Organizations Filed Purposes:
THE STEP MIAMI BRANCH PROVIDES MEMBERS WITH A LOCAL, NATIONAL AND INTERNATIONAL LEARNING AND BUISNESS NETWORK FOCUSING ON THE RESPONSIBLE STEWARDSHIP OF ASSETS. STEP PROVIDES EDUCATION, TRAINING AND REPRESENTATION FOR MEMBERS.
PRIMARY EXEMPT PURPOSE - TO SUPPORT MEMBERS EDUCATION AND TO RAISE MONEY FOR MEMBER TRAINING AND REPRESENTATION.
MEMBERS RECEIVED THE WEALTH STRUCTURING NEWS DIGEST, AN EMAIL NEWSLETTER WHICH PROVIDES LINKS TO MAJOR NEWS AND UPDATES FOR INTERNATIONAL AND DOMESTIC TAX IN THE TRUST AND ESTATE AREA. DURING THE FISCAL YEAR ENDING MARCH 31, 2020, THE BRANCH HELD 10 LUNCHEONS AND BREAKFAST WITH AVERAGE ATTENDANCE OF 57 MEMBERS, 17 NON-MEMBERS AND 2 STUDENTS. THE BRANCH ALSO HELD AN ANNUAL CONFERENCE WITH OVER 350 ATTENDANCES, INCLUDING MEMBERS, NON-MEMBERS AND STUDENTS.
Executives Listed on Filing
Total Salary includes financial earnings, benefits, and all related organization earnings listed on tax filing
| Name | Title | Hours Per Week | Total Salary |
|---|
| Madelayne Cordero | PROGRAMME OFFICER | 1 | $0 |
| Julio Rodriguez | COMMITTEE MEMBER | 1 | $0 |
| Diego Y Polenghi | COMMITTEE MEMBER | 1 | $0 |
| Maria M Toledo | TREASURER | 5 | $0 |
| Kevin Neal | MEMBERSHIP OFFICER | 1 | $0 |
| Patricia Carral | BRANCH SECRETARY | 1 | $0 |
| Carlos Soto-Raynal | MENTORING PROGRAM OFFICER | 1 | $0 |
| Fabio Concesi | BRANCH VICE CHAIR | 1 | $0 |
| Cecilia B Hassan | BRANCH CHAIR | 5 | $0 |
| Arthur J Dichter | COMMITTEE MEMBER | 1 | $0 |
| John Harris | EVENTS OFFICER | 1 | $0 |
| Rahul Ranadive | EVENTS OFFICER | 1 | $0 |
| Cintia Jasminoy | COMMITTEE MEMBER | 1 | $0 |
| Jennifer Wioncek | STUDENT LIAISON OFFICER | 1 | $0 |
Data for this page was sourced from XML published by IRS (
public 990 form dataset) from:
https://s3.amazonaws.com/irs-form-990/202100269349300210_public.xml