24th ANNUAL JOINT TAX & ESTATE PLANNING SEMINAR 2025
The Community Foundation of Broward, the Jewish Federation of Broward County and United Way Broward joined forces 24 years ago to hold a Joint Tax and Estate Seminar for professional advisors in Broward County.
This year’s Joint Tax Seminar will provide even greater benefits and builds on a tradition of cutting-edge presentations by nationally recognized speakers, superior educational experiences, and prime networking opportunities.
Do not miss this opportunity to attend South Florida’s premier Tax and Estate Planning event!
Date: Friday November 7, 2025
Time: 7:30am-11:00am
Location: First Baptist Church Fort Lauderdale | 301 East Broward Boulevard, Fort Lauderdale 33301
Register for Event
Join us this year for the 24th Annual Joint Tax and Estate Planning Seminar.
Become a Sponsor
Don’t miss this opportunity to highlight your organization at South Florida’s premier Tax and Estate Planning Seminar!
Register as an Individual
Use this link to register as an individual for the 2025 Joint Tax and Estate Planning Seminar!
If having trouble registering, please email: info@jointtaxandestate.com
Register as a Guest of a Sponsor
Use this link to register as a guest of a Joint Tax and Estate Planning Seminar sponsor!
If having trouble registering, please email: info@jointtaxandestate.com
Featured Speaker
Mark R. Parthemer, JD, AEP®, ACTEC Fellow
Topic: Estate Planning Updates with a focus on Charitable Giving
Mark R. Parthemer, JD, AEP®, ACTEC Fellow, is Glenmede’s Chief Wealth Strategist and Florida Regional Director. He is responsible for developing and communicating Glenmede’s position and strategy concerning tax, estate planning and fiduciary matters pertinent to clients and their advisors, as well as cultivating the growth and operations of Glenmede throughout Florida.
Prior to joining Glenmede, Mr. Parthemer served as Managing Director for TIAA and Managing Director and Senior Fiduciary Counsel for Bessemer Trust, working with ultra-high-net-worth clients to deliver sophisticated tax and estate planning advice and provide tailored guidance. His previous roles include partner at Duane Morris, LLP, and Senior Tax professional at PricewaterhouseCoopers.
Mr. Parthemer is a Fellow of the American College of Trusts Estates Counsel, and President of Florida Bankers Association Trust and Wealth Management Division. He is also Group Vice Chair for the American Bar Association, RPTE Trusts and Estate Practice Group and often faculty for the University of Miami’s prestigious Heckerling Institute. He earned a Bachelor of Arts and a Bachelor of Science from Franklin & Marshall College and Juris Doctor from The Dickinson School of Law, Penn State University.
Mr. Parthemer is a nationally recognized speaker and a frequently published author. He is an editor and columnist for the Journal of Financial Services Professionals and for the ABA’s Probate & Property magazine. He is often quoted on tax and estate planning matters in publications such as the Wall Street Journal, Barron’s, Bloomberg Tax and Kiplinger’s.
MODERATOR:
Tom Hudson
Senior Economics Editor and Special
Correspondent | WLRN | PBS & NPR
Presenting Organizations
Community Foundation of Broward
Founded in 1984, the Community Foundation of Broward partners with families, individuals and organizations to create personalized charitable funds that deliver game-changing philanthropic impact. The Community Foundation transforms our community through focused leadership that fosters collaboration, builds endowment, advances equity and connects people who care to causes that matter. The Foundation empowers visionaries, innovators and doers to create the change they want to see in the community – and to BE BOLD.
