NEW!: Young Tax Lawyers Lunch and Learn
‘What Every Advisor Should Know About Hedge Funds”
Paul S. Lee is a National Managing Director of Bernstein Global Wealth Management.
Mr. Lee received his B.A. degree, cum laude, in English and Chemistry at Cornell University. He received his J.D. degree, with honors, from Emory University School of Law, where he was Notes and Comments Editor of the Emory Law Journal. He was the recipient of the Georgia Federal Tax Conference Award for Outstanding Tax Student and the Ernst & Young Award for Tax and Accounting. He also received an LL.M. in Taxation from Emory University. Prior to joining Bernstein, he was a partner in the Atlanta-based law firm of Smith, Gambrell & Russell, LLP.
Mr. Lee is a frequent lecturer and panelist on investment planning, tax and estate planning. He has lectured at the Heckerling Institute on Estate Planning, ACTEC National Meeting, Southern Federal Tax Institute, Notre Dame Tax and Estate Planning Institute, USC Institute on Federal Taxation, ABA Joint National CLE meeting, National Association of Estate Planners & Council Annual Conference, Estate Law Institute and AICPA Conference on Tax Strategies for the High-Income Individual. His articles have been published by Major Tax Planning, Trusts & Estates and Emory Law Journal.
Thursday, July 24, 12:30 to 1:30
The Breakers, Palm Beach
NEW! Considering Applying for Tax Law Certification?
For all 2008 tax law certification applicants, the solicitation of peer review will be deferred until after successful completion of the tax law certification examination. Applicants must still submit a complete application no later than August 31, 2008. All information within the application (other than peer review) will be reviewed prior to the examination. All application and exam information is confidential.
This is on a trial basis for all 2008 tax law certification applicants only.
For additional information, please contact Suzanne Dunn at sdunn@flabar.org or (850) 561-5737.
|
NEW!: TAX LAW BOARD CERTIFICATION COMMITTEE CONDUCTS TRIAL RUN FOR POST-EXAM PEER REVIEW
TALLAHASSEE -– In order to encourage a greater number of applicants for Florida Bar tax law certification, the Board of Legal Specialization and Education and the Tax Law Certification Committee are deferring the solicitation of peer review until after the successful completion of the tax law certification examination.
According to BLSE Chair Michael G. Tanner, the post-exam peer review process is on a trial basis for all 2008 tax law certification applicants only.
"This is a pilot program to help us determine if concerns over peer review have a substantial impact on applications for board certification," said Tanner. "We will be reviewing the results carefully."
Applicants still must submit complete applications no later than Aug. 31, 2008. The certification committee will review all application information other than peer review prior to the examination. All application and exam information is confidential.
For additional information, please contact Suzanne Dunn at sdunn@flabar.org or (850) 561-5737.
NEW! To All Tax Section Members:
Tax Section Chair Elect Designate
I am pleased to announce that the Nominating Committee acting pursuant to Article 3, Section 2 of the Bylaws of the Tax Section have nominated Guy Edward Whitesman to hold the office of Chair Elect during the 2009-2010 year. In accordance with the aforementioned section of the Bylaws, petitions setting forth the name of any other nominee for the office of Chair Elect during the 2009-2010 year must be filed with the Tax Section secretary, Andrew Huber (andrew.huber@ustrust.com), no later than October 15, 2008.
Yours truly,
David Pratt
cc: Mark Holcomb
Mitchell I. Horowitz
Edward E. Sawyer
Fran Sheehy
2007 State of the Tax Report Recommending Changes to Florida's Tax Laws
RE-RULPA Enacted. The Florida Re-Revised Uniform Limited Partnership Act, has been signed by Governor Bush. Read the text of Laws of Florida, Chapter 2005-267, the Executive Summary, the last-minute letter from Representative Goodlette, and the Governor's letter accompanying his approval of the Act.
|
