November Membership Breakfast Meeting - The "Yellow Brick Road" to Understanding Qualified Opportunity Zones
Mitchell A. Drossman is Managing Director and Head of National Wealth Strategies for the Chief Investment Office (CIO) within Bank of America’s Global Wealth & Investment Management (GWIM) division. In this role, Mitchell manages and leads the Wealth Strategies Advisors to provide objective insight to help Bank of America‘s Private Bank clients align their financial and estate planning strategies with their goals by integrating the full capabilities of our investment and financial planning services and by utilizing the broad range of Bank of America Corporation and its affiliates. Mitchell works with individuals, families, closely-held family businesses, family offices and institutions in conjunction with their tax and legal advisors to facilitate wealth transfer, business succession (pre-and post-liquidity event strategies), wealth structuring and estate planning needs that are often complex requiring customized analysis and strategies.
Prior to joining U.S. Trust, Mitchell was an estate planning attorney with the New York City law firm of Proskauer LLP, for approximately nine years. Mr. Drossman holds a Certified Public Accountant designation and was formerly with Ernst & Young, LLP. Mr. Drossman served on the Advisory Board of Practical Drafting, a highly regarded estate planning publication. He has spoken at numerous seminars including various Estate Planning Councils (New York 2015, Greensboro, NC 2013), New York University’s Summer Institute in Taxation (2007 to 2019), Florida Bar Attorney/Trust Officer Conference (2016), Minnesota State Bar Annual Probate & Trust Law Conference (2016), the UJA-Federation of New York’s Annual Estate, Tax and Financial Planning Conference (2011-2013), The College of William & Mary Marshall-Wythe School of Law’s Annual Tax Conference (2010 and 2009), and the ACTEC Annual Meeting (2007). Mr. Drossman has often been quoted in various publications, including The Wall Street Journal, Barron’s, Forbes, BusinessWeek and The New York Times.
Mr. Drossman is a Fellow in the American College of Trust and Estate Counsel (ACTEC). Mr. Drossman served as a member of the Association of the Bar of the City of New York (and its Committee on Estate and Gift Taxation, 1996-2000), the New York State Society of CPAs (and served as the Chair of the Committee on Income Taxation of Estates and Trusts), the New York State Bar Association (and its Trusts and Estates Section and Estate Planning Committee), the UJA-Federation's Trusts and Estates Specialty Group (and served as Chair from 2009-2011), the Museum of Modern Art’s Planned Giving and Advisory Committee and is a member of the Alumni Admissions Board of Brooklyn Law School.
Mr. Drossman received his J.D. cum laude from Brooklyn Law School, where he served as Editor of the Law Review.
Mitchell does not provide legal or tax advice in his role at Bank of America.
Anthony J. Giacalone, CPA
SENIOR MANAGER | WEST PALM BEACH, FLORIDA
Anthony began his accounting career in 2007 and joined HBK in 2011. Anthony is licensed to practice in the State of Florida. He has extensive experience in the areas of taxation, tax planning, business consulting and financial reporting. He provides accounting, tax and consulting, and transaction advisory services to individuals as well as a wide-range of industries including construction, real estate, manufacturing, wholesale distribution, professional firms and non-profit organizations. Along with servicing client accounts in HBK’s Southeast Florida Region, Anthony also serves as a member of the Tax Specialists Group, working in coordination with HBK’s Tax Advisory Group. Along with his professional and volunteer responsibilities, Anthony also participates in speaking engagements for a variety of professional and civic organizations and groups within his community.
- Bachelor of Science Degree in Accounting, Florida Gulf Coast University
- Master of Accounting and Taxation, Florida Gulf Coast University
- Member, American Institute of Certified Public Accountants (AICPA)
- Member, Florida Institute of Certified Public Accountants (FICPA)
- Acting Treasurer for Resource Depot, a local Palm Beach County not-for-profit organization
- Executive Trustee Representative for HBK at the Palm Beach North Chamber of Commerce.
- Leader of the Client Accounting and Advisory Services (CAAS) division for the Southeast Florida Region.
PBCEPC recognizes and extends appreciation to Platinum Sponsors: