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Upcoming events

    • Tuesday, February 21, 2023
    • 5:15 PM - 7:30 PM
    • Michael’s On East, 1212 East Ave. South, Sarasota, FL 34239

    Please join us for a presentation by Will Rodriguez of Vision Point Capital. Mr. Rodriguez will review key valuation fundamentals and discuss a number of aspects impacting valuations today including:

    • Income Approach
    • Market Approach
    • Asset Approach
    • Consideration of Economic & Industry Conditions
    • Interest Rates
    • Inflation
    • Labor Shortage
    • Supply Chain Disruption
    • Impact on Market Expectations
    • Capital Constraints
    • Multiples Impact
    • Valuation Discounts
    • Discount for Lack of Control
    • Discount for Lack of Marketability
    • Other Discounts
    • Opportunities in Today’s Environment
    Tuesday, February 21, 2023
    5:15 p.m. - Registration check in and cocktails
    6:00 p.m. - Dinner and program
    7:25 p.m. – Closing remarks
    Location: Michael's On East, 1212 East Ave. South, Sarasota, FL 34239

    About Our Speaker: Will Rodriguez, CPA/ABV, CVA

    Mr. Rodriguez is the CEO and founder of Vision Point Capital, a professional service firm whose sole focus is advising entrepreneurs and business owners that are in transition.

    Click here to read about Mr. Rodriguez’s impressive biography

    February Program Sponsored by Take Care Private Duty Home Health Care 

    • Tuesday, March 07, 2023
    • 5:15 PM - 7:30 PM
    • Michael’s On East

    (Registration will open as we near this special event.)

    Please join us for a presentation about The Top Ten Estate Planning and Estate Tax Developments of 2022.  Ronald D. Aucutt of Bessemer Trust Company will discuss valuation tools and rules (for valuing both assets and deductions), retirement plan distributions, IRS funding, IRS rulemaking, arbitration, gifts with retained benefit or control, flexible charitable remainder trusts, and split-dollar life insurance.

    About Our Speaker: Ronald D. Aucutt
    Ronald D. Aucutt is a Senior Fiduciary Counsel with Bessemer Trust Company, N.A.  Before joining Bessemer in April 2019, Ron practiced law with Miller & Chevalier Chartered in Washington, D.C., for 23 years and with McGuireWoods LLP in the Washington suburb of Tysons, Virginia, for 20 years.  Ron’s career with those law firms focused on planning and controversy matters involving the estate, gift, and generation-skipping transfer taxes, the income taxation of trusts and estates, and the rules regarding tax-exempt organizations and charitable contributions.  He advised lawyers and other professionals on tax planning and controversy issues and was experienced in resolving tax issues through rulings from the Internal Revenue Service’s National Office.  He contributed to the formation of tax policy through legislation and Treasury regulations.  He served on the Internal Revenue Service Advisory Council in 2014 through 2016 and chaired its OPR Subgroup (working with the IRS Office of Professional Responsibility) in 2015 and 2016.  In 2015 through 2018 he served as the Reporter for the Uniform Fiduciary Income and Principal Act, which was approved by the Uniform Law Commission in July 2018.

    Ron is a Fellow and former President (2003-2004) of The American College of Trust and Estate Counsel, a former academician of The International Academy of Estate and Trust Law and member of its Council (2000-2004), a former Vice Chair (Committee Operations) of the American Bar Association’s Section of Taxation (1998-2000), a former Fellow of the American College of Tax Counsel, and a member of the Christian Legal Society.  He is also a member of the Advisory Committee of the Philip E. Heckerling Institute on Estate Planning, the Advisory Board of the Florida Tax Institute, and the Bloomberg BNA Estates, Gifts and Trusts Advisory Board.

    Ron was awarded the 1995-1996 Estate Planner of the Year Award by the Washington, D.C. Estate Planning Council; was recognized as one of Washington, D.C.’s 31 “Best Lawyers” in the December 2011 issue of the Washingtonian; held Chambers USA’s “Band 1” ranking for Wealth Management while in private practice; and in 2009 was elected to the National Association of Estate Planners and Councils Estate Planning Hall of Fame with the designation of Distinguished Accredited Estate Planner.

    Ron received a B.A. degree in 1967 and a J.D. degree in 1975, both from the University of Minnesota.  He was in the Navy from 1970 to 1973, served in the Gulf of Tonkin during the Vietnam War, and attained the rank of Lieutenant.

    Ron lives in Lakewood Ranch, Florida, with his wife, Nancy Schmidt Roush, an estate planning lawyer.  He has two sons, David (married to Evelyn) and Jamie (married to Cate), a grandson Brayden (David’s and Evelyn’s son), and a granddaughter Poppy (Jamie’s and Cate’s daughter).

