WEDU PBS and the Community Foundation of Tampa Bay announce the 9th Annual Estate & Tax Planning Seminar with continuing education credits. Noted experts will provide the latest information and advanced strategies to help attorneys, financial planners, CPAs and wealth management advisors remain current in the financial planning field and better assist their clients. Valuable information is also provided for non-profit professionals.

Earn required continuing education credits in your professional field as you keep abreast of the ever-changing landscape in financial planning and tax regulation. Enjoy networking with your peers as you take advantage of this indispensible resource for professional success – and for your clients. Space is limited – register early.

September 18, 2014 from 7:30-11:30 a.m. at WEDU PBS

Tickets are $50 and include a breakfast buffet

Registration for this event has closed.
For late registration, email Nancy Curry at

This year, we are going green! We’ll only be sharing materials digitally. If you still prefer to receive a binder, let us know in the Comments section of the ticket order form. Otherwise, you’ll need to download the digital assets.

Additional information will be made available the day of the seminar.


This year’s overall title:
"What’s a Poor Rich Person to Do?"

Join us as we welcome:

Daniel A. Smith

Keynote Speaker

Returning in 2014 by Popular Demand!

Daniel A. Smith
Cannon Financial Institute, Atlanta (Speaker biography)

Topic: Planning for Estates Under $10 Million

Regional Speaker

Erik Christianson
PricewaterhouseCoopers, Miami (Speaker biography)

Topic: Net Investment Income Tax: Continue to Plan, Every Bit Helps

Panel Moderator

Peter Kirkwood
Barnett, Bolt, Kirkwood, Long & McBride, Tampa (Speaker biography)

Topic: Estate Planning: When Death Follows a Divorce


  • Mike E. Lewis, CBIZ MHM, LLC, Tampa (Biography)
  • Marian P. McCulloch, Allen Dell, P.A., Tampa (Biography)
  • Gregory A. RosicaErnst & Young Investment Advisers LLP (Biography)

Seminar Planning Committee

Honorary Co-Chairs

  • A. Bronson Thayer,
    Bay Cities Bank

  • Patricia Douglas,
    Incoming CFTB Board Chair
  • Margaret Palmer, Chair, Regions Private Wealth Mgmt.
  • Joshua Keleske, Trusted Counselors of Tampa Bay
  • Peter T. Kirkwood, Barnett, Bolt, Kirkwood 
  • Jordan Lee, Shutts & Bowen
  • Rachel Lunsford, Barnett, Bolt, Kirkwood
  • Julie Lyman, Community Foundation of Sarasota County
  • John Maceovsky, III, CBIZ Kirkland, Russ, Murphy 
  • Bobby Maggi, Maggi Tax
  • Beverley McLain, Community Foundation of Tampa Bay
  • Robert C. Rasmussen, Glenn Rasmussen 
  • James R. Stanger, Simon & Associates Wealth Management of Raymond James
  • Mary Anne Reilly, Reilly Fisher & Solomon


Your ticket purchase includes a one year membership to WEDU PBS, as well as a one year subscription to Premiere, WEDU’s monthly member magazine. This purchase is non-tax deductible. Benefits received exceed ticket value.

Three (3) hours of professional development and continuing education credits for the seminar have been approved from the Institute of Certified Bankers (CTFA), the Certified Financial Planner Board of Standards, Inc. (CFP), and the Florida Bar for Attorneys and the Florida Institute of Certified Public Accountants CPAs.

For more information about this event, contact Megan Willoughby at (813)739-2909 or via email at