International Tax Conference (ITC)

ITC in person
ITC in person
Thursday, January 12, 2023 - Friday, January 13, 2023
JW Marriott Miami - 1109 Brickell Ave, Miami, FL 33131-3101
9:00AM - 5:00PM (opens at 8:45AM) EST
16Credits
Technical Business

Registration is Open

Members
$735.00 Regular Price
Non-Members
$810.00 Regular Price
Please Login to Register
Course Type: CPE Conferences
Course Code: 22/ITC
Vendor: Florida Institute of CPAs
Field of Study: Taxes

Overview:

Are You A Global CPA, attorney or practice in the International Tax arena? 

Please plan on joining us at the 41st Annual FICPA –Florida Bar Tax Section International Tax Conference.  With changes and developments happening in international tax every day, there's only one conference in Florida that you can trust to provide the knowledge needed for your multinational organization or clients.

The FICPA and Florida Bar Tax Section's International Tax Conference is tailored specifically for international tax professionals to assist them in the various challenges they will face in this dynamic field.

ITC Boot Camp

This Boot Camp is the place to master need-to-know skills and trends in the international tax realm. At this year's Boot Camp, learn how the basics behind international inbound and outbound taxation. Recommended for all levels of tax practitioners, attorneys, and advisors. For more details please visit the ITC Boot Camp site.

CPE/CLE Credit
This conference will qualify for 16 Technical Business (TB) hours, subject to approval by the Florida Department of Business and Professional Regulation.  CLE credit to be awarded by The Florida Bar. The number of CLE credit hours to be determined. 

NOTE

To receive CPE or CLE credit, each person attending the live stream must be registered individually.


 Twitter

Follow the FICPA on Twitter @ficpa and use #ficpaITC to tweet about this conference.

Conference Materials

Book Purchase: If you wish to purchase a hard copy of the text book for an additional $65 please make sure to add the book on to your registration.

A printed text book of the much wanted International Tax Conference is available for purchase for $65 (including tax). Textbooks will be available for pickup at the conference hotel. Deadline for a guaranteed textbook is noon January 2nd.  Additional copies may be available for purchase.

Conference materials are also available electronically as PDFs, making them easily available to view on your personal tablet, laptop or e-reader.  Download the materials in advance and enjoy the convenience of going paperless.

Schedule:

Thursday, January 12, 2023

I would like a hardcopy course manual for an additional $65, plus the EZMaterials electronic course manual

Time: Thursday 8:30am

Introduction and Opening Remarks

Time: Thursday 8:50am - 9:00am

Lawrence J.  Chastang, FICPA Program Co-Chair, Chastang & Partners, LLC

Jeffrey L. Rubinger, FL Bar Tax Section Program Co-Chair, Baker & McKenzie, LLP

Presenters:

Current Developments in International Taxation – Outbound Update

Time: Thursday 9:00am - 9:50am Credits: 1 TB

Logan Gans, CPA, Esq., Partner, Holland & Knight, LLP

This presentation will review and analyze significant statutory, regulatory, administrative, and judicial developments in U.S. outbound international taxation that occurred during 2022.

Presenters:

International Loss Harvesting

Time: Thursday 9:50am - 10:40am Credits: 1 TB

Seth Entin, Esquire, Shareholder, Greenberg Traurig, P.A

 

 

Presenters:

Morning Break

Time: Thursday 10:40am - 11:00am

Effective Use of Partnerships in International Structures

Time: Thursday 11:00am - 11:50am Credits: 1 TB

Jeffrey Rubinger, Esquire, Partner, Baker McKenzie, LLP

Amanda Varma, Steptoe & Johnson

 

Presenters:

Lunch Break

Time: Thursday 11:50am - 12:30pm

International Taxation as Seen from The Office of Chief Counsel

Time: Thursday 12:30pm - 1:20pm Credits: 1 TB

Peter H. Blessing, Associate Chief Counsel (International), Internal Revenue Service

 

Where’s My Foreign Tax Credit?

