Dec 4, 2017
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...
Nov 6, 2017
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...
Oct 23, 2017
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...
Oct 9, 2017
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...
Sep 25, 2017
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...