Countdown to Filing: Florida's Tax Seminar (FLTAX)

Jeanette Moffa

Jeanette Moffa is a Florida state and local tax ("SALT") lawyer based in Fort Lauderdale. Her work includes SALT planning and consulting, with an emphasis on nexus, taxability, and the application of exemptions, inclusions, and exclusions from the tax base. She also represents clients in tax controversy matters and litigation, working with state and local agencies to resolve assessment and refund disputes, and has significant administrative law experience.

Jeanette advises both public and private business entities on a wide range of Florida tax issues across numerous industries, including e-commerce and multichannel retail; digital goods and software; transportation (automotive, marine, and aviation); shipping, security, and logistics; restaurants and hospitality; construction; and manufacturing. She is an active member, speaker, and author in the state and local tax community. In addition, she is a contributing author to the Sales and Use Tax Deskbook, CCH Sales and Use Tax Treatise, and Florida Bar's Florida Administrative Practice. Her monthly Florida tax newsletter, The SALTy Orange, can be found on ww.MoffaTaxLaw.com.

Daniel Henn

Dan Henn, CPA, CTR™  is a seasoned Tax Professional, CPA Coach, Entrepreneur, and Speaker who is based in Rockledge, Florida (Space Coast). He is also the author of “No Holds Barred, Candid Talk About Small Business Success In Florida,” “Hidden Profits in Your Tax Practice: Four Easy Ways To Add Commas and Zeros To The Bottom Line” and “41 Dangerous IRS Tax Red Flags” which is now available on Amazon. He is a former columnist with the Florida Today for over 10 years. Dan is co-founder of the Tax Resolution Academy® and the founder of Daniel Henn, CPA, PA. Throughout the span of three decades, Dan has gained extensive hands-on expertise in taxation, IRS Representation (Collections and Exam) and business tax planning.

Nathan Wadlinger

Nate Wadlinger is a Lecturer at the University of Central Florida where he teaches accounting and tax courses in the Bachelors and Masters of Accountancy programs. He also works part-time in the tax services group of Thomas Howell Ferguson P.A. CPAs. Further, he teaches as an adjunct at various law schools and accounting programs. He also is the Lead Instructor for the EA Exam at Gleim Exam Prep. He received his Bachelors of Science in Accounting, Masters of Accounting, and Juris Doctor from the University of Florida. He also received his LL.M. in Taxation from Boston University. In addition, he has an Enrolled Agent certification, has a Certified Public Accountant license issued by the State of Florida, and is a member of the Florida Bar. Prior to joining to UCF he worked at Ernst and Young LLP and in law practice, and he taught at other institutions.

Gary Forster

Gary's practice includes domestic and international corporate law, asset protection, tax, and estate planning. Gary handles a wide variety of corporate and personal planning matters.

Gary spent the first decade of his career structuring and closing some of the largest corporate transactions in the region.  The mergers and acquisitions Gary consummated range from the national consolidation of regional US construction and transportation interests to real estate investment trusts, hospitals and surgical centers.  Gary is one of the few attorneys in Central Florida with experience in cross-border corporate transactions, including a variety of industries ranging from intellectual property concerns to international distribution and manufacturing interests.

Gary's corporate work, with some of the most prominent companies and entrepreneurs in Florida and abroad, led him to expand his practice fifteen years ago. Successful clients require substantial tax, estate and asset protection planning.  Gary recognized that certain wealthy clients require a single partner contact, familiar with both business law and tax planning and structuring.  Gary serves that purpose. Gary has designed and drafted hundreds of corporate documents and asset protection plans.

Gary is the author of two books.  In 2013, he wrote Asset Protection for Professionals, Entrepreneurs and Investors, a guide to asset protection strategies for clients and their financial advisors, now in its second edition.  In 2016, Gary finished the first edition of The U.S. Estate and Gift Tax and the Non-Citizen, which explains how resident and non-resident foreign nationals are impacted by the U.S. Estate and Gift Tax.

Gary writes and lectures nationally to state bar and CPA groups on the topics of asset protection, international tax and corporate law.  He has also instructed classes at the University of Florida (Levin College of Law) and Rollins College (Crummer Graduate School of Business).  Gary's articles can be found in such publications as the Florida Bar Journal and the American Bar Association's Probate and Property Magazine.  For a listing of Gary's recent speaking engagements, see below.

Gary's legislative amendments were adopted as Section 43A of the Nevis LLC Ordinance - Nevis Limited Liability Company (Amendment) Ordinance, 2015.

Miles Fuller

As Head of Government Solutions, Miles Fuller architects the vision for Taxbit's government business and serves as subject matter expert to government and IRS customers.

A 15-year IRS veteran, Fuller served as senior counsel at IRS, Office of Chief Counsel where he handled front-line advisory questions, represented the government in tax court, led a team of field attorneys specializing in virtual currency issues, and trained other attorneys and IRS examiners on virtual currency examination techniques and tax issues.