Time: Thursday 1:20pm - 2:10pm Credits: 1 TB

John D. Barolow,  Baker & McKenzie
Julia Skubis Weber, Baker & McKenzie

New FTC regulations prevent taxpayers from claiming FTCs for Previously creditable foreign taxes.  The panel will discuss situations in which taxpayers can no longer claim FTCs, taxpayer responses to these rules, and anticipated (or newly released) FTC guidance.

Presenters:

Afternoon Break

Time: Thursday 2:10pm - 2:30pm

Tax Considerations in Cross-Border M&A

Time: Thursday 2:30pm - 3:20pm Credits: 1 TB

Steve Hadjiliogiou, Partner, McDermott, Will & Emery

Michael Bruno, Partner, McDermott, Will & Emery

The panelists will discuss the latest trends in the taxation of cross-border M&A transactions. The discussion will cover tax issues that commonly arise in cross-border transactions and items to consider in the acquisition to make post-acquisition business earnings as tax-efficient as possible.

Presenters:

What Every Practitioner Should Know about Pilar 1 and Pilar 2

Time: Thursday 3:20pm - 4:10pm Credits: 1 TB

Bob Stack

Presenters:

The Best Defense is a Good Offense--Practical Planning Issues for Clients Creating, Maintaining and Dissolving Offshore Entities Owning U.S. Assets

Time: Thursday 4:10pm - 5:00pm Credits: 1 TB

Leslie Share, Esquire, Shareholder, Packman, Neuwahl & Rosenberg, PA

Tom Mylott

This presentation will review various current “hot-topic” considerations regarding the establishment, formation and maintenance of foreign companies to own U.S. investments and provide suggested solutions. We will focus upon the various local law, due diligence, economic substance, and AML considerations that are encountered from the perspective of both a U.S. international tax practitioner and a British common law jurisdiction trust and corporate law specialist.  As part of this analysis, we will discuss how to avoid the potentially frustrating and expensive problems associated with a company being “stricken-off” and upon the death of its beneficial owner.

Presenters:

Friday, January 13, 2023

Current Developments in International Taxation: Inbound Planning Update Including Recent Global Tax Compliance and Controversy Developments

Time: Friday 8:30am - 9:20am Credits: 1 TB

William Sharp, Holland & Knight

Chad  M. Vanderhoef

Alexander R. Olama

The presentation will highlight and provide practitioner comments related to two general areas: inbound U.S. statutory, regulartory, administrative and judicial developments, including selected foreign lase developments; and second, as review of the past years’s most important U. S. Tax Court and Federal Court decisions addressing inbound and compliance issues, including a review of recent IRS/DOJ initiatives and recent FBAR litigation outcomes (and the current pipeline of pending cases).

Presenters:

SALT & GILTI

Time: Friday 9:20am - 10:10am Credits: 1 TB

David Pope 

Trevor Mauck


 

Presenters:

Morning Break

Time: Friday 10:10am - 10:30am

Cross Border Divorces in a Post-Tax Reform World

Time: Friday 10:30am - 11:20am Credits: 1 TB

Stewart Kasner, Esq., Partner, Holland & Knight, LLC

Carolina Nuche, Holland & Knight, LLC

Significant legislative changes in 2019 impacted the deductibility, Income taxation and withholding tax rules associated with alimony payments made to and received by former spouses, including non-US spouses, and created possible exposures to double taxation unless a tax treaty can rectify the whipsaw effect.  Additionally, the division of property where either or both spouses is or are non-US persons, can trigger unanticipated income and withholding tax consequences, particularly where there is a transfer of US real property.  This presentation will highlight those pitfalls and examine tax planning opportunities when structuring alimony payments and property divisions as well as cover other issues that are often overlooked. 

