The Florida Bar Tax Section, in coordination with the FICPA, is hosting the 43rd Annual International Tax Conference and 10th Annual International Tax Boot Camp. The ITC Conference will be held from January 9-10th, 2025, while the ITC Boot Camp will precede the conference on January 8th. The two day conference provides international tax law content for both CPAs and lawyers who specialize in tax.
Annual International Tax Conference (ITC) Boot Camp Registration and Details
You can attend ITC Boot Camp either in-person at the JW Marriott Miami for a price of $325 for members of either the FL Bar Tax Section and/or FICPA or live on webcast for a member price of $445. The ITC Boot Camp offers 8 hours of CLE credit. The Conference Agenda is below.
Wednesday, January 8, 2025
9:00am – 9:05am
Introductions and Opening Remarks
9:05am – 10:45am
International Inbound Taxation
Shawn Wolf, Esq., Bilzin Sumberg Baena Price & Axelrod
Arthur J. Dichter, Berkowitz Pollack Brant Accountants, LLP
10:45am – 11:05am
Morning Break
11:05am – 12:45pm
International Inbound Taxation (con’t.)
Shawn Wolf, Esq., Bilzin Sumberg Baena Price & Axelrod
ArthurJ. Dichter, Berkowitz Pollack Brant Accountants, LLP
12:45pm – 1:30pm
Lunch Break
1:30pm – 3:10pm
International Outbound Taxation
Shawn Wolf, Esq., Bilzin Sumberg Baena Price & Axelrod
Carlos Somoza, Principal, Kaufman Rossin
3:10pm – 3:30pm
Afternoon Break
3:30pm – 5:10pm
International Outbound Taxation: (con’t.)
Shawn Wolf, Esq., Bilzin Sumberg Baena Price & Axelrod
Carlos Somoza, Principal, Kaufman Rossin
Annual International Tax Conference (ITC) Registration and Details
You can attend virtually at the JW Marriott Miami or by live webcast. In-person registration is $795 for Florida Bar Tax Section and/or FICPA members. Meanwhile, the webcast registration is $845 for FL Tax Section and/or FICPA members. The conference provides 15 CLE credits which can be used towards the Business Litigation, International Law, International Litigation and Arbitration, and Tax Law certification programs. The Conference Agenda is below:
Day 1: January 9, 2025
9:00am – 10:00am
Introductions and Outbound Update
Lewis Greenwald
10:00am – 10:50am
Inherited Controlled Foreign Corporations
Seth Entin
10:50am – 11:10am
Break
11:10am-12:00pm
Inbound Financing Strategies with Hybrid Instruments and Hybrid Entities
Jeff Rubinger
Dan Mayo
12:00pm – 12:40pm
Lunch Break
12:40pm – 1:30pm.
The Emergence of Investment Migration & Trends
Simon Beck
Basil Mohr Elzeki
1:30pm – 2:20pm
A New Frontier in Tax Mitigation – Insurance
Scott Hartey
Justin Pierce Berutich
Jess Harger
2:20pm – 2:40pm
Break
1:20pm – 2:10pm
Proper US classification of certain foreign entities and structures
Leslie Share, Packman, Neuwahl & Rosenberg
Alfredo Tamayo, Packman, Neuwahl & Rosenberg
2:10pm – 2:30pm
Break
2:40pm – 3:30pm
Effectively Using FOIA in Your Tax Practice
Dan Price
3:30pm – 4:20pm
Representing Athletes & Entertainers in Cross-Border Transactions and Associated Planning
Steve Hadjilogiou
Mike Bruno
Alexi Cowett
4:20pm – 5:10pm
Lucifer’s Banker – Uncensored
Bradley Birkenfeld
Day 2: January 10, 2025
8:30am – 9:20am
Current Developments in International Taxation: Inbound Planning Update, Recent Global Tax Compliance and Controversy
Developments
William Sharp
9:20am – 10:00am
Neither Here Nor There: Foreign Trusts and the Multinational Family
Sarah Jacobson
Carl Merino
10:00am – 10:30am
Break
10:30am – 11:20am
The Confluence of US Anti-Deferral Regimes and US Beneficiaries of Foreign Trusts
Arianne Plascencia
Ryan J. Coyle
11:20am – 12:10pm
Defending Your Client in the Age of Fraud Enforcement
Caroline Ciraolo
Jeffrey Neiman
12:10pm – 12:50pm
Lunch Break
12:50pm – 1:40pm
Stay tuned for a special session announcement!
Danny Werfel
1:40pm – 2:30pm
Ask the Internal Revenue Service
Maricarmen Cuello
2:30pm – 2:50pm
Break
2:50pm – 3:40pm
U.S. Income Tax Treaty Update—Where, When and How Your International Client May Benefit and Compliance Tips and Traps
Alfredo Tamayo
Les Share
3:40pm – 4:30pm
Tips to Take Home
Miskin Santa
Jeanette Moffa, Esq.
Phone: (954) 800-4138
Email: [email protected]
Jeanette Moffa is a Partner in the Fort Lauderdale office of Moffa, Sutton, & Donnini. She focuses her practice in Florida state and local tax. Jeanette provides SALT planning and consulting as part of her practice, addressing issues such as nexus and taxability, including exemptions, inclusions, and exclusions of transactions from the tax base. In addition, she handles tax controversy, working with state and local agencies in resolution of assessment and refund cases. She also litigates state and local tax and administrative law issues.