Tax Section Hall of Champions Interview: Michael D. Minton 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. This interview in the series is with Michael D. Minton, who served as Chair of …

Tax Section Hall of Champions Interview: William R. Lane, Jr. 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. This interview in the series is with William R. Lane, Jr., who served as Cha…

Tax Section Hall of Champions Interview: Guy E. Whitesman 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. This interview in the series is with Guy E. Whitesman, who served as Chair of th…

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. This interview in the series is with Joel D. Maser, who served as Chair of the Tax Section in 2013-2014. More information about Mr. Maser …

Tax Section Hall of Champions Interview: Mark E. Holcomb 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. This interview in the series is with Mark E. Holcomb, who served as Chair of the …

Tax Section Hall of Champions Interview: 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. This interview in the series is with Michael A. Lampert, who served as Chair o…

Tax Section Hall of Champions Interview: David E. Bowers 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. This interview in the series is with David E. Bowers, who served as Chair of the …

Tax Section Hall of Champions Interview: Louis T.M. Conti 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. This interview in the series is with Louis T.M. Conti, who served as Chair of th…

Tax Section Hall of Champions Interview: Richard A. Josepher 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. This interview in the series is with Richard A. Josepher, who served as Chair…

Tax Section Hall of Champions Interview: Joel Bronstein 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. This interview in the series is with Joel Bronstein, who served as Chair of the Ta…

Tax Section Hall of Champions Interview: Cristin Keane 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. This interview in the series is with Cristin C. Keane, who served as Chair of the T…

Tax Section Hall of Champions Interview: Jason Warner 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. This interview in the series is with Jonathan H. (Jason) Warner, who served as Chair…

Tax Section Hall of Champions Interview: Lauren Y. Detzel 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. This interview in the series is with Lauren Y. Detzel, who served as Chair of th…

Tax Section Hall of Champions Interview: Edward Koren 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. This interview in the series is with Edward F. Koren, who served as Chair of the Tax…

Tax Section Hall of Champions Interview: Benjamin Phipps 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. This interview in the series is with Benjamin Phipps, who served as Chair of the …

Tax Section Hall of Champions Interview: Bruce H. Bokor 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. This interview in the series is with Bruce H. Bokor, former Chair of the Tax Secti…

Tax Section Hall of Champions Interview: Leslie J. Barnett 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 installment, we interview Leslie J. Barnett, who the Tax Section is hon…

Tax Section Hall of Champions Interview: Dick Jacobs 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 installment, we interview Richard O. (“Dick”) Jacobs, who served as Chair of …

Tax Section Hall of Champions Interview: Bob Pierce 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. Our fourth interview in the series is with Bob Pierce, the first General Counsel that …

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. Our third interview in the series is with Bob Panoff, a living legend in Federal and Florida tax controversy and planning. Mr. Panoff prac…

Tax Section Hall of Champions Interview: Bill Townsend 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. Our second interview in the series is with Bill Townsend, a living legend in Florid…

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. Our guest today is Sam Ullman, one of the most respected and well-known tax lawyers in our state. Mr. Ullman still practices with the Bilz…

DESCRIPTION: This episode covers the effect of the new basis consistency (1014(f)) rules on basis planning, selective funding of marital trusts to maximize the step-up (including issues relating to valuation under the new 2704 proposed regs), valuation issues for non-taxable estates, a fixes for estate plans that were drawn for previously taxable (…

TOPIC: Unclaimed Property DESCRIPTION: This session will discuss the trends in unclaimed property audits and enforcement by state governments, with a focus on the developments in Delaware. This will include a brief overview of unclaimed property basics, some key issues in the current environment, and an update on recent cases. PRESENTED BY: Matthew…

Speaker: James A. Schmidt Description: The IRS has rules that apply to and define Tenant in Common ownership structures. Whether or not a TIC complies with these rules, and would not otherwise be deemed to be a partnership, can have significant consequences for real estate investments, especially those that seek to take advantage of Section 1031 ex…

CLE presentation by Jeanette Moffa and Jerry Donnini, January 11, 2017. Materials available for download here: http://floridataxlawyers.org/wp-content/uploads/2017/01/Beyond-Fighting-an-Assessment-presentation.pdf Nothing in this podcast is legal advice. Please seek counsel of your own choosing before making decisions that impact yourself or your b…

CLE Presentation by Mr. Taso Milonas for the Tax Section of The Florida Bar, January 25, 2017. Presentation materials are available here: http://floridataxlawyers.org/wp-content/uploads/2017/01/An-Overview-of-Federal-Transfer-Taxes_ADA.pdf Nothing in this podcast is legal advice. Please seek counsel of your own choosing before making decisions that…

Speakers: Charlotte Erdmann (April 26, 2017) Title: Offers in Compromise: The different types of Offers and how to use them Description: This presentation is a primer on the different types of Offers and how to use them as well as focusing on some finer points of the mechanics of Offers including recent changes to the IRS expense standards as of Ma…

CLE presentation on Partnership Tax given by Mr. Nathan Wadlinger on behalf of the Tax Section of The Florida Bar, February 22, 2017. Presentation materials are available at this link: http://floridataxlawyers.org/wp-content/uploads/2017/02/N-Wadlinger-Overview-of-Partnership-Tax-FL-Bar-CLE.pdf Nothing in this podcast is legal advice. Please seek c…

Date: June 7, 2017 Speakers: Alan Gassman, Kenneth Crotty and Christopher J. Denicolo Description: This program will review present and expected changes to income, estate and gift tax changes. Participants will review many alternative strategies to be considered with respect to tax and related law changes. In addition, the materials and discussion …

This presentation by Brian Harris (Akerman, LLP) and Micah Fogarty (Barnett Bolt Kirkwood Long & Koche) is a certification exam review CLE focused on Tax Procedure. Materials for this CLE presentation can be found at the following link: http://floridataxlawyers.org/wp-content/uploads/2017/02/FL-Bar-Tax-Section-Tax_Procedure_CLE_Outline-020517-002-1…

Recent case law has highlighted the “gray areas” surrounding statutes of limitation in Florida tax audits. In a sales and use tax audit, where returns are required to be filed each month, the law creates a separate three-year limitations period for each month in the audit. As things currently stand, there is a question as to whether the “automatic”…

This episode shares an audio CLE on Attorney-Client Privilege and the Work Product Doctrine in the context of tax practice. The presenters are Adam J. Smith and Matthew E. Livesay. Materials from this CLE can be accessed at the following link: http://floridataxlawyers.org/wp-content/uploads/2017/03/Outline-of-Attorney-Client-Privilege-Presentation.…

This audio CLE presentation focused on the creation of "pet trusts." The speaker is Peggy R. Hoyt. You can access the materials for this presentation at the following link: http://floridataxlawyers.org/wp-content/uploads/2015/03/Can-You-Trust-Your-Pet-April-Webinar.pdf

A conversation on retroactivity in tax cases, with Professor Steve Johnson from the Florida State University College of Law. Professor Johnson is interviewed by attorney Steven M. Hogan.