21st 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 joined forces 21 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, Christopher R. Hoyt, JD, and some of our sponsors at a meet and mingle following the seminar.

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

Event Topics:

  • A brief look at the rules and tax planning implications for distributions from retirement accounts.
  • Proposed changes contained in the February 2022 proposed regulations.
  • An examination of the legal rights that one spouse has in the other's retirement assets.
  • A tax-efficient way to transfer IRA assets to charities through qualified charitable distributions ("QCDs").
  • Testamentary transfers to charitable remainder trusts.

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