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 & Estate Seminar for professional advisors in Broward County. This year’s seminar builds on a tradition of delivering cutting-edge presentations by nationally renowned speakers, superior educational experiences, and prime networking opportunities.
Sponsorship opportunities are available, and ticket sales are now open. Do not miss this opportunity to attend South Florida’s premier tax and estate planning event!
Register for Event
Join us this year for the 23rd Annual Joint Tax and Estate Planning Seminar.
Become a sponsor:
The 2025 sponsorship opportunities offer even greater benefits than previous years, amplifying your company’s exposure to like-minded business professionals and industry leaders.
Who will attend
- Attorneys
- Certified Public Accountants
- Investment Consultants
- Financial Advisors / Wealth Managers
- Insurance Agents
- Certified Financial Planner™ Professionals
Individual tickets available:
Not attending as a sponsor or with a group? No problem! Individual tickets are available which grants registrants entry to the entire seminar, including the networking reception and keynote presentation. The Early Bird ticket price is $75 per person and is available before September 15, 2025. After September 15, 2025 the price will be $100.00 per person.
For more information, questions or assistance in registering please email [email protected].
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
Jewish Federation of Broward County
United Way 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
Through the generosity of so many who had the vision to ‘create a Jewish legacy,’ the Jewish Federation of Broward County’s Jewish Community Foundation’s $180 million endowment fund ensures that Jewish values are secured in perpetuity. By promoting smart philanthropic strategies, the Jewish Community Foundation is dedicated to optimizing your investment returns and maximizing your financial growth potential, helping to provide maximum impact on life-sustaining programs such as feeding the hungry, helping those in need, protecting abused children and domestic violence victims, promoting impactful Jewish identity programs, supporting the elderly and individuals with special needs, fighting antisemitism, and strengthening the bonds with Israel and the global community at large.
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, CFP®, ChFC®, AEP®, CEPA®, RICP® Synovus Trust Company, N.A
Representing: Community Foundation of Broward
Scott Bakal, Esq.
Greenberg Traurig, P.A.
Representing: Jewish Community Foundation of Broward
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 + CPAs
Marco Crespi
PNC Private Bank
Richard DeNapoli
Coral Gables Trust
Sheri Fiske Schultz CPA, ABV, CFF
Fiske & Company
Trevor Fried
The Las Olas Group at Morgan Stanley
Randy S. Friedlander CIMA®, CPWA®
The Friedlander Group, Morgan Stanley
Barry Gurland
Daszkal Bolton
Philip Herzberg, CFP, CTFA, AEP, MSF
Team Hewins
Denise A. Lettau Esq.
National Care Advisors
Gloria Lozada-Adams
Bank of America Private Bank
Lance Lvovsky, CPA
Marcum LLP
Linda Paige
Synovus Trust Company
Arlene Ravalo Jao CPA, CFF, ABV
Cherry Bekaert Advisory, LLC
Mark Wisniewski Esq.
Berger Singerman
Charles Verner
UBS Financial Services
Kurt D. Zimmerman Esq.
Zimmerman & Associates
Presenting Organizations:
Community Foundation of Broward: Mary Margaret Toole
Jewish Federation of Broward County: Keith M Goldmann, Judy Levenson
United Way Broward: Patrick Harris
History
2023
Tanya Bower, Esq., Tripp Scott, P.A.
David Appel, CPA, PFS, Marcum, LLP
Sean Riley, CPWA®, CFP®, UBS Private Wealth Management
2022
Tanya Bower, Esq., Tripp Scott, P.A.
David Appel, CPA, PFS, Marcum, LLP
Carole Enisman, Premier Wealth Planning
2021
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
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
Program – Planning for an Aging Population Update – Preparing for the Unexpected: Designing and Drafting Estate Plans that Can Withstand the Heat!
Marc Infante, RICP, Wells Fargo Advisors
Marc Lowell CLU, ChFC, The A.I.D. Group
Greg Medalie, Esq., Medalie & Medalie, P.A.
2018
Program – Working “9-5”, but Hopefully Not Forever – 201 Best & Worst Retirement Ideas.
Luncheon – IRA Mistakes and How to Fix Them
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
Pressing the Do-Over Button: Strategies for Modifying Wills & Trusts After Formation
Joseph Eppy, The Eppy Group
Denise A. Lettau, Wells Fargo Private Bank
William A. Snyder, J.D., LL.M., Snyder & Snyder, P.A.
2016
Cover Your Assets – A Simple and Ethical Approach to Asset Protection
Don Medalie, Esq., Community Foundation of Broward
Randy Friedlander, CIMA®, CPWA®, Jewish Community Foundation of Broward
Joseph Eppy, United Way of Broward County
2015
Modern Family Dilemmas: Retirement Planning for Today and Tomorrow
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
Income Tax Planning for Estate Planners: Doing Well by Doing Good – A Winning Combination
James B. Davis, Esq., Community Foundation of Broward
Mark Krill, Jewish Community Foundation
Penelope Blair, United Way
2013
Planning for an Aging Population – Your Clients, Your Parents and Someday You!
A Straight Talk on the Legal, Financial and Family Dynamics
Christy Lambertus, Esq., Community Foundation of Broward
Alan B. Cohn, Esq., Jewish Community Foundation
Peter Anderson, United Way
2012
Estate Planning Strategies in a Post-Election World
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
Connecting the Dots-Creating Some POP (Partnership of Professionals)
And Sizzle for Your Clients’ Planning Needs
Kenneth B. Bierman, United Way
Frank B. Brogan, Jr., Esq., Community Foundation
Sheldon S. Polish, Esq., Jewish Community Foundation
2010
How Clear Was Your Crystal Ball? A Review of Last Year’s Significant Events in the Chaotic World of Estate Planning
Frank T. Adams, Esq., Community Foundation
Jay R. Beskin, Esq., United Way
Jason L. Steinman, Esq., Jewish Community Foundation
2009
Mirror, Mirror on the Wall, If I get too Creative, Will the Tax Man Call?
Jay Beskin, Esq., United Way
Jennifer J. Robinson, Esq., Community Foundation
Elissa Mogilesfsky, Jewish Community Foundation
2008
Power Marketing your Estate Planning Practice: An Advanced Seminar for Tax Professionals
Lanny K. Marks, CPA, CFP, United Way
Paul B. McCawley, Community Foundation
Mark Scott, Jewish Community Foundation
2007
Times of Compliance and Complexity: Estate Planning Hotspots
Sheri Schultz, Jewish Community Foundation
Howard Usher, United Way
Alan Cohn, Jewish Community Foundation
2006
My Favorite Wealth Transfer Planning Ideas
Thomas O. Katz, Community Foundation of Broward
Jack Rosenberg, CPA, Jewish Community Foundation
Shawn Snyder, United Way of Broward County Inc.
2005
Postmortem Repair of Charitable Dispositions and Recent Developments… with a Charitable Twist
Myron Sandler, Jewish Community Foundation
Kenneth Bierman, United Way
Barbara Doll, Community Foundation
2004
Importance of Trusts in Estate & Financial Planning
2003
Understanding the New Minimum Distribution Rules
Kenneth Bierman, United Way
Mark Maller, Jewish Community Foundation
William Sullivan, Community Foundation
2002
Current Developments in Estate and Gift Law
Kenneth Bierman, United Way
Francis B. Brogan, Community Foundation
Irwin Weiser, Jewish Community Foundation
