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Tax Consequences of Trusts; Post-Mortem Tax Planning Options

Speaker / September 2019
Estate Planning and Administration: The Complete Guide Seminar / National Business Institute

Selected Tax Developments in Employee Benefits and Deferred Compensation

Co-Speaker with David E. Bowers / July 2018
Ullman Year-in-Review Seminar / Florida Bar Tax Section

Basic Estate Planning

Speaker / July 2017
First Responders / Village of Tequesta

Selected Tax Developments in Employee Benefits and Deferred Compensation

Co-Speaker with David E. Bowers / July 2017
Ullman Year In Review Seminar / Florida Bar Tax Section

Marshalling Assets and Creditor Claims During Probate; Post-Mortem Tax Planning

Speaker / June 2017
Estate Planning and Administration Seminar / National Business Institute

New Rules Governing Post-Death Tax Basis Consistency & Tax Basis Reporting

Speaker / August 2016
Rehabilitation Center’s Professional Endowment Committee

Estate Planning Minefield: Economic Substance and Related Doctrine

Co-Author / April 2016
Florida Bar Tax Section Seminar
Presented by David E. Bowers

Post-Mortem Planning, Trust Administration, and Tax Hurdles

Speaker / December 2015
Probate Boot Camp Seminar / National Business Institute

Selected Tax Developments in Employee Benefits and Deferred Compensation

Speaker / July 2015
Ullman Year In Review Seminar / Florida Bar Tax Section