Articles & 

Presentations

Compelling Planning Ideas for New Era of Charitable Planning 

        Presented to: Estate Planning Council of NE Florida (Sept 2019)

Key Charitable Giving Concepts in This New Era for Charitable Tax Planning  

        Presented to: Tallahassee Regional Estate Planning Council (Jan 2019)

Income Tax Pain Point Relieved with REVERSIONARY CLTs

        Presented to: 2018 AiP National Conference-Nashville (May 2018)

Key 2018 Tax Law Changes & Timely Charitable Planning Ideas to Share

        Presented to: Southern Union Conf. of The Seventh-Day Adventist-Destin, FL (Nov 2018)

Current Tax Savings Based on Promise to Give in Future - Meet the iCLAT  

        Presented to: Tax Wise Conference-Community Foundation of South Lake (Mar 2019)

Benefits of Integrating Charitable Planning in Your Advisory Practice   

        Presented to: 2019 UFAN Exclusive Gator Gathering (Sept 2019)