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New Tax Lawyers

Letter of Overture

Dear Fellow New Tax Lawyer:

On behalf of the Florida Bar Tax Section (the “Tax Section”), the Committee for New Tax Lawyers extends an invitation and encourages you to become an active member of the Tax Section this year.  Each of us have shared many remarkable career-building experiences with the Tax Section and believe your involvement would provide you with similar rewarding experiences and opportunities. 

One of our primary goals is to increase participation of new tax lawyers at the annual meetings. These meetings include the Fall Meeting at the Walt Disney’s Contemporary Resort, the Spring Meeting at Boca Raton Resort and Club, and the 4th of July Celebration at Amelia Island Plantation. At each of these events, we have planned more opportunities to integrate the new tax lawyers such as happy hours honoring our new tax lawyers and family fun for those attending meetings with their spouses and/or children.  It has been our focus to provide new tax lawyers numerous opportunities to get to know other Tax Section members.  We believe these early relationships can have long lasting influence on your career.

Another one of our goals is to provide more learning opportunities for new tax lawyers.  Every lawyer should have the opportunity to learn both technical and business development skills. With the intent to provide these opportunities to our fellow tax lawyers, we have made a concerted effort with point people located throughout Florida to organize regular learning opportunities, known as Lunch n’ Learn sessions.  Each point person for their local city has broad discretion to organize these events.  These events have included formal presentations on technical tax issues or business development and more casual social gatherings to provide networking opportunities. We believe your participation in these events would help you cultivate your technical skills in addition to expanding your network of tax practitioners.

We also aim to continue providing new tax lawyers with opportunities to work on Tax Section projects.  These projects have included drafting an amicus curiae brief to the U.S. Supreme Court, commenting on proposed regulations, or submitting comments in response to a notice issued by the Internal Revenue Service.  By working on these projects, a new tax lawyer gains exposure to different projects they may not otherwise and may achieve statewide, or even nationwide, recognition for their contribution to the project. Many of these projects are exceptional experiences on a resume whether reviewed by a future employer or potential client.

In addition to these opportunities, there are many leadership roles for new tax lawyers within the Tax Section. After attending some of the meetings, you may find a more active role desirable. The Tax Section is always looking for new members that will strive for excellence and provide new ideas to the section. 
 
We believe the Tax Section can open the door to unparalleled experiences and opportunities for your career development.  We encourage you to attend an event and meet some of the Tax Section’s remarkable members. We are confident that after attending you will appreciate the many benefits of membership.

If you have first meeting jitters, feel free to contact one of us to let us know you are coming. We gladly will help you meet other Tax Section members.  We hope to hear from you soon!

Sincerely,

Steven Hadjilogiou

Current CLE's & Luncheons

Current:

  • TBA -

Archives of Past Luncheon Power Point Presentations:
  • Orlando - 1 Credit CLE - Tuesday October 27, 2009
    Hot Topics in S Corporations
    Time: 12:00 pm
    Location:Dean, Mead, Egerton, Bloodworth, Capouano & Bozarth, P.A.
    Wachovia Bank Building
    800 North Magnolia Avenue, Suite 1500, Orlando Florida
    Please RSVP Joseph Gitto   407-408-6586
    Email: jgitto@mpival.com

  • Tampa - Happy Hour - Wednesday, Oct. 14, 2009
    Complimentary appetizers and drimks
    Time: 530 to 730 pm
    Location:Fly Bar & Restaurant Downtown
    1202 N. Franklin St. @ Royal
    Tampa, FL
    813-275-5000 Please RSVP by Oct 9, 2009 to Judy Kamiewicz at:
    jkamiewicz@tklg.net or 813-962-0747

  • Fort Pierce - June 4, 2009
    ILIT Quicksand - Liability or Opportunity?
    Time: 12:00pm
    Location:Dean, Mead, Minton & Zwemer
    1903 South 25th Street, Suite 200,
    Fort Pierce, FL
    Please RSVP to Joseph Gitto at 407-408-6586 or jgitto@mpival.com.
    Click here to display flyer

