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Annual Joint Tax & Estate Planning Seminar Draws Over 350 Industry Professionals 

The theme centered around planning for an uncertain future.

| SFBW Staff

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.  

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Drew Limsky

Drew Limsky

Editor-in-Chief

BIOGRAPHY

Drew Limsky joined Lifestyle Media Group in August 2020 as Editor-in-Chief of South Florida Business & Wealth. His first issue of SFBW, October 2020, heralded a reimagined structure, with new content categories and a slew of fresh visual themes. “As sort of a cross between Forbes and Robb Report, with a dash of GQ and Vogue,” Limsky says, “SFBW reflects South Florida’s increasingly sophisticated and dynamic business and cultural landscape.”

Limsky, an avid traveler, swimmer and film buff who holds a law degree and Ph.D. from New York University, likes to say, “I’m a doctor, but I can’t operate—except on your brand.” He wrote his dissertation on the nonfiction work of Joan Didion. Prior to that, Limsky received his B.A. in English, summa cum laude, from Emory University and earned his M.A. in literature at American University in connection with a Masters Scholar Award fellowship.

Limsky came to SFBW at the apex of a storied career in journalism and publishing that includes six previous lead editorial roles, including for some of the world’s best-known brands. He served as global editor-in-chief of Lexus magazine, founding editor-in-chief of custom lifestyle magazines for Cadillac and Holland America Line, and was the founding editor-in-chief of Modern Luxury Interiors South Florida. He also was the executive editor for B2B magazines for Acura and Honda Financial Services, and he served as travel editor for Conde Nast. Magazines under Limsky’s editorship have garnered more than 75 industry awards.

He has also written for many of the country’s top newspapers and magazines, including The New York Times, Washington Post, Los Angeles Times, Miami Herald, Boston Globe, USA Today, Worth, Robb Report, Afar, Time Out New York, National Geographic Traveler, Men’s Journal, Ritz-Carlton, Elite Traveler, Florida Design, Metropolis and Architectural Digest Mexico. His other clients have included Four Seasons, Acqualina Resort & Residences, Yahoo!, American Airlines, Wynn, Douglas Elliman and Corcoran. As an adjunct assistant professor, Limsky has taught journalism, film and creative writing at the City University of New York, Pace University, American University and other colleges.