Helping Businesses Overcome Their Tax Burdens Over a Century of Combined Experience on Your Side

Upcoming Speaking Engagements

Florida Sales and Use Tax: Construction Industry

  • October 23, 2020 (Virtual)
  • Description: The construction industry is the 2nd largest industry in Florida and by far the most complicated from a sales tax perspective. This presentation focuses on Florida sales and use tax for the industry taught by a CPA/Attorney who used to be CFO/In-House Counsel for two construction companies and now does nothing but defend businesses in sales and use tax controversy.
  • Presented by: James Sutton, CPA, Esq.
  • FICPA Construction Industry Conference: Register HERE

Florida Sales Tax Update

  • October 30, 2020 Fort Lauderdale, Florida
  • Description: Learn ins and outs of Florida sales and use tax that your clients or your company need to know. Taught by a CPA & Attorney who is almost exclusively focused on Florida sales & use tax, this is the place to be to get your specific questions answered.
  • Presented by: James Sutton, CPA, Esq.
  • FICPA Fall University Conference: You can register for the two day event HERE.

Past Speaking Engagements

Sales Tax: 1 Tax + 45 State interpretations = The Big Problem You Can't Ignore

  • February 13, 2020, Tampa Marriott Waterside, FL
  • Description: In 2018, the Supreme Court of the United States opened the flood gates for states to impose sales and use tax on out-of-state businesses based upon economic standards for the first time. Nearly two years later, states still don't agree on what those economic nexus standards exactly are, let alone how to implement them. The result is multistate businesses at risk not only where they reside, but in every state in which they do business.
  • Presented By: Jeanette Moffa, Esq.
  • Florida Tax Institute: Click HERE to register.

Florida Sales & Use Tax – Apportionment for Cars, Boats, & Planes

  • February 13, 2020, Webinar
  • Description: In most cases, the purchase of a car, boat, or plane is subject to Florida sales and use tax. However, there are instances in which the purchase might not be fully subject to sales and use tax in Florida. In comes apportionment. Apportioning Florida sales and use tax has the potential to save clients money they would not otherwise know about. This course discusses apportioning relating to cars, boats, and planes..
  • Presented by: David J. Brennan, Jr., Esq.
  • FICPA Webinar Presentation – Click HERE to register.

Cannabis Business Taxation: Strategies to Overcome Current Difficulties

  • Saturday February 22, 2020, Women in Power Panel
  • Description: An overview of the how the tax scheme applies to the cannabis industry as well as strategies to minimize the harsh tax effects. In addition, I will be speaking on a women in power panel discussing my personal experience in working with cannabis companies.
  • Presented by: Paula Savchenko, Esq.
  • FICPA – Tallahassee Chapter: Click HERE to register.

Audit Procedure: A Litigation Perspective

  • March 17-18, 2020, Royal Sonesta, New Orleans, LA
  • Description: This session will cover audit procedure from a litigation perspective as well as the basics of challenging an assessment both within the taxing agency and in court. The primary focus will be on ways in which businesses can best prepare for litigation in the early stages of an audit. In addition, attendees will learn when to challenge audit findings and when to engage outside counsel to assist in fighting an assessment or refund denial. This panel will also cover the basics of sales and use tax litigation, including remedies in administrative court, circuit court, and appeals.
  • Presented By: Jeanette Moffa, Esq., Doug Sigel, Esq., and Karen Dean
  • American Bar Association/Institute for Professionals in Taxation: Click HERE to register.

End of the (Tax) Free Lunch? Sales and Use Taxation of Complimentary Goods and Services

  • Thursday, June 4, 2020, Georgetown Law, Washington D.C.
  • Learning Objectives: (1) Identify the types of customer incentive programs being challenged on audits (2) Learn strategies for addressing audit issues (3) Consider options for structuring programs so as to avoid problems on audit
  • Presented By: Jeanette Moffa, Esq.
  • Georgetown Law’s Advanced State and Local Tax Institute: Click HERE to register.

Sales and Use Tax – Defuse Your Client’s Ticking Time Bomb (Florida and Multi-state)

  • August 6, 2020, Orlando, Florida
  • Description: This is a 4 credit hour presentation with the FICPA’s Summer Vacation Cluster focused on sales and use tax. Sales and use tax can be the silent danger creeping up in your client's business in ways that are not obvious or even logical. Learn about and how to avoid the sales tax traps faced by most businesses from a CPA/Attorney that practices almost exclusively in sales and use tax controversy. The session will extensively cover issues for Florida based businesses and delve into the myriad of multi-state issues with the new economic nexus and marketplace facilitator statutes that have popped up all over the United States since the Wayfair decision.
  • Presented by: James Sutton, CPA, Esq.
  • FICPA Summer Vacation Cluster: Click HERE to register.

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