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Brevard Chapter: Florida Sales & Use/ Business Law & Retirement Insights

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Merrill Lynch

6525 3rd St Ste 500
Rockledge, FL 32955

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3.0 Credits

Member Price $40.00

Non-Member Price $60.00

Overview

Florida Sales & Use Tax
Credit(s) and Type: 1 Technical Business
Speaker Name(s): James Sutton

For this session James Sutton will be reviewing areas of focus for the Florida Department of Revenue. He has over 30 years of experience in this field.

Florida Business Law
Credit(s) and Type: 1 Behavioral
Speaker Name(s):  Heather Cherepkai

Retirement Insights
Credit(s) and Type: 1 Technical Business
Speaker Name(s): Randall Coleman

 

Chapter Registration Contact
Name: Susan Almerez
Email: Salmerez@ask4ci.com


Meal Description
Panera Variety sandwiches and salads.

Member Cost $40
Non-Member Cost $60


Register Online
Click "Add to Cart" button below.

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

Register By Mail

  • Mail your reservation payment to:
    Florida Institute of CPAs
    250 South Orange Avenue, Suite 300P

    Orlando, FL 32809
    Please make checks payable to: Florida Institute of CPAs


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

 

Tuesday, May 20th

General Session

- Florida Sales & Use Tax

James Sutton Jr, Partner, Moffa, Sutton & Donnini, PA

James Sutton Jr

James Sutton is both a CPA and Attorney whose specialty is Florida sales and use taxes. As a shareholder in the firm Moffa, Sutton, & Donnini, PA, Mr. Sutton’s firm handles cases from audit through appellate litigation, collections, criminal defense, and consulting. Mr. Sutton is a long standing member of the FICPA and the former chairman of the state tax committee for the FICPA. You can reach him at JamesSutton@FloridaSalesTax.com or 813-775-2131.

Start and end time may vary slightly.

This session is available to registrants only.

General Session

- Florida Business Law

Heather Cherepkai

Heather Cherepkai

Heather is a highly skilled and experienced business litigator who concentrates on complex business litigation and business transactions. Ms. Cherepkai is a strong advocate for businesses and their owners, representing clients in state and federal courts as well as arbitration. Heather’s experience in complex business litigation includes business fraud, breach of contract, negligent and fraudulent misrepresentations, tortious interference, injunctive relief, non-compete agreements, commercial real estate, and other business disputes.

Heather’s career has spanned from her beginnings as an Assistant Public Defender in which she conducted numerous jury trials before she ultimately transitioned into her career in the practice of business law in 2013.

Start and end time may vary slightly.

This session is available to registrants only.

General Session

- Retirement Insights

Randall Coleman, Senior Vice President, Wealth Management Advisor, Portfolio Manager, Merrill Lynch

Randall Coleman

Randy Coleman is a Financial Advisor in the Rockledge, Florida, Merrill Lynch office. He works with his clients and their other professional advisors to create an overall wealth management strategy tailored to each individual or family’s unique circumstance. Randy earned his B.S. degree in Accounting from the University of Central Florida and actively maintains a CPA Certification in Florida. While not practicing as a CPA at Merrill Lynch, his continued involvement in the profession enable him to offer assistance on complex taxation, wealth transfer, and estate planning issues to clients and their other professional specialists. Randy does not provide tax advice in his current role at Merrill Lynch. He first joined Merrill Lynch in 1994 and has been serving clients in the financial services industry since 1983. Randy is Past President of Titusville Sunrise Rotary, the Brevard County Chapter of Certified Public Accountants, The Brevard County Estate Planning Council, and the Friends of the Children’s Advocacy Center of Brevard. He currently serves on the Executive Committee of the Jess Parrish Medical Foundation Board of Directors. Other current board positions include: Titusville YMCA, United Way of Brevard County, Eastern Florida State College Foundation and The Brevard County Civilian Military Relations Council. 

Randy resides in Titusville with his wife Mary. They have two children, Randall and Marissa.

Start and end time may vary slightly.

This session is available to registrants only.

Non-Member Price $60.00

Member Price $40.00