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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
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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