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
Publication September 30, 2022
This article provides an overview of the Corporate Transparency Act (the Act), its impact on common international private client structures and what private clients from Latin America should be advised to do in preparation for the implementation of the Act.
Video July 8, 2022
As South Florida’s real estate market experiences robust growth across a wide range of asset classes, Bilzin Sumberg’s Anthony De Yurre, a Partner in the Land Development & Government Relations Group, sits down with Melissa Rose, Managing Director at JLL Capital Markets, Americas, to...
Speaking Engagement June 15, 2022
Ellina Berdichevsky participated in a panel that surveyed current trends and opportunities for global wealth planning, trusts, and estate taxes for Latin American individuals.