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

Upcoming Speaking Engagements

Florida Sales & Use Tax – Latest Updates & Hot Topics

  • January 14, 2020 Tallahassee, Florida
  • Description: An introduction to sales and use tax law in Florida but also encompassing advanced concepts for those already familiar with this area. The presentation will discuss general transactions subject to sales and use tax, provide an update on statutory changes, and outline the criminal and civil penalties at risk when a business collects (or does not collect) sales tax. Industries in the crosshairs of the Florida Department of Revenue will be examined with potential issues for each industry. Knowing the Department considers taxpayers guilty until proven innocent and how the Department does so is a critical component to advising clients. Intercompany rent, even from or to disregarded entities, creating sales tax liabilities will be discussed. This is a must for all CPAs…because what a CPA does not know can hurt everyone!
  • Presented by: David J. Brennan, Jr., Esq.
  • FICPA – Tallahassee Chapter: Click HERE to register.

Interacting with Florida Agencies – Invalid Agency Rules

  • January 14, 2020 Webinar
  • Description: Oftentimes, individuals will think about attacking an audit assessment on the merits. But what if there was another way to invalidate the assessment? Florida agencies (e.g., Department of Revenue) must promulgate rules to take certain positions, most of the time. In some cases, the Department lacks the authority to promulgate a rule and base an assessment on the rule. This presentation will discuss what the Department (or most other state agencies) must do to have a valid rule and how CPAs can better protect their clients from invalid agency actions.
  • Presented by: David J. Brennan, Jr., Esq.
  • FICPA Webinar Presentation – Click HERE to register.

Florida Sales & Use Tax – Latest Updates & Hot Topics

  • January 21, 2020 Jacksonville, Florida
  • Description: This course can act as an introduction to sales and use tax for those wishing to learn but also be sophisticated enough to act as a refresher for even the most seasoned sales and use tax veteran. The course will discuss general transactions subject to sales and use tax. An update concerning statutory changes are a must to properly guide clients. Intercompany rent, even from or to disregarded entities, creating sales tax liabilities will be discussed. It is critical for practitioners to understand the criminal and civil penalties at risk when a business collects (or does not collect) sales tax, not just for the business owner but also against the practitioner.
  • Presented by:David J. Brennan, Jr., Esq.
  • Jacksonville Bar Association: Click HERE to register.

Southern States Update

  • January 22, 2020, Webinar
  • Description: The Southeastern update will discuss recent developments in sales and use tax in the southeastern states, including Alabama, Florida, Georgia, Louisiana, Mississippi, North Carolina, Oklahoma, South Carolina, Texas, and Tennessee. The webinar will include legislative updates, department rulings, and court cases. Specific topics will include nexus updates, new exemptions, notable cases, and state positions on digital goods.
  • Presented By: Jeanette Moffa, Esq. and Jaye Calhoun, Esq.
  • Institute for Professionals in Taxation: Click HERE to register.

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.

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.

Contact Us Today

Get In Touch
    • Please enter your first name.
    • Please enter your last name.
    • Please enter your email address.
      This isn't a valid email address.
    • This isn't a valid phone number.
    • Please make a selection.
    • Please enter a message.