Brass Tacks. Everything you need to succeed

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2 Brass Tacks Everything you need to succeed Register today for a conference loaded with the brass-tacks knowledge you need to succeed in the area of state tax issues in Florida. Learn directly from Florida Department of Revenue staff other state tax experts who address these issues daily. This is your one chance this year to hear from the experts gather information about recent updates, current stards, emerging significant trends in state tax issues in Florida. The FICPA/Florida Bar State Tax Conference also offers the opportunity to network with top brass in state tax, including fellow CPAs, attorneys, industry representatives, tax professionals key DOR personnel. Our sessions will exp your skills strengthen your business. CPE/CLE Credit This conference qualifies for 2 Accounting Auditing (AA), 13 Technical Business (TB), 1 Behavioral (B) credit hours, subject to approval by the Florida Department of Business Professional Regulation. CLE Credit has been awarded by The Florida Bar at 16 general CLE credits including 1 ethics credit. Follow the FICPA use #STC12 to tweet about this conference. 2 State Tax Conference

3 Conferene at-a-glance Thursday May 17 7:30-8:00 a.m. Registration Continental Breakfast 8:00-8:10 a.m. Introduction Opening Remarks 8:10-9:50 a.m. Multi-State Topics Including Nexus 10:05-10:55 a.m. State of the States 10:55-11:45 a.m. Minimizing Historic State & Local Tax Liabilities 11:45 a.m.-1:00 p.m. Lunch with Presentation: Florida Tax Legislative Update 1:00-2:40 p.m. Procedural Matters in Florida DOR Compliance 2:55-3:45 p.m. Assessments Top Three Including Florida Sales Tax 3:45-4:35 p.m. Florida Successor Liability 4:35-6:30 p.m. Reception Friday May 18 7:30-8:00 a.m. Continental Breakfast 8:00-8:50 a.m. Tax Implications of Accounting Convergence (US GAAP IFRS) 8:50-9:40 a.m. Credits Incentives Hot Topics 10:00-11:40 a.m. Behind the Scenes Update from Top General Tax Administrators 11:40 a.m.-1:00 p.m. Lunch with Presentation: Economic Update for Florida 1:00-1:50 p.m. Ethics in State Tax Practice 2:00-2:50 p.m. State Tax Considerations for Computing ASC-740 Scan this QR code with your Smart phone to be taken to the FICPA website for more information. This conference was developed, in part, by the FICPA Florida State Tax Section. For information on how FICPA Sections can work for you, or to join a Section, call the FICPA Member Service Center at (800) or visit 3

4 Thursday, May 17 7:30-8:00 a.m Registration Continental Breakfast 8:00-8:10 a.m Introduction Opening Remarks 8:10-9:50 a.m. Multi-State Topics including Nexus (2 TB) Jordan M. Goodman, Esq., CPA Partner / Howard Marcus & Berk Chicago Marilyn A. Wethekam, Esq. Partner / Howard Marcus & Berk Chicago This presentation examines the significant developments during the last year including recent court decisions, administrative ruling new legislation. The presentation also will cover nexus, sales use tax income tax issues that are important to you. 10:05-10:55 a.m. State of the States (1 TB) Harley T. Duncan Managing Director / KPMG LLP Washington, DC This presentation assesses the current revenue budget picture facing the states reviews recent legislative trends. 10:55-11:45 a.m. Minimizing Historic State & Local Tax Liabilities (1 TB) Dan Megathlin Director / Crowe Horwath LLP Atlanta, GA Gary Peric, CPA Partner / Crowe Horwath LLP Tampa This session talks about the high level of state voluntary disclosure programs, amnesty programs, the mechanisms within streamlined sales tax (SST) afforded to delinquent taxpayers to register minimize historic state local tax liabilities. 11:45 a.m.-1:00 p.m. Lunch Presentation: Florida Tax Legislative Update (1 TB) Representative Stephen L. Precourt Florida House of Representatives 1:00-2:40 p.m. Procedural Matters in Florida DOR Compliance (2 TB) Mark R. Arrigo, CPA, MBA SALT-Partner / Grant Thornton LLP Tampa This presentation covers procedures in Florida to ensure compliance with the Department of Revenue. 2:55-3:45 p.m. Assessments Top Three Including Florida Sales Tax (1 TB) Rex D. Ware, Esq. Shareholder / Fowler White Boggs P.A. Tallahassee James M. Ervin, Jr., Esq. Partner / Holl & Knight LLP Tallahassee Glenn A. Bedonie, CPA, CFST President / Glenn A. Bedonie, CPA, P.A. Tallahassee 3:45-4:35 p.m. Florida Successor Liability (1 TB) Russell B. Hale Shareholder / Akerman Senterfitt / Orlo This session examines rules that make the buyer of business responsible for unpaid Florida taxes of the seller. 4:35-6:00 p.m. Reception 4 State Tax Conference

