The Greater Miami Tax Institute

  • Increase font size
  • Default font size
  • Decrease font size

Past Speakers and Topics

E-mail Print PDF



Past Speakers and Topics:


Meeting      Date * Speaker* Topic*
March 14, 2018 Megan Campos, Steve Farbish, Mitchell W  Goldenberg, Marcell Hetenyi Ted Talks Part 1, Theme: Important Tax Topics for U.S. Persons
May 09, 2018 Jeff Rubinger When Inbound Becomes Outbound: The Impact of the Repeal of Section 958(b)(4) on Inbound Financings
July 11, 2018 Shawn Wolf and Scott Snyder
International Tax Update August 08, 2018 Karen Lapekas
The IRS's Code of the West? A discussion covering instances the IRS was caught acting outside the law and where it may still be doing so.
International Tax Update
August 08, 2018 Karen Lapekas

The IRS's Code of the West? A discussion covering instances the IRS was

caught acting outside the law and where it may still be doing so.

September 12, 2018 Elaine M. Bucher

Estate Planning for Blended Families

1: I Do Act II

2: Powerpoint for I Do Act II

November 14, 2018 Michael Melrose, Stuart Rohatiner, Sean Tevel, Ken Vitek

Ted Talks Part 2, Theme: Important Tax

Topics for Non-U.S. Persons

December 12, 2018 Mark Scott

End of Year Tax Updates - The important things

you need to know for 2019!



February 15, 2017

Aldo Leiva, Lubell Rosen, and

Jorge Rey, Kaufman Rossin

March 8, 2017

Andrew M. Tiktin, Office of IRS, Chief Counsel, Managing Counsel, Miami Office

Limitations on teh Use of Tax Advice to Avoid Civil Penalties

May 10, 2017

Dennis Kainen, Weisberg, Kainen Mark, PL

Criminal Tax Procedures and Strategies
July 12, 2017

Bruce Stone,

Goldman Felcoski & Stone, PA

Estate Planning
August 09, 2017

Sharon Quinn Dixon

Stearns Weaver Miller Weissler Alhadeff & Sitterson, PA

Executive Compensation and Partnership Awards
September 13, 2017

Mitchell W. Goldberg,

Berger Singerman, LLP

Economic Substance and Corporate Transactions
November 08, 2017

Maricarmen Cuello, IRS, Director, Art Appraisal Services

IRS: Art Advisory Panel

December 13, 2017

Jennifer J. Wioncek, Bilzin Sumberg Baena Price & Axelrod, LLP

Ethics in INternational Estate Planning




February 10, 2016

Scott Andrew Bowman, Proskauer

Update on Expatriations and the Section 2801 Regulations
March 9, 2016

Patrick J. Lannon

Bilzin Sumberg Baena Price & Axelrod LLP

Federal Tax Planning for the “Mature”                         Estate Plan

May 11, 2016

Bruce Stone

Goldman Felcoski & Stone P.A.

Oh, No!  I Think I’ve Made a Mistake!  What Do I Do Now?
July 13, 2016 Mauricio D. Rivero, Avila Rodriguez Hernandez Mena & Ferri, LLP Partnership Tax – Business and Tax Provisions in Partnership Agreements and International Legal Updates
August 10, 2016

Steven Hadjilogiou

Baker & McKenzie LLP

US Inbound Trade or Business – A Summary of US Tax Issues Associated with Foreign Businesses doing Business in the US
September 14, 2016 Leanne M. Reagan, Akerman LLP Deferred Compensation: How to Deal with § 409A issues in Compensation Arrangements
November 16, 2016

Monte Kane,

Morrison, Brown, Argiz & Farra, LLC

Year-End Income Tax Planning Strategies

December 14, 2016

Jeffrey A. Neiman,

Marcus Neiman & Rashbaum, LLC

The Latest Developments in Criminal and Offshore Enforcemen



February 11, 2015 Barry Nelson, Nelson & Nelson, P.A. Asset Protection Planning Update
March 11, 2015

Michael Rosenberg,                  Packman, Neuwahl & Rosenberg, P.A.

Estate Planning Update for NRAs

May 13, 2015 Carlyn McCaffery,  McDermott Will &  Emery Trust and Estate Planning:  Current  Development
July 8, 2015 Robert F. Hudson, Jr.,                            Baker  & McKenzie LLP Real Estate Structuring
August 12, 2015

Steven L. Cantor,                                    Cantor & Webb, P.A.

Ethics in International Estate Planning
September 19, 2015 Dennis Kainen, Weisberg  Kainen  Mark, PL Criminal Tax Procedures and  Strategies
November 18, 2015 William M. Sharp, Sr. Sharp Partners  P.A. International Tax Law A Technical & Practical Overview of  the Impact of FATCA, BEPS,  Automatic Exchange of Information ...

