2022 year-end US tax and estate planning update. 9 November 2022

Host group
Host Left
Hosted by
STEP Gold Coast Florida
Event Type

The Conference Center
2255 Glades Road
2nd Floor, East Wing
Boca Raton, FL 33431
United States of America

A hybrid seminar from Rachel Garber.

Rachel (Vidal) Garber, CPA, Secretary of the STEP Gold Coast Chapter and head of Daszkal Bolton LLP’s Private Client Services department, will discuss US tax and estate planning issues for both US and non-US individuals and trusts to consider before year-end. Rachel will also discuss the current tax and estate planning climate in the US, including current trends and what to keep an eye out for.


Send an email to [email protected] stating if you wish to attend in-person or virtually. A Zoom link will be sent one day prior to the event to those who wish to attend virtually. The session will be recorded.

This program will not offer continuing education credits.

Doors will open for in-person attendees at 11:30 am and attendees are free to stay until 1:30 pm for additional networking. A light lunch will be provided to those who attend in-person.

The Zoom portion will start at 11:45 am for announcements and the program portion will run from 12:00 pm – 12:45 with Q&A from 12:45 to 1:00 pm.

Cost group
Event Cost
Free to STEP Members
11:45 - 13:00 EST
Mike Schiff
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