Kaufman Rossin

Kaufman Rossin is proud to host the Miami Finance Forum's Exit Strategies Forum right here in Coconut Grove.

Exit planning is one of the most consequential decisions a founder or investor will ever make — and on July 22, we're bringing together the people who've been in those rooms and done those deals for a real conversation about what exit actually looks like.

Moderating: Raul A Garcia, Entrepreneurial Services Principal at Kaufman Rossin.

Panelists:
- Alex Rattner, Esq., Managing Director at Mary Street Capital
- Bob Fitts, CEO of V3.0
- Dara Shareef, Board Director & Dev. Team, Benchmark International
- Enrique J. Martin, Partner, Winston Taylor

For more event information visit: https://okt.to/jwlsTn

Even clients with substantial assets aren't immune to Social Security anxiety.

Jay Pelham, President of Kaufman Rossin Wealth, was featured in Financial Planning discussing how his team stress-tests client plans — modeling scenarios like a 50% benefit reduction — to build resilience into retirement income strategy.

Read the full article to learn more:
https://okt.to/medABZ

New York City's pied-à-terre tax is now law, and if you own a high-value NYC property that isn't your primary residence, the clock is already ticking.

Effective July 1, 2026, the surcharge applies to luxury non-primary residential properties in NYC, with rates scaling based on property type and valuation. Owners will be notified by August 30 — but the Department of Finance has six years to audit any documentation submitted, so waiting isn't an option.

One overlooked complexity: statutory residents (those domiciled elsewhere who spend 183+ days in NYC) may find themselves caught in a costly overlap between income tax residency rules and this new surcharge.

Our Tax Director Marisa Friedrich, J.D. breaks down how the tax is structured, who it affects, and what documentation steps owners should be taking right now.

Read more: https://okt.to/tyWRx1