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Upcoming Speaking Engagements

Miss List for Sales Tax – Hot Topics

  • June 14, 2023
  • Description: Florida sales and use tax can be perplexing for any business owner and follows substantially different rules from federal income taxes. Learn the latest hot topics to keep your company (or your client) out of hot water!
  • Presented by: James Sutton, Esq. and Joe Moffa, Esq
  • FICPA MEGA Conference – Register Here

Hospitality Industry Multi-State Sales Tax Issues

  • June 15, 2023
  • Description: Sales Tax Overview for the Hospitality Industry including a discussion on common audit issues.
  • Presented by: Joe Moffa, Esq
  • FICPA MEGA Conference – Register Here

SaaS Sales & Use Tax

  • August 2023 (est)
  • Description: For companies that buy or sell software online or software applications, sales tax can be incredibly confusing and complication. There are numerous sales tax issues regarding the sale of software, apps, and software as a service, such as which products are taxable in which states and where the transaction should be sourced to. This presentation features Jerry Donnini, who has handled SaaS related sales and use tax issues for over the past decade.
  • Presented by: Gerald J Donnini II, Esq.
  • Stafford Publications: Registration Link Pending
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Past Speaking Engagements

Update on Florida Taxpayer Bill of Rights

  • May 18, 2023
  • Description: This presentation focused on issues taxpayers have when dealing with the Florida Department of Revenue and suggested legislative changes to improve the audit process.
  • Presented by: James Sutton, CPA, Esq.
  • Florida TaxWatch Board of Governor’s Meeting, Orlando, Florida.

Sales & Use Tax Issues Aircraft Owners Must Know

  • March 31, 2023
  • Description: This event focuses on the many issues that must be planned for when minimizing the impact of sales and use tax on the purchase, ownership, and sale of an aircraft taught by a Florida sales and use tax expert!
  • Presented by: David Brennan, Esq.
  • Sun ‘n Fun Aerospace Expo, Lakeland, Florida.

State Tax M&A Issues

  • April 28, 2023
  • Description: Discussion of the Florida state tax issues to consider in mergers and acquisitions.
  • Presented by: Jeanette Moffa, Esq.
  • FICPA Construction Industry Conference:

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:

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:

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:

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

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:

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:

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:

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:

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