Florida Homestead Traps and How to Navigate Them
Author / January 4, 2026
Palm Beach County Estate Planning Council Estate Planning Supplement / Palm Beach Daily News
Read about Florida Homestead Traps on Jones Foster's Our Perspective blog >
Making Florida Home: The Legal Realities of Domicile in 2025
Author / November 13, 2025
Best Lawyers' 2026 "Best Law Firms"
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Donation Limitations: Do Your Nonprofit Clients Know Where Their Donations Are Sourced?
Author / November 3, 2025
Best Lawyers South Florida 2026
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Florida's New Foreign-Donor Ban for Charities
Author / July 15, 2025
Our Perspective
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Beware of the IRS When Negotiating a Settlement
Speaker / November 15, 2024
The Florida Bar Real Property, Probate & Trust Law Section
2024 Probate Law Seminar / Fort Lauderdale, FL
The Fine Print of Cashing Out: Life Insurance Planning Considerations for Business Owners
Author / November 7, 2024
Best Lawyers "2025 Best Law Firms"
Read more on bestlawfirms.com >
Homestead Planning for Florida Residents with Minor Children
Author / February 2024
Luxury Home Magazine The Palm Beaches, Page 118
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Understanding the Corporate Transparency Act
Author / December 2023
Luxury Home Magazine The Palm Beaches, Page 104
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Gift Tax IRS Inflation Adjustments: Gear Up for Gifting in 2023
Author / October 25, 2022
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What the IRS Can Learn From The Florida Bar Tax Section: Comments to Clawback Proposed Regulations
Contributing Author, Florida Bar Tax Section / August 11, 2022
Forbes.com
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Estate Planning Considerations for Cryptocurrency Investors
Author / January 25, 2022
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The House Rules Committee Removes Major Tax Proposals
Author / November 5, 2021
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How Would Proposed Changes to Federal Estate and Gift Taxes Affect Your Estate Plan?
Author / June 16, 2021
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Important Year-End Tax Planning
Author / October 8, 2020
Read More about Important Year-End Tax Planning>
How The SECURE Act May Affect You and Your Beneficiaries
Author / April 3, 2020
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Tax Consequences of Trusts; Post-Mortem Tax Planning Options
Speaker / September 2019
Estate Planning and Administration: The Complete Guide Seminar / National Business Institute
Selected Tax Developments in Employee Benefits and Deferred Compensation
Co-Speaker with David E. Bowers / July 2018
Ullman Year-in-Review Seminar / Florida Bar Tax Section
Basic Estate Planning
Speaker / July 2017
First Responders / Village of Tequesta
Selected Tax Developments in Employee Benefits and Deferred Compensation
Co-Speaker with David E. Bowers / July 2017
Ullman Year In Review Seminar / Florida Bar Tax Section
Marshalling Assets and Creditor Claims During Probate; Post-Mortem Tax Planning
Speaker / June 2017
Estate Planning and Administration Seminar / National Business Institute
New Rules Governing Post-Death Tax Basis Consistency & Tax Basis Reporting
Speaker / August 2016
Rehabilitation Center’s Professional Endowment Committee
Estate Planning Minefield: Economic Substance and Related Doctrine
Co-Author / April 2016
Florida Bar Tax Section Seminar
Presented by David E. Bowers
Post-Mortem Planning, Trust Administration, and Tax Hurdles
Speaker / December 2015
Probate Boot Camp Seminar / National Business Institute
Selected Tax Developments in Employee Benefits and Deferred Compensation
Speaker / July 2015
Ullman Year In Review Seminar / Florida Bar Tax Section