22nd Annual Joint Tax & Estate Planning Seminar

Community Foundation of Broward, The Jewish Community Foundation of the Jewish Federation of Broward County, and United Way of Broward County are hosting the 22nd Annual Joint Tax & Estate Planning Seminar to provide in-depth best practices to local tax and estate professionals. The Annual Joint Tax & Estate Planning Seminar will be held on Thursday, November 16, 2023, for the first time at First Baptist Fort Lauderdale from 7:30 a.m. – 11:45 a.m.

With the theme, Planning for an Uncertain Future, topics will address Current Developments, Proposed Legislation, Will Generous Estate & Gift Exemptions Sunset in 2026, and How do these Issues Impact Your Client’s Income, Estate and Charitable Plans. The seminar is a vital educational forum for attorneys, certified public accountants, investment consultants, financial advisors, and business professionals throughout Broward County.

The Joint Tax Seminar will build on a tradition of a cutting-edge presentation by a nationally recognized speaker, superior educational experience and prime networking opportunities. This year’s featured guest speaker is Beth Shapiro Kaufman, Partner and National Chair of Private Client Services at Lowenstein Sandler. Kaufman’s keynote will discuss Recent and Expected Regulatory Guidance, Legislative Proposals, and Planning for Uncertainty in the Tax Laws. She will draw upon her experience serving in the U.S. Treasury Department's Office of Tax Policy— first, as Attorney Advisor, and then as Associate Tax Legislative Counsel—where she had principal responsibility for all tax policy matters affecting trusts and estates.

Kaufman previously held the position of primary Treasury representative involved in legislative and regulatory developments affecting estate, gift, and generation-skipping transfer tax, as well as the income taxation of trusts and estates. Beth is a member of the Adjunct Faculty at Georgetown University Law Center, where she teaches LLM-level classes on the Generation-Skipping Transfer Tax. She formerly clerked for Chief Judge Spottswood W. Robinson, III of the U.S. Court of Appeals, District of Columbia Circuit. Kaufman has also been awarded multiple accolades such as The Best Lawyers in America, Super Lawyers, The Legal 500, and Top 50 Women in Washington, D.C.

More than 400 legal and financial professionals are expected to attend the seminar which is recognized as South Florida's premier Tax and Estate Planning Event. The Joint Tax Seminar will begin with a light breakfast and will be followed by the seminar.

Event Co-Chairs include Tanya Bower, Esq. of Tripp Scott, P.A., representing 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 2 hours of continuing education credits for the following disciplines: The Florida Bar (CLE), CPE (Accountancy), Certified Financial Planners (CFP®), and ABA-CTFA.

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