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Category: Events

October 18, 2018 Events

Passing the Torch

Andrew Comiter joined his fellow colleagues as a panelist for the event, “Passing the Torch,” hosted by UBS Pursuit Wealth Management. The panel spoke to business owners about the psychological aspects of transitioning a business through future generations and to help them understand how to navigate through such a challenging…

June 20, 2018 Events

Trusts The Ultimate Guide

Andrew Comiter spoke at the National Business Institute seminar, “Trusts: The Ultimate Guide,” in Fort Lauderdale on June 20th. His presentations focused on the various aspects of a trust, including who the key parties are, terms, and legal concepts, as well as the difference between revocable and irrevocable.

May 23, 2018 Events

Estate Planning from A to Z

Andrew R. Comiter, Esq. spoke at the National Business Institute seminar, “Estate Planning from A to Z,” on May 23rd in West Palm Beach. His topics focused on planning for unmarried and remarried couples, as well as business succession planning.

May 8, 2018 Events

Planning Opportunities Using Valuation Strategies

Andrew R. Comiter, Esq. was a co-presenter with Timothy Bronza CPA/ABV, ASA at the Probate and Pumpernickel program hosted by Palm Beach Atlantic University and BNY Mellon Wealth Management in Orlando on May 8th. Their presentation, “Planning Opportunities Using Valuation Strategies for Closely Held Business Entity Under the New Tax…