The 22nd Annual Joint Tax & Estate Planning Seminar was recently hosted by the Community Foundation of Broward, the Jewish Federation of Broward County, and the United Way of Broward County at First Baptist Church in Fort Lauderdale. The event was attended by more than 350 legal and financial professionals who gathered to discuss the latest developments in the field. The guest speaker at the event was Beth Shapiro Kaufman (pictured), Partner and National Chair of Private Client Services at Lowenstein Sandler. She shared her insights about recent and expected Regulatory Guidance, Legislative Proposals, and Planning for Uncertainty in Tax Law. The primary objective of the seminar was to provide local tax and estate professionals with in-depth best practices and seminars.
The Annual Joint Tax & Estate Planning Seminar has been an important educational platform for attorneys, certified public accountants, investment consultants, financial advisors, and business professionals in Broward County for over twenty years. The event co-chairs for this year’s seminar were Tanya Bower, Esq. of Tripp Scott, P.A., who represented the Community Foundation of Broward; David S. Appel, CPA*, PFS of Marcum, LLP, who represented The Jewish Federation of Broward County; and Sean Riley, CPWA®, CFP® of UBS Private Wealth Management, who represented the United Way of Broward County.
Sponsors for this year’s event included Diamond Sponsor: EstateBuyers.com Steering Committee Sponsor: Greenspoon Marder Silver Sponsor: TrippScott Attorneys at Law Bronze Sponsors: Ahearn Jasco + Company, P.A., Bank of America Private Bank; BDO USA, LLP; Berger Singerman; Buchanan; Cherry Bekaert Advisory LLC; Coastal Partners, UBS Private Wealth Management; CohnReznick; Friedlander Group; Gerson Preston Klein Lips Einsenberg Gelber; Kaufman Rossin & Co.; Lowell Newman; Marcum; Northern Trust Company; Ocean Bank; Stears Weaver Miller Weissler Alhadeff & Sitterson, P.A.; Synovus Trust; Morgan Stanley; Tobias Financial Advisors, Truist Wealth and Wells Fargo Wealth & Investment Management Patron Sponsors: Associated Financial Consultants, Inc.; Berkowitz Pollack Brant; BNY Mellon; Charles Verner; Christian Calabro, Innovative Financial Concepts, LLC.; Coral Gables Trust; Darden, Infante & Associates of Ameriprise Financial; First Horizon Bank; Firstat RN Care Management Services; Fiske & Company; Ginsberg Shulman, PL; Greenberg Traurig; Grove Bank and Trust; Heritage Investment Group, Inc.; J.P. Morgan Private Bank; Katz Baskies & Wolf PLLC; MacLean & Ema, P.A.; Management Planning, Inc.; Medalie & Medalie; National Care Advisors; Olive Judd, P.A.; Philip Herzberg, CFP®, CDFA®, CTFA, AEP®, Team Hewins; Revis, Hervas, & Goldberg P.A.; Slater & Small PLLC; Snyder & Snyder, P.A.; The Presser Law Firm, P.A. Asset Protection Attorneys; Transworld Business Advisors; WFP Law; Zimmerman & Associates.
For more information about the Annual Joint Tax & Estate Planning Seminar, please visit www.jointtaxandestate.com or call 954-252-6886.
