20th Annual Joint Tax & Estate Planning Seminar

About the Event

United Way of Broward County, The Community Foundation of Broward and the Jewish Community Foundation of Broward and joined forces 20 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. Including an opportunity for attendees to enjoy a light lunch and talk to our featured guest speaker, Sam Donaldson, JD, LL.M, and some of our sponsors at a meet and mingle immediately following the Seminar

The Community Foundation of Broward, the Jewish Community Foundation of Broward and United Way of Broward County is actively monitoring COVID-19 updates released from Broward County and the Centers for Disease Control and Prevention. For the comfort and safety of all guests for the 20th Joint Tax & Estate Planning Seminar we will be implementing the recommended safety protocols and precautions.

Do not miss this opportunity to attend South Florida's premier Tax and Estate Planning event!


Event Topics:

  • A brief look at the federal income and transfer tax landscape
  • A preview of forthcoming tax legislation
  • Strategies that make sense in the current climate
  • Recent Cases and Rulings of Interest
  • New Income Tax Rules for 2021


This seminar has been approved for 2 hours of continuing education credits for the following disciplines: The Florida Bar (CLE), CPE (Accountancy), Certified Financial Planners (CFP®), and ABA-CTFA

Event Details

Next Event Dates
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Nova Southeastern University
3301 College Ave , Davie, Florida 33314
954-817-5852 | info@jointtaxandestate.com