NEW!  Tax & Financial Planning Conference - Day 1

Thursday, December 6, 2012

We're blending the best as we combine the "Estate and Financial Planning" and "Federal Taxation" Conferences into one bigger event. Financial planning is expected to grow much faster than other occupations over the next few years - retiring Baby Boomers combined with shortfalls in pension funds means these two skills are in high demand.

Don't miss this opportunity to spice up your knowledge, excel in the market and get the CPE credit you need!

AGENDA (all times displayed are EST)

8:10 - 9:00 am - Federal Tax Legislative Update (Credits: 1 TB)
Katherine Breaks, Tax Managing Director/WNT / KPMG LLP, Washington, DC
Katherine will address possible tax policy changes in light of the November elections and will provide an update on Congress' progress during the lame duck session.

9:00  - 9:50 am - Estate and Gift Tax Update in the Current Legislative Environment (Credits: 1 TB)
David Pratt, JD, LLM, Partner / Proskauer Rose LLP, Boca Raton, FL
This session will cover the latest developments in the estate and gift tax area, cases that have been decided in the past year, where the estate and gift tax is projected to go in the future, and what you can do to appropriately plan and prepare your clients in the current uncertain environment.

10:05 - 10:55 am - Choice of Business Entity (Credits: 1 TB)
Richie B. Comiter, JD, LLM Senior Partner / Comiter, Singer, Baseman & Braun, LLP, Palm Beach Gardens, FL
Dominick R.  Lioce, Esq, Shareholder / Nason, Yeager, Gerson, White & Lioce, PA. West Palm Beach, FL
The presentation will analyze the tax and non-tax factors involved in entity selection, and why entity selection is so important throughout the life of a business. We will compare partnerships, LLCs, S and C corporations, and discuss which entity is the best vehicle for business, estate planning or investment purposes. We will also highlight current hot topics, strategies, and recent developments in entity selection.

10:55 – 11:45 am - Choice of Business Entity (Continued) (Credits: 1 TB)
Richie B. Comiter, JD, LLM Senior Partner / Comiter, Singer, Baseman & Braun, LLP, Palm Beach Gardens, FL
Dominick R.  Lioce, Esq, Shareholder / Nason, Yeager, Gerson, White & Lioce, PA. West Palm Beach, FL
The presentation will analyze the tax and non-tax factors involved in entity selection, and why entity selection is so important throughout the life of a business. We will compare partnerships, LLCs, S and C corporations, and discuss which entity is the best vehicle for business, estate planning or investment purposes. We will also highlight current hot topics, strategies, and recent developments in entity selection.

12:45 - 1:35 pm - Estate Planning for the Family Home (Credits 1 TB)
Joseph Schimmel, Esq., Attorney / Cohen, Chase & Hoffman, Schimmel PA, Miami, FL
Fredric A. Hoffman, Cohen, Chase & Hoffman, PA, Miami, FL & Joseph Schimmel, Cohen, Chase & Hoffman, PA, Miami, FL
A family's home is often the most valuable asset they own and frequently selected for special treatment in their estate planning.  We will cover the federal tax, Florida Homestead and documentary stamp rules which make effective planning for disposition challenging.

1:40 - 2:30 pm - Income and Estate Tax Issues Surrounding Divorce (Credits 1 TB)
Charles C. Price, CFF, Rehmann, Vero Beach, FL
An overview of the unique issues related to income tax planning and income tax issues in divorce. A review of equitable distribution, spousal support and temporary support and the assistance Florida CPA's can provide to their clients when they are going through one of life's most difficult challenges.    
    
2:45 - 3:35 pm - Tax Credits - How You Can Assist Clients in Securing Lucrative Tax Incentives (Credits 1 TB)
Sonny Grover, Sr. Managing Dir./Exec. V.P.
This presentation will cover various tax incentives available to taxpayers such as the Research and Development Credit, the Domestic Manufacturing Deduction, Green credits, etc. The presentation will provide valuable information on how tax credits and breaks can be procured for small and midsized businesses.
    
3:35 - 4:25 pm - The U.S. and World Economy in 2013 and Beyond (Credits 1 TB)
Stuart A. Schweitzer, V Chairman & Global Markets Strategist / JP Morgan Private Banking, Naples, FL
A post-election discussion of the issues facing the American economy, and an update on the situation in Europe, Asia and Latin America.

4:25 - 5:15 pm - Taking Advantage of Investment Opportunity and Avoiding Investment Pitfalls: Some Thoughts for the World of Today (Credits 1 TB)
Stuart A. Schweitzer, V Chairman & Global Markets Strategist / JP Morgan Private Banking, Naples, FL
A review of the investment landscape and the current opportunity set; building a portfolio to protect us from ourselves. We are only human, after all.