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Join us this year for the 23rd Annual Joint Tax and Estate Planning Seminar.
Become a sponsor:

Don’t miss this opportunity to highlight your organization at South Florida’s premier Tax and Estate Planning Seminar!

 

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Use this link to register as an individual for the 2024 Joint Tax and Estate Planning Seminar!

If having trouble registering, please email:  info@jointtaxandestate.com

 

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Register a guest of a sponsor:

Use this link to register as a guest of a Joint Tax and Estate Planning Seminar sponsor!

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Our Speakers

George D. Karibjanian
Franklin Karibjanian & Law, PLLC

Robert K. Kirkland
Kirkland Woods & Martinsen LLP

Jennifer Goode
Director, Wealth Strategies Group
Bernstein Private Wealth
Date: Friday, November 15, 2024
Time: 7:30 A.M. | Registration Opens
7:30 A.M. – 9:00 A.M. | Networking Breakfast
9:00 A.M. - 11:45 A.M. | Seminar (Includes Q&A Time)
Program Topic: Estate Planning in a Post-Election Environment.

Each speaker will present their insights on tax and estate planning, followed by an engaging panel discussion moderated by Tom Hudson, Senior Economics Editor at WLRN Public Media.
Event Topic: The Joint Tax and Estate Planning Seminar 2024 will focus on "Estate Planning in a Post-Election Environment." The program will cover the potential impacts of recent election outcomes on tax laws and estate planning strategies. Expert speakers will provide insights into legislative changes and offer guidance on adapting estate plans to the evolving legal landscape.
Continuing Education: This seminar has applied for 2 hours of continuing education credits for the following disciplines: The Florida Bar (CLE), CPE (Accountancy), Certified Financial Planners (CFP®), and ABA-CTFA
Speaker's Outlines:

Presenting Organizations

Community Foundation of Broward

Founded in 1984, the Community Foundation of Broward partners with families, individuals and organizations to create personalized charitable funds that deliver game-changing philanthropic impact. The Community Foundation transforms our community through focused leadership that fosters collaboration, builds endowment, advances equity and connects people who care to causes that matter. The Foundation empowers visionaries, innovators and doers to create the change they want to see in the community – and to BE BOLD.

510 charitable Funds
$235 million in assets
$158 million in grants
38 years of philanthropic impact

Learn more at www.cfbroward.org

Jewish Community Foundation of Broward County

Through the generosity of so many who had the vision to ‘create a Jewish legacy,’ the Jewish Federation of Broward County’s Jewish Community Foundation’s $180 million endowment fund ensures that Jewish values are secured in perpetuity. By promoting smart philanthropic strategies, the Jewish Community Foundation is dedicated to optimizing your investment returns and maximizing your financial growth potential, helping to provide maximum impact on life-sustaining programs such as feeding the hungry, helping those in need, protecting abused children and domestic violence victims, promoting impactful Jewish identity programs, supporting the elderly and individuals with special needs, fighting antisemitism, and strengthening the bonds with Israel and the global community at large.

To set up your or your client's Jewish legacy, please visit us www.jewishbroward.org

United Way of Broward County

For 85 years, United Way of Broward County has been an integral part of identifying gaps in services and then seek partners and funds to develop programs delivering measurable results. While many organizations focus on one cause, we focus on the community as a whole and in a collaborate effort, create solutions. We fight for veterans who are re-acclimating to civilian life, we fight for people who are working hard and falling short – one emergency away from poverty and we fight for children who are not reading at grade level. United Way of Broward County fights for the health, education and financial prosperity of EVERY person in our community.

For more information, visit UnitedWayBroward.org.

Seminar Location

Event Location:

First Baptist Fort Lauderdale

Address:

301 E Broward Blvd, Fort Lauderdale, FL 33301

Note:

Parking is complimentary in the lot behind the building. There will be signage directing you to the event space.

Our Sponsors

Steering Committee

Co-Chairs:

John W. Clidas, CPA/PFS, CFP, ChFC, AEP, CEPA
Synovus
Representing: Community Foundation of Broward

Scott Bakal
Greenberg Traurig, PA
Representing: Jewish Federation of Broward County

Mary Beth Albritton, Ph.D
BNY Mellon Wealth Management
Representing: United Way of Broward County

David S. Appel, CPA, PFS
Marcum, LLP

Scott Bakal
Greenberg Traurig, P.A.

Martin E. Basson Esq.
Consultant

Brian V. Bergman Esq.
MacLean & Ema, P.A.

Michael R. Brin, CFP®, MBA
Trust Wealth

Tanya Bower, Esq.
Tripp Scott, P.A.

Craig C. Chuang, CFA, CFP®
Heritage Investment Group, Inc.

John W. Clidas, CPA PFS, CFP®, AEP®
Synovus Trust Company, N.A.

Alan B. Cohn, Esq.
Greenspoon Marder

Andrea L. Darlow MBA
Bank of America Private Bank

Richard DeNapoli, JD, LL.M., CFP®
Coral Gables Trust

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

Victor M. Gabuardi
Tripp Scott, P.A.