 

Presenters:

Targeting the Tax Professional: A Review of the Increased Civil and Criminal Tax Enforcement Against Attorneys, Accountants, & other Financial Advisor

Time: Friday 11:20am - 12:10pm Credits: 1 TB

Caroline Ciralo, Partner, Kostelanetz & Fink, LLP

Jeffrey Neiman, Esquire, Partner, Marcus Neiman & Rashbaum, LLP

Tax enforcement is on the rise and professionals seem to be a focus. IRS and DOJ have aggressively pursued actions against attorneys, law firms, accountants, bankers and others who have facilitated – knowingly or unwittingly – allegedly abusive transactions through the creation, implementation or defense of structures and financial transactions designed to commit and conceal tax offenses. This panel will examine the tools used by the government in these sorts of actions, including the assessment of promoter penalties, the filing of injunctions, the issuance of grand jury subpoenas for what would otherwise be considered privileged communications, the gathering of foreign evidence, the use of search warrants, and the possibility of criminal indictment.

Presenters:

Lunch Break

Time: Friday 12:10pm - 12:50pm

Lingering Issues, IRS Complianse Campaigns, and Remaining Disclosure Programs

Time: Friday 12:50 - 1:40pm Credits: 1 TB

Hale E. Sheppard, Shareholder, Chamberlain Hrdlicka White Williams & Aughtry

Presenters:

Selective Tax Considerations in Cross Border Estate Administration Situations

Time: Friday 1:40pm - 2:30pm Credits: 1 TB

Jennifer Wioneck, Esquire., LLM, Partner, Bilzin Sumberg Baena Price & Axelrod

Paul J. D’Alessandro, Jr., Partner, Bilzin Sumberg

This presentation will cover a selection of potential tax, reporting and planning considerations with respect assets subject to administration in cross-border estate situations for US persons and non-US persons.

Presenters:

Afternoon Break

Time: Friday 2:30pm - 2:50pm

International Information Returns: Trends and Strategies

Time: Friday 2:50pm - 3:40pm Credits: 1 TB

Larry Chastang, CPA, Manager and Chairman of the Board of Directors, Chastang & Partners, LLC

Daniel N. Price, Esquire

Alfredo Tamayo, CPA, Esq., LLM (Tax), Shareholder, Packman, Neuwahl & Rosenberg, PA

This panel will provide invaluable advice on how to deal with the Government’s unrelenting focus on information return penalty assessments and an international tax practitioner’s guide to combat such assessments. The discussion will address certain “best practices” when preparing such returns and forms (e.g., Form 3520, 3520A, 5471,5472, 8938), as well as dealing with possible abatement of assessed penalties for incorrect or late filing of such forms.

Presenters:

Compliance Panel – Tips to Take Home

Time: Friday 3:40pm - 4:30pm Credits: 1 TB

David Cumberland, CGMA, CPA, Shareholder, Kerkering, Barberio & Company

Presenters:

Presenters:

  • Lawrence Joseph Chastang, CPA

    Lawrence J. Chastang, CPA, TEP specializes in international taxation, assisting clients ranging from small entrepreneurs to major multi-national subsidiaries with their individual and corporate work. He advises on a wide range of domestic and international tax issues with clients that include multinational corporations, partnerships, and entrepreneurs, as well as foreign persons investing in the...

    Read more about Lawrence Joseph Chastang here
  • William M Sharp Sr., Esq

    William Sharp is a partner in Holland & Knight with more than 35 years of experience representing clients in a wide variety of international tax planning and tax controversy cases. Mr. Sharp splits his time among Holland & Knight's Atlanta, San Francisco and Tampa offices and he resides in Atlanta and San Francisco. Prior to joining Holland & Knight in 2018, Mr. Sharp was founding and managing...

    Read more about William M Sharp Sr. here
  • Seth J Entin, Esq

    Seth J. Entin is a Tax shareholder in Greenberg Traurig's Miami office. He focuses his practice on the international taxation of high-net-worth individuals and families, international corporate taxation, Internal Revenue Service international tax audits, and Internal Revenue Service voluntary disclosures.With more than 23 years of experience, Seth has earned numerous accolades. In 2016, he was...

    Read more about Seth J Entin here
  • Jeffrey L Rubinger, Esq

    Jeffrey Rubinger is a partner in Baker McKenzie's Tax Practice Group. A skilled legal practitioner with more than 20 years of international tax experience, he also served for many years as a certified public accountant at a major accounting firm, giving him a unique and thorough understanding of the business issues, his clients face every day. Jeff has been recognized as one of America's leading...

