This event has closed. Thank you for attending and stay tuned for information on next year's seminar!Webinar LIVE!!
Thursday, November 13th, 2025 - via Zoom 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 (2024 Edition) 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. |
Schedule9:00 - 12:00 PM: Program
12:00 - 1:00 PM: Lunch Break 1:00 - 4:00 PM: Program |
Registration Options:
Live Streaming Zoom Video
The Florida Bankers Association is pleased to offer this educational event via live streaming Zoom video. This option provides your bank an opportunity to educate your employees in a very cost effective way. By simply registering for the live streaming Zoom video option, you can view the session at your own computer, without any travel expense.
The Florida Bankers Association is pleased to offer this educational event via live streaming Zoom video. This option provides your bank an opportunity to educate your employees in a very cost effective way. By simply registering for the live streaming Zoom video option, you can view the session at your own computer, without any travel expense.
You can still purchase last year's video and book
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2024 Handbook Only: $395
Order here: Our Products |
Topics Covered
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- Deed Tax on Contributions
- Deeds in Lieu - Overview of Documentary Stamp Taxes and Nonrecurring Intangible Taxes in Florida Credit Transactions
- 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)
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Speakers
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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. |
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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. |
Continuing Education
Continuing Education credits awarded for 2025 program:
CLE: General - 7.0; Tax Law- 7.0
Please note, BLSE Policy 5.11 allows courses to be re-evaluated, amended or revoked by the BLSE.
CLE: General - 7.0; Tax Law- 7.0
Please note, BLSE Policy 5.11 allows courses to be re-evaluated, amended or revoked by the BLSE.