- (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
- (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
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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. | | |
FLORIDA BAR TAX SECTION | FLORIDATAXLAWYERS.ORG | |
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