510 charitable Funds
$235 million in assets
$158 million in grants
38 years of philanthropic impact
Jewish Federation of Broward County
Through the vision and generosity of those who chose to create a Jewish legacy, the Jewish Community Foundation of the Jewish Federation of Broward County has grown into a powerful $200 million endowment that safeguards our Jewish values for generations to come. The Foundation serves as the community’s trusted partner in strategic philanthropy promoting smart giving, optimizing investment returns, and maximizing financial growth to ensure every dollar makes the greatest possible impact. Fierce antisemitism, global unrest, and rising local needs are colliding with a powerful surge in Jewish energy, connection, and purpose. Jewish Broward is delivering impact at a scale this moment demands but the needs keep growing, and so must we. Your investment sustains vital programs that feed the hungry, protect abused children and domestic violence victims, support the elderly and individuals with special needs, nurture Jewish identity, fight antisemitism, and strengthen our connection to Israel and the global Jewish community helping build the vibrant Jewish future our community deserves.
United Way Broward
For more than 85 years, United Way Broward has connected partners across public, private, and social sectors to co-create solutions to people’s most pressing challenges.
From strengthening local resilience to advancing health, youth opportunity, and financial security, we’re working toward a future where every person in our community can reach his or her full potential.
United Way Broward is a force for good, mobilizing the power of compassion to create change and uplift lives. True to our founding spirit, wherever there is a need, United Way Broward is there — listening, responding, and developing tangible solutions. By embracing innovation and working with a wide range of community partners, we are expanding our impact and ensuring a brighter future so everyone can rise and thrive.
Steering Committee
2025 Co-Chairs:
John W. Clidas, CPA PFS
Representing: Community Foundation of Broward
Scott Bakal, Esq.
Greenberg Traurig, P.A.
Representing: Jewish Federation of Broward County
Sean M. Riley CPWA®, CFP®
UBS Private Wealth Management
Representing: United Way Broward
Alan B. Cohn Esq.
Greenspoon Marder
Isaac Coifman
Berkowitz Pollack Brant Advisors
Marco Crespi
PNC Private Bank
Richard DeNapoli
Coral Gables Trust
Sheri Fiske Schultz CPA, ABV, CFF
Fiske, a Springline company
Trevor Fried
The Las Olas Group at Morgan Stanley
Randy S. Friedlander CIMA®, CPWA®
The Friedlander Group, Morgan Stanley
Barry Gurland
CohnReznick
Philip Herzberg, CFP, CTFA, AEP, MSF
Team Hewins
Gloria Lozada-Adams
Bank of America Private Bank
Lance Lvovsky, CPA
Marcum LLP/CBIZ
Linda Paige
Synovus Trust Company, N.A
Arlene Ravalo Jao CPA, CFF, ABV
Cherry Bekaert, LLP
Mark Wisniewski Esq.
Berger Singerman
Kurt D. Zimmerman Esq.
Zimmerman & Associates
Tanya Bower, Esq
BDO
Presenting Organizations:
Community Foundation of Broward: Mary Margaret Toole
Jewish Federation of Broward County: Keith M Goldmann, Judy Levenson
United Way Broward: Patrick Harris, Logan Harrison
2024
23rd Annual: November 15, 2024
Beth Shapiro Kaufman
Navigating the Future of Wealth: Strategies for Tax Efficiency, Estate Preservation, and Multi-Generational Planning
Speakers:
George D. Karibjanian, Franklin Karibjanian & Law, PLLC
Robert K. Kirkland, Kirkland Woods & Martinsen LLP
Jennifer Goode, Bernstein Private Wealth
MODERATOR: Tom Hudson, Senior Economics Editor and Special Correspondent | WLRN | PBS & NP
2023
22nd Annual: November 16, 2023
Beth Shapiro Kaufman
Partner and National Chair of Private Client Services at Lowenstein Sandler
Planning for an Uncertain Future: Current Developments and Potential Legislation Impacting Estate Planning
Chairs:
Tanya Bower, Esq., Tripp Scott, P.A.
David Appel, CPA, PFS, Marcum, LLP
Sean Riley, CPWA®, CFP®, UBS Private Wealth Management
2022
21st Annual: December 7, 2022
Christopher Hoyt
Professor, University of Missouri (Kansas City) School of Law
Retirement Accounts: Planning Optimal Family and Charitable Outcomes
Chairs:
Tanya Bower, Esq., Tripp Scott, P.A.