December 16, 2015 Robert Panoff & Jennifer Wioncek Holiday Party "Q&A SESSION ON CURRENT TAX  ISSUES"

Meeting Date Speaker Topic *
February 12, 2014 Mark R. Parthemer, Bessemer
March 12, 2014 William M. Sharp, Sr., Sharp
Partners P.A
May 14, 2014 Robert H. Moore, Baker &
July 9, 2014 Ralph Lindblom, Ingham
McKenzie LLP
Retirement Group
August 13, 2014 Dennis Ginsburg and Todd N.
September 17, 2014 Erika Litvak, Greenberg Traurig
November 12, 2014 Jeffrey L. Rubinger, Bilzin
Rosenberg, Packman, Neuwahl
& Rosenberg, P.A.
Sumberg Baena Price & Axelrod
Estate Planning: Current
Cross Border Planning Meets
Cross Compliance - Navigating
the Hazards and Reaping the
Sales, Spin-Offs and Split-Offs
Using Cash Balance Plans to
Minimize Taxes and Accumulate
Pre-Immigration Tax Planning –
an Open Discussion of Your
Selected Issues on Expatriation
Transfer Pricing Issues for
closely held businesses


February 12, 2014 Mark R. Parthemer, Bessemer Trust Estate Planning:  Current Developments
March 12, 2014

William M. Sharp, Sr., Sharp             Partners P.A

Cross Border Plannign Meets Cross Compliance -  Navigating the Hazards and Reaping the Upside

May 14, 2014 Robert H. Moore, Baker & McKenzie LLP Sales, Spin-Offs and Split-Offs
July 9, 2014 Ralph Lindblom, Ingham Retirement Group Using Cash Balance Plans to MInimize Taxes and  Accumulate Wealth
August 13, 2014 Dennis Ginsburg and Todd N. Rosenberg,  Packman, Neuwahl & Rosenberg, P.A. Pre-Immigration Tax Planning-an Open Discussion  of Your Questions
September 17, 2014 Genette Faust, Greenberg Traurig P.A. Selected Issues on Expatriation
November 12, 2014 Summer Ayers LePree, Bilzin Sumberg Baena Price & Axelrod LLP Transfer Pricing Issues for closely held businesses

December 10, 2014 Robert E. Panoff Alternate Dispute Resolution




February 13th, 2013 David Sloan, Mallah Furman Code Section 1411: The New 3.8% Medicare Tax

March 20th, 2013 Jeffrey Rubinger, Bilzin Sumberg An overview of the American Taxpayer Relief Act of 2012 (H.R. 8)

April 10th, 2013 No Meeting No Meeting

May 8th, 2013 Jennifer Wioncek, Baker & McKenzie Often Overlooked Items in International Trust and Estate Planning

June 12th, 2013 No Meeting No Meeting

July 10th, 2013 Joe Moffa, Moffa, Gainor, & Sutton, P.A. Florida Sales Tax Update, including New Audit and Enforcement Issues and New Rules Associated with the Sale of a Business

August 14th, 2013 Jeffrey Neiman, Law offices of Jeffrey A. Neiman Offshore Tax:  An Update on Criminal Enforcement

September 11th, 2013 Patricia Brown, Director of UM LLM Tax Tax Treaties: Issues with Hybrid Entities

October 9th, 2013 No Meeting No Meeting

November 13th, 2011 Jerry Hesch, Berger Singerrman Proper succession plans depend on the principal owner's intentions

December 11th, 2013 (Holiday Party) David Pratt, Proskauer Rose Estate Planning:  A Year in Review


Wednesday, March 14th, 2012 Ceci Hassan, Esq. and Dara Green, Esq "U.S. Tax Issues with U.S. Beneficiaries of Foreign Nongrantor Trusts"

Tuesday, May 22nd, 2012 Michael A. Lampert , Esq. “ Federal Tax Procedure: An Update and Overview”

Tuesday June 26th, 2012 Simon P. Beck, Esq. “ Recent International Trust Cases that will have a Material Impact on the Trust Industry”

Tuesday July 17th, 2012 Bill Sherman, Esq. “ US Trade or Business, Permanent Establishment and Other Issues Arising from the Activities of Cross Border Executives”

Tuesday September 25th, 2012 James Barrett, Esq. “ Partnership Tax Developments”

Tuesday, October 16th, 2012 Marty Nash, Esq. “ The Five Million Defective Freeze”

Tuesday, November 13th, 2012 Jerome Hesch, Esq. “ Communicating Complex Charitable Giving Techniques Simply and Quickly”

