20th Annual Joint Tax & Estate Planning Seminar

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Community Foundation of Broward, the Jewish Community Foundation of the Jewish Federation of Broward County and United Way of Broward County are joining together to celebrate the 20th year of providing in-depth best practices seminars to local tax and estate professionals by holding the 20th Annual Joint Tax & Estate Planning Seminar on Wednesday, December 8, 2021 at Nova Southeastern University (NSU) in Davie from 7:30 a.m. – 11 a.m. The seminar is a vital educational forum for attorneys, certified public accountants, investment consultants, financial advisors, and business professionals throughout Broward County.

This year’s Joint Tax Seminar will build on a tradition by offering a cutting-edge presentation by a nationally recognized speaker, a superior educational experience and prime networking opportunities. The featured guest speaker will be Sam Donaldson, JD, LL.M, Professor of Law at Georgia State University. As keynote speaker, Donaldson will present “Solving Your Client’s Puzzle: Tax and Estate Planning Amidst Uncertainty” where he will provide strategies that make sense in the current climate, a preview of upcoming tax legislation, a brief look at the federal income and transfer tax landscape, a look at recent cases of rulings of interest and a review of new income tax rules for 2021.

Professor Donaldson is an Academic Fellow of the American College of Trust and Estate Counsel (ACTEC) and a member of the Bar in Washington, Oregon, and Arizona. Among his scholarly works, he is a co-author of the popular West casebook, Federal Income Tax: A Contemporary Approach, and a co-author of the Price on Contemporary Estate Planning treatise published by Wolters Kluwer. Professor Donaldson has served as the Harry R. Horrow Visiting Professor of International Law at Northwestern University and a Visiting Assistant Professor at the University of Florida Levin College of Law.

More than 350 legal and financial professionals are expected to attend the event which is recognized as South Florida’s premier Tax and Estate Planning Event. The Joint Tax Seminar will begin with a light breakfast at Nova Southeastern and will be followed by the seminar at the Alfred Miniaci Performing Arts Center, also on the NSU Campus. An option to attend remotely is planned. Following the seminar there will be an opportunity to mix and mingle with Donaldson, sponsors and other attendees.

Event Co-Chairs include Kaley N. Barbera, J.D., LL.M. of Snyder & Snyder, P.A., representing Community Foundation of Broward; Jill R. Ginsberg, J.D., B.C.S. of Ginsberg Shulman, representing Jewish Community Foundation of Broward; and Stephanie Aoun of Goldman Sachs, representing United Way of Broward County.

Sponsors for this year’s event include: Gold Sponsors: EstateBuyers.com; Fairway Memorial Gardens and Truist Wealth Silver Sponsors: Grove Bank; Trust and Kaufman Rossin & The AID Group Bronze Sponsors: Bank of America; BDO; Cherry Bekaert LLP; Coastal Partners, UBS Private Wealth Management; Daszkal Bolton, Holland & Knight; Northern Trust; Quantum Realty Advisors; Synovus Trust; The Friedlander Group, Morgan Stanley and Zimmerman & Associates Patron Sponsors: Chepenik Trushin LLP; Coral Gables Trust; Fiske & Company; Ginsberg Shulman PL; Goldberg, Revis, Hervas & Goldberg PA; HIG; MacLean & Ema, PA; Medalie & Medalie; National Care Advisors; New York Life; Olive Judd, PA; Rudolf & Hoffman, P.A.; Snyder & Snyder, PA, Tobias Financial Advisors; Wells Fargo Advisors and WFP Law Steering Committee Sponsor: Greenspoon Marder Individual Sponsors: Associated Financial Consultants, Inc.; Lambertus & Lambertus, P.A. and Law Offices of Daniel A Seigel P.A. as of Thursday, September 23, 2021

To register or request more information about the 20th Annual Joint Tax & Estate Planning Seminar, please visit www.jointtaxandestate.com or call 954-817-5852. This seminar will apply for 2 hours of continuing education credits for the following disciplines: The Florida Bar (CLE), CPE (Accountancy), Certified Financial Planners (CFP®), and ABA-CTFA. Please visit the website for COVID-19 updates.

Event sponsorships are still available, and you can contact Lauren Halpern at 954-817-5852 or info@jointtaxandestate.com for more information.