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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 >

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Florida's New Foreign-Donor Ban for Charities

Author / July 15, 2025
Our Perspective
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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 >