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

Upcoming Speaking Engagements

The Criminal Side of Florida Sales Tax

  • October 3, 2019 Lakeland, Florida
  • Description: Florida has some very serious criminal statutes imposing potential harsh fines and long prison sentences for sales tax fraud starting at a mere $301 of collected but not remitted tax. This accounting presentation will focus on the criminal side of sales tax and include scenarios where both taxpayers and their CPA's were caught unaware of the law. If you or your clients collect sales tax, then this is a presentation will be an eye opener!
  • Presented by: James H Sutton, Jr., CPA, Esq.
  • Polk County FICPA Chapter Meeting – Click HERE to register

Florida Sales & Use Tax – Latest Updates & Hot Topics

  • October 3, 2019 Webinar
  • 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. 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.
  • FICPA Webinar Presentation – Click HERE to register.

Florida Sales & Use Tax – Hotel Industry Critical Issues

  • October 15, 2019 Webinar
  • Description: You cannot afford to be unaware of some of the unique problems facing the hotel industry. This course covers a multitude of issues faced by hotels. The key to successfully mitigating a client’s exposure is to identify critical audit areas the Florida Department of Revenue reviews. You will be able to address these audited areas before the Florida Department of Revenue does…costing your clients big.
  • Presented by: David J. Brennan, Jr., Esq.
  • West Florida FICPA Chapter Meeting – Click HERE to register.

Sales Tax in Construction – The Ticking Time Bomb

  • October 18, 2019 Orlando, Florida
  • Description: Construction is the second largest industry in Florida, and by far, the most complicated when it comes to dealing with sales and use tax. Learn how to keep your company out of trouble before the Florida Department of Revenue comes knocking on your door seeking taxes, penalties, and interest that you never should have owed.
  • Presented by: James H Sutton, Jr., CPA, Esq.
  • FICPA Construction Industry Conference – Click HERE to register

Tax Update Panel: Learn the Latest on Tax Issues as They Pertain to Florida Dealers

Florida Sales & Use Tax & National Sales Tax Issues after Wayfair Case

  • October 24, 2019 Estero, Florida
  • Description: The presentation will cover some of the most important Florida sales and use tax topics faced by your clients as well as the economic nexus and marketplace facilitator statutes that have been enacted across the country after the US Supreme Court decision in SD v Wayfair. Your clients are facing sales tax collection responsibility in more states than ever and they are counting on you to keep them out of trouble. Must not miss presentation.
  • Presented by: James H Sutton, Jr., CPA, Esq.
  • USF Accounting Conference – Click HERE to Register

Florida Sales & Use Tax & National Sales Tax Issues after Wayfair Case

  • October 25, 2019 Estero, Florida
  • Description: The presentation will cover some of the most important Florida sales and use tax topics faced by your clients as well as the economic nexus and marketplace facilitator statutes that have been enacted across the country after the US Supreme Court decision in SD v Wayfair. Your clients are facing sales tax collection responsibility in more states than ever and they are counting on you to keep them out of trouble. Must not miss presentation.
  • Presented by: James H Sutton, Jr., CPA, Esq.
  • FGCU Accounting & Tax Conference – Click HERE to Register

Florida Sales & Use Tax & National Sales Tax Issues after Wayfair Case

  • November 8, 2019 Gainesville, Florida
  • Description: The presentation will cover some of the most important Florida sales and use tax topics faced by your clients as well as the economic nexus and marketplace facilitator statutes that have been enacted across the country after the US Supreme Court decision in SD v Wayfair. Your clients are facing sales tax collection responsibility in more states than ever and they are counting on you to keep them out of trouble. Must not miss presentation.
  • Presented by: James H Sutton, Jr., CPA, Esq.
  • USF Accounting Conference – Click HERE to Register

Florida Sales & Use Tax – Expectations for Audit & Beyond

  • November 12, 2019 Webinar
  • Description: Ever wonder what to expect when you are expecting a sales tax audit? This course provides attendees with a timeline of what happens during (and after) a Florida sales and use tax audit. The course will cover significant milestones to ensure the client's rights are adequately protected. The student will learn when (and how) to formally disagree with the audit findings, as doing so at the wrong time can cause the client to lose any chance at an appeal. Furthermore, the course discusses what occurs during an informal audit protest as well as a formal audit protest.
  • Presented by: David J. Brennan, Jr., Esq.
  • FICPA Webinar Presentation – 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 – 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.

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