Suncoast and West Coast Joint Meeting Breakthrough to Excellence

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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

9.0 Credits
IN-PERSON

Chapter Registration Contact
Name: Bill Moore
Email: bmoore@penservco.com
Phone: 7274459770x101

Meal Description

Member Cost $90/$45
Non Member Cost $135/$60
Student Cost: $10

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:
    Name:
    Member Number:
    Firm:
    Meal Choice (if applicable):

Announcements

Suncoast and West Coast Joint FICPA Chapter Meeting

9 Hours CPE  1 hour A&A

Legislative Update, and Business Planning Tools for CPA’s

 

9:30– 10:30         Registration, Danish, Coffee

10:30 “HSA’s as a Business Planning  and Tax Tool”

Stewart Gooding, Regional VP, HSABank,  Milwaukee, WI

11:20 “SBA Financing Options “

Greg O’Dell, SBA Vice President, TD Bank

12:10 “Invest in Real Estate Tax Free”

Larissa Green, Director of Education, AdvantaIRA, Largo/Atlanta

1:00– 1:30 Lunch Break

1:30 “Opportunity Zones: How TCJA can help Your clients defer, reduce & eliminate capital gains”

Matt Chancey, CFP,   CIO, CLARAPHI, Tampa Fl

2:20 “War Stories from Business Cyber Claims”

C. Michael Halfast, CPA, Risk Avoidance Managers

3:10 “Preparing Your Client’s Business for Sale”

Robert L. Chapman, Esq.  Bush Ross, PA, Tampa

4:00 “Legislative Update From Tallahassee”

Justin Thames, Director of Government Affairs, FICPA, Tallahassee

 

4:50– 5:20 Break, Cocktails, Dinner

 

5:20– 7:00 “Thorny Issues and Creative Planning to Avoid Income Taxes Under Section 199A”

“Practical Asset Protection Planning that CPA's Can Quarterback for Their Clients “

Alan S. Gassman, Esquire

Brandon L Ketron, Esquire,  CPA

Gassman, Crotty & Denicolo, PA

 

COST: Member: $90 All Day, Lunch Dinner, Drink Ticket, 9 Hours CPE/ $45 Evening Event, Dinner, Drink Ticket, 3 Hours CPE

Non-Member: $135 All Day, Lunch Dinner, Drink Ticket, 9 Hours CPE/$60 Evening Event, Dinner, Drink Ticket, 3 Hours CPE

$10 for Students (evening event only)

 

Register at FICPA.org  All credits will be posted on your CPE Tracker

 

Special Message

Future Meetings

Sponsor Information

Sessions/Options

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

Thursday, June 20, 2019

General Sessions