  • Miami - June 11, 2009
    Voluntary Disclosure to the IRS
    FREE Kosher Lunch

    Time: 12:00pm
    Location: Bilzin Sumberg
    200 S. Biscayne Boulevard, Suite 2500
    Miami, Florida 33131
    Please RSVP to Daniel Bensimon at (561) 866-1958 or danbensimon@bellsouth.net.
    Click here to display flyer

  • Orlando - May 21, 2009
    Advising Clients About Hidden Assets and Liabilities in Unneeded or Underperforming Life Insurance Policies
    Time: 12:00pm
    Location: Dean, Mead, Egerton, Bloodworth, Capouano & Bozarth, P.A.
    Wachovia Bank Building
    800 North Magnolia Avenue, Suite 1500
    Orlando, FL
    Please RSVP to Joseph Gitto at 407-408-6586 or jgitto@mpival.com .
    Click here to display flyer

  • Boca Raton - May 27, 2009
    Most Compelling Planning Opportunities Today
    Time: 12:00pm
    Location: Proskauer Rose
    2255 Glades Road + Suite 340 West
    Boca Raton, FL
    Please RSVP to Joseph Gitto at 407-408-6586 or jgitto@mpival.com.
    Click here to display flyer

  • Tampa - April 30, 2009
    American Recovery and Reinvestment Act of 2009, State Tax Observations, and other Select Topics: Tax and Accounting Perspectives
    Time: 12:00pm
    Location: Bush Ross P.A.
    1801 North Highland Avenue
    Tampa, Florida 33602-2656

    Please RSVP to Judy Karniewicz, Esq. The Karniewicz Law Group Telephone: (813) 962-0747 jkarniewicz@tklg.net .

  • Orlando - May 5, 2009
    Outlook for Today's Capital Markets
    Time: 12:00pm
    Location: Nason, Yeager, Gerson, White & Lioce, P.A.
    Mellon United Bank Tower
    1645 Palm Beach Lakes Boulevard, Suite 1200

    Please RSVP to Beth Patterson at 561-471-3530 or bpatterson@nasonyeager.com.

  • Boca Raton - March 25, 2009
    The Florida Bar Tax Section Invites you to a New Tax Lawyer Luncheon
    Time: 11:30am - 12:30pm
    Place: Maggiano's of Boca Raton
    21090 St. Andrews Blvd., Boca Raton, Florida

    Guest Speaker: Richard Newman, CPA
    Topic: Life Insurance 101 & Trustee Liability and Lawyer's Responsibility for ILITs

    Lunch sponsored by Newman & Cohen CPA
    Please RSVP to Traci Kratish at traci@lifeinsuranceconcepts.com by March 18.

  • Orlando - March 31, 2009
    Advising the Trustee on Difficult Issues of Investing in Uncertain Times
    CLE (1 credit) lunch (kosher) at noon

    Location:
    Dean, Mead, Egerton, Bloodworth, Capouano & Bozarth, P.A.
    Wachovia Bank Building
    800 North Magnolia Avenue, Suite 1500
    Orlando, FL 33131

    Please R.S.V.P. to:
    Please RSVP to: Joseph Gitto at 407-408-6586 or jgitto@mpival.com

  • Miami - February 25, 2009
    Making Lemonade Out of Lemons: Economic Downturn Creates Challenges and Opportunities in Real Estate, Bankruptcy and Tax planning
    CLE (1 credit) lunch (kosher) at noon

    Location:
    Akerman Senterfitt
    Suntrust International Center
    One S.E. Third Avenue, 25th Floor
    Miami, FL 33131

    Please R.S.V.P. to:
    Daniel Bensimon at (305) 808-2432 or danbensimon@bellsouth.net

