Jacksonville Chapter- Infusion All-Day CPE Event

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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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7.0 Credits

High-Quality CPE Conveniently Located Near You

Don't miss our fifth Infusion CPE event on January 17, 2020, held at the Jacksonville Marriott in conjunction with the Jacksonville Chapter. You'll have the opportunity to learn from renowned experts and earn up to seven credit hours of CPE while growing the power of your local network.  

U.S. Taxation of Trusts - Domestic and International 
Credit(s) and Type: 2 Technical Business
Speaker Name: Gary A. Forster, J.D., L.L.M. and J. Brian Page, J.D., L.L.M.

In this seminar, we explain the U.S. tax impact of creating, funding and operating both U.S. and foreign trusts.  Issues addressed are relevant to citizens, resident non-citizens and non-resident aliens.  Topics discussed include the tax impact of a change in status of the grantor, trustee and beneficiaries.  Planning strategies presented include gift and estate tax avoidance, pre-immigration and pre-expatriation planning, as well as avoidance of the deemed sale of trust assets.

Financial Planning Update for CPAs - Session 1
Credit(s) and Type: 1 Technical Business
Speaker Name: Terry Seaton

The FICPA and the CPA Profession:  New Year and New Issues for the Profession
Credit(s) and Type: 1 Technical Business 
Speaker Name: Deborah Curry & Abby Dupree

Financial Planning Update for CPAs - Session 2
Credit(s) and Type: 1 Technical Business
Speaker Name: Terry Seaton

A&A Update (General update and Revenue Recognition and new updates for financial reporting as of December 31, 2019)
Credit(s) and Type: 2 Accounting and Auditing
Speaker Name: Ed Grossman


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Friday, January 17, 2020

General Sessions