House Ways and Means Committee Unveils Tax Bill: Major TCJA Provisions Extended as Reconciliations Debate Begins
Author / May 16, 2025
Daily Business Review
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Florida’s New Fiduciary Income and Principal Act
Author / December 6, 2024
Daily Business Review
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Pitfalls and Considerations of Self-Directed IRAs
Author / April 17, 2024
Luxury Home Magazine The Palm Beaches, Page 110
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Homestead Planning for Florida Residents with Minor Children
Speaker / February 2023
Endowment Committee, Rehabilitation Center for Children and Adults / Palm Beach, FL
Pitfalls of Self-Directed IRAs
Author / January 30, 2024
Daily Business Review
Read more about self-directed IRAs at the Daily Business Review >
Safe Harbor for Your Charitable Deduction
Author / June 2023
Luxury Home Magazine The Palm Beaches, Page 104
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Landowners Nationwide With a Conservation Easement Should Revise Deeds by July 24 or Risk Losing Their Charitable Deduction
Author / May 15, 2023
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Hot Topics With the Past Chairs — An Intimate Conversation
Speaker / January 20, 2023
Florida Bar Tax Section Directors' Meeting / New Orleans, LA
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Cryptocurrency 101: Getting Up to Speed
Author / December 8, 2021
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How to Call the Sunshine State "Home"
Author / July 20, 2021
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Use of Trusts After SECURE
Speaker / October 27, 2020
East Coast Estate Planning Council / Virtual Meeting
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Use of Trusts After SECURE
Speaker / October 25, 2020
The Florida Bar Tax Section / Virtual Fall Meeting
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Hall of Champions: David E. Bowers
Podcast Interview / July 14, 2020
The Florida Bar Tax Section
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New SBA Guidance on the Paycheck Protection Program (PPP)
Author / May 19, 2020
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How The SECURE Act May Affect You and Your Beneficiaries
Author / April 3, 2020
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How Safe is Your Retirement (estate) Planning after the SECURE Act?
Speaker / February 13, 2020
Florida Tax Institute / Tampa, FL
Estate Planning for IRA Distributions and the Impact of Pending Legislation (The Secure Act)
Speaker / August 28, 2019
Professional Endowment Committee of the Rehabilitation Center for Children and Adults
Distributions from IRAs & Estate Planning
Speaker / August 2, 2019
RCCA PEC Meeting
Planned Giving Update
Speaker / April 10, 2019
PEC Committee
Selected Tax Developments in Employee Benefits and Deferred Compensation
Co-Speaker with William Smith / July 2018
Ullman Year-in-Review Seminar / Florida Bar Tax Section
Selected Tax Developments in Employee Benefits and Deferred Compensation
Co-Speaker with William Smith / July 2017
Ullman Year In Review Seminar / Florida Bar Tax Section
Estate Planning Minefield: Economic Substance and Related Doctrine
Speaker / May 2016
Florida Bar Tax Section
Financial Top Ten List
Speaker / January 27, 2015
YLS Financial Seminar
Using a Tax Free Reorganization to Solve a Problem
Speaker / October 10, 2013
Transaction Law Committee / Palm Beach County Bar Association
Estate Planning Issues for Employee Benefits
Speaker / December 17, 2012
Greater Miami Tax Institute
My IRA is Protected from My Children's Creditors, Right?
Speaker / December 17, 2012
Greater Miami Tax Institute
Estate Planning Issues for Employee Benefits
Speaker / October 10, 2012
Florida Bar Teleconference
My IRA is Protected from My Children's Creditors, Right?
Speaker / May 11, 2012
Palm Beach Tax Institute
My IRA is Protected from My Children's Creditors, Right?
Speaker / April 19, 2012
Palms West Estate Planning Council
Estate Planning Issues for Employee Benefits
Speaker / April 19, 2012
Palms West Estate Planning Council
Section 409a
Speaker / October 25, 2006
Palm Beach Tax Institute