Sailfish Chapter - Vero Beach Meeting CPE Meeting -Probate/Trust Accouting

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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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Overview

1.0 Credits
IN-PERSON

Probate/Trust Accouting & Litigation
Credit(s) and Type: 1 | AA
Speaker Name: Brad Gould and Dana Apfelbaum

Brad Gould

Brad Gould has more than 17 years of experience counseling and representing closely-held businesses, business owners and their families, individuals, trustees and personal representatives in the full range of business, tax and estate planning needs. Brad guides business owners through all stages of the life cycles of their businesses, from formation and governance to mergers and sales and succession planning, to day-to-day business and tax needs. He also counsels business owners on their relationships with their entities and other owners, and he represents both businesses and individuals before the IRS in tax matters.

Additionally, Brad provides comprehensive estate planning services, including preparation and administration of wills, trusts and prenuptial agreements. He also handles probate and trust administration, as well as litigation involving estates and trusts.

Brad is board certified in tax law by The Florida Bar. He serves as a vice-chair of the American Bar Association Tax Section’s S Corporations Committee and is a fellow of the American College of Tax Counsel.

Dana M. Apfelbaum

Ms. Apfelbaum practices in the areas of federal income, estate, and gift tax law and family business succession planning. She counsels individuals in estate planning, with an emphasis on implementing the client’s objectives, asset protection and minimizing wealth transfer taxes. Ms. Apfelbaum also represents fiduciaries through all stages of probate, estate and trust administration. In addition, she represents businesses and business owners in all types of business and tax matters, including choice of entity, mergers and acquisitions, reorganizations, other general business matters, and succession planning. Ms. Apfelbaum is Board Certified by the Florida Bar as an expert in the area of Wills, Trusts and Estates.

Chapter Registration Contact
Name: Mari Huff CPA, PA
Email: m.huff@marihuffcpa.com
Phone: 7728882042

Meal Description

Meal includes a choice of 3 menu items and a soft drink.

Member Cost $40
Non Member Cost $60
Student Cost: FREE

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Call Member Services at (800) 342-3197.

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    Florida Institute of CPAs
    3800 Esplanade Way, Suite 210
    Tallahassee, FL 32311
    Please make checks payable to: Florida Institute of CPAs


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Announcements

Special Message

Future Meetings

Future Meetings of the Sailfish Chapter FICPA as follows:

·         August 21, 2019, Palm City

·         September 4, 2019, Fort Pierce

·         September 17, 2019, Vero Beach

·         September 18, 2019 Palm City

Sponsor Information

The Sailfish Chapter FICPA graciously thanks its Annual Corporate Sponsors for their continuing support throughout the year.

TD Bank

The Pension Source Incorporated

Sessions/Options

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

Tuesday, August 20, 2019

General Sessions