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API Nosh & Knowledge

Please join us for this exciting program to learn more about

Modern Charitable Planning using the JEDI LLC from Seth R. Kaplan
Managing Partner Metzer, Lippe, Goldstein and Breitstone, LLP

The Advisors Philanthropic Initiative (API) is a networking division that brings together professionals in Tax, Estate Planning, and Financial Planning. Our mission is to foster philanthropic conversations and support charitable giving to the Jewish Federation of Broward County. We aim to build partnerships within the professional community, inspiring potential donors to make a significant impact.

Thursday, September 12, 2024
12:00 - 1:30 p.m.

Location:

Greenspoon Marder
200 East Broward Boulevard, Suite 1800
Fort Lauderdale

Couvert:

$36

Featuring:

Seth R. Kaplan
Managing Partner Metzer, Lippe, Goldstein and Breitstone, LLP

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Seth Kaplan is the Office Managing Partner of the Boca Raton and Miami offices of Metzer, Lippe, Goldstein and Breitstone, LLP. He has over 25 years of experience and has been admitted to the New York Bar, North Carolina Bar and Florida Bar.

Seth has been recognized by his peers in the South Florida Legal Guide, Super Lawyers, and Florida Trend’s Legal Elite. He also holds the Accredited Estate Planner® (AEP®) designation. He concentrates his practice on tax and estate planning for high-net-worth individuals, personal income tax planning and planned giving.

Seth has lectured extensively on topics focusing on individual tax planning, taxation of trusts, and high-impact charitable giving. He has spoken at the NYU Institute on Federal Taxation, the American Bar Association, Section of Taxation and several professional advisor groups. He received his B.A. from Northwestern University, an LL.M. in Estate Planning and J.D. from the University of Miami School of Law.

API Chair:

Phil Herzberg

Event Details:

Kosher dietary laws observed
Validated parking is available at Greenspoon Marder

For more information, please contact jlevenson@jewi​shbroward.org