Smart-Tax Learning

Thursday, October 30, 2025 • 8 Cheshvan 5786

7:00 PM - 9:00 PM

Securing Your Future with TOP and Life and Legacy

Register

Join us for a Tax-Smart Seminar
End of Year Giving Strategies:
Maximize the Power of Your Philanthropy

October 30th at 7:00pm at Ohev Shalom in Maitland, FL

About our Speakers:

Daniel Harris, JD, LLM, is a Partner at ShuffieldLowman and practices in the areas of complex estate planning, probate, corporate law, high net worth family planning, tax planning, charitable planning, and non-profit law. He focuses on helping clients identify personal and business succession goals for their family, then creates an integrated estate and business plan to achieve those goals. Often this type of planning may include creating revocable and irrevocable trusts, designing strategies to reduce estate taxes, and creating or recapitalizing closely held businesses with voting and non-voting units to pass assets in a tax-efficient manner to future generations. Dan serves on the Boards of TOP Jewish Foundation and Central Florida Hillel, most recently as Immediate Past Board Chair.

Danielle Di Vito Krise, CFP® is a Vice President, Wealth Management at Raymond James and has over 25 years of experience helping individuals, families and small business owners achieve their financial goals. She takes a comprehensive, relationship-based approach to financial planning, guiding clients through investment strategies, retirement planning, and wealth management with insight and care. In 2018, she was recognized as one of the “40 Under 40” at Raymond James, highlighting her leadership and impact within the firm. Deeply committed to community involvement, Danielle is currently the Board Chair of the TOP Jewish Foundation and previously served on the board of Shalom Orlando. She is also a past President of the Rotary Club of Orlando and continues to support several Central Florida charities.

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Tue, October 28 2025 6 Cheshvan 5786