21st 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 joining together to celebrate the 21st year of providing in-depth best practices seminars to local tax and estate professionals by holding the 21st Annual Joint Tax & Estate Planning Seminar on Wednesday, December 7, 2022 at Nova Southeastern University (NSU) in Davie from 7:30 a.m. – 11:45 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 of a cutting-edge presentation by a nationally recognized speaker, superior educational experience and prime networking opportunities. This year’s featured guest speaker is Christopher Hoyt, Professor, University of Missouri (Kansas City) School of Law. Hoyt’s keynote address will examine the rules and tax planning implications for distributions from retirement accounts, including the proposed changes contained in the February 2022 proposed regulations. The session will also examine the legal rights that one spouse has in the other’s retirement assets, and the most tax-efficient way to transfer IRA assets to charities through qualified charitable distributions (“QCDs”) and testamentary transfers to charitable remainder trusts.

Christopher Hoyt, J.D., is a Professor of Law at the University of Missouri (Kansas City) School of Law where he teaches courses in the areas of federal income taxation, charitable organizations and retirement plans. Previously, he was with the law firm of Spencer, Fane, Britt & Browne in Kansas City, Missouri. Professor Hoyt has served as the Vice-Chair of the RPTE Charitable Group and he serves on the editorial board of Trusts and Estates magazine. He is an ACTEC fellow and has been designated by his peers as a “Best Lawyer” and was elected to the Estate Planning Hall of Fame by the National Association of Estate Planners & Councils. He received an undergraduate degree in economics from Northwestern University and he received dual law and accounting degrees from the University of Wisconsin.

More than 400 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.

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 Jewish Community Foundation of Broward; and Carole Enisman of Premier Wealth Planning representing United Way of Broward County.

Sponsors for this year’s event include*: Gold Sponsors: Fairway Memorial Gardens; Truist Wealth Management; Committee Sponsor: Greenspoon Marder Silver Sponsors: Gunster; Tobias Financial Advisors; Tripp Scott, P.A. Bronze Sponsors: Bank of America Private Wealth Managers; Berger Singerman; Cherry Bekaert LLP; Coastal Partners, UBS Private Wealth Management; DB Family Office Services; The Friedlander Group, Morgan Stanley; Gerson Preston Klein Lips Eisenberg Gelber; Grove Bank and Trust; Kaufman Rossin & Co.; Marcum LLP; Northern Trust Company; RSM US LLP; Stearns Weaver Miller Weissler Alhadeff & Sitterson, P.A; and Synovus Trust; Zimmerman & Associates; Patron Sponsors: Coral Gables Trust; Firstlantic Healthcare; Fiske & Company; Ginsberg Shulman, PL; Goldberg, Revis & Hervas, PA; Heritage Investment Group; Katz Baskies & Wolf PLLC; Medalie & Medalie; National Care Advisors; Olive Judd, PA; Snyder & Snyder, P.A.; Team Hewins; Wells Fargo Advisors; WFP Law; Venue Sponsor: Nova Southeastern University.

To register or request more information about the 21th Annual Joint Tax & Estate Planning Seminar, please visit www.jointtaxandestate.com or call 754-422-1672.  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 Rocio Arias, at 754-422-1672 or info@jointtaxandestate.com for more information.