Two Live Events!
Thursday, November 7th, 2024 - Akerman Law Firm, Three Brickell City Centre, 98 Southeast Seventh Street, Suite 1100, Miami, FL 
Friday, November 8th, 2024 - Akerman Law Firm, 420 South Orange Avenue, Suite 1200, Orlando, FL 

Who Should Attend? 
​Senior Loan Policy Officers, Auditors, Compliance Officers, Cashiers, Real Estate Attorneys, Chief Executive Officers

Materials
Attendees will receive an updated and revised handbook which provides guidance on Florida Documentary Stamp Tax (Florida Statutes, Chapter 201) and Florida Intangibles Tax (Florida Statutes, Chapter 199) issues in a variety of situations involving extension of credit by lenders located in Florida.

Schedule

9:00 - 12:00 PM: Program
12:00 - 1:00 PM: Lunch Break (lunch will be provided)
1:00 - 4:00 PM: Program

Registration Prior to 10/03/24
​FBA Member: $425.00/person
Non-Member: $950.00/person

Registration After 10/04/24
FBA Member: $475.00/person
Non-Member: $950.00/person

Miami Event - Register Now- FBA Members

Orlando Event - Register now - FBA Members

Non-Member Registration Form

rpptl registration form

Hotels
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Miami- Florida Documentary Stamp Tax Seminar 
AC Hotel Marriott Miami
Room Link

Orlando- Florida Documentary Stamp Tax Seminar 
AC Hotel Orlando Downtown
Make your reservation by October 2, 2024 to receive a discounted rate! 
Room Link

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

Continuing Education 
CLE: General - 7.0; Business Litigation - 7.0

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