|March 2, 2023||
March Roundtable Discussion Breakfast - DEI in the Wealth Industry
Ali Levin, Checree Bryant & Fabiola Brumley
|February 21, 2023||
February Speaker Breakfast Meeting - Heckerling and Florida Updates
Andrew R. Comiter & Mark R. Brown
|February 16, 2023||
PBCEPC: New Member Orientation (In-Person Only)
|February 15, 2023||
PBCEPC: New Member Orientation (Virtual Only)
|February 2, 2023||
February Roundtable Discussion Breakfast - Lisa Rispoli, CPA, AEP, TEP
Lisa Rispoli, CPA, AEP, TEP
|January 24, 2023||
New Year Social Event: Game of Axes
|January 18, 2023||
Joint Speaker Dinner Meeting - Cryptocurrency Technical Update
Kevin Ainsworth, J.D., CPA & Edward Mason, J.D., LL.M.
|November 15, 2022||
November Roundtable Discussion Breakfast - Tales from the Trenches
Matthew Thibaut, Esq. & Nathan Flah, MSF
|November 3, 2022||
November Speaker Breakfast Meeting - Jeffrey T. Getty
Jeffrey T. Getty, MS TAX, CFP®, AEP®
|October 19, 2022||
PBCEPC: Panel Discussion - Estate Planning for Young Families & Professionals
|October 18, 2022||
October Speaker Dinner Meeting - Formula General Power of Appointment - New PLR
Edwin P. Morrow, III, J.D., LL.M., MBA, CFP®, CM&AA®
|October 6, 2022||
October Roundtable Discussion Breakfast - Andrea Albertini & Darren Mills & Steven Hein
Andrea Albertini & Darren Mills & Steven Hein
|September 20, 2022||
2022-23 Council Year Opening Membership Kickoff Reception
|August 12, 2022||
Social Event w/Young Friends of the Norton - Young Professionals
|May 24, 2022||
Social Event - End of Season Cocktail Party
|May 17, 2022||
May Annual Membership Meeting: International Tax Strategies
Christopher R. Callahan
|April 26, 2022||
Social & New Member Appreciation Event: Game of Axes
|April 20, 2022||
Social Event: April 20th - Young Professionals Happy Hour
|April 19, 2022||
April Membership Meeting: Fiduciary Surcharges
J. Grier (“Grier”) Pressly III
|March 3, 2022||
Roundtable Continental Breakfast: Well Being Trust Planning
Richard S. Franklin and Raymond C. Odom
|February 15, 2022||
February Membership Meeting: Family Office Viewpoint - Risk, Reward and Returns
|February 3, 2022||
Membership Social Event - Drive Shack
|January 18, 2022||
January Joint Council Membership Meeting: Charitable Gifts of Non-Cash Assets
Bruce Geiss, Mary Beth Tarter & John Scibek
|January 6, 2022||
Membership Kick Off the New Year Social Event [POSTPONED]
|November 16, 2021||
November Membership Meeting: Charitable Planning Strategies
Danita D. Nias and Michael J. Morsberger
|November 4, 2021||
Roundtable Continental Breakfast: Life Insurance in Rising Tax Environments
R. Marshall Jones, JD, CLU®, ChFC®, AEP®
|October 19, 2021||
October Membership Meeting: Preparing Clients for Legislative Updates
Mark Parthemer and Sasha Klein
|October 7, 2021||
Virtual Roundtable Discussion - Politics, Policy & Legislation
Jonathan Fitzgerald, JD, CPA & Thomas Kelley, CPA, CFP®, AEP®
|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
|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
|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
|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
|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
|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
|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
|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
|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!
|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
|May 19, 2015||
Membership Breakfast Annual Meeting - Topic: Effective Collaboration - Why Estate Planning Sometimes Fails or Never Gets Started
|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
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