Earn 16 CLE, 12 TB and 4 AA Hours Credit!

2 State TaxConference

Transform your knowledge at the FICPA and The Florida Bar State Tax Conference — oneof Florida’s best education and networkingopportunities. Join fellow CPAs,attorneys, industry representatives, taxprofessionals and key personnel inthe Florida Department ofRevenue for two days ofextensive State Tax updates,including current cases andlitigation; tax departmenttransformation; property taxupdate; and a DOR/Legislativeupdate. Our courses willbroaden your skills andhelp you advance yourbusiness.

CPE/CLE CreditThis conference qualifies for 12 Technical Business and 4 Accounting andAuditing credit hours, subject to approval by the Florida Department ofBusiness and Professional Regulation. CLE Credit to be awarded by TheFlorida Bar. The number of credit hours is to be determined.

www.ficpa.org/cpe 3

Thursday May 207:30-8:00 a.m. Registration and Continental Breakfast

8:00-8:10 a.m. Introduction and Opening Remarks

8:10-10:50 a.m. Going to Market – The Shift Toward Market-based Nexusin Corporate, Gross Receipts and Sales and Use Taxes

11:05-11:55 a.m. Florida’s Administrative Procedures Act: What Every State Tax Practitioner Should Know

11:55 a.m.-1:00 p.m. Lunch Presentation: Fiscal State of the States

1:05-1:55 p.m. Current Cases and Litigation Update

2:10-3:50 p.m. Accounting for Income Taxes (ASC Topic 740)

3:50-4:40 p.m. Tax Function Optimization - Creating an Effective TaxFunction Within the Corporate Environment

4:40-6:00 p.m. Reception

Friday May 217:30-8:00 a.m. Continental Breakfast

8:00-9:40 a.m. Multi-State Tax Panel

9:55-10:45 a.m. Industry Panel of Florida Taxpayers

10:45-11:35 a.m. IFRS

11:35 a.m.-12:45 p.m. Lunch Presentation: DOR/Legislative Update

1:00-1:50 p.m. Property Taxation

1:50-2:40 p.m. Sales Tax Audit Case Study

This conference was developed, in part, by the FICPA FloridaState Tax Section. For information on how FICPA Sections canwork for you, or to join a Section, call the FICPA Member ServiceCenter at (800) 342-3197 or visit www.ficpa.org/sections.

Conferenceat-a-glance

4 State TaxConference

7:30-8:00 a.m.Registration and Continental Breakfast

8:00-8:10 a.m.Introduction and Opening RemarksMark R. Arrigo, Conference Co-ChairKevin J. Herzberg, Conference Co-Chair

8:10-10:50 a.m.Going to Market – The Shift TowardMarket-based Nexus in Corporate,Gross Receipts and Sales and UseTaxes (3 TB)David J. ShipleyPartner / McCarter & English, LLPPhiladelphia, Pa.This presentation reviews the existing constitutionalnexus standards and applies those standards tothe states’ recent attempts to expand constitutionalnexus principles to reach tax payers that maintaina market in the state. The session also discusseswhether different constitutional standards apply toincome, gross receipts and sales and use taxes.

11:05-11:55 a.m.Florida’s Administrative ProceduresAct: What Every State TaxPractitioner Should Know (1 TB)H. Michael MadsenPartner / Madsen Goldman & Holcomb, LLPTallahasseeandRex D. WareShareholder & Government ContractsLeader / Fowler White Boggs BankerTallahasseeIn the era of robust regulation, are the Rules andRegulations always ultimately the law? This panelwill focus on the APA as it affects state and localtaxation, including rulemaking procedures, rulevalidity, administrative hearings, and otherremedies available under the Act.

11:55 a.m.-1:00 p.m.Lunch Presentation: Fiscal State ofthe States (1 TB)Sponsored by KPMG LLP Harley T. DuncanManaging Director / KPMG LLPWashington, DCThis lunch session reviews the current andprojected fiscal conditions of the states, what itmeans for the state budgets and how statelegislatures are responding to budget shortfalls.

1:05-1:55 p.m.Current Cases and Litigation Update (1 TB)James M. Ervin Jr., Esq.Partner / Holland & Knight LLPTallahasseeandMark E. Holcomb, Esq.Partner / Madsen Goldman & Holcomb, LLPTallahasseeGet the latest updates on pending litigationagainst the Florida Department of Revenueaddressing all taxes administered by theDepartment, including discussion of currentprocedural status and potential impact of thosedecisions.

1:55-2:10 p.m. – Afternoon Break – Sponsored by: Grant Thornton

2:10-3:50 p.m.Accounting for Income Taxes (ASC Topic 740) (2 AA)Charles RitterPartner / KPMG LLP / OrlandoThis session provides an analysis of FASBStatement 109 and FIN 48

3:50-4:40 p.m.Tax Function Optimization - Creatingan Effective Tax Function Within theCorporate Environment (1 TB)Randy D. RobasonNational Partner-in-Charge, Tax Accounting& Risk Advisory Services / Grant Thornton LLPDallas, Tx.andJeff WhiteSenior Manager, Tax Accounting & RiskAdvisory Services / Grant Thornton LLPWoodland Hills, Ca.Learn how to create an effective tax function withinthe corporate environment including regulatoryenvironment; expectations of today’s taxdepartment; elements of successful strategic plan;data considerations; and the role of taxtechnology.

