Where the Rubber Meets the Code

Christopher Steele, National Director at Alliance Bernstein, and Michael Burns unpack one of the most talked-about court rulings in high-net-worth planning — and explain why advisors are replicating it, who it actually works for, and where planners are getting it wrong.

For more information, please reach out to [email protected] or visit our website at calfeetaxinstitute.org

Justin Miller, Managing Director at Evercore, and Carla DeLoach break down the sweeping changes OB 3 made to charitable giving — new limitations and unintended consequences for trusts and estates, and here’s what advisors need to know now.

For more information, please reach out to [email protected] or visit our website at calfeetaxinstitute.org

When the Florida Tax Institute was renamed the Calfee Tax Institute, it wasn't just an honor. It was an overdue thank you. Hear from the man whose career spans fifty years, multiple generations of students, and more than a few cookies baked for final exams.

Speakers: Dennis A. Calfee, Carla A. DeLoach, Michael C. Burns, Matthew J. Scheer

Learn more about the Calfee Tax Institute here: https://www.calfeetaxinstitute.org/