Jill Ginsberg, Esq., B.C.S.
Ginsberg Shulman, PL

Barry Gurland
CohnReznick

Phillip Herzberg, CFP, CDFA, CTFA, AEP
Team Hewins LLC

Marc A Infante, RICP®
Ameriprise Financial

Jared Kornfeld
Kaufman Rossin Insurance Services

Mark A. Krill
Ocean Bank

Audwin Levasseur
Axial Family Advisors

Denise A. Lettau, Esq.
National Care Advisors

Lili Lowell
Stearns Weaver Miller Weissler Alhadeff & Sitterson, P.A.

Marc Lowell CLU, ChFC
Lowell Newman

Lance Lvovsky, CPA
Marcum LLP

Greg D. Medalie, Esq.
Medalie & Medalie, P.A.

Shari Meehan
Nova Southeastern University

Linda Paige, CFP®
Synovus Trust Company, N.A.

Sviatlana (Lana) Pernia, CPA
BDO

Arlene Ravalo Jao, CPA, CFF, AV
Cherry Bekaert, LLP

Sean M. Riley, CPWA®, CFP®
UBS Private Wealth Management

Liz Robles
Tripp Scott, P.A.

Sheri Fiske Schultz, CPA, ABC, CFF
Fiske & Company

Howie Steinberg
Fairway Memorial Gardens

Charles Verner
UBS Financial Services, Inc.

Mark Wisniewski, Esq.
Berger Singerman

Trevor Youshak, J.D., LL.M, Attorney
Snyder & Snyder P.A.


Polina Yurovitsky
BNY Mellon Wealth Management


Kurt Zimmerman, Esq.
Zimmerman & Associates

Presenting Organizations:
Community Foundation of Broward
Ashley Kozich
Mary Margaret Toole
Jewish Community Foundation of Broward County
Keith M. Goldmann
Judy Levenson
United Way of Broward County
Ana Sosa
Patrick Harris

