WEDU PBS and the Community Foundation of Tampa Bay held the 9th Annual Estate & Tax Planning Seminar with continuing education credits on September 18, 2014. Noted experts provided 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.

View photos from this event on Flickr

DOWNLOAD DIGITAL PRESENTATION MATERIALS (.ZIP)
Additional information will be made available the day of the seminar.

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

2014 Speakers:

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

Panelists

  • 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.