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Special Tax Considerations for Senior Citizen Clients

 

Learn about tax issues for seniors and the interrelationship between estate and tax planning so that you may better advise your clients.

Many tax topics and issues are not unique to senior clients yet impact them significantly. Other tax topics and issues truly are unique to senior clients. This topic will address many different topics with the goal of making you better versed on a broad range of topics; many of which are often either not frequently addressed or are frequently missed.

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Special Tax Considerations for Senior Citizen Clients

Agenda

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Special Tax Considerations for Senior Citizen Clients

Faculty

Michael A. Lampert

Michael A. Lampert

Law Offices of Michael A. Lampert, PA

  • A board-certified tax lawyer in West Palm Beach where he concentrates his practice in the areas of tax, estate planning and administration, with an emphasis on tax controversy matters
  • He is past chair of the Florida Bar Tax Section, and is its 2020-2021 recipient of the Tax Lawyer of the Year Award
  • He is past president of the Palm Beach Tax Institute and is currently serving as vice chair of the Florida Bar Tax Law Certification Committee
  • He is a fellow of the American College of Tax Counsel, a member of the South Florida Tax Litigation Association, a past chairman of the Palm Beaches - Treasure Coast Region Chapter of the American Red Cross, and immediate past president of the Alpert Jewish Family & Children’s Service of Palm Beach County
  • LL.M. degree in taxation, New York University; J.D. degree, Duke University; A.B. degree, University of Miami
  • Can be contacted at 561-689-9407, [email protected] or www.taxandelderlaw.com
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Special Tax Considerations for Senior Citizen Clients

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