Pre-Event Registration $35
The Discipline to Prepare – Intangibles from a Career in the US Special Forces
Regardless of industry, experience, or knowledge, the discipline to consistently prepare for upcoming actions and events is critical to future success. Often, individuals, companies, and organizations rely on past successes as a judgment for future results. However, competitors & challengers look to dictate their positioning in the future, and leaders must focus themselves and their organizations on what they must do today to be effective tomorrow. Francis Racioppi spent 13 years in the United States Army as a Ranger and Green Beret. He speaks to and teaches strategic planning, preparation, and execution as learned throughout a career in combat, and he imparts those lessons and techniques for use in the private sector.
- Understanding one’s individual/team place in their organization
- Critical analysis techniques of what leaders can and cannot control during preparation
- Contingency planning and prioritization of workload
Should I Stay or Should I Go (to Florida) – Considerations in Changing Domicile from New York to Florida
- Reasons Your Client May Want To Change Domicile from New York to Florida
- How to Change Domicile Effectively and Become a Florida Resident
- New York State Statutory Residency Test
- New York State Domicile Test
- New York State Residency Audit Guidelines
Francis J Racioppi Jr. grew up o the shores of Massachusetts and Rhode Island in a family of avid sailors racing sailboats of all classes and sizes. He was an accomplished football and lacrosse high school athlete, earning himself an athletic scholarship on the Boston University men’s Crew Team. Fran graduated with honors from BU in 2003 with a degree in Journalism and a minor in Political Science. Fran immediately launched a career in the United States Army, serving as a Ranger-qualified Infantry Officer and later as Green Beret in the Army Special Forces. He also is a graduate of the US Army Airborne School, Survival, Evasion, Resistance, and Escape, the Reconnaissance and Surveillance Leader’s Course, and several Special Operations sponsored certifications. Fran deployed to Iraq three times in support of both operation Iraqi Freedom and Operation New Dawn as both an Infantry Platoon Leader in 2005, then twice as a mountaineering Special Forces Detachment Commander between 2009-2011. In 2013, he deployed to Djibouti, Africa in support of Operation Enduring Freedom, where he coordinated Special Operations to combat Al-Shabab throughout East Africa. In 2014, he planned and coordinated the Special Forces response to Boko Haram in West Africa, as well as oversaw the operations of the Special Forces teams countering the Lord’s Resistance Army in Central Africa and ISIS in North Africa. In 2014, Fran was selected to serve as the advisor and aide to the Commander of Special Operations Command Africa, Major General James Linder. He left service with the US Army in January of 2016 after almost 13 years. Fran’s military decorations include three Bronze Star Medals, the Defense Meritorious Service Medal, Joint Service Commendation Medal, Army Commendation Medal with Valor, two Army Commendation Medals, three Meritorious Unit Commendations, Global War on Terrorism Expeditionary Medal, Global War on Terrorism Service Medal, Army Service Ribbon, two Overseas Service Ribbons, and the National Defense Service Ribbon. Since leaving service, Fran moved to New York City building a career in Wealth Management while earning his MBA from NYU with expected graduation in the summer of 2017. Concurrently, he is building a public speaking and multi-media career offering expert commentary based on his experiences and lessons learned throughout numerous deployments to Iraq and Africa. Fran is passionate about the critical importance of the preparation required to achieve success in both the military and business world. To date, he has been seen on NBC, MSNBC, NBC Nightly News, WOBM Radio, and “The Veterans Corner” on WSIA Radio. He is available for corporate, public, or private speaking engagements and media opportunities requiring leadership and/or military commentary.
David Pratt, Managing Partner, Chair, Private Client Services at Proskauer
David Pratt is Chair of the Private Client Services Department and head of the Boca Raton office. His practice is dedicated exclusively to the areas of trusts and estates, estate, gift and generation-skipping transfer, fiduciary and individual income taxation and fiduciary litigation. He has extensive experience in estate planning and post-mortem tax planning. He has been asked to serve as an expert witness on several occasions, and has been referred to as a “seasoned trusts and estates lawyer” in a Florida Third District Court of Appeals Opinion. He was recognized as the Best Lawyers’ 2011 Miami Area Trusts and Estates Lawyer of the Year.
David’s clients consist predominantly of high net worth individuals and families. He regularly counsels his clients regarding how to transfer wealth from generation to generation with the least amount of tax and the maximum amount of asset preservation at each generation, including protection for a divorcing child or grandchild and from potential creditors. While many of David’s clients are retired, he also represents a significant amount of business owners. He has recommended and implemented many plans which have transferred ownership of business interests to the next generation with minimal transfer tax cost and without disruption of the family business. Such plans very often include recommendations resulting from the family dynamics involved with a family business.
CEPAs receive 1 CE credit