NEWS & INSIGHTS
2025 Ullman Year in Review: Florida’s Must-Attend CLE Event for Tax Professionals
The Tax Section of The Florida Bar is once again hosting its signature annual CLE event—the 2025 Ullman Year in Review—on Friday, July 4, 2025, from 1:00 p.m. to 5:00 p.m.. Held in person at the Omni Amelia Island Resort, the program is one of the most anticipated highlights of the Section’s annual Organizational Meeting.
This event offers a robust and engaging review of the past year in tax law and policy. It brings together leading practitioners to share practical insights and cutting-edge developments across a wide range of federal, state, and international tax topics. Attendance is complimentary for those registered for the Organizational Meeting, whether as members or guests.
What to Expect at the 2025 Ullman Year in Review
The Ullman Year in Review is known for delivering high-quality content tailored to practicing attorneys. Each presentation provides attendees with actionable takeaways on current tax issues, recent legislation, court decisions, ethical considerations, and planning strategies.
This year’s speaker lineup features some of the most respected voices in Florida’s tax law community. Below is a full list of topics and presenters:
Trevor Johnson — Section 1202 Stock Planning Techniques
Trevor Johnson will explore strategic planning techniques for Qualified Small Business Stock (QSBS) under Section 1202, with a focus on lessons from the Section’s recent D.C. meetings.
Brian Harris — Update on Tax Controversy and Procedure
Brian Harris will present a comprehensive review of developments in tax controversy and procedure, including audit enforcement and practice trends.
Jeanette Moffa — Update on State and Local Tax (SALT) Matters
Jeanette Moffa will break down recent Florida state and local tax developments, including enforcement trends and litigation updates.
Zachary King — Domestic Estate Planning Developments
Zachary King will provide updates on key estate planning cases, IRS rulings, and proposed legislation.
Richard Vaughan — Charitable Contributions, DAFs, and Private Foundation Excise Taxes
Richard Vaughan will cover:
- Charitable contribution substantiation
- IRS regulation of Donor-Advised Funds (DAFs)
- Updates on private foundation excise tax administration
Alex Parthemer — Florida Fiduciary Law and QTIP Planning
Alex Parthemer will examine Florida’s new Fiduciary Income and Principal Act and planning with QTIP assets post-Anenberg and McDougall.
Adam Smith — Pass-Thru Entity Traps and Private Letter Rulings
Adam Smith will highlight:
- Common traps in pass-thru structuring
- Recent IRS Private Letter Rulings
- IRS’s no-ruling policy and federal updates
Ellina Berdichevsky — International Tax Update
Ellina Berdichevsky will present global updates on tax compliance, transfer pricing, and enforcement trends.
Michael Lampert — Ethics in Tax Practice
Michael Lampert will close the program with a focus on tax ethics, including Circular 230, conflict management, and professional responsibility.
Event Details
- Date: Friday, July 4, 2025
- Time: 1:00 PM – 5:00 PM
- Location: Omni Amelia Island Resort, 39 Beach Lagoon Road, Fernandina Beach, FL
- CLE Credit: Included with Organizational Meeting registration
- Registration: Register here
Why Attend the Ullman Year in Review?
Whether your practice focuses on estate planning, controversy, ethics, international matters, or SALT, this event ensures you stay informed, compliant, and connected. Attendees walk away with timely updates and critical insight into Florida and federal tax developments.
© 2025 Jeanette Moffa. All Rights Reserved.
Yes. The program provides Continuing Legal Education (CLE) credits through The Florida Bar, including ethics credit from the final presentation by Michael Lampert.
Yes, attendance is included at no additional cost for all registrants of the Tax Section’s 2025 Organizational Meeting (members and guests).
No. The 2025 Ullman Year in Review is live, in-person only, held at the Omni Amelia Island Resort.
No. It is automatically included when you register for the Organizational Meeting. However, space may be limited, so early registration is encouraged.
Topics include:
Section 1202 stock
Tax controversy and procedure
Florida SALT
Estate planning
Charitable contributions and DAFs
Pass-thru entity taxation
International tax
Ethics in tax practice
At the Omni Amelia Island Resort, located at 39 Beach Lagoon Road, Fernandina Beach, Florida 32034. It's a premier coastal destination ideal for combining professional development with a summer retreat.
The next CLE hosted by the Florida Bar Tax Section is titled “Evaluating the Income Tax Benefits Upon the Early Termination of Lifetime Charitable Remainder Trusts.” It will be held on June 4, 2025, from 12:00 p.m. to 1:00 p.m. (ET). This is a free virtual CLE exclusively for Section members.
The official date for the 2026 International Tax Conference (ITC) & Boot Camp has not yet been announced. However, it is typically held in January, and the 2026 event is likely to follow that schedule. Keep an eye on updates from The Florida Bar Tax Section and FICPA for the official registration and agenda.
To join the Florida Bar Tax Section, you must be a member in good standing of The Florida Bar. You can enroll directly through the Section’s membership page: floridataxlawyers.org/members-2/become-a-member/. Membership provides access to high-quality CLE programs, legislative updates, networking opportunities, and leadership roles within Florida’s tax law community.
The Florida Bar Tax Section offers two primary publications to keep members informed and engaged:
Tax Section News Bulletin – A member-exclusive newsletter with updates on section events, CLEs, case law developments, and legislative activity.
Florida Bar Journal Articles – The Tax Section regularly contributes scholarly articles to The Florida Bar Journal, covering federal and state tax issues, planning strategies, and legal trends.
These resources help members stay current on tax practice developments and are available through the Section’s website and The Florida Bar.
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Jeanette Moffa, Esq.
(954) 800-4138
JeanetteMoffa@MoffaTaxLaw.com
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.
