EstateBuyers.com<br>Art Samuels<br>561-818-1306

Past Events

June 3, 2021 Roundtable Discussion - Highlights from Heckerling 2021
Mark Brown, J.D., CPA & Chris Weeg, J.D., LL.M., CPA - Comiter Singer Baseman & Braun
May 18, 2021 May Membership Joint Council Meeting with East Coast Council - Business Restructuring
Robert D. Berdanier, MBA
April 20, 2021 April Membership Meeting - The Most Common Private Foundation Blind Spots: A Primer for Estate Planners
Brian Yacker, J.D., CPA - YH Advisors
March 4, 2021 Roundtable Discussion - Optimizing Client After-Tax Outcomes with Private Placement Life Insurance (PPLI) and Private Placement Variable Annuities (PPVA)
David Reynolds, Nathan Flah and Sagar Dalal
February 16, 2021 February Membership Meeting - Using Domestic Asset Protection State Laws In Everyday Planning
Denis Kleinfeld, J.D., Kleinfeld Legal Advisors, P.A.
January 19, 2021 January Membership Meeting- Top Tax and Estate Planning Techniques Today (COVID-19, COVFEFE, and the Election)
Paul S. Lee, J.D., LL.M. - Northern Trust
December 15, 2020 Holiday Virtual Networking Event
December 2, 2020 December Roundtable Discussion - Are you in Jeopardy or the Price is Right? How business succession planning integrates with family dynamics
Alvina Lo, Chief Wealth Strategist Wilmington Trust & Stuart A. Smith, III National Director Business Value Strategies
November 17, 2020 November Membership Meeting - Building Blocks of Blockchain: A Primer on Cryptocurrency for Estate Planners
Abigail R. Earthman, J.D., LL.M.
November 5, 2020 Roundtable Discussion - Tax Basis Strategies for Married Couples
Edwin P. Morrow III, J.D., LL.M.,MBA, CFP, CM&AA - U.S. Bank
October 20, 2020 October Membership Meeting- IRS Global High Wealth Audits: How to Deal with IRS Scrutiny of Your Client’s Financial Affairs from Intellectual Property to Charitable Endeavors
Charles E. Hodges II, J.D., LL.M. - Jones Day
October 1, 2020 Roundtable Discussion - Estate Planning Current Developments
Mark R. Parthemer, Esq., AEP - Bessemer Trust
September 15, 2020 Council Year Kick Off Virtual Wine Tasting Event Featuring Vino Vargas Wines
Chris Kern - Wine Expert and Pedro Vargas - Winemaker
August 25, 2020 PBCEPC Virtual Networking Event
June 23, 2020 Lunch & Learn - Grow Your Estate Planning Business Using LinkedIn and Google My Business in a post-COVID-19 World.
Rudy De La Garza, CEO SEOMARKETING.COM
May 19, 2020 May Annual Meeting - Wealth Transfer Planning in a Low Interest Rate (and Uncertain) Environment
Catherine McDermott, J.D., LL.M.
April 21, 2020 April Membership Dinner Meeting - A Mock Trial - An Arbitration Experience
Alex Sabo, Esq., Jay Rosen & Matthew Thibaut, Esq.
March 5, 2020 March Roundtable Continental Breakfast Meeting - Substance and Alcohol Abuse, Behavorial Health and Wealth Management
Arden O'Connor
February 18, 2020 February Membership Breakfast Meeting -High Net Worth Divorce Strategies and Issues: Family, Financial and Estate Planning Dynamics
Diane Peterson McNeal, Elisha Roy, Esq., Murphy Cray, Esq., Todd Schanel, CPA, Palika Trudeau
February 6, 2020 February Roundtable Continental Breakfast Meeting - Heckerling Update 2020
Andrew Comiter, J.D., LL.M., Keith Braun, Esq., Richard B. Comiter, J.D., LL.M.
