Brevard Chapter: Florida Sales and Use Tax & More

Overview

Florida Sales and Use Tax
Credit(s) and Type: 2 Technical Business
Speaker Name(s): James Sutton CPA Esq.

This course provides CPAs with a practical understanding of Florida sales and use tax, focusing on real-world compliance challenges, audit risks, and emerging legislative changes. It highlights common pitfalls businesses face, including nexus exposure, improper exemption documentation, and frequently missed taxable transactions. Attendees will learn how to identify and mitigate risk areas, as well as strategies for correcting past errors through voluntary disclosure agreements. The session also offers insight into current enforcement trends and how they impact various industries. Overall, the course is designed to help practitioners better advise clients and navigate Florida’s complex sales tax environment.

To Be Determined
Credit(s) and Type: 1 Technical Business
Speaker Name(s): Randy Coleman

Registration Cost
Members: $45
Non-Member: $70

Variety of meals from Panera Bread will be offered.

Chapter Registration Contact
Name: Allison Vicory
Email: avicroy21@gmail.com

Register Online
Click "Add to Cart" button below.

Register by Phone
Call Member Services at (800) 342-3197.

Register By Mail

Mail your reservation payment to:
Florida Institute of CPAs
250 South Orange Avenue, Suite 300P
Orlando, FL 32809
Please make checks payable to: Florida Institute of CPAs
Include with payment:
Event Name:
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Meal Choice (if applicable)

Tuesday, May 19th

General Session

3:30pm - 5:10pm EDT Florida Sales and Use Tax

James Sutton Jr, Shareholder, Moffa, Sutton & Donnini, PA

James Sutton Jr

James H. Sutton, Jr is both an attorney and CPA and a Shareholder of Moffa, Sutton, & Donnini, PA. James concentrates in the area of Florida tax matters, with an almost exclusive focus on Florida Sales and Use Tax. He joined the firm in 2011 and has been a licensed Certified Public Accountant since 1994 and a licensed member of the Florida Bar since 1998.

Credits: 2 - Technical Business

This session is available to registrants only.

General Session

5:40pm - 6:30pm EDT To Be Determined

Randall Coleman, Senior Vice President, Wealth Management Advisor, Portfolio Manager, Merrill Lynch

Randall Coleman

Randy Coleman is a Financial Advisor in the Rockledge, Florida, Merrill Lynch office. He works with his clients and their other professional advisors to create an overall wealth management strategy tailored to each individual or family’s unique circumstance. Randy earned his B.S. degree in Accounting from the University of Central Florida and actively maintains a CPA Certification in Florida. While not practicing as a CPA at Merrill Lynch, his continued involvement in the profession enable him to offer assistance on complex taxation, wealth transfer, and estate planning issues to clients and their other professional specialists. Randy does not provide tax advice in his current role at Merrill Lynch. He first joined Merrill Lynch in 1994 and has been serving clients in the financial services industry since 1983. Randy is Past President of Titusville Sunrise Rotary, the Brevard County Chapter of Certified Public Accountants, The Brevard County Estate Planning Council, and the Friends of the Children’s Advocacy Center of Brevard. He currently serves on the Executive Committee of the Jess Parrish Medical Foundation Board of Directors. Other current board positions include: Titusville YMCA, United Way of Brevard County, Eastern Florida State College Foundation and The Brevard County Civilian Military Relations Council.

Randy resides in Titusville with his wife Mary. They have two children, Randall and Marissa.

Credits: 1 - Technical Business

This session is available to registrants only.