The Greater Boca Raton Estate Planning Council
Speaker Dinner Meeting

SPEAKER
Paul Lee, J.D., LL.M.
Consiglio Advisors

TOPIC
Section 1202; Qualified Small Business Stock
 

Paul Lee is widely regarded as a leading authority in advanced tax and estate planning strategies, known for translating complexity into clear, practical strategies that enhance after-tax wealth. His work reflects deep expertise in international, domestic federal and state tax law, complex entity and transaction structuring, and the integration of tax strategy into the short- and long-term goals of wealthy families. Central to Paul’s philosophy is the understanding that tax-efficient planning can help shape long-term net worth in ways that are complementary to investment strategy. He founded Consiglio Advisors to bring an independent, private advisory experience to families seeking sophisticated and practical counsel.

***Registration required before October 13th***
 

Generously sponsored by:

Gold Sponsor

Silver Sponsor
 

GATE ACCESS & ARRIVAL INFORMATION: Woodfield Country Club may be accessed through any of its three gated entrances: Yamato Road (the main entrance and the gate to which most GPS navigation systems will direct you), Clint Moore Road, or Jog Road. Upon arrival, please present your driver's license to the gate attendant and advise that you are attending a Greater Boca Raton Estate Planning Council event at Woodfield Country Club.

REGISTRATION & NO-SHOW POLICY: Effective July 1, 2026, the Council has implemented a No-Show Policy to help ensure accurate attendance counts and responsibly manage event costs. Members may cancel their registration up to one (1) week before an event without penalty. Each member is permitted one no-show per season at no charge; beginning with the second no-show, a $100 fee will be assessed for each missed dinner meeting. Outstanding no-show fees must be paid before registering for future dinner meetings. The Board may grant exceptions in cases of illness, emergency, or other extenuating circumstances upon timely submission of an emailed waiver request. We appreciate your understanding and cooperation as we work to ensure the fair and efficient operation of our programs.

Entree Choices

Lemon Chicken Chop
Truffle potato purée, grilled broccolini, cipollini onions, roasted tomato, lemon caper pan sauce.

Red Miso Glazed Salmon
Korean Kimchi & Vegetable Fried Rice, Carrot Ginger Coconut Broth, Scallion, Sesame. 

12-Hour Braised Beef Short Rib
Yukon Gold potato purée, roasted baby carrots, asparagus, king trumpet mushrooms, cipollini onion, blistered grape tomato, natural jus.

Roasted Cauliflower Parmesan
Parmesan herb crusted cauliflower, truffle ricotta, San Marzano tomato sauce.

Special arrangements may be made for a kosher meal, with advance notice (10 days minimum), please email:  admin@bocaratonepc.org.