January 21, 2020 January Joint Council Membership Meeting - The Digital Will Revolution
M. Travis Hayes, J.D., LL.M.
January 9, 2020 2020 Kick Off Membership Social Event
N/A
November 19, 2019 November Membership Breakfast Meeting - The "Yellow Brick Road" to Understanding Qualified Opportunity Zones
Panelist: Anthony Giacalone, CPA, Scott Martinho, CFA, Mitchell Drossman, J.D., CPA and Moderator Tommy Thompson
November 7, 2019 November Roundtable Continental Breakfast Meeting - Collectibles - The "Art" of Appraisals, Distribution and Liquidity
Panelist: Rachel Doorly -Winston Art Group, April Matteini - Bonhams, Rani Newman Mathura, Esq. and Moderator, Stephen Zaloom, Esq.
October 15, 2019 October Dinner Meeting - Due-ing The Due in Undue Influence
Peter Sachs, Esq.
October 3, 2019 October Roundtable Continental Breakfast Meeting - Estate Planning for Business Owners: To Control or Not to Control?
Jonathan Fitzgerald, J.D.
September 17, 2019 Council Year Kick Off Membership Reception
N/A
May 21, 2019 May Membership Annual Meeting Breakfast SEC Enforcement: Ponzi and Related Securities Fraud
Scott Masel, J.D.
May 1, 2019 May Membership Dinner Meeting- International Taxes
Andrew Leonard, CPA, Berkowitz Pollack Brant
March 7, 2019 March Rountable Discussion Continental Breakfast - Panel Discussion on Diminished Capacity Issues
Moderator-Michael Becker, Panelist - Marnie Poncy, Esq., Paul Wieseneck, CPA and Syndie Levien, CFP
February 19, 2019 February Membership Breakfast Meeting - Elder Issues Update Panel Discussion
Kamran Fotouhi, Ronald Long & Robert Mascio
February 7, 2019 February Roundtable Discussion Continental Breakfast - Heckerling Update
Johnathan Fitzgerald, J.D.
January 22, 2019 Joint Council Dinner Meeting - Cutting Edge IRA Investments-Beware of the Two-SIded Sword
Mark Parthemer, Esq., AEP
January 10, 2019 Members Only "Wine Down" Social- EVENT CANCELLED
December 6, 2018 Holiday Party
November 20, 2018 November Membership Breakfast Meeting- Performance 101 and a Road Map to Global Investment Performance Standards Mission and Vision
Ivana Bertuzzelli, CIPM
November 1, 2018 November Roundtable Discussion Continental Breakfast - Mental Illness & Special Planning Issues
Mitch Kitroser, Esq.
October 16, 2018 October Membership Dinner Meeting - Tax Update
Phil Drudy, CPA, Esq.
October 4, 2018 October Roundtable Discussion Continental Breakfast - Cybersecurity & Blockchain Technology
Paul Brodsky, Partner, Panetra Capital
September 20, 2018 Council Year Kick-Off Membership Reception
N/A
May 15, 2018 Membership Breakfast - Annual Meeting - Planning for International Clients
Scott Bowman, J.D. LL.M.
April 17, 2018 Membership Dinner Meeting - Sustainable Investing
Kathryn O'Neill McCloskey
March 1, 2018 Roundtable Discussion Breakfast - Hot Topics in Estate Planning
Mark R. Parthemer, Esq., AEP
February 20, 2018 Membership Breakfast Meeting - Trust Modifications
Yoshimi O. Smith, J.D.
February 8, 2018 Roundtable Discussion Breakfast - Heckerling Update
Keith Braun, Esq.
January 10, 2018 Membership Dinner Meeting - Joint Council Event- Post Mortem Tax Planning
Jere Doyle, J.D. LL.M.
December 5, 2017 Holiday Event - Joint Councils
N/A
November 21, 2017 Membership Breakfast Meeting - Asset Protection Planning
Jerry Wolf, J.D.
November 2, 2017 Roundtable Discussion Breakfast - Cross Generational Communication: Are You Up For The Challenges?
