Philanthropic Organizations Host Annual Joint Tax and Estate Planning Seminar in Fort Lauderdale

More than 400 legal and financial professionals are expected to attend the seminar.

Local tax and estate professionals will come together at the 22nd Annual Joint Tax & Estate Planning Seminar hosted by the Community Foundation of Broward, The Jewish Community Foundation of the Jewish Federation of Broward County, and the United Way of Broward County. This year’s seminar will cover in-depth best practices that will be invaluable to attendees. The event will occur from 7:30 a.m. to 11:45 a.m. on Thursday, November 16, 2023, at First Baptist Fort Lauderdale.

The upcoming seminar, centered around the theme of ‘Planning for an Uncertain Future,’ will delve into a range of pertinent topics, including current developments, proposed legislation, and the potential sunset of generous estate and gift exemptions in 2026. Attendees will gain invaluable insights into how these issues impact clients’ income, estate, and charitable plans. This seminar is an essential educational forum for professionals in the legal, accounting, investment, financial advisory, and business sectors throughout Broward County.

The upcoming Joint Tax Seminar plans to continue its legacy of providing attendees with a top-tier educational experience, networking opportunities, and cutting-edge presentations from nationally recognized speakers. Beth Shapiro Kaufman, Partner and National Chair of Private Client Services at Lowenstein Sandler will be the featured guest speaker this year. Kaufman has extensive experience in the field, having previously served in the U.S. Treasury Department’s Office of Tax Policy as both Attorney Advisor and Associate Tax Legislative Counsel. During her keynote, she will address Recent and Expected Regulatory Guidance, Legislative Proposals, and Planning for Uncertainty in the Tax Laws, focusing primarily on tax policy matters affecting trusts and estates.

Event co-chairs include Tanya Bower, Esq. of Tripp Scott, P.A., representing the Community Foundation of Broward; David S. Appel, CPA*, PFS of Marcum, LLP representing The Jewish Community Foundation of the Jewish Federation of Broward County; and Sean Riley, CPWA®, CFP® of UBS Private Wealth Management representing United Way of Broward County.

Sponsors for this year’s event include Committee Sponsor: Greenspoon Marder Bronze Sponsors: Bank of America Private Wealth Managers; Berger Singerman; Marcum LLP; Synovus Trust Patron Sponsors: Darden Infante & Associates of Ameriprise Financial; Ginsberg Shulman, PL; Greenberg Traurig; Snyder & Snyder, P.A.; Transworld Business Advisors; WFP Law.

Attendance is $85 per person. To register or request more information about the 22nd Annual Joint Tax & Estate Planning Seminar, please visit www.jointtaxandestate.com or call 954-252-6886. This seminar will apply for two hours of continuing education credits for the following disciplines: The Florida Bar (CLE), CPE (Accountancy), Certified Financial Planners (CFP®), and ABA-CTFA. It will begin with a light breakfast followed by the seminar.

Event sponsorships are still available, and you can contact Sydney Rubin at 954-252-6886 or srubin@JewishBroward.org for more information.

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Drew Limsky

Drew Limsky



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.