In This Issue

  • Sept. 25: Practical Estate Planning in Uncertain Times
  • Sept. 22-25: Virtual Fall Meeting
  • Upcoming Free CLE and Save the Dates
  • Tax Section News & Announcements
  • Hall of Champions: Michael A. Lampert, 2020-2021 Gerald T. Hart Outstanding Tax Lawyer of the Year
September 25—9 AM - 4:20 PM—8 Tax Law CLE Credits
Register now for "Practical Estate Planning in Uncertain Times," Sept. 25, 9 AM - 4:20 PM. This CLE will benefit all tax professionals who are seeking creative, practical strategies in the “new normal” world of estate planning.

Traditionally held live in conjunction with the Tax Section Fall Meeting, this year the CLE will be a live GoToWebinar and registrants will have 90-day, on-demand access. Approved for 8 General CLE credits, 8 each Elder Law; Tax Law; and Wills, Trusts & Estates certification credit.

Changes that have happened in recent months have significantly impacted the focus of estate planning. Now more than ever, it is important to revisit your clients' existing estate plans and develop practical solutions that provide flexibility for the future. Internationally recognized presenters will share real-world tactics that can address your clients’ concerns during this time of fear and unrest—from planning with retirement accounts under the CARES and SECURE acts to creative uses for grantor and non-grantor trusts and the effects of the current political and interest-rate environments. Presentations will focus on how to plan with the higher gift and estate tax exemptions before they sunset as early as the end of this year!
9 - 10:40 AM
Shining Light Through the Darkness: Planning in the Shadow of Uncertainty, Social Distancing, and Fear

Paul Lee, Global Fiduciary Strategist, Northern Trust, New York, NY
10:40 - 11:30 AM
Planning with Retirement Plans Under the CARES and SECURE Acts

David E. Bowers, Shareholder, Jones Foster, P.A., West Palm Beach
12 - 12:50 PM
Don’t Panic! Things to Look Out for at the Intersection of Business Entities and Estate Planning

Cristin Keane, Shareholder, Carlton Fields, Tampa
12:50 PM - 1:40 PM
Creative Uses for Grantor and Non-Grantor Trusts

Austin Bramwell, Partner, Milbank, New York, NY
1:50 PM - 2:40 PM
What Every Attorney and CPA Needs to Know to Prepare and Review Estate and Gift Tax Returns

Mark Scott, Principal, Kaufman Rossin, Miami
2:40 PM - 3:30 PM
20 Tax Traps Related to Trustee Selection

Mark Parthemer, Managing Director & Senior Fiduciary Counsel, Bessemer Trust, Palm Beach
3:30 PM - 4:20 PM
Planning in Light of the Current Political Environment

Lester B. Law, Member, Franklin Karibjanian & Law PLLC, Naples
September 22-25 Virtual Fall Meeting
The Tax Section has scheduled its first-ever virtual Fall Meeting and CLE event for September 22-25, and we hope you will join us.

All division and committee meetings will be conducted on Zoom. We've made the meeting schedule as convenient as possible by spacing out meeting times, building in networking opportunities and offering participation in virtual games. Although registration is required to receive the Zoom meeting information, there is no cost to participate.
Virtual Social Events During Fall Meeting
Tuesday, Sept. 22
12 – 1 PM Section Member Networking Hour

Wednesday, Sept. 23
12 – 1 PM New Tax Lawyers' Networking Hour
–  5 PM Trivia

Thursday, Sept. 24
12 – 1 PM Spouse and Family Networking Hour
The Virtual Fall Meeting gives us new opportunities to network with colleagues, friends and family.

Play Bingo and Tax Section Trivia to win prizes like this 20 oz. YETI Rambler Tumbler with a Magslider lid. We hope to see you online!
Free CLE for Tax Section Members
Registration is required in order to receive the join link. Tax Section members free. Non-section members $75 (includes membership to the Tax Section). 1.0 CLE credit.

The Zoom join link will be provided to registrants prior to the webinar. The registration cutoff is 11:30 a.m. on the date of the presentation.
Wednesday, Sept. 9, 12 - 1 PM on Zoom, presented by Christopher Callahan, Micah Fogarty, Matthew Brown and Daniel Fogarty. Approved for 1 General CLE credit.
Wednesday, Oct. 7, 12 - 1 PM on Zoom, presented by Nathan L. Wadlinger. Approved for 1 General and 1 Technology CLE credit. Tax Section members free; non-section members $75 (includes Tax Section membership).

There is currently a big emphasis in the profession on big data, data analytics, and artificial intelligence (AI). When most people talk about AI in the tax area, they are usually talking about tax preparation software auto filling in returns using AI technology. Recently software has been created where AI is now being used to help tax professionals make better decisions when it comes to tax research. For the first time now we are able to predict outcomes of various tax scenarios using special software. That’s the general idea of the tax research software called Tax Foresight by Blue J Legal. It really does combine tax and science in order to improve tax research. This presentation provides an overview of Tax Foresight including a basic demonstration of the product and how AI improves the tax research process. This presentation uses an interactive approach walking through the steps of the software with various situations. There will even be some interesting surprises!
Wednesday, Nov. 4, 12 - 1 PM on Zoom, presented by Charlotte Erdmann. 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.
Wednesday, Dec. 9, 12 - 1 PM on Zoom, presented by Charlotte Erdmann. 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.
Save the Dates
Update: IRS Commissioner Charles P. Rettig will be a luncheon keynote speaker at the 2021 International Tax Conference, sharing insights into upcoming IRS initiatives.
Bookmark to go directly to on-demand and podcast Tax Law CLE.
Tax Section News & Announcements
IRS seeks Comments on Revenue Procedure 94-69
The IRS Large Business & International Division is requesting comments from large corporate taxpayers currently utilizing the procedures under Rev. Proc. 94-69 to disclose changes in tax positions after the opening of an examination.
If anyone who has experience with this Revenue Procedure would like to provide comments, please let Charlotte Erdmann know via email at The Tax Section is trying to gauge interest before committing to a comments project.
Hall of Champions: Michael A. Lampert
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.
In this episode, Steven M. Hogan interviews Michael A. Lampert, who served as Chair of the Tax Section in 2012-2013, and who will receive the Hart Award for the 2020-2021 year.

More information about Mr. Lampert and his practice can be found here.
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. Starting in fiscal year 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. In order to “get your name on the list,” reach out to Charlotte Erdmann at 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 decease 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 Florida Bar Journal editor. In terms of topics, we usually look for commentary and explanations of new developments, code sections, and 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.
We currently have spaces available for article authors for the November/December 2021 issue and issues in 2022.

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 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 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. There are usually three issues per year and feature at least five articles per issue. Articles are usually between 500 and 2500 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
Free Tax CLE 24/7 Available 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 can make them available to you online so you can watch or listen to them any time. The latest additions to the section's YouTube Channel are:

Bookmark to go directly to on-demand and podcast Tax Law CLE.
Thank You to Our Tax Section Annual Sponsors
Platinum Sponsor
Silver Sponsors
Alliance Bernstein,
Business Valuation Analysts, Timothy K. Bronza
Coral Gables Trust,
Jones Lowry,
Kaufman Rossin,
MRW Consulting Group, LLP, Luis O. Rivera 
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. Questions or comments? Email Program Administrator Leslie Reithmiller or visit If you have news or announcements that are of interest to section members, please email newsletter content to Ileana Garcia.