Lauren Benenati, CFP
October 17, 2017 Membership Dinner Meeting - IRS' Business Plan Regarding Trusts & Estates
James F. Hogan, J.D. - Managing Director Andersen Tax
October 5, 2017 Roundtable Discussion Breakfast - Strategic Philanthropy-What families are doing right?
Catherine McDermott, J.D., LL.M.
September 19, 2017 Opening Membership Reception
N/A
May 16, 2017 Annual Meeting - Membership Breakfast- The New Fiduciary Rule - What Now and Why IRAs?
Kimberly Shaw Elliott, J.D.
April 18, 2017 Membership Dinner Meeting- Teamwork: Estate Planning with Litigation in Mind
Jeff Baskies, Esq., James George, Esq. & Tattiana Brenes-Stahl, Esq.
April 6, 2017 Roundtable Discussion Breakfast-Uniform Fiduciary Access to Digital Assets Act
Mark Parthemer, Esq. & Sasha Klein, Esq.
March 2, 2017 Roundtable Discussion Breakfast-Florida Domicile
Michael Stafford, Esq. and Tasha Dickinson, Esq.
February 21, 2017 Membership Breakfast Meeting-Protecting Against Financial Elder Abuse
Ronald Long, J.D.
February 2, 2017 Roundtable Discussion Breakfast-Heckerling Update
Keith Braun, Esq. & Andrew Comiter, Esq.
January 17, 2017 How Recent Developments Affect Contemporary Estate Planning -Joint Council Dinner Meeting with East Coast Estate Planning Council
Samuel A. Donaldson, J.D., LL.M.
December 13, 2016 Holiday Membership Event
November 15, 2016 Membership Breakfast Meeting-Business Valuation
James Brockardt
November 3, 2016 Roundtable Discussion Breakfast- Guardianship
Mitchell Kitroser, Esq.
October 18, 2016 Membership Dinner Meeting- Election 2016-Insights on the Political Landscape and the Impact of a Clinton or Trump on the Financial Services Industry
Andy Blocker, Executive Vice President Public Policy & Advocacy-SIFMA
September 20, 2016 Membership Opening Reception
N/A
May 17, 2016 May Membership Annual Meeting - "Economic Overview for Florida and Palm Beach County
George LeMieux, J.D.
April 19, 2016 April Membership Dinner Meeting-Insurance Industry Update
Larry Dahl, J.D.
March 3, 2016 Roundtable Discussion Breakfast- An Anatomy of a Life Insurance Purchase
Marshall Jones & Burns Lowry
February 16, 2016 February Membership Breakfast Meeting - Federal Reserve and the Economy
Karen Gilmore, Federal Reserve
February 4, 2016 Roundtable Discussion Breakfast- Highlights of Heckerling
Mark Brown J.D., Kaye Scholer
January 19, 2016 January Joint Council Membership Dinner Meeting- "Now You See Them, Now You Don't: Planning in a World of Disappearing Discounts"
Paul Lee, J.D., LL.M.
December 1, 2015 Membership Holiday Event
November 17, 2015 November Membership Breakfast Meeting - "Talk, talk, talk....Difficult conversations & How to get through in an ADD world"
Dr. David Kelso
November 5, 2015 Roundtable Discussion Breakfast - Estate Planning Hot Topics: A Raging Current
Mark Parthemer, Bessemer Trust
October 20, 2015 October Dinner Meeting- Topic: Same Sex Marriage and Estate Planning: Nope, It's Not Over Yet!
