In this issue:
-
2021 International Tax Boot Camp (Jan. 13) and International Tax Conference (Jan. 14 - 15) Registration and details here.
- Florida Bar committee preference forms are due Jan. 15.
- 2021-2022 Wm. Reece Smith Jr. Leadership Academy Class IX applications are due Jan. 15.
- Free CLE for section members.
- Tax Section "Save the Dates."
- Submit articles for The Florida Bar Journal and Tax Section Bulletin.
- National Tax Moot Court Competition judges needed April 1 - 3.
- Sponsor spotlight: Coral Gables Trust.
|
|
Jan. 13 Boot Camp and Jan. 14-15 International Tax Conference: Same-Day virtual or 90-Day On-Demand Access
|
|
Registrants enjoy 90-day on-demand access to each program.
The January 13 6th Annual International Tax Boot Camp is an 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 as well as international tax forms. Attend this program to be prepared for the substantive content covered during the 2-day International Tax Conference. This year, the Boot Camp will be offered completely virtually. DETAILS AND REGISTRATION
The January 14-15 39th Annual International Tax Conference is a 2-day program that provides substantive content for certified public accountants and licensed attorneys with a specialization 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. This year, the ITC will be offered completely virtually. DETAILS AND REGISTRATION
IRS Commissioner Charles P. Rettig will be a presenter on Day 1 of the 2021 International Tax Conference on "International Initiatives for 2021 and Beyond: What to Expect from the IRS."
|
|
Submit Florida Bar Committee Preference Forms by January 15
|
|
|
Annual committee preference forms for 2021-22 appointments are due no later than January 15, 2021.
President-elect Michael Tanner will make over 500 appointments to more than 70 committees and he wants to be sure he has a diverse group of lawyers from which to choose. Apply through your Florida Bar member portal.
|
|
Leadership Academy Applications Due January 15
|
|
|
The Florida Bar Leadership Academy is a one-year, multi-session training program designed to assist a diverse and inclusive group of lawyers in becoming better leaders within the legal profession while enhancing their leadership. Academy Fellows also are given the opportunity to learn more about the inner workings of the Bar and their role in the legal profession, while enhancing their personal leadership skills.
|
|
The Leadership Academy is open to all Florida Bar members who are in good standing. In an effort to achieve diversity among the participants, qualified individuals will be sought from different backgrounds, large and small law firms, the private and public sectors, different practice areas, and different geographical areas of the state.
|
|
Free CLE for Tax Section Members
|
|
Thursday, Feb. 18, 12 - 1 PM on Zoom, presented by Steven M. Hogan. When a business is audited by the Florida Department of Revenue, the question of what records are produced and what story they tell is the first thing a lawyer must attend to. The question of how records are kept and whether they meet the taxpayer’s statutory duties is a key issue in how the audit will turn out. This presentation will address the “battle of the records” and how the outcome impacts the Department’s ability to assess tax based on an estimate or a sampling methodology.
Approved for 1 General CLE credit. Tax Section members free; non-section members $75 (includes Tax Section membership). The Zoom join link will be provided to registrants prior to the presentation. The registration cutoff is 11:30 a.m. on the date of the presentation.
|
|
Available 24/7 on the Section's YouTube Channel
|
|
The Tax Section's monthly free CLE series is a benefit of your section membership. Now that the CLEs are recorded on Zoom, we have made them available to you online so you can watch or listen at any time. The latest additions to the section's YouTube Channel are:
4000 Ullman Year in Review
-
Segment1: Scott St. Amand, Mark Brown and Christopher Weeg
-
Segment 2: Charlotte A. Erdmann and Natalie Roberts
-
Segment 3: H. French Brown, IV, Karen J. Lapekas, Nathan L. Wadlinger and Harris L. Bonnette, Jr.
-
Segment 4: Ileana Garcia and Michael A. Lampert
|
|
Bookmark bit.ly/Tax_CLE to go directly to on-demand and podcast Tax Law CLE.
|
|
Tax Section "Save the Dates"
|
|
February 18, 2021, 12 – 1 PM
Free Zoom CLE – Battle of the Records in Florida Tax Audits
March 26, 2021, Time TBD
Webcast – Creditor Protection Nuts & Bolts
April 29 – May 1, 2021
Tax Section Annual Meeting
The Westin Tampa Waterside
April 30, 2021
CLE – The Taxation of Real Estate
The Westin Tampa Waterside + Live Webcast
July 2 – 4, 2021
Tax Section Organizational Meeting
Omni Amelia Island Plantation Resort
October 15 – 17, 2021
Tax Section Fall Meeting
The Breakers Palm Beach
February 17 – 19, 2022
Tax Section Directors’ Meeting
The Driskell, Austin, TX
January 12, 2022
ITC Boot Camp
JW Marriott Miami
January 13 – 14, 2022
International Tax Conference
JW Marriott Miami
May 19 – 21, 2022
Tax Section Annual Meeting
Hyatt Regency Coconut Point Resort
|
|
Publishing Opportunities With The Florida Bar Tax Section!
|
|
Our membership’s interest in writing opportunities is strong and the quality of submissions has been high. This brief article describes the writing opportunities available to you as members of the Tax Section, including the different publications, types of topics and lengths, and procedures for submitting the articles. Publishing is a great way to share your specialized knowledge with other members of the Tax Section and the entirety of The Florida Bar membership in general. Writing articles for publication can increase your internet presence and help boost your profile for Super Lawyers recognition and other accolades. It can also lead to client referrals from within and outside of the Section. So here are your opportunities to get your knowledge and name out there!
