U.S. Tax Considerations for Multi-Jurisdictional Family Trust Planning (Dinner) Estate and Income Tax Update (Workshop)
Dinner Sponsored by:
Dinner Speaker
Todd N. Rosenberg is a shareholder at Packman, Neuwahl & Rosenberg, P.A. and has been a member of the firm since 2001. Todd is a proud graduate of the Pennsylvania State University (B.A., Political Science, 1998) and went on to receive his Juris Doctor degree from Nova Southeastern University’s Shepard Board Law Center (J.D., Cum Laude, 2001). Additionally, Todd has obtained a Masters of Laws in Taxation from the University of Miami (L.L.M., 2006). Todd focuses his practice in the areas of inbound tax planning (for non-U.S. persons), outbound tax planning (for U.S. persons), domestic and foreign trust and estate planning, pre-immigration tax planning and general U.S. tax compliance. He is a member of the Florida Bar and a former president of the Greater Miami Tax Institute. In the past, Todd has had the privilege of presenting to various tax, trust and estate planning groups such as the Greater Miami Tax Institute, Alpha Kappa Psi, STEP Grand Cayman, the Transnational Taxation Network and the annual International Tax Conference presented by the Tax Section of the Florida Bar and the Florida Institute of Certified Public Accountants.
Workshop Speaker
Jack Rosenberg is a Tax Partner with over 30 years of experience. He specializes in tax and estate planning for high net worth individuals. He also provides consulting and tax services to closely held businesses. He is an active member of the American and Florida Institutes of Certified Public Accountants (AICPA and FICPA). He has served appointed terms on tax committees for both organizations and is the former chair of the FICPA Federal Tax Committee. Jack is a graduate of the University of Florida, where he obtained his Bachelor’s degree in accounting. Following this, he obtained a Master’s in Taxation degree from Florida International University. He is actively involved in community activities and currently serves on the board of directors of the Hollywood Chamber of Commerce. He is also a long-time member of the Aventura Marketing Council. Mr. Rosenberg serves various charitable organizations, presently as chair of the Broward Jewish Foundation’s Professional Advisory Committee. Additionally, he is a member of the United Way of Broward Planned Giving Committee, previously serving as chair. A member of the North Dade-South Broward Estate Planning Council, Jack has served as president. He is also a member of the Fort Lauderdale Tax Council. In addition, he has authored articles for the tax magazines of the AICPA and FICPA, and has been a featured speaker on new tax laws, both at seminars as well as on the radio.
