ESTATE PLANNING COUNCIL OF GREATER MIAMI

Dinner Sponsored by Fidelity Investments

Dinner Speaker

Josh Daly is a charitable planning specialist for Fidelity Charitable®, an independent public charity with a national donor-advised fund program, which has been helping advisors and their clients achieve their philanthropic goals for the past 20 years. The mission of Fidelity Charitable®, one of the nation’s largest public charities* is to further the American tradition of philanthropy by providing programs that make charitable giving simple and effective. As a premier resource for charitable planning in the Southeast region, Josh educates advisors about donor-advised funds at Fidelity Charitable, and ways to incorporate charitable giving in clients' overall financial and wealth management plans. Josh joined Fidelity Charitable in 2010. He has been in the financial services industry for 15 years. His prior experiences include wholesaling for Fidelity Investments, Fifth Third Bank, and The Hartford. Currently, Josh’s philanthropic activities include supporting numerous charities throughout New England. Josh received his Bachelor of Arts degree in History from Hampden-Sydney College 1995.

Workshop Speaker

Sharon Quinn Dixon is a shareholder in both the Tax and Labor & Employment departments of Stearns Weaver Miller. Her practice focuses on employee benefits and estate planning. Sharon is Board Certified by The Florida Bar in tax law and is also a Fellow of the American College of Employee Benefits Counsel. She counsels business clients on their employee benefit plans and executive compensation, including 401(k) plans, medical and other welfare benefit plans, Affordable Care Act questions, COBRA issues, Section 125-Cafeteria Plans, Code Section 409A issues and tax and ERISA compliance and litigation matters. Additionally, Sharon is experienced with merger and acquisition due diligence reviews, planning for employee benefits in implementing Family Leave Act policies and incentive and nonqualified stock option plans. Sharon counsels individual clients in the development and implementation of their estate plans, including federal estate and gift tax issues. She also represents corporate and individual fiduciaries in connection with the administration of estates and personal trusts. Sharon has particular expertise in estate planning for retirement benefits. Sharon has been recognized frequently by publications including Chambers USA, Florida Super Lawyers, The Best Lawyers in America and the South Florida Legal Guide. She earned her LL.M. in Taxation from the University of Miami, her J.D., cum laude, from the University of Miami and her B.S., summa cum laude, from Bradley University. Sharon is a frequent contributor to Stearns Weaver Miller’s Labor & Employment Law blog, BeLabor The Point.