5 Friday, May 18 7:30-8:00 a.m. Continental Breakfast 8:00-8:50 a.m. Tax Implications of Accounting Convergence (US GAAP IFRS) (1 AA) Jeff Carr Partner / Deloitte Tax LLP This course will cover the tax implications associated with the recent financial reporting exposure drafts jointly issued by the IASB FASB with regard to the convergence of US GAAP IFRS accounting for Leases Revenue Recognition. 8:50-9:40 a.m. Credits Incentives Hot Topics (1 TB) Alea Newbold, CPA Managing Director / True Partners Consulting, LLC Tampa Trudy Blakeman Director, Property Sales Taxes / Darden Restaurants, Inc. / Orlo Learn how to maximize the benefits of credits incentives to exp your business growth. Even with states facing economic uncertainty, there are numerous opportunities at the state local level for tax incentives to encourage development. 11:40 a.m.-1:00 p.m. Lunch Presentation: Economic Update of Florida (1 TB) Michael W. Poole PCE Companies / Winter Park This session offers a thorough update on current condition of Florida Economy. 1:00-1:50 p.m. Ethics in State Tax Practice (1 B) Michael A. Lampert Law Offices of Michael A. Lampert, PA Palm Beach Can you tell your client to bolt the equipment to the floor? Can you do it the day before audit visit, have them remove most of the untaxed fabricated molds while they are at it? This session explores some of the ethical issues arising in state tax practice. 2:00-2:50 p.m. State Tax Considerations for Computing ASC-740 (1 AA) Nathan English, CPA Partner / Ernst & Young / Tampa Christine Roll, CPA Senior Manager / Ernst & Young / Tampa This session focuses on addressing state tax risks exposures in the provision process. 10:00-11:40 a.m. Behind the Scenes Update from Top General Tax Administrators (2 TB) DOR Representatives Department officials from General Tax Administration will share current enforcement initiatives, issues opportunities most often over looked other items of concern for Florida taxpayers. 5

6 Conference info 2012 State Tax Conference Committee Sponsors (as of Feb. 1, 2012) David Elder, Chair Richard Agee Mark Arrigo Glenn Bedonie Frederick Brummer Laura Elder Yvonne Gallimore Jana Grossenbacher Kevin Herzberg Karen Lake Cathryne Newport Honorary Committee Members Harris Bonnette Jim Ervin Russell Hale Mark Holcomb Joel Maser Martin Kaye, Vice Chair Barbara ODonnell Dennis Paleveda Gary Peric Joseph Rendon Kenneth Rios Lila Robbins Patricia Sellers James Spencer JJ Wehle Jacqueline Ziemba Joe Schimmel James Schmidt Cass Vickers Michael Wilson (KPMG International s Trademarks are the sole property of KPMG International their use here does not imply auditing by or endorsement of KPMG International or any of its member firms) Conference site Caribe Royale Resort Suites 8101 World Center Drive Orlo, FL Accommodations FICPA Room Rate: $135 Single or Double Hotel Cutoff Deadline: Friday April 27, 2012 (Reservations made after the cutoff date will be subject to availability current room rate.) Please call the hotel directly at (407) or (888) to reserve your room remember to mention the FICPA to receive the special group rate. CPE Policies you may need to know A list of CPE policies may be found on our website at or on the registration confirmation correspondence sent upon complete registration. Conference materials Conference reference materials are distributed to registrants electronically in advance of the program. There will not be printed material available on site. This fully searchable PDF includes speaker presentations is intended for electronic use only. Group Discounts available Register 5 or more people from the same organization receive special group discounts! Restrictions may apply. For more information, visit (Some restrictions apply.) Save money Take advantage of the Early Bird Fee when your registration is received by the FICPA 10 days before the course date! 6 State Tax Conference

7 Registration Internet registration can be placed at fax a completed registration form with credit card information to the FICPA at (850) call the FICPA Member Service Center at (800) (in Florida), or (850) to place a credit card order. mail a completed registration form to: Continuing Professional Education, FICPA, P.O. Box 5437, Tallahassee, FL Name Contact Information 4ways to register for FICPA CPE Programs FICPA Member No. Firm Address City/State/ZIP Telephone ( ) Check here if registration reflects an address change. Check here for more information on joining a Section. Someone from our office will contact you. In accordance with ADA requirements, if you are disabled require special services, please check here. Someone from our office will contact you. 2 Pricing State Tax Conference (STC) Price Early Bird Price* $440 Regular Price (as of 5/8/2012): $495 One-day Conference Pricing Thursday Friday Price Early Bird Price* $305 Regular Price (as of 5/8/2012): $360 There is no nonmember fee for this conference. The FICPA is not responsible for checks or registrations delayed or lost in the mail. * Take advantage of the Early Bird Price by registering more than 10 days before the course date receive $55 off the Regular Price. Conference Code: (STC) (You may choose to attend only one day of this conference. Please select which day you will attend). Total $ 3Method of Payment Check enclosed in the amount of $. Please charge my company-issued credit card: Please charge my personal credit card: VISA MasterCard American Express Discover Card Validation Code: (3 or 4 digit code located on the credit card) Cardholder Name Signature Exp. Date 7

8 Everything you need to succeed (800) (in Florida) (850) P.O. Box 5437 Tallahassee, Florida State Tax Conference May 17-18, 2012 Orlo