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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