    Read more about Jeffrey L Rubinger here
  • Michael J. Bruno

    Michael J. Bruno is a Partner with McDermott, Will & Emery, LLP .  He focuses his practice on domestic and international tax planning for multinational companies, funds, and entrepreneurial families. Michael has written numberous articles on international tax planning and frequently submits comments on statutory & regulatory promulgations. As a strong proponent for pro bono legal services, Michael...

    Read more about Michael J. Bruno here
  • Steven Hadjilogiou

    Steven Hadjilogiou focuses his practice on international inbound and outbound international tax planning for multinational companies and high net worth individuals. Steven has represented various Fortune 500 companies and major privately held businesses in their tax planning and supply chain projects, and also has substantial experience advising on transfer pricing, tax-related intellectual...

    Read more about Steven Hadjilogiou here
  • Jennifer J Wioncek, Esq., LL.M.

    Jennifer is a highly experienced tax attorney with extensive expertise in handling the tax and succession planning needs of high net worth clients for domestic and cross-border families. Her broad practice covers international and domestic tax and estate planning issues, pre-immigration tax planning, expatriation tax planning, private trust company structuring, cross-border estate administration...

    Read more about Jennifer J Wioncek here
  • David A Cumberland, CGMA,CPA

    David A. Cumberland, CPA, CGMA is a tax manager with Kerkering, Barberio & Co. in Sarasota, FL. He received his Bachelor of Arts degree from the College of Business Administration of the University of South Florida. David primarily practices in the area of inbound international work covering both individual and business tax preparation and consulting. David is fluent in Spanish. He is a member of...

    Read more about David A Cumberland here
  • Leslie A Share, Esq

    Leslie A. Share is a shareholder in Packman, Neuwahl & Rosenberg, P.A., specializing in the areas of domestic and international tax, estate and wealth preservation planning. Mr. Share has advised clients in numerous and diverse areas such as Broadway theatrical productions, domestic and foreign real estate like-kind exchanges, Internet sales, services and licensing tax planning, advanced domestic...

    Read more about Leslie A Share here
  • Alfredo R Tamayo, CPA,Esq.,LLM (TAX)

    ShareholderPackman, Neuwahl & Rosenberg, P.A.Alfredo R. Tamayo is a shareholder with Packman, Neuwahl & Rosenberg, a Miami, Florida based law firm who practices in the areas of international taxation (both inbound and outbound) and general taxation, including business planning and estate planning. Alfredo particularly specializes in and devotes a large part of his practice to the Federal income...

    Read more about Alfredo R Tamayo here
  • Stewart L Kasner, Esq.

    Stewart Kasner is a partner in the Miami office of Baker & McKenzie LLP. His practice is focused primarily in the areas of international taxation, international trusts and international estates. Mr. Kasner has advised foreign clients as to the U.S. tax issues and consequences relating to their international estates, offshore trusts, U.S. sitused assets including U.S. real property interests...

    Read more about Stewart L Kasner here
  • Logan Evan Gans, CPA,Esq.

    Logan E. Gans is a tax attorney and partner in the Miami office of Holland & Knight LLP. Logan regularly represents clients on U.S. Federal tax, international tax, and state and local tax matters. Logan also advises U.S. clients on outbound corporate and tax planning, including Subpart F, GILTI, and FDII matters. He counsels foreign clients on their inbound investments in the United States...

    Read more about Logan Evan Gans here
  • Jeffrey A Neiman, Esq.

    Jeffrey Neiman is an experienced trial lawyer who regularly defends individuals and corporations in white collar criminal litigation, matters involving tax controversies, government regulatory enforcement matters, internal investigations, compliance counseling, and complex civil litigation. Jeff has tried more than a dozen white collar matters in federal court. Having worked at the forefront of...

