STEP Gold Coast Florida

Welcome to STEP Gold Coast Florida

At STEP Gold Coast Florida, our mission is to continue our growth as a multi-disciplinary organization regularly bringing together exceptional professionals across various fields who serve families with international planning needs in the United States and abroad.

Almost every trust and estates professional will have or likely encounter some exposure to international issues.  STEP, unlike most other tax or estate planning organizations, distinguishes itself by providing a forum to discuss multijurisdictional issues and learn more about the most recent developments in the field.  The aim of STEP is to provide ongoing educational and networking opportunities to its members and work to improve the understanding of issues families face in the area of international planning.   

Please visit this page throughout the year to stay informed of upcoming meetings and events in south east Florida.

Inquire with us about becoming a member of STEP Gold Coast as well as speaking and sponsorship opportunities. We look forward to seeing you at our next meeting. For information on the different types of membership and the application to join, please click on the link to Join us!

Chair: Michael S. Schiff TEP

• Mr Michael Schiff  TEP, Branch Chair
• Ms Maria Colacci  TEP CFP F.Pl C.Adm, Branch Vice Chair
• Rachel Vidal  Branch Secretary
• Mr Robert Marrone  TEP, Branch Treasurer
• Mr Christopher Callahan  Branch Programme Officer
• Mr Stuart Campbell  TEP CFP, CLU, Branch Membership Officer
• Mr Eric Matheson  TEP, Branch Membership Officer
• Mr David Neufeld  TEP JD LL.M, Branch Programme Officer

Presentations

• 10 Commandments of Estate Planning for International Clients - 4 November 2020

Events

• The 10 Commandments of Estate Planning for International Clients: Governing Principles and the Traps for the Unwary - 4 November 2020
• STEP Gold Coast Florida Chapter meeting - 18 March 2020
• Foreign Trusts and Cross-Border Planning - 19 February 2020
• Passionate Collecting, Thoughtful Ownership: Collecting, Owning and Selling Art - 22 January 2020
  
• Why Security Matters For Your Clients - 20 November 2019
  
• Minimizing Tax on the Sale of Stock of CFCs After the Tax Cuts and Jobs Act of 2017 - 16 January 2018, (PDF 168KB)

Members in Gold Coast Florida

Find STEP members in Gold Coast Florida using the Member Search: Search now