Florida Senate - 2024 SENATOR AMENDMENT
Bill No. CS for SB 7014
Ì170806(Î170806
LEGISLATIVE ACTION
Senate . House
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Floor: 1/AD/2R .
02/01/2024 11:26 AM .
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Senator Burgess moved the following:
1 Senate Amendment (with title amendment)
2
3 Between lines 92 and 93
4 insert:
5 Section 2. Paragraph (c) of subsection (6) of section
6 112.3144, Florida Statutes, is amended to read:
7 112.3144 Full and public disclosure of financial
8 interests.—
9 (6)
10 (c)1. Each separate source and amount of income which
11 exceeds $1,000 must be identified. For the purpose of a filer
12 reporting income, the commission shall accept federal income tax
13 returns. If a filer submits a federal income tax return for the
14 purpose of reporting income, he or she must also include all
15 attachments and schedules associated with such federal income
16 tax return.
17 2. If disclosure of identifying information regarding a
18 source of income or secondary sources of income will violate
19 confidentiality or privilege pursuant to law or rules governing
20 attorneys, a filer who is also an attorney may indicate that he
21 or she has a legal client who meets the disclosure criteria
22 without providing further information about the client. The
23 filer in such circumstance may write “Legal Client” in the
24 disclosure fields without providing further information.
25 Section 3. Subsection (3) of section 112.3145, Florida
26 Statutes, is amended to read:
27 112.3145 Disclosure of financial interests and clients
28 represented before agencies.—
29 (3) The statement of financial interests for state
30 officers, specified state employees, local officers, and persons
31 seeking to qualify as candidates for state or local office shall
32 be filed even if the reporting person holds no financial
33 interests requiring disclosure in a particular category, in
34 which case that section of the statement shall be marked “not
35 applicable.” Otherwise, the statement of financial interests
36 must include the information under paragraph (a) or paragraph
37 (b). The reporting person must indicate on the statement whether
38 he or she is using the reporting method under paragraph (a) or
39 paragraph (b). Beginning January 1, 2023, only the reporting
40 method specified under paragraph (b) may be used.
41 (a)1. All sources of income in excess of 5 percent of the
42 gross income received during the disclosure period by the person
43 in his or her own name or by any other person for his or her use
44 or benefit, excluding public salary. However, this shall not be
45 construed to require disclosure of a business partner’s sources
46 of income. The person reporting shall list such sources in
47 descending order of value with the largest source first;
48 2. All sources of income to a business entity in excess of
49 10 percent of the gross income of a business entity in which the
50 reporting person held a material interest and from which he or
51 she received an amount which was in excess of 10 percent of his
52 or her gross income during the disclosure period and which
53 exceeds $1,500. The period for computing the gross income of the
54 business entity is the fiscal year of the business entity which
55 ended on, or immediately prior to, the end of the disclosure
56 period of the person reporting;
57 3. The location or description of real property in this
58 state, except for residences and vacation homes, owned directly
59 or indirectly by the person reporting, when such person owns in
60 excess of 5 percent of the value of such real property, and a
61 general description of any intangible personal property worth in
62 excess of 10 percent of such person’s total assets. For the
63 purposes of this paragraph, indirect ownership does not include
64 ownership by a spouse or minor child; and
65 4. Every individual liability that equals more than the
66 reporting person’s net worth; or
67 (b)1. All sources of gross income in excess of $2,500
68 received during the disclosure period by the person in his or
69 her own name or by any other person for his or her use or
70 benefit, excluding public salary. However, this shall not be
71 construed to require disclosure of a business partner’s sources
72 of income. The person reporting shall list such sources in
73 descending order of value with the largest source first;
74 2. All sources of income to a business entity in excess of
75 10 percent of the gross income of a business entity in which the
76 reporting person held a material interest and from which he or
77 she received gross income exceeding $5,000 during the disclosure
78 period. The period for computing the gross income of the
79 business entity is the fiscal year of the business entity which
80 ended on, or immediately prior to, the end of the disclosure
81 period of the person reporting;
82 3. The location or description of real property in this
83 state, except for residence and vacation homes, owned directly
84 or indirectly by the person reporting, when such person owns in
85 excess of 5 percent of the value of such real property, and a
86 general description of any intangible personal property worth in
87 excess of $10,000. For the purpose of this paragraph, indirect
88 ownership does not include ownership by a spouse or minor child;
89 and
90 4. Every liability in excess of $10,000.
91 (b) If disclosure of identifying information regarding a
92 source of income or secondary sources of income will violate
93 confidentiality or privilege pursuant to law or rules governing
94 attorneys, a filer who is also an attorney may indicate that he
95 or she has a legal client who meets the disclosure criteria
96 without providing further information about the client. The
97 filer in such circumstance may write “Legal Client” in the
98 disclosure fields without providing further information.
99
100 ================= T I T L E A M E N D M E N T ================
101 And the title is amended as follows:
102 Delete line 4
103 and insert:
104 specified lobbying provisions; amending s. 112.3144,
105 F.S.; authorizing attorneys who file full and public
106 disclosures of their financial interests to indicate
107 that a client meets disclosure criteria without
108 providing further information relating to such client;
109 authorizing such attorneys to designate such clients
110 as “Legal Client” on such disclosures; amending s.
111 112.3145, F.S.; deleting obsolete language;
112 authorizing attorneys who file statements of financial
113 interests to indicate that a client meets disclosure
114 criteria without providing further information
115 relating to such client; authorizing such attorneys to
116 designate such clients as “Legal Client” on such
117 statements; amending s. 112.321,