D epartment of Revenue:
While supervising auditors for Florida, we instructed them in tax law and audit procedures. We also gave seminars to industry associations explaining the way the tax law was applied to their industry and what records had to be maintained. We explained how a tax on purchases applied to that industry, as well as how to determine what was taxable when sold to their customers. We conducted regular weekly seminars on the now-repealed tax on services. All taxes administered by the Florida Department of Revenue were included in our educational material.
We instructed in regularly scheduled adult and business education classes, teaching the general public in the application of Florida sales and use tax law and what was taxable and exempt in both purchases and sales. We spoke with enough flexibility to expand and highlight the variances for differing business types. The topics taught included intangible tax, tangible tax, documentary stamp tax, fuel tax, gross receipts tax, and corporate income tax.
Florida Chapter of the National Association of Tax Professionals:
We were instructors at each January tax workshop held at the Daytona State College. We presented new developments, law changes, audit targets, and other state tax issues to bookkeepers, accountants and credentialed and non-credentialed tax preparers. We also covered many federal tax issues as laws changed each year. This course is directed at local accountants and tax preparers.
Author and Publisher:
We wrote and published a tax guide titled Plain Talk About Florida Sale Tax. This publication presented the complex writing of tax law statutes and regulations in common English for all to readily understand. This outlined such little-known items as a tax on services, fabrication tax, agricultural taxes, construction tax issues, and out-of-state purchases and sales.
Florida Society of Enrolled Agents:
We instruct at annual education seminars in three locations before each tax season, in which we review audit and representation matters and present both state and federal tax law changes. These are advanced courses directed at Enrolled Agents and CPAs involved in the tax preparation and representation industries.
We present state and/or federal tax matters at meetings, seminars, or conferences for retail, service, and industry associations at annual or monthly meetings or dinner gatherings. These informal interactive classes are customized for the members of the associations and allow for many individual questions and interactive discussion. These are conducted with honorarium and cost of travel reimbursement requested.