Charitable Organizations Update: Florida’s Solicitation Of Funds Process, the Honest Services Registry, and New Legislation
Speaker / April 29, 2026
The Florida Bar Tax Section CLE
Philanthropy and Estate Planning: Smart Strategies for Charitable Giving
Panelist / March 4, 2026
East Coast Estate Planning Council March Speaker Dinner Meeting
Okeechobee Steakhouse - Prime Event Hall / West Palm Beach, FL
Charitable Organizations: Federal Law Updates and Florida's New Foreign Donor Ban
Speaker / February 10, 2026
Planned Giving Council of Palm Beach County Breakfast Meeting
Embassy Suites by Hilton West Palm Beach Central / West Palm Beach, FL
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 >
Donation Limitations: Do Your Nonprofit Clients Know Where Their Donations Are Sourced?
Author / November 3, 2025
Best Lawyers South Florida 2026
Read more on BestLawyers.com >
Unlocking the Step-Up: Florida’s Community Property Trust Act and the Double Basis Opportunity
Author / July 31, 2025
The Florida Bar Tax Section Bulletin, Summer 2025
Read more in the Tax Section Bulletin, Pages 6-8, 12 >
Read more on Our Perspective >
Florida's New Foreign-Donor Ban for Charities
Author / July 15, 2025
Our Perspective
Read more >
Updates on Substantiating Charitable Contribution Deductions, Donor Advised Funds, and Private Foundation Excise Taxes
Speaker / July 4, 2025
Ullman Year in Review CLE
The Florida Bar Tax Section 2025 Organizational Meeting / Amelia Island, FL
Case Study: Converting Private Foundations
Speaker / June 4, 2025
Philanthropic Advisory Council Kickoff Meeting
Community Foundation of Palm Beach and Martin Counties / West Palm Beach, 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 >