RECENT PARTNER SPEAKING ENGAGEMENTS:

University of Miami

University of South Florida Accounting Conference

American Institute of CPA's National Tax Conference

Florida International University

University of Missouri at Kansas City: Heart of America Tax Institute (2008)

Osgoode Hall Law School CLE (York University - Toronto, Canada)

Nebraska, Wyoming, South Dakota Bar Associations

State Bar of Nevada

Wilshire Bar Assoc. (Los Angeles, California)

Florida Institute of CPA's

Florida Bar

Washington State Bar Association

State Bar of California

Colorado Bar

Utah State Bar

Santa Clara County Bar (California)

Southpac Offshore Planning Institute (2007, 2008)

Central New Jersey Estate Planning Council

Institute for International Research

Estate Planning Council of Seattle

Essex County (NJ) Bar Tax Committee

Indianapolis Bar Association (Indiana)

Michigan Association of CPA's

Society of Louisiana CPA's

American Association of Attorney - CPA's National Convention

Baptist Hospital Of Miami Foundation

American Society of Women Accountants - 61st Annual Convention

American Society of Women Accountants - 58th Annual Convention

Institute of Certified Financial Planners - 1997 Mid-Atlantic Retreat

Bergen County (NJ) Estate Planning Council

Broward County (FL) Estate Planning Council

Travis County (Texas) Bar

"Jim Barry's Financial Success", Nationally Broadcast PBS TV Show

Boston Estate Planning Council

Estate Planning Council of Diablo Valley (California)

Coral Gables Bar Association

Greater Ft. Lauderdale Tax Council

Tampa Bay Society of Plastic Surgeons

Estate Planning Council of Mississippi

Estate Planning Council of Lee County (FL)

Financial Planning Association of Broward

Law Education Institute - 2001 & 2002 National CLE Conferences, Colorado

Estate Planning Council of Gainesville (FL)

Allegheny County (Pittsburgh, PA) Bar Association

North Carolina Association of CPA's - Annual Convention

Orange County (Florida) Bar Association (Tax Section)

Central Florida Estate Planning Council

Durham/Orange Estate Planning Council (North Carolina)

Wake County Estate Planning Council (North Carolina)

Cincinnati Estate Planning Council

Continuing Professional Education, Inc. (CPE, Inc.)

Indian River Estate Planning Council (Florida)

Westchester County Estate Planning Council (New York)

District of Columbia Bar - Tax Section

Swiss-American Chamber of Commerce

CPA - LAW Forum

Dade County Chapter of the Florida Institute of CPA's

East Coast Estate Planning Council (West Palm Beach)

East Coast Chapter of the Florida Institute of CPA's

Atlantic Chapter of the Florida Institute of CPA's

Broward County Chapter of the Florida Institute of CPA's

Gulf Coast Chapter of the Florida Institute of CPA's

South Dade Chapter of the Florida Institute of CPA's

West Coast Chapter of the Florida Institute of CPA's

Gold Coast Chapter of the Florida Institute of CPA's

North Dade/South Broward Estate Planning Council

Greater Miami Tax Institute

Estate Planning Council of Naples

Institute of Certified Financial Planners

The Jewish Community Foundation of South Palm Beach County

Martin County Estate Planning Council

Monroe County Estate Planning Council

Montgomery/Prince George's County Tax Study Group (Maryland)

Palm Beach Tax Institute

South Dade Estate Planning Council

Barry Financial Group Annual Financial Planning Workshop

Blanchard's Mid-Year Investment Conference

"Radio Free California" KGDP, Rob Walter Show (Broadcast locally; Webcast Worldwide)

"To The Contrary" - Nationally Broadcast PBS Television Show

"Legal Report" - Karl Kilb interview, Bloomberg Information Radio Network, National Radio Broadcast, and worldwide on Bloomberg Terminals

"Your Money" - CNNInternational TVBroadcast (March 1, 1997)

"Money Talk" - Ted David interview, CNBC National TV Broadcast

"Financial Freedom", Nationally Broadcast PBS TV Show

"Bill Bresnan Show" - Business Radio Network - Nationally Broadcast Radio Show

KGLO Radio, Keith George Show (California)

KRLD Radio, Jody Dean Show (Dallas, TX)

KFON Radio, Ben Baldwin Show (Austin, TX)

Business Day Radio Show, Business Radio Network

Investment Seminars Incorporated "ISI" (San Francisco & Las Vegas)

Internal Revenue Service

South Miami Hospital Foundation

Mercy Hospital Anesthesiology Group

Smith Barney

Paine Webber

South Palm Beach County Dental Association

Greater Miami Dental Society
 
 

PUBLISHERS OF PARTNERS'
BOOKS - ARTICLES - INTERVIEWS  INCLUDE:

TAX MANAGEMENT (BNA)

RESEARCH INSTITUTE OF AMERICA

UNIVERSITY OF MIAMI

WALL STREET JOURNAL (Interview)

FORBES MAGAZINE (on-line) (Interview)

BUSINESS WEEK (Interview)

SEAK, Inc.

DOW JONES NEWSWIRES (Interview)

TIME MAGAZINE (Interview)

MONEY MAGAZINE (Interview)

WARREN, GORHAM & LAMONT

COMMERCE CLEARING HOUSE (CCH)

OFFSHORE FINANCE U.S.A.

CAMPDEN PUBLISHING LTD. - PRIVATE WEALTH ADVISOR

LORMAN EDUCATION SERVICES

NATIONAL BUSINESS INSTITUTE

INSTITUTE FOR INTERNATIONAL RESEARCH

SOUTH FLORIDA BUSINESS JOURNAL

WOMEN'S BUSINESS JOURNAL

MEDICAL BUSINESS

HEALTH MANAGER NEWS



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