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The Community Foundation of Broward, the Jewish Community Foundation of Broward and United Way of Broward joined forces 14 years ago to hold a Joint Tax and Estate Seminar for professional advisors in Broward County. After a record–setting 2015 event, this year’s Joint Tax Seminar will provide even greater benefits and builds on a tradition of cutting-edge presentations by nationally recognized speakers, superior educational experiences, and prime networking opportunities. Do not miss this opportunity to attend South Florida’s premier Tax and Estate Planning event!
Join us this year for the 15th Annual Joint Tax and Estate Planning Seminar.
Joint Tax and Estate Seminar
Cover Your Assets
Nova Southeastern University, Rose and Alfred Miniaci Performing Arts Center
Thursday, November 10, 2016
7:30 a.m. Breakfast
9:00 a.m. – 11:15 a.m. Program
“Cover Your Assets”
A Simple and Ethical Approach to Asset Protection
Daniel S. Rubin, J.D., LL.M.
Moses & Singer LLP
ATTORNEYS – CLE (2.0 General, 2.0 Ethics, 2.0 Elder Law, 2.0 Tax Law & 2.0 Wills, Trusts and Estates)
Certified Financial Planners™ (2 Hours – Program ID 232323)
Florida Department of Insurance (2 Hours – Course ID Number 98221/Offering ID 1056159)
CPE (Accountancy) – (2 Hours, Course No. 0021505)
Institute of Certified Bankers – CTFA Credit – (1 ETH, 1FP)
Don Medalie, Esq.
Medalie & Medalie, P.A.
Randy Friedlander, CIMA ®, CPWA®
The Friedlander Group
at Morgan Stanley
The Eppy Group