Central Florida - Pract Forum - Succession Planning

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Online registration for this course is now closed. Please contact the Member Service Center at
(800) 342-3197 if you wish to inquire about registering.

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1.0 Credits

Succession Planning
Credit(s) and Type: 1 | Technical Business
Speaker Name: Timothy B. Caldwell, AIF

Timothy B. Caldwell, AIF: Tim has been creating and servicing qualified plans since 1984.  An accounting graduate from the University of Central Florida, Tim’s knowledge of accounting and tax allows him to provide his clients, CPAs, financial advisors and attorneys with assistance in the design, implementation, and compliance of qualified retirement plans, buy/sell arrangements and succession planning.

Tim joined Pension Investors Corporation of Orlando, Inc. in 1994. The firm provides traditional employee benefit programs, which include cross-tested profit-sharing plans and dual tested Defined Benefit plans.  Tim is a past president and former board member of the Central Florida chapter of the American Society of Pension Professional and Actuaries (ASPPA).

Succession Planning:

  • Why do so many small business owners have trouble selling their business?
  • Can you actually sell your business without paying capital gains tax?
  • Which is most uncomfortable?
    • Admitting you were wrong to your spouse
    • Beginning a new exercise routine
    • Colonoscopy
    • Determining the true value of a business
  • There will be time for questions at the conclusion of the session

Chapter Registration Contact
Name: John J Coffey
Email: jace911@earthlink.net
Phone: (407) 616-6773

Meal Description

Member Cost 10.00
Non Member Cost 15.00
Student Cost: Free
Special Cost: Add $4.00 for Breakfast

Register Online
Click "ADD TO CART" button below.

Register by Phone
Call Member Services at (800) 342-3197.

Register By Mail
Not paying online? Use our check remit form to pay for your event by check. This form contains our mailing address and payment instructions.

  • Mail your reservation payment to:
    Florida Institute of CPAs
    3800 Esplanade Way, Suite 210
    Tallahassee, FL 32311
    Please make checks payable to: Florida Institute of CPAs

  • Include with payment:
    Event Name:
    Member Number:
    Meal Choice (if applicable):



Please select the appropriate session or option below to continue with your online purchase.

Tuesday, July 16, 2019

General Sessions