  • West Palm Beach - February 9, 2009
    Multi-Generational Wealth Transfer- Getting a Legacy up
    CLE (1 credit) lunch (kosher) at noon

    Please R.S.V.P. to:
    Beth A. Patterson (561)686-3307 or bpatterson@nasonyeager.com
    Bilzin Sumberg Baena Price & Axelrod LLP

    Location:
    Nason, Yeager, Gerson, White & Lioce P.A.
    Mellon Bank Building
    1645 Palm Beach Lakes Blvd, Suite 1200
    West Palm Beach, Florida 33401

  • Miami - January 20, 2009
    When To Tell, What To Tell and How To Tell: Helping Clients Discuss Their Planning Intentions With Heirs
    CLE (1 credit) lunch (kosher) at noon
    Please R.S.V.P. to:
    Daniel Bensimon at (305) 808-2432 or dbensimon@deloitte.com
    Bilzin Sumberg Baena Price & Axelrod LLP
    200 South Biscayne Boulevard, Suite 2500
    Miami, Florida 33131-5340

  • Miami - December 18, 2008
    Life Settlements for the Client Centric Attorney
    CLE (1 credit) lunch (kosher) at noon
    Please R.S.V.P. to:
    Daniel Bensimon at (305) 808-2432 or dbensimon@deloitte.com
    Holland & Knight LLP
    701 Brickell Avenue, Suite 3000
    Miami, Florida 33131

  • Tampa - December 10, 2008
    Tampa Happy Hour - Drinks, Appetizers, and Great Company
    5:30 - 7:30 p.m.
    Jackson's Bistro
    601 S Harbour Island Blvd
    Tampa, FL 33602
    (813) 277-0339
    Please RSVP to Judy Karniewicz by
    Email: jkarniewicz@tklg.net
    Phone: 813-962-0747

  • Orlando - Monday, December 8, 2008
    Outlook for Today's Capital Markets
    CLE (1 credit) lunch at noon
    Dean, Mead, Egerton, Bloodworth, Capouano & Bozarth, P.A.
    Wachovia Bank Building
    800 North Magnolia Avenue, Suite 1500
    Orlando, Florida
    Please RSVP to:
    Joseph Gitto at 407-408-6586 or jgitto@mpival.com

  • Miami - November 18, 2008
    Tax Law Section Luncheon
    Shutts & Bowen LLP
    1500 Miami Center
    201 South Biscayne Boulevard, Suite 1500
    Miami, Florida 33131
    Click here to download the invitation

  • West Palm Beach - Wednesday, November 19, 2008
    Topic: Round Table Discussion
    Nason, Yeager, Gerson, White & Lioce P.A.
    1645 Palm Beach Lakes Blvd, Suite 1200
    West Palm Beach, Florida 33401

    Sponsored and Hosted by:
    Tim Peters-Senior Vice President ( Key Bank)
    Tony Lourido-International Manager (Key Bank)
    Kathy Saigh-Trust Administer (Key Bank)

    Please R.S.V.P. by November 14, 2008 to:
    Beth Patterson (561) 686-3307
    bpatterson@nansonyeager.com

  • Miami - Thursday, November 20, 2008
    Miami Mix and Mingle
    The Chelsea Galleria
    2441 NW 2nd Ave
    Miami, FL 33127
    6:00pm - 8:30pm
    RSVP here by November 14, 2008

  • Tampa - Friday, October 3, 2008
    Cost Segregation & Energy Tax Credits: An Update
    Fowler White, Tampa, FL
    501 E. Kennedy Boulevard
    Suite 1700, Tampa, Florida 33602
    Phone: (813) 228-7411
    Please R.S.V.P. to:
    Judy Karniewicz at 813-962-0747 or jkarniewicz@tklg.net
    Driving and Parking Instructions - www.fowlerwhite.com

  • Miami - September 23, 2008
    Update from the Tax Court:
    Insights from the Bench

