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The Florida Tax Institute
Presented by the Florida Tax Education Foundation, Inc.
All proceeds to benefit the University of Florida Levin College of Law Graduate Tax Program.
March 30 – April 1, 2016
The conference will be held at the Tampa Marriott Waterside – 700 South Florida Avenue, Tampa, Florida.
Lauren Detzel, shareholder and chair of Dean Mead’s Estate and Succession Planning department was driven by her passion for mentoring when she co-founded the Florida Tax Program. She is a founding Board Member of the non-profit organization that was specifically created to present the unique conference and she also served as the conference chair for the first two years.
Dean Mead is proud to be a sponsor of the 2016 Florida Tax Institute, presented by the Florida Tax Education Foundation, Inc. with all proceeds to benefit the University of Florida Levin College of Law Graduate Tax Program. This annual institute has been organized by graduates and professors of the University of Florida Levin College of Law, home of one of the top tax law programs in the United States. The members of the Steering Committee include:
The three day conference program features a day and a half devoted to business and individual taxation and an additional day and a half devoted to tax estate planning. The conference has been developed for attorneys, accountants, trust officers, insurance and financial planners, and planned giving professionals from across Florida and the United States.
The program will feature the top speakers in the United States on tax, business, and estate planning issues – allowing the Florida Tax Institute to cover the most current issues and planning ideas. Stephen Looney, chair of Dean Mead’s Tax department, and shareholder Charles Egerton will be presenting on separate topics at the conference.
Charles H. Egerton co-presents Wednesday, March 30, 2016 on Tax Planning for Dispositions of Real Estate – A case study for a sale of undeveloped real estate that is ripe for development. The presentation will focus on alternative sale structures including an installment sale with the payoff or assumption of existing mortgages; an installment sale with a wraparound mortgage; an installment sale with a partial contingent purchase price feature; and a rolling option sale, with an emphasis on the tax advantages and disadvantages of each structure.
Stephen R. Looney presents Thursday, March 31, 2016 on Hot Topics in Subchapter S Corporation Taxation. This presentation will focus on a select number of recent developments regarding S corporations, including, among other topics, the final back-to-back loan regulations, reclassification of S corporation distributions as wages subject to social security taxes, the application of the NII tax to S corporations (including sales of stock of an S corporation), determination of material participation by trusts (including QSSTs and ESBTs), Representative Camp’s proposed changes to the taxation of S corporations, and S corporation provisions included in the Tax Increase Prevention Act of 2014.
The Florida Tax Institute is designed to be practical, informative, engaging, and state of the art. It is a great way to network with professionals from across the country and learn from renowned academicians and practitioners.