20th Annual Joint Tax & Estate Planning Seminar

Date(s) - Wednesday, December 8, 2021
7:30 am - 11:00 am

Nova Southeastern University


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.

About Community Foundation of Broward

Founded in 1984, Community Foundation of Broward (CFB) helps families, individuals, and corporations create personalized charitable Funds that deliver game-changing philanthropic impact.  487 charitable

funds represent more than $269 million in assets, distributing $145 million in grants over the past 37 years.  CFB provides bold leadership on community solutions and fosters philanthropy that connects people who care with causes that matter – which empowers visionaries, innovators and doers to create the change they want to see in the community – and BE BOLD. www.cfbroward.org.

About Jewish Community Foundation 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 servicing Broward County for more than 80 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 centerpiece of partnerships that unite the hearts, minds, and resources within the Broward community. For more information, visit http://www.UnitedWayBroward.org.

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