George Karibjanian
October 1, 2015 Roundtable Discussion Breakfast -Cyber Security & Top 10 Social Media Trends
Brad Deflin, Total Digital Security & Jennifer Hampton, Superior Virtual Services
September 16, 2015 Opening Membership Reception
N/A
May 19, 2015 Membership Breakfast Annual Meeting - Topic: Effective Collaboration - Why Estate Planning Sometimes Fails or Never Gets Started
Todd Fithian
April 21, 2015 Membership Dinner Meeting - Topic: Charitable Planning
Brian D. Wodar, MBA - AllianceBernstein
April 2, 2015 Roundtable Continental Breakfast-Topic: Estate Planning For The International Investor: Traps & Planning -PBCEPC Current Dues Members Only Event
Martin Cass, CPA,CVA
March 5, 2015 Roundtable Continental Breakfast-Hot Topics: The New Tax Law and Financial Markets Planning Strategies -- PBCEPC Current Dues Members Only Event
Mark R. Parthemer, Esq.
February 17, 2015 Membership Breakfast Meeting- IRS Offshore Voluntary Disclosure
Shawn Wolf, J.D., LL.M.
January 20, 2015 Membership Dinner Meeting-Joint Meeting with ECEPC- Topic: THINKING OUTSIDE THE BOX: Why Conventional Thinking Might Not Always Be Best For Your Client REGISTRATION CLOSED-SEATING CAPACITY FULL
Dick Oshins, J.D., LL.M.
November 18, 2014 Membership Breakfast Meeting-New Estate and Gift Tax Programs and Initiatives Offered by IRS Appeals
Maricarmen Roca Cuello, Esq.-Appeals Team Manager-Appeals Estate & Gift Tax Program
November 6, 2014 Roundtable Continental Breakfast- Topic: Modern-Day Estate Planning Challenges: What Roles Should Effective Advisors Play in Working with High-Net Worth Families with Difficult Heirs?
Patrick M. Whitehead, J.D., LL.M.
October 21, 2014 Membership Dinner Meeting- The Rules Have Changed: Advances in Asset Allocation & Sources of Return
Scott Roads, Senior Vice President, Managing Director Northern Trust
October 2, 2014 Roundtable Continental Breakfast-Sargeant vs. Al-Saleh: Changing Landscape for Asset Protection in Florida?
Tasha Dickinson, J.D.
September 16, 2014 Opening Membership Reception
Event Sponsor Estatebuyers.com
May 20, 2014 Annual May Breakfast Meeting- Addition by Subtraction-Build Wealth for Tomorrow by Deferring Taxes Today
Tom Pauloski, Esq. Bernstein Global Wealth Management
April 22, 2014 April Dinner Meeting - Advance Directives & Ethical Considerations for Estate Planning
James B. Davis, J.D. with Gunster
March 6, 2014 March Membership Roundtable-The Best Charitable Planning Strategies for 2014, Ceil Schneider Randall
Ceil Schneider Randall, Esq.
February 18, 2014 February Dinner Meeting, Topic-The Psychology of Business Succession Planning
William A. Snyder, Esq.
February 6, 2014 February Membership Roundtable-Heckerling Update & Best Estate Planning Practices, Speaker- Abraham Mora, Esq.
Abraham Mora, Esq. with Kaye Scholer
January 21, 2014 January Breakfast Meeting-Planning Strategies that Get The Best Results for the 3.8% Surtax and The Expiration of Charitable IRA Rollover in 2014
Christopher R. Hoyt
December 17, 2013 Holiday Membership Reception Hosted by Cleveland Clinic Florida
Hosted by Cleveland Clinic of Florida
November 19, 2013 November Membership Breakfast Meeting-Financial Behavior
David Kelso, JP Morgan
November 7, 2013 November Membership Roundtable- "Best Intentions...Ugly Results", Life Iinsurance Tax Traps
Heather Kelly with Flah & Company
October 15, 2013 October Dinner Meeting - Same Sex Planning in a Post-Windsor and Perry World, Speaker George Karibja
George Karibjanian, Senior Counsel with Proskauer
October 3, 2013 October Membership Roundtable-Florida, A Community Property State?, Speaker Keith Braun, Esq.
Keith B. Braun, Esq..-Comiter, Singer, Baseman & Braun
September 17, 2013 Opening Reception & Invitation to Prospective Members - Frenchman's Reserve
N/A
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