David Appel, CPA, PFS, Marcum, LLP
Carole Enisman, Premier Wealth Planning
2021
20th Annual: December 8, 2021
Samuel A. Donaldson JD, LLM
Professor, Georgia State University College of Law
Solving Your Client’s Puzzle – Tax and Estate Planning Amidst Uncertainty
Chairs:
Kaley N. Barbera, J.D., LL.M., Snyder & Snyder, P.A.
Jill R. Ginsberg, J.D., B.C.S., Ginsberg Shulman
Stephanie Aoun, Goldman Sachs
2020
19th Annual: October 28, 2020
Lauren J. Wolven, J.D.
Levenfeld Pearlstein, LLC
The World Has Changed – Are You Prepared to Successfully Resolve Modern Family Ethical Issues?
Chairs:
Kaley N. Barbera, J.D., LL.M., Snyder & Snyder, P.A.
Jill R. Ginsberg, J.D., B.C.S., Ginsberg Shulman
Stephanie Aoun, Goldman Sachs
2019
18th Annual: December 4, 2019
Bernard A. Krooks, Esq.
LittmanKrooks, LLP
Topics:
Program – Planning for an Aging Population Update – Preparing for the Unexpected: Designing and Drafting Estate Plans that Can Withstand the Heat!
Chairs:
Marc Infante, RICP, Wells Fargo Advisors
Marc Lowell CLU, ChFC, The A.I.D. Group
Greg Medalie, Esq., Medalie & Medalie, P.A.
2018
17th Annual: December 5, 2018
Natalie B. Choate, Esq.
Nutter McClennen & Fish LLP
Topics:
Program – Working “9-5”, but Hopefully Not Forever – 201 Best & Worst Retirement Ideas.
Luncheon – IRA Mistakes and How to Fix Them
Chairs:
Judy B. Bonevac, Esq., Judy Barringer Bonevac, P.A.
Adam Scott Goldberg, Esq., Krause, Goldberg, Revis & Hervas, P.A.
Sean M. Riley, CPWA®, CFP®, UBS Private Wealth Management
2017
16th Annual: October 26, 2017
Joshua S. Rubenstein, J.D.
Katten Muchin Rosenman LLP
Topics:
Pressing the Do-Over Button: Strategies for Modifying Wills & Trusts After Formation
Chairs:
Joseph Eppy, The Eppy Group
Denise A. Lettau, Wells Fargo Private Bank
William A. Snyder, J.D., LL.M., Snyder & Snyder, P.A.
2016
15th Annual: November 10, 2016
Daniel S. Rubin, J.D., LL.M.
Moses & Singer LLP
Topics:
Cover Your Assets – A Simple and Ethical Approach to Asset Protection
Chairs:
Don Medalie, Esq., Community Foundation of Broward
Randy Friedlander, CIMA®, CPWA®, Jewish Community Foundation of Broward
Joseph Eppy, United Way of Broward County
2015
14th Annual: December 11, 2015
Christopher R. Hoyt, J.D
University of Missouri, Kansas City, School of Law
Topics:
Modern Family Dilemmas: Retirement Planning for Today and Tomorrow
Chairs:
Gary L. Rudolf Esq., Community Foundation of Broward
Jeffrey Saster, Jewish Community Foundation of Broward
Michael D. Wild Esq., United Way of Broward County
2014
13th Annual: October 28, 2014
Samuel A. Donaldson
Professor of Law, Georgia State University College of Law
Topics:
Income Tax Planning for Estate Planners: Doing Well by Doing Good – A Winning Combination
Chairs:
James B. Davis, Esq., Community Foundation of Broward
Mark Krill, Jewish Community Foundation
Penelope Blair, United Way
2013
12th Annual: October 23, 2013
Bernard A. Krooks, Esq.
Littman Krooks, LLP
Topics:
Planning for an Aging Population – Your Clients, Your Parents and Someday You!
A Straight Talk on the Legal, Financial and Family Dynamics
Chairs:
Christy Lambertus, Esq., Community Foundation of Broward
Alan B. Cohn, Esq., Jewish Community Foundation
Peter Anderson, United Way
2012
11th Annual: November 8, 2012
Steve R. Akers, J.D.
