​Florida Documentary Stamp Tax Seminar Recording & Manual Now Available!

Following our successful live seminars, we're pleased to offer the recorded session and comprehensive manual for purchase. Purchase of the video package qualifies for Continuing Education credits (detailed at the bottom of this page).

Purchase options:

Video & Handbook Package: $545

• Includes recording of the November 8th Orlando event
• Handbook included
• Available now, order here

Handbook Only: $395

• Order here​​

Topics Covered

-    Deed Tax on Contributions
-    Deeds in Lieu
-    Overview of Documentary Stamp Taxes and Nonrecurring Intangible Taxes in Florida Credit Transactions

• Documents Subject to Tax
• Rate of Tax
• Exemptions

-    Non-revolving Loans and Revolving Loans Secured by Real Property
-    Letters of Credit
-    Loan and Letters of Credit Not Secured by Real Property
-    Out of State Loan Closing Procedures
-    Guaranties; Loans with Guaranties
​-    Hypothecations; Cross Collateralization
-    Renewals

-    Hypothecations; Cross Collateralization
-    Renewals
-    International Banking Transactions
-    Impact of Florida Legislation; Update on New Rulings and Positions of the Department of Revenue (DOR)
-    Florida Department of Revenue Organization; Procedures and Compliance Issues (time permitting)

• Organizations of the DOR and Responsibilities for Documentary Stamp Taxes
• DOR Audit Functions and Procedures
• Assessments and Administrative Review
• Technical Assistance Advisements (“TAA”)
• Liability of Officers, Directors and Shareholders

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Speakers

​Pete Larsen is co-chair of Akerman’s national Tax Practice Group, a team advising clients in global tax compliance and controversy matters, as well as complex transactions. The practice has been recognized by Law360 as a “Tax Practice Group of the Year” for its precedent-setting work in the United States.  Pete works closely with financial institutions, finance companies, vehicle and equipment lessors, retailers, and telecommunication, software, and technology companies on all matters facing multistate companies’ tax departments, including planning, compliance, audit defense, and litigation in all 50 states.

Pete's practice also includes a focus on tax strategies for companies in the emerging technology sectors. These clients, often at the forefront of disruptive technologies – from VOIP to digital products to ridesharing – face complicated tax challenges and risks.

​Akerman Tax partner David Rosen represents banks and finance companies before tax authorities across the United States.  He advises clients on the Florida documentary stamp tax, intangible tax, real estate transfer tax, sales and use tax, and property tax impacts of complex commercial lending and real estate transactions. 

David also counsels motor vehicle industry on the application of federal consumer finance and multistate titling, registration, dealer licensing, disclosure, and insurance laws to their highly-regulated businesses.

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Continuing Education

CLE Continuing Education credits will be awarded to the individual who purchases the video package. 
General - 7.0
Business Litigation - 7.0
Real Estate - 7.0

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Contact
Olga Williams
Phone: 850-701-3501
Email: [email protected]