    Sponsored by Mariner Wealth Advisors

Past events

Tuesday, January 17, 2023 Elder Issues and Special Needs Trusts
Tuesday, December 13, 2022 Holiday Social
Tuesday, November 08, 2022 My Time in Trial – The Good, The Bad and The Ugly
Tuesday, October 18, 2022 Charity Night: Sarasota County Sheriff’s Office Charitable Foundation and Community Mental Health Crisis
Tuesday, September 13, 2022 Federal Tax Update with Sam Donaldson
Tuesday, May 17, 2022 Annual Meeting & Wine Dinner
Tuesday, March 08, 2022 March Meeting of the Southwest Florida Estate Planning Council
Tuesday, February 08, 2022 February Meeting of the Southwest Florida Estate Planning Council
Tuesday, January 18, 2022 Joint Councils' Meeting: Family and Wealth Sustainability
Tuesday, November 09, 2021 Distinguished Speaker Series Presents The Secure Act: Trust Income Tax Planning Strategies
Tuesday, October 12, 2021 Food for Thought with Local Charities Featuring Meals on Wheels PLUS of Manatee & All Faiths Food Bank
Tuesday, September 14, 2021 Distinguished Speaker Series Presents "Business Trusts"
Tuesday, May 18, 2021 Annual Meeting
Tuesday, March 16, 2021 How to Defend Against New Techniques to Steal Your Identity and Money - Carrie Kerkie
Tuesday, February 16, 2021 Elephants in the Room - Carolann Grieve
Tuesday, January 19, 2021 Estate and Charitable Planning in light of the recent 2020 Election, the Secure Act and the CARES Act - Jere Doyle
Tuesday, November 17, 2020 Top Ten Reasons Trustees May be Sued...and How to Fulfill Ethical Responsibilities and Reduce Litigation Exposure - Sharon Klein
Tuesday, October 13, 2020 CHARITY NIGHT -Neuro Challenge Foundation
Friday, September 25, 2020 Practical Estate Planning in Uncertain Times - Florida Bar Tax Section
Tuesday, September 15, 2020 You Mean I Can't Bribe the Coach? Modern Ethics Issues You Didn't See Coming AND Avoiding the Trustee Risks You Didn't Know Existed - Lauren Wolven
Tuesday, May 12, 2020 Annual Outing 2020
Tuesday, March 17, 2020 CANCELLED - How to Defend Against New Techniques to Steal Your Identity and Money - Carrie Kerskie
Tuesday, February 11, 2020 Topic: “The Top Ten Estate Planning and Estate Tax Developments of 2019 -Ronald D. Aucutt
Tuesday, January 21, 2020 Creditor and Trust Planning Strategies You May Not Know About - Alan Gassman
Tuesday, November 12, 2019 Dr. Gerry Beyer - Avoid Being A Defendant - Estate Planing to Avoid Malpractice
Tuesday, October 08, 2019 CHARITY NIGHT - Community Foundation of Sarasota County - 40th Anniversary
Tuesday, September 10, 2019 Top 5 Innovative Estate PlanningTechniques with Life Insurance
Tuesday, May 14, 2019 Annual Outing 2019
Tuesday, March 12, 2019 Breaking the Internet: How auction houses find buyers, track trends and value tangible personal property online for their sellers
Tuesday, February 12, 2019 Access to Digital Assets - S. Dresden Brunner, Esq, S. Dresdent, P.A.
Tuesday, January 22, 2019 Tax Basis Planning -- less on basis rules and more on planning ideas
Tuesday, November 13, 2018 Where the Rubber Meets the Road:Implementation of Trust Provisions
Tuesday, October 09, 2018 Charity Night: Sarasota Orchestra
Tuesday, September 11, 2018 Contemporary Estate Planning Paradigms for Married Couples
Tuesday, May 08, 2018 Annual Outing 2018
Tuesday, March 13, 2018 Everything You Need to Know about Business Valuations - Richard Goeldner, ASA, CPA, CVA
Tuesday, February 13, 2018 Long Term Care Insurance: Everything Planners Need to Know about LTC Insurance
Tuesday, January 16, 2018 Protect Vulnerable Seniors from Financial Exploitation
Thursday, November 16, 2017 Retirement Accounts: Planning Optimal Outcomes for Family and Charitable Objectives
Thursday, November 02, 2017 Construction Issues for the Modern Family in the Estate Planning Documents -- Lee-Ford Tritt
Tuesday, October 10, 2017 Charity Night: Sarasota Opera Youth Progrm
Tuesday, May 09, 2017 Annual Outing 2017
Tuesday, March 14, 2017 U.S. Estate and Gift Tax Planning for International Clients
Tuesday, February 21, 2017 Game-Changing social security strategies -- David Kennon, CWS©
Tuesday, October 18, 2016 Charity Night - Books for Kids
Tuesday, September 13, 2016 Estate Planning and the Trustee Selection Process -- Minefields to be Aware of
Tuesday, May 10, 2016 Annual Outing 2016
Tuesday, March 08, 2016 March Monthly Meeting
Our purpose is to encourage the highest level of professional service in the Estate Planning field around Southwest Florida.

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PO Box 2098
Sarasota, FL 34230