4:40-6:00 p.m. Reception

ThursdayMay 20

7:30-8:00 a.m.Continental Breakfast

8:00-9:40 a.m.Multi-State Tax Panel (2 TB)Jordan M. Goodman, Esq., CPAPartner / Horwood Marcus & Berk,Chartered / Chicago, Ill.andPeter O. LarsenAttorney / Akerman, Senterfitt & Edison, PAJacksonvilleThis presentation addresses current litigation on anational basis with updates in the area of nexus,unitary filings, treatment of partnerships and LLCs,business purpose and economic substance,business income, apportionment issues and baseand exemption issues for sales tax.

9:55-10:45 a.m.Industry Panel of Florida Taxpayers(1 TB)Brian R. Murphy, CPA Senior Director, Tax Planning / Florida Power & Light / Juno Beach and Scott D. Winer Vice President, Taxes / Rayonier, Inc. Jacksonville and Anthony Walker Vice President, Tax / Darden Restaurants, Inc.Orlando This session will provide insight into the environmentand challenges facing corporate tax departments,in addition to discussing the expected roll ofprofessional service providers.

10:45-11:35 a.m.IFRS (1 AA)Jody B. Underhill, CPA, MSTTax Managing Director / KPMG LLP / TampaUpdate on the proposed changes and recentdevelopments under IFRS and are we any closerto determining a timeline for implementation. Whatare the state tax impacts related to IFRS and howmight the new accounting treatment affect taxaccounting for related items.

11:35 a.m.-12:45 p.m.Lunch Presentation: DOR/LegislativeUpdate (1 TB)Sponsored by: RSM McGladreyRobert P. BabinDirector, Legislative and Cabinet Services /Florida Department of Revenue / TallahasseeThis presentation is a discussion of the significantlegislative developments of the 2010 RegularSession of the Florida Legislature, as well aslegislation that will affect practitioners who practicebefore the Department of Revenue.

12:45-1:00 p.m. – Afternoon Break – Sponsored by: True Partners Consulting

1:00-1:50 p.m.Property Taxation (1 TB)William D. ShepherdGeneral Counsel / Hillsborough CountyProperty Appraiser / TampaThis session offers an update on Florida propertytax law, including portability of the Save OurHomes Cap.

1:50-2:40 p.m.Sales Tax Audit Case Study (1 AA)Joseph C. Moffa, Esq., CPAShareholder / Law Offices of Moffa &Gainor, P.A. / Ft. LauderdaleandGlenn A. Bedonie, CPA, CFSTPresident / Glenn A. Bedonie, CPA, P.A.TallahasseeThe course offers an examination of the processesused to select a Florida sales tax audit candidateand what occurs during an examination by thestate’s auditors.

FridayMay 21

www.ficpa.org/cpe 5

Conferenceinfo

6 State TaxConference

Glenn A. BedonieDavid D. BlackLaura A. DeLucaDavid ElderYvonne G. GallimoreEdward M. HannaCharlotte W.Hightower

Keith E. JohnsonMartin KayeKaren A. LakeMark H. MeltzerKenneth M. RiosVanessa SanzPatricia G. SellersGerard F. Wehle

2009-2010 State Tax Conference Committee

Sponsors:

(KPMG International’s Trademarks are the sole property of KPMGInternational and their use here does not imply auditing by orendorsement of KPMG International or any of its member firms)

Conference siteCaribe Royale Resort Suites8101 World Center DriveOrlando, FL 32821

AccommodationsFICPA Room Rate: $135 Single or DoubleHotel Cutoff Deadline: Monday, April 19,2010

(Reservations made after the cutoff date will besubject to availability and current room rate.)

Please call the hotel directly at (407) 238-8000or (800) 823-8300 to reserve your room andremember to mention the FICPA to receive thespecial group rate.

*There may be a fee for some guest services. Not allfeatures and services are available in all rooms.Contact hotel for details.

Conference materialsConference reference materials are distributed toregistrants electronically in advance of theprogram. There will not be printed materialavailable on site. This fully searchable PDFincludes speaker presentations and is intendedfor electronic use only.

Group Discounts availableRegister 5 or more people from the same organization and receive special groupdiscounts! Restrictions may apply. For moreinformation, visit www.ficpa.org/cpe/policies. (Some restrictions apply.)

Save moneyTake advantage of the Early Bird Price byregistering more than 10 days before the coursedate and receive $55 off the Regular Priceregistration fee.

CPE Policies you may need to knowA list of CPE policies may be found on our Website at www.ficpa.org/cpe/policies, or on theregistration confirmation correspondence sentupon complete registration.

Mark R. Arrigo, Conference Co-ChairKevin J. Herzberg, Conference Co-Chair

James M. Ervin – FL BarMark E. Holcomb – FL BarCass D. Vickers – IPT

Registration

www.ficpa.org/cpe 7

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Internet registration can be placed at www.ficpa.org/cpe.Fax a completed registration form with credit card information to the FICPA at (850) 681-2433.Call the FICPA Member Service Center at (800) 342-3197 (within Florida only), or (850) 224-2727 to place acredit card order.Mail a completed registration form to: Continuing Professional Education, FICPA, P.O. Box 5437, Tallahassee, FL32314-5437.

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Nonmember fee is waived for the 2010 State Tax 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 thecourse date and receive $55 off the Regular Price.

State TaxConference PriceEarly Bird Price* $420

Regular Price (after 5/10/2010): $475

One-day Conference Pricing � Thursday � Friday Price Early Bird Price* $295

Regular Price (after 5/10/2010): $350

(You may choose to attend only one day of this conference. Please select which day you will attend).

www.ficpa.org/cpe

(800) 342-3197 (Florida only)

(850) 224-2727

P.O. Box 5437 • Tallahassee, Florida 32314

State Tax Conference

May 20-21, 2010

Orlando Caribe Royale Resort