Charles Rubin, Esq.

CHARLES (Chuck) RUBIN, ESQ.

UNIVERSITY AND HIGHER EDUCATION

• University of Chicago (1976-77)
• Northwestern University (Bachelor of Arts – 1980)
• University of Florida (Juris Doctor – with Honors – 1983)
• University of Florida (Master of Laws in Taxation – 1984)

ADMITTED TO PRACTICE

• State of Florida
• United States Tax Court

GENERAL AREAS OF PRACTICE

• Tax (U.S. & International)
• Estate Planning (U.S. & International), Probate, and Asset Protection
• Corporate & General Business Law
• Charitable Planning & Exempt Organizations

BOOKS & PUBLICATIONS (NOT EXHAUSTIVE)

• Rubin on Tax, a tax blog on developments relating to Federal and Florida tax, estate planning, probate, and business law (www.rubinontax.blogspot.com), 2005 – current
• The FIRPTA Manual, A Guide to the Foreign Investment and Real Property Tax Act, Maxwell MacMillan (1991)
• Florida Sales and Use Taxes on Boats – Compliance and Planning Manual, Florida Tax Publications (1995)
• Bureau of National Affairs Income Tax Portfolio No. 912 on Foreign Investment in U.S. Real Property
• Co-author, Bureau of National Affairs Income Tax Portfolio No. 89 on Private Foundation Self-Dealing Rules
• Co-Author, Estate Freezing, in Estate and Personal Financial Planning, Callaghan & Company, 1988
• CFC-FPHC Coordination – A Better Way, 36 University of Florida Law Review, No. 5, p. 1103, 1984
• Backup Withholding on Payments of Interest by Banks and Savings and Loan Association to Nonresident Alien Individuals, 2 Journal of Bank Taxation, 1989
• Structuring Foreign Investments in U.S. Real Property, Tax Ideas (1991) by Macmillan, Inc.
• Proposed QDOT Regulations Provide No Relief On 2040 (b) Joint Property Circularity Problem, 18 Tax Management Estates, Gifts and Trusts Journal 127, July, 1993
• The Lack of Marketability Discount in the 100 Percent Ownership Situation, Tax Notes, November, 1993
• New Audit Guidelines in the IRS Manual Target FIRPTA Transactions, Journal of Taxation, March 1994
• IRS To Ease Loss Carryover Restrictions, Practical U.S./Domestic Tax Strategies, Vol. 8, Number 11, November 2008
• Tax Results of Settling Trust Litigation Involving QTIP Trusts, Estate Planning Journal (WG&L), January 2009
• Expansion of Conduit Rules: Proposed Regulations Target Use of Disregarded Entities in Financing Arrangements, Practical U.S./International Tax Strategies, Vol 12, Number 20, January 2009
• IRS Provides More Guidance on Unreported Offshore Income, Practical U.S./International Tax Strategies, Vol 13, Number 7, April 15, 2009
• IRS Expatration Guidance is Helpful, but Also Overreaches, Tax Management International Journal, Vol. 39, No. 1, January 8, 2010 & The Florida Bar Tax Section Bulletin, Vo. XXVI, No. 7
• Speaker, University of Miami Heckerling Institute on Estate Planning, January 2010
• Regulations Shift Burden of Uncertain and Contested 2053 Claims and Expenses to Taxpayers, Journal of Taxation (WG&L), March 2010
• Speaker, 29th Annual International Tax Conference, January 2011
• FBAR Reporting Rules for Trusts, Estate Planning (WG&L), July 2011
• Regular Author/Contributor, Leimberg Information Services newsletters
• Author of other articles on various tax subjects

PROFESSIONAL ACHIEVEMENTS

• Florida Bar Board Certified in Taxation
• Fellow, American College of Trust and Estates Counsel (ACTEC)
• ‘AV’ legal ability and general recommendation ratings by Martindale-Hubbell (highest possible rating)
• Included in Best Lawyers in America under Taxation
• Best Lawyers’ “2015 Lawyer of the Year” for Tax Law in the Miami metropolitan area
• South Florida Legal Guide – Ranked in the List of Top Lawyers in South Florida (Business, Tax, & Estate Planning)
• Included in Florida Trend Magazine’s Legal Elite listing
• Former Adjunct Professor, University of Miami School of Law Graduate Tax Program and Graduate Estate Planning Program
• Admitted Member, Society of Trust & Estate Practitioners
• Subject of Biographical Record in Who’s Who in American Law and Chambers USA
• Former Vice-Chairman, Florida Bar Foreign Tax Committee

PROFESSIONAL ORGANIZATIONS

• American Bar Association, Section of Taxation
• American Bar Association, Real Property, Probate & Trust Law Section
• The Florida Bar, Tax Section
• The Florida Bar, International Tax Committee
• The Florida Bar, Real Property, Probate & Trust Law Section
  • Probate & Trust Litigation Committee
    • Lost Wills Subcommittee
• Boca Raton Tax Institute
• Greater Boca Raton Estate Planning Council
• Boca Raton International Tax Group
• Member, Professional Advisors Council, Broward Community Foundation