May 16, 2019 Workshop + Dinner Meeting
Link for Handouts: https://admin.naepc.org/documentLibrary
DATE: Thursday, May 16, 2019
LOCATION: Hyatt Regency Miami
400 S. E. Second Avenue
Miami, Florida 33131
Annual Meeting and presentation of the 2019-2020 Slate of Officers
Workshop – 5:30 – 6:20 p.m.
"Tax and Estate Planning for Business Owners"
Lance Lvovsky, CPA, Marcum LLP
This workshop will provide an overview of tax and estate planning for business owners. The discussion will entail both income tax planning and estate tax planning, and key discussion points to be had with your clients. In addition, tax planning developments under the Tax Cuts and Jobs Act will be discussed.
Update - 6:20 - 6:35 p.m.
"Florida Legislative Update: Remote Notary & Electronic Wills Legislation
Michael A. Dribin, Esq., Harper Meyer Perez Hagen Albert Dribin DeLuca & Osorio, LLP
Cocktails and Dinner- 6:35 – 8:30 p.m.
“Case Law Update”
Stacy B. Rubel, Esq., The Virgil Law Firm
This presentation will include an update on recent cases that touch on issues relevant to trust, estate and guardianship practitioners. The presentation will summarize the cases and provide some insight on why they are relevant to our areas of practice.
The workshop session has been approved for 1 hour of continuing education credit and the dinner presentation has been approved for 1 hour of continuing education credit for the following disciplines: CLE (Legal), CFP (Certified Financial Planners) and CPE(Accountancy)
We will also be presenting our Distinguished Estate Planner Award
Michael A. Dribin, Esq.
Harper Meyer Perez Hagen Albert Dribin DeLuca & Osorio, LLP
For his outstanding contributions in the field of estate planning
|Workshop Sponsored by||Dinner Sponsored by|
Please RSVP at http://www.epcmiami.org/events/register/16304 Please send your RSVP so that we may guarantee dinner accommodations for you and your guests. Be sure to include your food preference: chicken, fish or vegetarian.
The guest fee for this meeting is $65. You may prepay by credit card or you may pay by credit card or check at the door (make your check payable to the Estate Planning Council). As a guest, if you decide to become a member of our organization within 45 days of this meeting, the $65 will be credited toward the fee for any membership.
Membership dues include the cost of all dinners.
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We look forward to seeing you at the meeting