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Florida’s Principal and Income Act Gets a Refresh

Co-author / February 24, 2025
The Florida Bar, RPPTL Section / Actionline newsletter, Summer 2024 issue (member login required)
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The CTA Compliance Rollercoaster: BOI Reporting is Back—Again—With a March 21 Deadline

Author / February 21, 2025
Our Perspective
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Why Is the Charitable Deduction So Uncharitable?

Co-Author / February 2025
Thomson Reuters Estate Planning Journal (subscription required)
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Florida’s New Fiduciary Income and Principal Act Promotes Fiduciary Flexibility

Co-Author / February 1, 2025
Florida Banking Magazine, Feb/March 2025 Issue, Pages 14-15
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The Estate Planning Path: Protect, Preserve, Plan

Speaker / January 22, 2025
Prudential Financial Seminar
Boca Raton, FL

Speaker / February 12, 2025
Prudential Financial Seminar
Palm Beach Gardens, FL

On and Off Again: A CTA Tale by the Fifth Circuit Court of Appeals

Author / December 31, 2024
Our Perspective
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Florida’s New Fiduciary Income and Principal Act

Speaker / December 11, 2024
RCCA Professional Endowment Committee Meeting
Palm Beach, FL

Florida’s New Fiduciary Income and Principal Act

Stay Prepared: FinCEN's Guidance on Corporate Transparency Act Reporting Deadlines

Author / December 6, 2024
Our Perspective
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The Fine Print of Cashing Out: Life Insurance Planning Considerations for Business Owners

Author / November 7, 2024
Best Lawyers "2025 Best Law Firms"
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How to Incorporate Charitable Giving Strategies Into an Estate Plan

Author / October 25, 2024
Our Perspective
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Estate Planning Strategies to Maximize Your Wealth; Act Before the Tax Exemption Deadline

Author / October 23, 2024
Our Perspective
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Family Limited Partnership and the Marital Deduction Mismatch

Co-Author / November 2012
Journal of Financial Service Professionals, Vol. 66, Issue 6