State Tax Day 2 Agenda

Thursday, June 11, 2020
General Sessions

Florida Sales & Use Tax: The Big Overview (Credits: 1.0 TB)
8:10am-9:00am

James H. Sutton Jr, CPA, Esq., LLM
Shareholder / Moffa, Sutton & Donnini, PA
Tampa, FL
Sales & use tax seems so simple, yet thousands of businesses get in trouble every year.  Learn the big picture of Florida sales & use tax so you or your client can stay out of the cross hairs of the Florida Department of Revenue.  Whether you are new to sales tax, or truly know just how dangerous sales tax can be, you will learn something new!


Florida Tax Legislative Update (Credits: 1.0 TB)
9:00am-9:50am

H. French Brown IV, Esq.
Of Counsel / Dean Mead & Dunbar
Tallahassee, FL
AND
Justin A. Thames, DPL
Director of Governmental Affairs / Florida Institute of CPAs
Tallahassee, FL
Exploring and discussing the tax changes occurring during the 2020 Florida legislative session.


Break
9:50am-10:00am
General Sessions

Florida Department of Revenue: Current Developments in Tax Administration Activities (Credits: 1.0 TB)
10:00am-10:50am

Howard E. Maxwell
Florida Department of Revenue
Tallahassee, FL
AND
Michelle Prather
Revenue Program Administrator / Florida Department of Revenue
Tallahassee, FL
AND
Kathryn Dickey
Revenue Program Administrator / Florida Department of Revenue
Tallahassee, FL
A panel of experts from the DOR will provide an update on current activities being conducted by the General Tax Administration program.  From tax collections through auditing and electronic filings, you'll know what's going on with the department, your clients and fellow practitioners in today's current and rapidly changing environment.


Economic Development and Tax Structure Working Together (Credits: 1.0 TB)
10:50am-11:40am

Kenneth M. Rios, JD, MBA
Principal / Kaufman, Rossin & Co, PA
Ft Lauderdale, FL
AND
David Coddington
Sr. Vice President Business Development / Greater Fort Lauderdale/Broward
Ft Lauderdale, FL
AND
Casey Barnes
Orlando Economic Partnership
Orlando, FL
Learn how economic developers utilize tax structure to attract, retain and incentivize targeted industries to Florida. The panel includes two economic development professionals from two of the State’s largest regions,  Orlando and Greater Ft Lauderdale/ South Florida.


Lunch
11:40am-12:45pm
General Sessions

Florida Tax Ligitation Hot Topics-Panel (Credits: 1.0 TB)
12:45pm-1:35pm

Glenn A. Bedonie, CPA, CFST
Owner / Glenn A. Bedonie, CPA, P.A.
Tallahassee, FL
AND
Rex D. Ware, Esq
Senior Attorney / Moffa, Sutton & Donnini, PA
Tallahassee, FL
AND
Liam Lyon
Assistant General Counsel / Florida Department of Revenue
Tallahassee, FL
The panel will discuss recent cases, rulings, audit and collection disputes, legislation and other "issues" that have been prominent in the last twelve months at the Florida Department of Revenue, focused on the areas where taxpayers have been most affected.


How to Handle a Sales Tax Audit and Assessment/Record Keeping Pitfalls (Credits: 1.0 TB)
1:35pm-2:25pm

Shawn M. Williams, CPA
Authorized Member / Shawn M. Williams, CPA, LLC
Bonita Springs, FL
AND
Peter J. Steffens, CPA
Owner/Consultant / Peter Steffens Consulting LLC
Tampa, FL
Presenters will present examples and discuss common issues arising from DOR audits. Attendees will learn how to avoid these pitfalls through proper documentation and business "best practices."


Break
2:25pm-2:40pm
General Sessions

Property Tax Update (Credits: 1.0 TB)
2:40pm-3:30pm

Jeanette Moffa
Moffa, Sutton & Donnini, P.A.
Ft Lauderdale, FL
Learn about this year's biggest property tax cases.  Explore what happens when one county tries to assess a second county for property tax.  How does delayed construction affect homestead portability?  What happens to a Florida homestead exemption when a homeowner receives a property tax benefit on a second, out-of-state home without their knowledge?  Are transient rental platforms liable for tourist development tax?  Even do you have to die at the right time to get a veteran homestead exemption?  These questions and more will be answered as we take a look back on this year in Florida property tax.


Accounting of Unclaimed Property (Credits: 1.0 TB)
3:30pm-4:20pm

Alison Lavarone
Director / Barganier and Associates LLC
Atlanta, GA
Accounting for, reporting and remitting unclaimed property funds and credits owed and held on their behalf.