Monday, December 17th, 2012 David Bowers, Esq. “ Estate Planning Issues for Employee Benefits”


Wednesday, Feb 9th, 2011 Michael Rosenberg, Esq. “Practical Issues and Dilemmas When Dealing With A Qualified Domestic Trust”

Wednesday, March 9th, 2011 Robert E. Panoff, Esq. “OVDI-2011: A Voluntary Procedure for Involuntary People”

Wednesday, May 4th, 2011 Shawn P. Wolf, Esq. & Jennifer Wioncek, Esq. “Don't Pass Exit, or Pay $200 - An Update on Expatriation”

Wednesday, June 8th, 2011 Bruce Stone, Esq. “The Estate Tax Marital Deduction: Think the Spouse Has to Get All the Income? Think Again!”

Wednesday, July 20th, 2011 Barry A. Nelson, Esq. “Estate Planning and Asset Protection Why Not Have Both?”

Tuesday, November 8th, 2011 Stuart L. Kasner, Esq. “FATCA on the (Now Distant) Horizon”

Monday, December 12th, 2011 Thomas O. Wells, Esq. “Changes to Section 608.433 and the Charging Order Remedy”


Wednesday, February 10th, 2010 Malcolm H. Neuwahl, Esq. and Ralph A. Nardi, Esq. "The Great Estate Planning Dilemma of 2010-Practical Approaches for Planners"

Wednesday, March 10th, 2010 Andreea Cioara-Schinas, CPA "FIN 48  - Accounting for Uncertainty in Income Taxes for Nonpublic and Pass-Through Entities”

Wednesday, May 12th, 2010 Stewart L. Kasner, Esquire “Complexities of Foreign Nongrantor Trusts with U.S. Beneficiaries”

Wednesday, June 9th, 2010 Mandy Williams, C.P.A. and Patricia L. Green, C.P.A. "Health Care Reform - Today's Perspectives on What Employers Need To Know"

Wednesday, September 15th, 2010 Syd Traum, CPA, Esq. "2010 Update on S-Corporations"

Wednesday, November 10th, 2010 Arturo J. Aballi, Jr., Esq. "Domicile for the Non-Citizen with U.S. Contacts"

Wednesday, December 8th, 2010 Thomas O. Wells, Esq. "Asset Protection using LLCs and LPs after Olmstead"


Wednesday, February 11th, 2009 Robert Blumenfeld, Esq. "What you always wondered about Form 706NA, but were afraid to ask"

Wednesday, May 13th, 2009 Cecilia B. Hassan, Esq. And Dara Green, Esq. “Voluntary Disclosures and Offshore Accounts”

Wednesday, June 10th, 2009 Steven Hadjilogiou, Esq. “The Obama Greenbook International Tax Proposals”

Wednesday, July 8th, 2009 Sydney S. Traum, Esq. “Update on S Corporations”

Wednesday, August 19th, 2009 Barbara Ruiz Gonzalez, Esq. “Updates in Partnership Tax”

Wednesday, November 11th, 2009 Jerome H. Hesch, Esq. “Interesting Interest: Interest Rates for Intra-Family Transactions and Application of OID Rules”

Wednesday, December 9th, 2009 Tom O. Wells, Esq. “Tax Consequences of Reducing a Promissory Note issued in an Intrafamily Installment Sale (published in the December, 2009 edition of The Florida Bar Journal) AND Conversion of S Corporations to LLCs for Asset Protection (presented to the October, 2009 ACTEC Meeting in Williamsburg, Virginia)”


Wednesday, February 27th, 2008 Sydney Traum, CPA, Esq. "S Corporation Updates"

Wednesday, May 14th, 2008 Robert Feinschreiber, Esq. “Transfer Pricing Developments”

Wednesday, June 11th, 2008 Shawn P Wolf, Esq. “The Expatriation Rules Undergo HEART Surgery”

Wednesday, July 9th, 2008 Julio Gonzalez “The Energy Efficient Commercial Buildings Deduction”

Wednesday, September 24th, 2008 Ronald A. Marini, Esq. "Strategies and Insights on IRS Collection Activities"

Wednesday, November 12th, 2008 Thomas O. Wells, Esq. "Accelerating Losses with an ABC and Other Planning for Developers"

Wednesday, December 10th, 2008 Audie Alsopp, CPA "Tax Update and Forecast"


Wednesday, November 14th, 2007 Hal J. Webb, Esq. “U.S. Beneficiaries of Foreign Trusts”

Wednesday, September 19th, 2007 Katherine L. McCray, CPA “Credit for Increasing Research Activiites”

Information on prior meetingshave been discarded.