    Read more about Jeffrey A Neiman here
  • Caroline D Ciraolo

    Caroline D. Ciraolo, former Acting Assistant Attorney General of the U.S. Department of Justice’s Tax Division, is a partner with Kostelanetz & Fink and a founder of its Washington, D.C. office. Her practice focuses on complex and sophisticated civil tax controversies, including representation in sensitive audits, administrative appeals, and litigation in federal and state courts and...

    Read more about Caroline D Ciraolo here
  • Robert B. Stack, Esq.

    Bob Stack is a Managing Director in Deloitte’s Washington National Tax international tax practice where he advises U.S. companies on a full range of international tax issues and collaborates with Deloitte’s global member firms on international tax developments and initiatives, including those from the Organization for Economic Co-Operation and Development  (OECD).    Until January of this year, he...

    Read more about Robert B. Stack here
  • Daniel N. Price

    Dan's legal practice focuses on federal tax and Title 31 matters including civil and criminal defense of IRS audits and investigations. Dan also assists taxpayers in navigating the process of coming into compliance, especially international taxpayers who have for one reason or another failed to comply fully with U.S. tax and Title 31 laws. Dan's deep expertise concerning the IRS' voluntary...

    Read more about Daniel N. Price here
  • Paul D'Alessandro

    Read more about Paul D'Alessandro here
  • John Barlow

    John works with corporate tax departments on cross-border transactions and restructurings. He relies on his tax planning, controversy, and in-house experience to develop practical solutions that meet his clients’ tax, accounting, and commercial needs.As part of his practice, John assists clients in vetting and implementing complex cross-border transactions and transfers of IP. He regularly advises...

    Read more about John Barlow here
  • Julia Skubis Weber

    Julia Skubis Weber is a partner in Baker McKenzie’s Global Tax Practice Group in Chicago. She has been advising US, non-US and multinational corporate and pass-through clients on federal income tax planning matters since 2005.Julia is seasoned in domestic and international tax matters, with emphasis on international tax planning. She routinely advises US multinational and foreign-owned clients on...

    Read more about Julia Skubis Weber here
  • David Pope

    David Pope is a state and local tax partner in the New York office. Prior to joining Baker McKenzie, David practiced state and local tax in the New York office of an international law firm and in a Big 4 accounting firm.David's practice focuses on state and local corporate income tax, sales and use tax, property tax, payroll tax, personal income tax, and unclaimed property in all states. He...

    Read more about David Pope here
  • Chad M Vanderhoef

    Chad M. Vanderhoef is a partner in Holland & Knight's Tampa office with many years of experience representing clients in a wide variety of international tax planning and tax controversy cases. Mr. Vanderhoef has served as counsel with respect to U.S. Tax Court, federal district court, and federal appellate court litigation, as well as Internal Revenue Service (IRS) appeals and examination cases...

    Read more about Chad M Vanderhoef here
  • Carolina Nuche

    Carolina M. Nuche is a private wealth services attorney in Holland & Knight's Miami office. Ms. Nuche focuses her practice on international and domestic taxation for high-net-worth individuals, trusts and estates, as well as tax planning for multinational corporate and trust structures.Ms. Nuche advises foreign and domestic clients on U.S. federal income, gift and estate tax matters, including...

    Read more about Carolina Nuche here
  • Trevor Mauck

    Trevor Mauck is a member of the Firm’s North America Tax Practice Group in the New York office and practices in the area of tax planning and tax controversy.Mr. Mauck represents multinational and domestic companies in a wide range of tax planning and tax controversy issues, focusing on state and local tax matters. Mr. Mauck also routinely advises companies on all aspects of unclaimed property...

    Read more about Trevor Mauck here
  • Alexander Olama

    Alexander Olama is an Associate in Holland & Knight's Tampa office with more than seven years of experience representing clients in a wide variety of international tax planning and tax controversy cases. Mr. Olama’s knowledge involves offshore tax compliance, including providing advice with respect to the Internal Revenue Service (IRS) Offshore Voluntary Disclosure Program (OVDP), IRS Streamlined...

