Topic: Estate Planning in a Post-Election Environment
October 24, 2024 – Community Foundation of Broward, The Jewish Federation of Broward County, and United Way of Broward County are hosting the 23rd Annual Joint Tax & Estate Planning Seminar to provide in-depth best practices to local tax and estate professionals. The annual event will be held on Friday, November 15, 2024, at First Baptist Fort Lauderdale (301 E Broward Blvd, Fort Lauderdale) from 7:30 a.m. – 11:45 a.m.
More than 400 Attorneys, Certified Public Accountants, Investment Consultants, Financial Advisors, Wealth Managers, Insurance Agents and Certified Financial Planner Professionals are expected to attend the event, which is recognized as South Florida’s premier Tax and Estate Planning event and serves as a vital educational forum for the industry.
This year’s Joint Tax and Estate Planning Seminar will focus on “Estate Planning in a Post-Election Environment.” The program will cover the potential impacts of recent election outcomes on tax laws and estate planning strategies. Keeping with the tradition of cutting-edge presentations by nationally recognized speakers, a superior educational experience and prime networking opportunities, the event will provide insights into legislative changes and offer guidance on adapting estate plans to the evolving legal landscape.
This year’s featured guest speakers are George D. Karibjanian with Franklin Karibjanian & Law, PLLC, Robert K. Kirkland with Kirkland Woods & Martinsen LLP, and Jennifer Goode, Bernstein Private Wealth. Each speaker will present their insights on tax and estate planning, followed by an engaging panel discussion moderated by Tom Hudson, Senior Economics Editor at WLRN Public Media.
Event Co-Chairs include John W. Clidas, CPA/PFS, CFP®, ChFC®, AEP®, CEPA®, with Synovus, representing Community Foundation of Broward, Scott Bakal, with Greenberg Traurig, PA, representing Jewish Federation of Broward County, and Mary Beth Albritton, Ph.D, with BNY Wealth Management, representing United Way of Broward County.
Sponsors for this year’s event include: Bronze Sponsors: Amerant Bank, Bank of America Private Bank, BDO USA, LLP, Berger Singerman, Coastal Partners, Coral Gables Trust, Fifth Third Bank, Fiske & Company, The Friedlander Group at Morgan Stanley, Gerson Preston Klein Lips Eisenberg Gelber, Ginsberg Shulman, PL, Katz Baron, Katz Baskies & Wold PLLC, Kaufman Rossin Insurance, Marcum, Medalie & Medalie, National Care Advisors, Northern Trust, Olive Judd P.A., Seigel Estate & Trust Litigation, Snyder & Snyder, P.A., Stearns Weaver Miller Weissler Alhadeff & Sitterson, P.A., Synovus Trust, Team Hewins, Transworld Business Advisors, Wells Fargo Wealth & Investment Management, and Zimmerman & Associates. Silver Sponsors: Ahearn Jasco + Company, P.A., BNY Wealth Management, CohnReznick, and Greenberg Traurig, PA., Guenster, Tripp Scott.
Attendance is $100 per person. To register or request more information about the 23rd Annual Joint Tax & Estate Planning Seminar, please visit www.jointtaxandestate.com or email info@jointtaxandestate.com. This seminar has applied 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 sponsorship is still available. Please contact info@jointtaxandestate.com for more information.
About the Community Foundation of Broward:
Founded in 1984, the Community Foundation of Broward partners with families, individuals and organizations to create personalized charitable funds that deliver game-changing philanthropic impact. 510 charitable funds represent more than $235 million in assets, distributing $158 million in grants over the past 38 years. The Community Foundation transforms our community through focused leadership that fosters collaboration, builds endowment, advances equity and connects people who care to causes that matter. The Foundation empowers visionaries, innovators and doers to create the change they want to see in the community – and to BE BOLD. www.cfbroward.org
About The Jewish Community Foundation of the Jewish Federation of Broward County
The Jewish Community Foundation (JCF) of the Jewish Federation of Broward County maintains a legacy of smart philanthropic strategies that lead to maximum impact on life-sustaining programs crucial to Broward County. Governed by a Board of Trustees chosen from the most committed leadership, JCF creatively fulfills the charitable objectives of families in the community, while planning estate and legacies for future generations. Their detailed investing plans continue to spread the generosity of so many to benefit those who need it most. To set up your or your Jewish legacy, please visit us at jewishbroward.org or call us at (954) 252-6900.
About United Way of Broward County
United Way of Broward County is a volunteer driven, community-based, nonprofit organization serving Broward County for more than 85 years. United Way of Broward County fights for the Health, Education and Financial Prosperity of EVERY person in the community. United Way of Broward County is the catalyst for change and convener of partnerships that unite the hearts, minds, and resources within the Broward community. For more information, visit http://www.UnitedWayBroward.org.
