
Charles (Chuck) Rubin crubin@floridatax.com
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
- State of Florida
- United States Tax Court
General Areas of Practice
- Tax (U.S. & International)
- Estate Planning (U.S. & International), Probate, and Prejudgment Asset Protection
- Corporate & General Business Law
- Charitable Planning & Exempt Organizations
Professional Achievements
- Florida Bar Board Certified in Taxation
- Fellow, American College of Trust and Estates Counsel (ACTEC)
- Named 2015, 2017, and 2019 "Lawyer of the Year" by Best Lawyers in Taxation (S. Florida metropolitan area)
- 'AV' legal ability and general recommendation ratings by Martindale-Hubbell (highest possible rating)
- Included in Best Lawyers in America Guide under Taxation
- FinanceMonthly Global Awards - USA Estate Planning Lawyer of the Year
- Included in Super Lawyers Guide under Estate Planning & Probate
- 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
- Subject of Biographical Record in Who's Who in American Law and Chambers USA
- Former Vice-Chairman, Florida Bar Foreign Tax Committee
- Included in Chambers HNW Guide (The World's Leading High Net Worth Advisors)
- Included in Boca Raton's Expert Attorneys Guide (Published by the Boca Raton Observer)
Professional Organizations
- The Florida Bar, Tax Section
- The Florida Bar, International Tax Committee
- The Florida Bar, Real Property, Probate & Trust Law Section
- The Florida Bar, RPPTL Probate & Trust Litigation Committee
- The Florida Bar, RPPTL Trust & Estate Tax Committee
- The Florida Bar, RPPTL Trust Law Committee
- The Florida Bar, RPPTL Lost Wills Subcommittee (Chairman)
- Boca Raton Tax Institute
- Greater Boca Raton Estate Planning Council
- Boca Raton International Tax Group
- FAU, United Way, & PBC Community Foundation Wealth Estate Planning Seminar Steering Committee (Founding Member & 2016 Chairman))
- UF Advisors Network (Founding Member)
- Professional Advisors Council, Broward Community Foundation
Books & Publications (Not Exhaustive)
- Rubin on Florida Homestead, a book/treatise on all things homestead (2018) by Florida Tax Publications
- 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 Invest ment 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 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
- IRS Provides More Guidance on Unreported Offshore Income, Practical U.S./International Tax Strategies, Vol 13, Number 7, April 15, 2009
- 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
- Roundup of Recent Estate Planning Developments, Estate Planning, September 2015 (Vol. 42, Number 9)
- Recent Tax Tidbits from the IRS and Congress, Estate Planning, March 2016 (Vol. 43, Number 3)
- Regular Author/Contributor, Leimberg Information Services newsletters
- Author of other articles on various tax subjects