    Read more about Alexander Olama here
  • Hal E. Sheppard

    Read more about Hal E. Sheppard here

Presenters:

Lawrence Joseph Chastang, CPA

Lawrence J. Chastang, CPA, TEP specializes in international taxation, assisting clients ranging from small entrepreneurs to major multi-national subsidiaries with their individual and corporate work. He advises on a wide range of domestic and international tax issues with clients that include multinational corporations, partnerships, and entrepreneurs, as well as foreign persons investing in the...Read more about Lawrence Joseph Chastang here

William M Sharp Sr., Esq

William Sharp is a partner in Holland & Knight with more than 35 years of experience representing clients in a wide variety of international tax planning and tax controversy cases. Mr. Sharp splits his time among Holland & Knight's Atlanta, San Francisco and Tampa offices and he resides in Atlanta and San Francisco. Prior to joining Holland & Knight in 2018, Mr. Sharp was founding and managing...Read more about William M Sharp Sr. here

Seth J Entin, Esq

Seth J. Entin is a Tax shareholder in Greenberg Traurig's Miami office. He focuses his practice on the international taxation of high-net-worth individuals and families, international corporate taxation, Internal Revenue Service international tax audits, and Internal Revenue Service voluntary disclosures.With more than 23 years of experience, Seth has earned numerous accolades. In 2016, he was...Read more about Seth J Entin here

Jeffrey L Rubinger, Esq

Jeffrey Rubinger is a partner in Baker McKenzie's Tax Practice Group. A skilled legal practitioner with more than 20 years of international tax experience, he also served for many years as a certified public accountant at a major accounting firm, giving him a unique and thorough understanding of the business issues, his clients face every day. Jeff has been recognized as one of America's leading...Read more about Jeffrey L Rubinger here

Michael J. Bruno

Michael J. Bruno is a Partner with McDermott, Will & Emery, LLP .  He focuses his practice on domestic and international tax planning for multinational companies, funds, and entrepreneurial families. Michael has written numberous articles on international tax planning and frequently submits comments on statutory & regulatory promulgations. As a strong proponent for pro bono legal services, Michael...Read more about Michael J. Bruno here

Steven Hadjilogiou

Steven Hadjilogiou focuses his practice on international inbound and outbound international tax planning for multinational companies and high net worth individuals. Steven has represented various Fortune 500 companies and major privately held businesses in their tax planning and supply chain projects, and also has substantial experience advising on transfer pricing, tax-related intellectual...Read more about Steven Hadjilogiou here

Jennifer J Wioncek, Esq., LL.M.

Jennifer is a highly experienced tax attorney with extensive expertise in handling the tax and succession planning needs of high net worth clients for domestic and cross-border families. Her broad practice covers international and domestic tax and estate planning issues, pre-immigration tax planning, expatriation tax planning, private trust company structuring, cross-border estate administration...Read more about Jennifer J Wioncek here

David A Cumberland, CGMA,CPA

David A. Cumberland, CPA, CGMA is a tax manager with Kerkering, Barberio & Co. in Sarasota, FL. He received his Bachelor of Arts degree from the College of Business Administration of the University of South Florida. David primarily practices in the area of inbound international work covering both individual and business tax preparation and consulting. David is fluent in Spanish. He is a member of...Read more about David A Cumberland here

Leslie A Share, Esq

Leslie A. Share is a shareholder in Packman, Neuwahl & Rosenberg, P.A., specializing in the areas of domestic and international tax, estate and wealth preservation planning. Mr. Share has advised clients in numerous and diverse areas such as Broadway theatrical productions, domestic and foreign real estate like-kind exchanges, Internet sales, services and licensing tax planning, advanced domestic...Read more about Leslie A Share here

Alfredo R Tamayo, CPA,Esq.,LLM (TAX)

ShareholderPackman, Neuwahl & Rosenberg, P.A.Alfredo R. Tamayo is a shareholder with Packman, Neuwahl & Rosenberg, a Miami, Florida based law firm who practices in the areas of international taxation (both inbound and outbound) and general taxation, including business planning and estate planning. Alfredo particularly specializes in and devotes a large part of his practice to the Federal income...Read more about Alfredo R Tamayo here

Stewart L Kasner, Esq.