Florida Bar Journal - Tax Section Sponsored Articles. The Florida Bar Journal is a written and online publication by The Florida Bar that reaches every Florida attorney in the state. Starting in the new fiscal year of 2018, the Board of Governors decided to publish six issues per year, down from 10 issues in years prior. The Tax Section can submit one article per issue on behalf of the Section. As such, fewer spots are available. In order to “get your name on the list,” reach out to Charlotte Erdmann at [email protected] and ask when the next available spot is and what your general topic will be about. Because your spot may not be for an entire year, you do not need to know your exact topic, but let us know your general topic area, such as estate planning or international tax. Due to the decrease in available spots, the same author cannot have more than one spot for every 10 issues.
Articles are to be 12 pages long, double-spaced, in 12-point font, inclusive of endnotes, although 11-14 pages is usually acceptable to the Journal editor. In terms of topics, we usually look for commentary and explanations of new developments, code sections, case law, but also commentary involving any interdisciplinary topics that has a cross-section with a tax issue. Florida Bar Journal articles are edited for content by Tax Section editors. We generally do not accept political commentary articles but understand that legislation is developed through the political process.
The next available spot for Florida Bar Journal, Tax Section Sponsored Articles is the November/December 2022 issue.
Florida Bar Journal - Lead Articles. The Florida Bar Journal also publishes one lead article per issue. In a recent discussion with the Florida Bar Journal editor, we received clarification on the process for submitting a lead article for consideration, the article requirements and whether the Florida Bar Journal would consider a “tax” article. If a tax article discusses an issue that has such impact and interest to the general membership of The Florida Bar, it will be considered. Lead articles are to be 18 pages long, double-spaced, in 12-point font, inclusive of endnotes. Lead articles are selected solely by the editorial board of the Florida Bar Journal and publication is not guaranteed. The voluntary editorial board of the Tax Section plays no role in choosing a lead article. If you have an article you would like to be submitted for consideration as a lead article, please send it to Charlotte Erdmann, who will forward it to the Florida Bar Journal editor for consideration.
Florida Bar Tax Section - Tax Bulletin. The Tax Bulletin of The Florida Bar Tax Section is an online and print publication of the Tax Section. It is distributed to every Tax Section member in the state. There are usually three issues per year and feature at least five articles per issue. Articles are usually between 500 and 2,500 words per article, although there is some flexibility since it is a Tax Section publication. The importance of the Tax Bulletin should not be downplayed. The focus of this publication is on enriching other members of the Tax Section and serving them with highly specific information and developments related to their niche tax practice areas. It is a great way to add to your professional accomplishments and can lead to referrals made from within the section. To submit an article for publication in the Bulletin, you can email Lisa Gallagher at [email protected].
Signed,
The Section Administration Committee
Florida Bar Tax Section
|
|
2021 National Tax Moot Court Competition
|
|
The time for the 2021 National Tax Moot Court Competition is fast approaching. Please help the competition by serving as a judge!
Given the current environment caused by COVID-19 and the general social distancing guidelines set out by the CDC, the Tax Section is joining with Stetson University College of Law to conduct the first ever virtual National Tax Moot Court Competition for 2021. While we are still finalizing some of the details, we anticipate that the competition will be held through a Zoom meeting format. While many individuals have become familiar with Zoom meetings, we also plan to have a “judges only” orientation to discuss the new virtual competition format and rules (at a date and time TBD).
The competition brings together (virtually) 16 teams from law schools around the country to compete on a tax-related topic. It will be held virtually from April 1-2, 2021. Serving as a judge is a very rewarding experience and it involves a minimal time commitment. For those willing to serve, we will provide you with a copy of the problem and a bench brief to assist you in preparing for your service as a judge.
Continuing Legal Education (CLE) credit will be provided.
Please volunteer to judge any of the following oral argument rounds (feel free to sign up for more than one round):
Rounds/dates, judge arrival times and approximate departure times:
Round 1: Thursday, April 1 (morning), 8:45 AM–12:15 PM
Round 2: Thursday, April 1 (afternoon), 1:15 PM–4:30 PM
Round 3: Friday, April 2 (morning), 8:15 AM–12:30 PM
Round 4: Friday, April 2 (afternoon), 1:30 PM–4:30 PM
|
|
If you would like to serve as a judge for the competition or have any questions, please reply to this email or contact us at [email protected] or (813) 506-5137. We look forward to hearing from you soon.
Best regards,
Justin Wallace
Co-Chair, Florida Bar Tax Section National Tax Moot Court Competition
Brian Howsare
Co-Chair, Florida Bar Tax Section National Tax Moot Court Competition
|
|
Hall of Champions Interview With Joel D. Maser
|
|
The purpose of the Florida Bar Tax Section's “Hall of Champions” 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.
|
|
|
More information about Mr. Maser and his practice can be found here.
|
|
Featured Tax Section Sponsor: Coral Gables Trust
|
|
|
CGTC is the largest independent and privately held trust company headquartered in South Florida, with $1.5 billion of assets under management, and a leading provider of Wealth Management, Trust and Financial Planning services throughout the state.
|
|
Founded in 2004 as a locally owned and operated independent trust company, CGTC services clients with assets ranging from $500,000 to more than $50 million—inclusive of affluent individuals and families, small to medium-sized companies, foundations, and pension and endowment funds. Devoted toward putting clients’ interests first, CGTC strives to provide conflict-free services, personalized advice, open-architecture (no proprietary products), and asset-based fees.
|
|
Thank You to Our Tax Section Annual Sponsors
|
|
You received this email because you are a member or an affiliate member of the Tax Section of The Florida Bar. You may click below to unsubscribe at any time. If you have news or announcements that are of interest to section members, please email newsletter content to Ileana Garcia.
|
|
|
|
|
|
|