What Advisors Should Be Discussing with Clients Post Tax Reform

The Financial Planning Association of Miami & CFA Society Miami
Speaking Engagement
February 27, 2018
Jennifer J. Wioncek present at the FPA of Miami and CFA Society Miami dinner event. The discussion covers a selection of income, gift/estate, and business tax changes brought about by the Tax Cuts and Jobs Act.
Jennifer J. Wioncek
Practice Group Leader, Tax & Private Wealth
Speaking Engagement February 16, 2024
Shawn P. Wolf serves as a panelist on the panel titled Multijurisdictional Ethics Issues - Working with Inbound Investors & Businesses - Some Things You May Not Think About May Hurt You at the 11th Annual Florida Tax Institute Conference. The panel discusses matters practitioners representing in...
Client Alert February 6, 2024
On February 1, 2024, the United States Court of Appeals for the Eleventh Circuit ruled on a motion for an injunction pending appeal in Shen v. Simpson. This is the federal challenge to Florida’s new law (SB 264) that restricts certain individuals from China and other “foreign countries o...
Client Alert January 12, 2024
The Florida Real Estate Commission’s new form buyer’s affidavits are now available as part of rule 61J2-10.200, F.A.C., which goes into effect on January 17, 2024. The affidavits were established to help implement portions of SB 264—last year’s controversial law that restrict...