Stewart Kasner is a partner in the Miami office of Baker & McKenzie LLP. His practice is focused primarily in the areas of international taxation, international trusts and international estates. Mr. Kasner has advised foreign clients as to the U.S. tax issues and consequences relating to their international estates, offshore trusts, U.S. sitused assets including U.S. real property interests...Read more about Stewart L Kasner here

Logan Evan Gans, CPA,Esq.

Logan E. Gans is a tax attorney and partner in the Miami office of Holland & Knight LLP. Logan regularly represents clients on U.S. Federal tax, international tax, and state and local tax matters. Logan also advises U.S. clients on outbound corporate and tax planning, including Subpart F, GILTI, and FDII matters. He counsels foreign clients on their inbound investments in the United States...Read more about Logan Evan Gans here

Jeffrey A Neiman, Esq.

Jeffrey Neiman is an experienced trial lawyer who regularly defends individuals and corporations in white collar criminal litigation, matters involving tax controversies, government regulatory enforcement matters, internal investigations, compliance counseling, and complex civil litigation. Jeff has tried more than a dozen white collar matters in federal court. Having worked at the forefront of...Read more about Jeffrey A Neiman here

Caroline D Ciraolo

Caroline D. Ciraolo, former Acting Assistant Attorney General of the U.S. Department of Justice’s Tax Division, is a partner with Kostelanetz & Fink and a founder of its Washington, D.C. office. Her practice focuses on complex and sophisticated civil tax controversies, including representation in sensitive audits, administrative appeals, and litigation in federal and state courts and...Read more about Caroline D Ciraolo here

Robert B. Stack, Esq.

Bob Stack is a Managing Director in Deloitte’s Washington National Tax international tax practice where he advises U.S. companies on a full range of international tax issues and collaborates with Deloitte’s global member firms on international tax developments and initiatives, including those from the Organization for Economic Co-Operation and Development  (OECD).    Until January of this year, he...Read more about Robert B. Stack here

Daniel N. Price

Dan's legal practice focuses on federal tax and Title 31 matters including civil and criminal defense of IRS audits and investigations. Dan also assists taxpayers in navigating the process of coming into compliance, especially international taxpayers who have for one reason or another failed to comply fully with U.S. tax and Title 31 laws. Dan's deep expertise concerning the IRS' voluntary...Read more about Daniel N. Price here

Paul D'Alessandro

Read more about Paul D'Alessandro here

John Barlow

John works with corporate tax departments on cross-border transactions and restructurings. He relies on his tax planning, controversy, and in-house experience to develop practical solutions that meet his clients’ tax, accounting, and commercial needs.As part of his practice, John assists clients in vetting and implementing complex cross-border transactions and transfers of IP. He regularly advises...Read more about John Barlow here

Julia Skubis Weber

Julia Skubis Weber is a partner in Baker McKenzie’s Global Tax Practice Group in Chicago. She has been advising US, non-US and multinational corporate and pass-through clients on federal income tax planning matters since 2005.Julia is seasoned in domestic and international tax matters, with emphasis on international tax planning. She routinely advises US multinational and foreign-owned clients on...Read more about Julia Skubis Weber here

David Pope

David Pope is a state and local tax partner in the New York office. Prior to joining Baker McKenzie, David practiced state and local tax in the New York office of an international law firm and in a Big 4 accounting firm.David's practice focuses on state and local corporate income tax, sales and use tax, property tax, payroll tax, personal income tax, and unclaimed property in all states. He...Read more about David Pope here

Chad M Vanderhoef

Chad M. Vanderhoef is a partner in Holland & Knight's Tampa office with many years of experience representing clients in a wide variety of international tax planning and tax controversy cases. Mr. Vanderhoef has served as counsel with respect to U.S. Tax Court, federal district court, and federal appellate court litigation, as well as Internal Revenue Service (IRS) appeals and examination cases...Read more about Chad M Vanderhoef here

