Join Us!

DATE: Thursday, March 17, 2022

LOCATION: Hyatt Regency Miami
400 S. E. Second Avenue
Miami, Florida 33131

Workshop – 5:30 – 6:20 p.m.

“International Tax Update: Trusts, Pensions, and the Corporate Transparency Act"

Presented by:

Christopher Callahan |Fox Rothschild

Cocktails and Dinner- 6:30 – 8:15 p.m.

"Recent Tax Changes"

Topics will include the following:-

Outlook for Build Back Better and tax changes

Washington policy outlook:  bipartisan tax outlook

Beginning of Year Tax Planning - Secure Act Changes

New IRA Rules

Presented by:

Mitchell Drossman | Bank of America

Dinner Meeting Generously Sponsored By:

The workshop and dinner sessions have applied for 1 hour of continuing education credit for each session in the following disciplines:

CLE (Legal), CFP® (Certified Financial Planners) and CPE(Accountancy)

Please send your RSVP so that we may guarantee dinner accommodations for you and your guests. Be sure to include your food preference: chicken, fish or vegetarian.

Please RSVP at https://www.epcmiami.org/events/event/22039

The guest fee for this meeting is $75. You may prepay by credit card or you may pay by credit card or check at the door (make your check payable to the Estate Planning Council). As a guest, if you decide to become a member of our organization within 45 days of this meeting, the $75 will be credited toward the fee for any membership.

Membership dues include the cost of all dinners.