PALM BEACH COUNTY ESTATE PLANNING COUNCIL

Registration for this event is now closed. Please contact PBCEPC Administrator Jaci Farina at admin@pbcepc.org to be added to the waitlist. Thank you for your support!

The Palm Beach County Estate Planning Council invites
2023-24 dues current members to the

November 28, 2023
Speaker Breakfast Meeting

North Palm Beach Country Club
951 US Highway 1
North Palm Beach, FL 33408

7:30 AM Coffee and Networking
8:00 AM Presentation

Speakers:
Arthur J. Dichter JD, LLM, TEP & Marielys Rosado, CPA, JD, LLM

Berkowitz Pollack Brant
Advisors + CPAs

Topic:
Pre-Immigration Estate & Tax Planning

Art Dichter has more than 30 years of experience assisting international private clients with planning and compliance for foreign trusts, cross-border estates, pre-immigration strategies, investments in US real estate and US tax compliance matters.  He is the leader of BPB’s International Tax Services Group, one of South Florida’s largest international tax teams with more than 30 group members. Dichter has been a guest lecturer at the University of Miami School of Law and is a frequent speaker at international tax and STEP conferences. He is a member of the Tax Section of the Florida Bar and has served on the International Tax Committee of the FICPA for many years. He has been a member of the STEP Miami Branch Board since 2018.

Marielys Rosado has nearly 10 years of experience providing tax planning and consulting services to high-net-worth individuals, entrepreneurs and growing companies and inbound multi-national families with operations in the U.S. and abroad. Her experience focuses on international tax compliance and consulting for individuals, corporations, partnerships and trusts, pre-immigration planning, U.S. real property interests and U.S. tax compliance and reporting for foreign trusts and U.S. beneficiaries.

Generously sponsored by:

Platinum Sponsor

Gold Sponsors