Carolina Nuche

Carolina M. Nuche is a private wealth services attorney in Holland & Knight's Miami office. Ms. Nuche focuses her practice on international and domestic taxation for high-net-worth individuals, trusts and estates, as well as tax planning for multinational corporate and trust structures.Ms. Nuche advises foreign and domestic clients on U.S. federal income, gift and estate tax matters, including...Read more about Carolina Nuche here

Trevor Mauck

Trevor Mauck is a member of the Firm’s North America Tax Practice Group in the New York office and practices in the area of tax planning and tax controversy.Mr. Mauck represents multinational and domestic companies in a wide range of tax planning and tax controversy issues, focusing on state and local tax matters. Mr. Mauck also routinely advises companies on all aspects of unclaimed property...Read more about Trevor Mauck here

Alexander Olama

Alexander Olama is an Associate in Holland & Knight's Tampa office with more than seven years of experience representing clients in a wide variety of international tax planning and tax controversy cases. Mr. Olama’s knowledge involves offshore tax compliance, including providing advice with respect to the Internal Revenue Service (IRS) Offshore Voluntary Disclosure Program (OVDP), IRS Streamlined...Read more about Alexander Olama here

Hal E. Sheppard

Read more about Hal E. Sheppard here

Major Topics:

  • Current Developments in International Taxation
  • International Tax Aspects of De-SPACing Transactions
  • Tax Planning for Bona Fide Residents of Puerto Rico
  • International Initiative for 2023 and Beyond: What to Expect from the IRS
  • Intersection of Tax Planning and The Corporate Transparency Act
  • Mitigating International Tax Risk
  • GILTI Planning for High New Worth Families
  • Look Before and After You Leap - Tax, Estate and Wealth Preservation Planning for High Net Worth
  • Inbound Planning Update and Controversy Developments along with FBAR Litigation
  • Crypto Assets - U.S. International Taxation Hot Topics
  • Choice of Entity in International Tax Arena
  • Holding Taxpayers and their Advisors Accountable
  • Pros and Cons of NRAs Using Florida Based Trusts
  • Foreign Investor Opportunities in Opportunity Zone Planning
  • Tips to Take Home
  • ... And More

Major Topics:

  • Current Developments in International Taxation
  • International Tax Aspects of De-SPACing Transactions
  • Tax Planning for Bona Fide Residents of Puerto Rico
  • International Initiative for 2023 and Beyond: What to Expect from the IRS
  • Intersection of Tax Planning and The Corporate Transparency Act
  • Mitigating International Tax Risk
  • GILTI Planning for High New Worth Families
  • Look Before and After You Leap - Tax, Estate and Wealth Preservation Planning for High Net Worth
  • Inbound Planning Update and Controversy Developments along with FBAR Litigation
  • Crypto Assets - U.S. International Taxation Hot Topics
  • Choice of Entity in International Tax Arena
  • Holding Taxpayers and their Advisors Accountable
  • Pros and Cons of NRAs Using Florida Based Trusts
  • Foreign Investor Opportunities in Opportunity Zone Planning
  • Tips to Take Home
  • ... And More

Designed For:

CPAs,accountants, attorneys and consultants practicing International Tax

Prerequisties:

Some familiarity with accounting and International Tax

Accommodations:

JW Marriott
1109 Brickell Avenue
Miami, FL 33131
Phone: 305-329-3500
Reservations: 800-503-1434

FICPA Room Rate: $339 + tax
Hotel Cutoff Deadline: December 20, 2022*

Parking is $22 + tax daily; $42+ tax overnight.

Please mention The Florida Bar and FICPA in order to get the discounted rate or click the link below to book online.

Book your group rate for The Florida Bar 2023 International Tax Conference

*Reservations made after the cutoff date will be subject to availability and current room rate. Please note that the conference accommodation rate is subject to sell out prior to the advertised reservation cut off date.

Sponsor & Exhibitor Information

CPE sponsors

The Florida Institute of Certified Public Accountants (FICPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org