Past Events

November 15, 2018 Dinner Meeting - Lester Law - Basis Issues
November 12, 2018 Board Meeting
November 1, 2018 Membership Appreciation Cocktail Reception - Closed
October 16, 2018 Dinner Meeting - Jeffrey A. Kern - Joint Trusts
October 11, 2018 Board Meeting
September 6, 2018 New Member Reception
August 30, 2018 Board Meeting
July 12, 2018 Board Meeting
June 27, 2018 Board "Pre-Meeting" (Officers Only)
June 14, 2018 Board Meeting
June 9, 2018 2018 End of Season Event
May 22, 2018 Joint Presentation & Cocktails with Boca Raton Regional Hospital Foundation's PAC
May 17, 2018 Board Meeting
April 24, 2018 Dinner Meeting - Aldo Leiva & Jorge Rey - What the Hack! Cybersecurity in 2018
April 19, 2018 Board Meeting
February 27, 2018 Dinner Meeting - Bernard A. Krooks - Special Needs Trusts; ABLE accounts
February 22, 2018 Board Meeting
January 16, 2018 Dinner Meeting - Steve Akers - Estate Planning Current Developments
January 11, 2018 Board Meeting
December 11, 2017 Holiday Party
December 5, 2017 Board Meeting
November 14, 2017 Dinner Meeting - Paul S. Lee - Tax Basis Management in the New Paradigm
November 9, 2017 Board Meeting
October 17, 2017 Dinner Meeting - Jeff Scroggin - What Dead Celebrities Can Teach Us About Estate Planning
October 12, 2017 Board Meeting
September 6, 2017 New Member Reception
August 31, 2017 Board Meeting
July 21, 2017 Board Meeting
June 23, 2017 Board Meeting
June 10, 2017 2017 End of the Season Event
May 10, 2017 Bringing to Life “End of Life” Directives
April 18, 2017 Dinner Meeting - Panel (Marc Solomon, Mauricio J. Alvarez, Michael DeSiato & Richard Becker) - Business Exit Planning: How to Successfully Exit Your Business
April 14, 2017 Board Meeting
February 21, 2017 Dinner Meeting - Turney Berry - Charitable Gifts of Business Interests
February 17, 2017 Board Meeting
January 20, 2017 Board Meeting
January 17, 2017 Cocktails Meeting - Josh Rubenstein - Planning for Life After Death: The Laws of Succession vs. The New Biology
December 6, 2016 HOLIDAY PARTY
December 2, 2016 Board Meeting
November 15, 2016 Dinner Meeting - Stephanie Loomis-Price and Tim Bronza - Why the Estate Planner Should Bring a Quality Appraiser to the Dance
November 11, 2016 Board Meeting
October 18, 2016 Dinner Meeting - Michelle Graham - Tax Planning for Foreign Nationals With Assets In The US
October 14, 2016 Board Meeting
September 14, 2016 New Member Cocktail Reception
September 1, 2016 Board Meeting
July 22, 2016 Board Meeting
June 18, 2016 2016 End of the Season Event - Sponsors Only
June 18, 2016 2016 End of the Season Event
June 10, 2016 Board Meeting
May 4, 2016 Membership Luncheon
April 19, 2016 Dinner Meeting - Carlyn McCaffrey - Tax and Estate Planning for Divorce
April 8, 2016 Board Meeting
March 8, 2016 Membership Luncheon
February 16, 2016 Dinner Meeting - Gideon Rothschild - Estate Planning Through an Asset Protection Lens
February 12, 2016 Board Meeting
January 19, 2016 Dinner Meeting - Kirby Rosplock - Family Office Succession Planning
January 8, 2016 Board Meeting
December 9, 2015 Holiday Party
December 2, 2015 Membership Luncheon
November 17, 2015 Dinner Meeting - Dennis Stessman - Life Insurance
November 13, 2015 Board of Directors Meeting
October 20, 2015 Dinner Meeting - Marty Basson - “Both Sides Now": A view of the IRS’s Audit Process and Trends from the Perspective of both the IRS and Taxpayer
October 16, 2015 Board of Directors Meeting
September 16, 2015 New Member Cocktail Reception
September 11, 2015 Board of Directors Meeting
June 6, 2015 FINAL REGISTRATION OPPORTUNITY
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