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• Live (In Person) – Members $350, Non-Members $400
• Live Webcast – Members $425, Non-members $475

This program will explore topics related to planning for and administering estates and trusts of clients with closely held business interests.

Course number 7899 is approved for 7 CLE credits and 7 certification credits each in Business Litigation; Tax Law; and Wills, Trusts, & Estates. Special thanks to Program Chair Dana M. Apfelbaum.

In addition to the Fall Meeting and Tax Attorney of the Year Dinner, Section Chair Shawn P. Wolf has put together an itinerary that features an all-new CLE on Estate and Tax Planning With Closely Held Businesses, a special Halloween Horror Nights RIP Tour (spaces limited*), meetings, networking, and fun.

• View the event brochure
• Register for the Fall Meeting
• Register for the CLE, Estate and Tax Planning With Closely Held Businesses

Fall Meeting Schedule

Thursday, September 28

3:30 – 5:30 PM Directors' Committee Meeting

6:30 – 10 PM Directors' Reception & Dinner

Friday, September 29

8:30 AM – 4:30 PM Tax & Estate Planning for the Closely Held Business CLE (separate registration; live program includes lunch)

5 – 6 PM Chair’s Welcome Reception

7 PM – 2 AM Halloween Horror Nights RIP Tour (space-limited)

Saturday, September 30

7:30 – 9:00 AM Tax Section Member Breakfast

8 – 9 AM Long Range Planning Committee

8:30 – 9 AM New Tax Lawyers Committee

9 – 9:30 AM Section Administration Division, Legislative & Regulations Committee

9:30 – 10:15 AM Education Division, Sponsorship Committee

10:15 – 11 AM State Tax Division, International Tax Division

11 AM – 12 PM Federal Tax Division

12 – 2 PM Executive Council Meeting and Lunch Buffet

2:30 – 4:30 PM New Tax Lawyers Meet Up at Disney Springs (contact Lauren Kurtz or Brittany Cobb for details)

6 – 10 PM Reception (sponsored by MPI) and Dinner Honoring 2023-2024 Gerald T. Hart Tax Attorney of the Year Michael D. Minton of Dean Mead.

Fall Meeting Pricing

Members/Sponsors Registration $275 (includes Chair’s Welcome Reception, Member Breakfast, and EC Luncheon)

Guest Registration $150 (includes Chair’s Welcome Reception and Member Breakfast

CLE (requires separate registration):

• Live Course – Members $350, Non-Members $400
• Live Webcast – Members $425, Non-members $475

Directors' Reception and Dinner $225 (requires full Member/Guest/Sponsor registration)

Tax Attorney of the Year Reception (sponsored by MPI) and Dinner honoring Michael D. Minton $250

Halloween Horror Nights Tour $450 (pricing subject to change depending on sponsorship)

*Reservations are limited for our special RIP Halloween Horror Nights Tour, and pricing is subject to change based on sponsorship. Due to the intense, graphic nature of the event attendance is not recommended for young children and adult discretion is strongly advised. Learn more here.

Additionally, the division of property where either or both spouses is or are non-U.S. persons can trigger unanticipated income and withholding tax consequences, particularly where there is a transfer of US real property. This presentation will highlight those pitfalls and examine tax planning opportunities when structuring alimony payments and property divisions as well as cover other issues that are often overlooked.

Tax Section members free; non-section members register for only $75, which includes section membership. Course number 7665 is approved for 1 CLE and 1 certification credit each in International Law; Immigration and Nationality Law; International Litigation & Arbitration; Marital and Family Law; Wills, Trusts and Estates, and Tax Law. REGISTER

Sept. 29: Estate and Tax Planning With Closely Held Businesses. All-day CLE in conjunction with the Fall Meeting. Live webcast and in person at Rosen Shingle Creek® in Orlando. REGISTER

Sept. 30: Tax Attorney of the Year Reception (sponsored by MPI) and Dinner at Rosen Shingle Creek Orlando honoring Michael D. Minton of Dean Mead. Register through the Fall Meeting.

January 17–19, 2024: International Tax Boot Camp and International Tax Conference at the JW Marriott Miami. Book rooms here. Details will be available soon.

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. 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.

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.

SPONSOR SPOTLIGHT: ALEX. BROWN

From its inception, the partnership between Alex. Brown and Raymond James has been about offering clients the best of both firms – marrying the heritage and ingenuity of a highly regarded boutique with the far-reaching capabilities and unparalleled support of one of the largest wealth management firms in the United States. Together, we provide individuals and institutions with personalized solutions to even the most complex financial needs.

Alex. Brown has raised the bar with a signature approach to investing that our distinguished clients demand and deserve. Our powerful partnership with Raymond James adds breadth and depth to our boutique services, which include traditional and alternative investment opportunities, asset and risk management, lending, investment banking, global custody* and wealth management.

Whether we are providing professional investment consulting or comprehensive financial planning, our elite clients rely on us for timely advice and guidance. We help create the successful future our clients envision through proprietary offerings and access to high-quality investment opportunities.

For more information about Alex. Brown, visit the company website or contact Director Trevor Ronderos at (786) 857-5523 or Trevor.Ronderos@alexbrown.com.

*Offered through Deutsche Bank.

• (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

• (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
• (7071) 2023 Heckerling Update
• (6589) Special K: A Primer on Partnership Tax

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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