Bessemer Trust
Topics:
Estate Planning Strategies in a Post-Election World
Chairs:
Kurt D. Zimmerman, Esq. , Community Foundation of Broward
Terry L. Breitbord, CLU, ChFC, MSFS, Jewish Community Foundation
Scott Rassler, JD., CLU, ChFC, United Way
2011
10th Annual: November 2, 2011
Dennis I. Belcher
B. A., McGuireWoods LLP
Topics:
Connecting the Dots-Creating Some POP (Partnership of Professionals)
And Sizzle for Your Clients’ Planning Needs
Chairs:
Kenneth B. Bierman, United Way
Frank B. Brogan, Jr., Esq., Community Foundation
Sheldon S. Polish, Esq., Jewish Community Foundation
2010
9th Annual: November 9, 2010
Samuel A. Donaldson
University of Washington, School of Law
Topics:
How Clear Was Your Crystal Ball? A Review of Last Year’s Significant Events in the Chaotic World of Estate Planning
Chairs:
Frank T. Adams, Esq., Community Foundation
Jay R. Beskin, Esq., United Way
Jason L. Steinman, Esq., Jewish Community Foundation
2009
8th Annual: November 11, 2009
John W. Porter
Baker Botts L.L.P.
Topics:
Mirror, Mirror on the Wall, If I get too Creative, Will the Tax Man Call?
Chairs:
Jay Beskin, Esq., United Way
Jennifer J. Robinson, Esq., Community Foundation
Elissa Mogilesfsky, Jewish Community Foundation
2008
7th Annual: November 5, 2008
Stephan R. Leimberg
Leimberg Information Services, Inc.
Topics:
Power Marketing your Estate Planning Practice: An Advanced Seminar for Tax Professionals
Chairs:
Lanny K. Marks, CPA, CFP, United Way
Paul B. McCawley, Community Foundation
Mark Scott, Jewish Community Foundation
2007
6th Annual: October 23, 2007
Roy M. Adams
Topics:
Times of Compliance and Complexity: Estate Planning Hotspots
Chairs:
Sheri Schultz, Jewish Community Foundation
Howard Usher, United Way
Alan Cohn, Jewish Community Foundation
2006
5th Annual: October 10, 2006
Stacy Eastland
Goldman Sachs
Topics:
My Favorite Wealth Transfer Planning Ideas
Chairs:
Thomas O. Katz, Community Foundation of Broward
Jack Rosenberg, CPA, Jewish Community Foundation
Shawn Snyder, United Way of Broward County Inc.
2005
4th Annual: October 11, 2005
Jeffrey N. Pennell
Emory School of Law
Topics:
Postmortem Repair of Charitable Dispositions and Recent Developments… with a Charitable Twist
Chairs:
Myron Sandler, Jewish Community Foundation
Kenneth Bierman, United Way
Barbara Doll, Community Foundation
2004
3rd Annual: 2004
Jonathan Blattmachr
Topics:
Importance of Trusts in Estate & Financial Planning
2003
2nd Annual: October 28, 2003
Natalie B. Choate
Topics:
Understanding the New Minimum Distribution Rules
Chairs:
Kenneth Bierman, United Way
Mark Maller, Jewish Community Foundation
William Sullivan, Community Foundation
2002
1st Annual: October 8, 2002
George Masnik
Speaker
Topics:
Current Developments in Estate and Gift Law
Chairs:
Kenneth Bierman, United Way
Francis B. Brogan, Community Foundation
Irwin Weiser, Jewish Community Foundation
Thank You To Our Sponsors
Gold:
Silver:
Bronze:
Gerson, Preston, Klein, Lips, Eisenberg & Gelber, P.A.
Law Firm of Zimmerman and Associates, P.A.
Revis, Hervas & Goldberg, P.A.
Stearns Weaver Miller Weisler Alhadeff & Sitterson, P.A.