History

2023
22nd Annual: November 16, 2023
Beth Shapiro Kaufman
Partner and National Chair of Private Client Services at Lowenstein Sandler
Planning for an Uncertain Future: Current Developments and Potential Legislation Impacting Estate Planning
Chairs:
Tanya Bower, Esq., Tripp Scott, P.A.
David Appel, CPA, PFS, Marcum, LLP
Sean Riley, CPWA®, CFP®, UBS Private Wealth Management
2022
21st Annual: December 7, 2022
Christopher Hoyt
Professor, University of Missouri (Kansas City) School of Law
Retirement Accounts: Planning Optimal Family and Charitable Outcomes
Chairs:
Tanya Bower, Esq., Tripp Scott, P.A.
David Appel, CPA, PFS, Marcum, LLP
Carole Enisman, Premier Wealth Planning
2021
20th Annual: December 8, 2021
Samuel A. Donaldson JD, LLM
Professor, Georgia State University College of Law
Solving Your Client's Puzzle - Tax and Estate Planning Amidst Uncertainty
Chairs:
Kaley N. Barbera, J.D., LL.M., Snyder & Snyder, P.A.
Jill R. Ginsberg, J.D., B.C.S., Ginsberg Shulman
Stephanie Aoun, Goldman Sachs
2020
19th Annual: October 28, 2020
Lauren J. Wolven, J.D.
Levenfeld Pearlstein, LLC
The World Has Changed - Are You Prepared to Successfully Resolve Modern Family Ethical Issues?
Chairs:
Kaley N. Barbera, J.D., LL.M., Snyder & Snyder, P.A.
Jill R. Ginsberg, J.D., B.C.S., Ginsberg Shulman
Stephanie Aoun, Goldman Sachs
2019
18th Annual: December 4, 2019
Bernard A. Krooks, Esq.
LittmanKrooks, LLP
Topics:
Program – Planning for an Aging Population Update – Preparing for the Unexpected: Designing and Drafting Estate Plans that Can Withstand the Heat!
Chairs:
Marc Infante, RICP, Wells Fargo Advisors
Marc Lowell CLU, ChFC, The A.I.D. Group
Greg Medalie, Esq., Medalie & Medalie, P.A.
2018
17th Annual: December 5, 2018
Natalie B. Choate, Esq.
Nutter McClennen & Fish LLP
Topics:
Program – Working "9-5", but Hopefully Not Forever – 201 Best & Worst Retirement Ideas.
Luncheon – IRA Mistakes and How to Fix Them
Chairs:
Judy B. Bonevac, Esq., Judy Barringer Bonevac, P.A.
Adam Scott Goldberg, Esq., Krause, Goldberg, Revis & Hervas, P.A.
Sean M. Riley, CPWA®, CFP®, UBS Private Wealth Management
2017
16th Annual: October 26, 2017
Joshua S. Rubenstein, J.D.
Katten Muchin Rosenman LLP
Topics:
Pressing the Do-Over Button: Strategies for Modifying Wills & Trusts After Formation
Chairs:
Joseph Eppy, The Eppy Group
Denise A. Lettau, Wells Fargo Private Bank
William A. Snyder, J.D., LL.M., Snyder & Snyder, P.A.
2016
15th Annual: November 10, 2016
Daniel S. Rubin, J.D., LL.M.
Moses & Singer LLP
Topics:
Cover Your Assets – A Simple and Ethical Approach to Asset Protection
Chairs:
Don Medalie, Esq., Community Foundation of Broward
Randy Friedlander, CIMA®, CPWA®, Jewish Community Foundation of Broward
Joseph Eppy, United Way of Broward County
2015
14th Annual: December 11, 2015
Christopher R. Hoyt, J.D
University of Missouri, Kansas City, School of Law
Topics:
Modern Family Dilemmas: Retirement Planning for Today and Tomorrow
Chairs:
Gary L. Rudolf Esq., Community Foundation of Broward
Jeffrey Saster, Jewish Community Foundation of Broward
Michael D. Wild Esq., United Way of Broward County
2014
13th Annual: October 28, 2014
Samuel A. Donaldson
Professor of Law, Georgia State Unversity College of Law
Topics:
Income Tax Planning for Estate Planners: Doing Well by Doing Good – A Winning Combination
Chairs:
James B. Davis, Esq., Community Foundation of Broward
Mark Krill, Jewish Community Foundation
Penelope Blair, United Way
2013
12th Annual: October 23, 2013
Bernard A. Krooks, Esq.
Littman Krooks, LLP
Topics:
Planning for an Aging Population – Your Clients, Your Parents and Someday You!
A Straight Talk on the Legal, Financial and Family Dynamics
Chairs:
Christy Lambertus, Esq., Community Foundation of Broward
Alan B. Cohn, Esq., Jewish Community Foundation
Peter Anderson, United Way
2012
11th Annual: November 8, 2012
Steve R. Akers, J.D.
Bessemer Trust
Topics:
Estate Planning Strategies in a Post-Election World
Chairs:
Kurt D. Zimmerman, Esq. , Community Foundation of Broward
Terry L. Breitbord, CLU, ChFC, MSFS, Jewish Community Foundation
Scott Rassler, JD., CLU, ChFC, United Way
2011
10th Annual: November 2, 2011
Dennis I. Belcher
B. A., McGuireWoods LLP
Topics:
Connecting the Dots-Creating Some POP (Partnership of Professionals)
And Sizzle for Your Clients’ Planning Needs
Chairs:
Kenneth B. Bierman, United Way
Frank B. Brogan, Jr., Esq., Community Foundation
Sheldon S. Polish, Esq., Jewish Community Foundation
2010
9th Annual: November 9, 2010
Samuel A. Donaldson
University of Washington, School of Law
Topics:
How Clear Was Your Crystal Ball? A Review of Last Year’s Significant Events in the Chaotic World of Estate Planning
Chairs:
Frank T. Adams, Esq., Community Foundation
Jay R. Beskin, Esq., United Way
Jason L. Steinman, Esq., Jewish Community Foundation
2009
8th Annual: November 11, 2009
John W. Porter
Baker Botts L.L.P.
Topics:
Mirror, Mirror on the Wall, If I get too Creative, Will the Tax Man Call?
Chairs:
Jay Beskin, Esq., United Way
Jennifer J. Robinson, Esq., Community Foundation
Elissa Mogilesfsky, Jewish Community Foundation
2008
7th Annual: November 5, 2008
Stephan R. Leimberg
Leimberg Information Services, Inc.
Topics:
Power Marketing your Estate Planning Practice: An Advanced Seminar for Tax Professionals
Chairs:
Lanny K. Marks, CPA, CFP, United Way
Paul B. McCawley, Community Foundation
Mark Scott, Jewish Community Foundation
2007
6th Annual: October 23, 2007
Roy M. Adams
Topics:
Times of Compliance and Complexity: Estate Planning Hotspots
Chairs:
Sheri Schultz, Jewish Community Foundation
Howard Usher, United Way
Alan Cohn, Jewish Community Foundation
2006
5th Annual: October 10, 2006
Stacy Eastland
Goldman Sachs
Topics:
My Favorite Wealth Transfer Planning Ideas
Chairs:
Thomas O. Katz, Community Foundation of Broward
Jack Rosenberg, CPA, Jewish Community Foundation
Shawn Snyder, United Way of Broward County Inc.
2005
4th Annual: October 11, 2005
Jeffrey N. Pennell
Emory School of Law
Topics:
Postmortem Repair of Charitable Dispositions and Recent Developments… with a Charitable Twist
Chairs:
Myron Sandler, Jewish Community Foundation
Kenneth Bierman, United Way
Barbara Doll, Community Foundation
2004
3rd Annual: 2004
Jonathan Blattmachr
Topics:
Importance of Trusts in Estate & Financial Planning
2003
2nd Annual: October 28, 2003
Natalie B. Choate
Topics:
Understanding the New Minimum Distribution Rules
Chairs:
Kenneth Bierman, United Way
Mark Maller, Jewish Community Foundation
William Sullivan, Community Foundation
2002
1st Annual: October 8, 2002
George Masnik
Speaker
Topics:
Current Developments in Estate and Gift Law
Chairs:
Kenneth Bierman, United Way
Francis B. Brogan, Community Foundation
Irwin Weiser, Jewish Community Foundation