(a) Tax Law. “Tax law” is legal issues involving federal, state, or local income, estate, gift, ad valorem, excise, or other taxes.
(b) Practice of Law. Notwithstanding anything in the definition to the contrary, legal work done primarily for a purpose other than legal advice or representation (including, but not limited to, work related to the sale of insurance or retirement plans or work in connection with the practice of a profession other than the law) shall not be treated as the practice of law.
Amended Sept. 21, 1989, effective Oct. 1, 1989 (548 So.2d 1120); July 23, 1992, effective Jan. 1, 1993 (605 So.2d 252); amended and effective December 4, 2020 by The Florida Bar Board of Governors.