    CLE (1 credit hour) lunch (kosher) 12 pm
    R.S.V.P. by September 19, 2008
    Daniel Bensimon - 305-808-2432
    dbensimon@deloitte.com
    Click here to download the brochure

  • Tampa - September 9, 2008
    Tax Law Section Luncheon
    U.S. Tax Court Chief Special Trial
    Judge Peter J. Panuthos

    Chester H. Ferguson Law Center
    1610 N. Tampa Street, Tampa, Fl 33602
    Members: $16.50          Non-Members: $18.50

  • Miami - August 5, 2008
    Young Tax Lawyers CLE Luncheon
    Fundamentals of International Estate Planning
    Click here to download the presentation

  • Miami - May 16,2008
    7th Annual Estate Planning Seminar for Professional Advisors
    A Practical Guide to the New Florida Trust Code:
    Understanding 9 Critical Changes
    Click here to download the presentation

  • Miami - March 18, 2008
    Sale of a Business With an Earnout:

    The OID and Installment Sale
    Implications of Contingent Liabilites

    Click here to download the presentation

Fellowship Program
The Fellowship Program has been created to assist New Tax Lawyers with the opportunity to experience the Tax Section first hand by providing a subsidy for costs to attend the Tax Section meetings and become an active participant in other Tax Section activities. The fellowship program will award a maximum of two fellowships per year to New Tax Lawyers.  Fellowships are provided for a two-year term.  Each fellow will receive a subsidy of up to $2,500 per year (not to exceed actual out-of-pocket expenses) to help defray the cost of attending Section meetings and participating in Section activities.  Click here for more details.    Click here for fellowship application.
Mentorship Program

The Florida Bar Tax Section (“Section”) is pleased to announce the creation of a Mentor Program to provide assistance and guidance to new tax lawyers. The Mentor Program is designed to assist in the transition to the legal profession, whether in public or private practice. 

Participants in the Mentor Program will be paired with a senior member of the Section who will be matched based on area of tax practice, location and similar backgrounds (i.e. law school, previous career, hometown).  The Mentor will be available  for advice and counsel on such things as building relationships outside of the participant's law practice in the community, developing a client and referral base, and to generally discuss tax issues  in a stress-free, non-working environment. The participant will also be afforded the opportunity to develop an expertise and enhanced reputation by becoming more involved in the Tax Section. Involvement in the Tax Section provides the opportunity to undertake speaking and writing projects, be involved with the Tax Section’s legislative activities, socialize with the finest tax professionals in the State of Florida, and establish a commitment to the ideals of professionalism promoted by the Tax Section and the Florida Bar. 

The Mentor Program is open to all lawyers who are members of the Section and have been admitted to the Bar for fewer than 6 years. Click here for an application to become either a mentor or mentee.

Get Published
The Tax Section publishes the Tax Section Bulletin three times a year (Spring/Summer, Fall and Winter).  The deadlines to submit articles are as follows:

Issue Topic Submission Articles Submission
     
  Deadline to Editor Deadline to Editor
     
Winter 2009 N/A December 13, 2009
Spring/Summer 2010 March 10, 2010 March 24, 2010
Fall 2010 July 15, 2010 July 29, 2010
Winter 2010  November 29, 2010 Dec. 13, 2010

To submit an article to the Tax Section Bulletin, please contact Desiree M. Cuason (dmc@katzbarron.com) and Abrahm Smith (abrahm.smith@bakernet.com).
 
Florida Bar Journal
 
The Florida Bar Journal is published by the Florida Bar and the Tax Section generally submits a monthly article.  The due date to submit articles is generally the 15th day of the fourth month prior to publication.  For example, to submit an article for the April edition, the author would be required to submit his or her article by January 15th.  To su b mit an article to the Florida Bar Journal, please contact Michael Miller (MDM@barnettbolt.com) and Abrahm Smith (abrahm.smith@bakernet.com).   






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