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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. 

 

2016 Joint Tax and Estate Planning Seminar



2016-11-10 7:30:00
2016-11-10 11:15:00
America/New_York
Joint Tax and Estate Seminar
Cover Your Assets
Nova Southeastern University, Rose and Alfred Miniaci Performing Arts Center



Date:
Thursday, November 10, 2016
7:30 a.m. Breakfast
9:00 a.m. – 11:15 a.m. Program

Topic:
“Cover Your Assets”
A Simple and Ethical Approach to Asset Protection

Speaker:
Daniel S. Rubin, J.D., LL.M.
Moses & Singer LLP

About the Speaker

Continuing Education credit has been approved for the following disciplines:

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)

 

Location

Nova Southeastern University
Rose and Alfred Miniaci Performing Arts Center

3301 College Ave, Davie, 33314

Co-Chairs

Don Medalie, Esq.
Medalie & Medalie, P.A.

Randy Friedlander, CIMA ®, CPWA®
The Friedlander Group
at Morgan Stanley

Joseph Eppy
The Eppy Group

Presenting Charity Organizations