Estate & Trust
John R. Anzivino leads Kaufman Rossin’s estate, trust and exempts organization practice and private client services.
John R. Anzivino leads Kaufman Rossin’s estate, trust and exempts organization practice and private client services. He leverages his expertise in the estate and trust field to help clients and families plan the transition of their businesses and wealth.
He specializes in estate planning services and advises clients on tax planning, filing of estate tax forms, representation before the IRS for tax examinations, preparation of state and federal income tax returns, post-mortem tax planning and final Form 1040 filing for decedent.
Before joining the firm, John worked in Coopers and Lybrand’s tax practice and as a trust officer administering estates and trusts at Southeast Bank.
With his extensive knowledge of the estate and trust field, John writes for and has been quoted in financial news and business publications including Bloomberg, Financial Advisor, Trusts & Estates, Business News Daily, WealthManagement.com, Miami Herald and Florida Trend.
John is an adjunct professor at the University of Miami Law School Masters in Taxation program and is a frequent lecturer for various professional groups.
He earned a Master of Business Administration in Accounting/Finance and a Bachelor of Science in Industrial Management.
Active in the community, John has served on the College Assistance Program (CAP) board of directors for more than 30 years, including two terms as president. He is also a board member of the Deering Estate Foundation. He assisted Probate Judge Marie Korvickas as her campaign treasurer, and has volunteered his time and expertise with The Miami Foundation, The Red Cross, Labrador Rescue and the University of Miami.
John is a Certified Public Accountant in Florida and a member of the Florida Institute of Certified Public Accountants, American Institute of Certified Public Accountants, Estate Planning Council of Miami-Dade County and the Partnership for Philanthropic Planning, which has honored him with the Professional Advisor of the Year Award. In addition, he is the founding president of the Partnership for Philanthropic Planning of Miami-Dade.
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