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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