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FICPA Tax & Financial Planning Conference - Both Days

Description

  • Length: 16 Hours
  • New! Tax & Financial Planning Conference

    Thursday, December 6 - Friday, December 7, 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)

    Day 1 - Thursday, December 6, 2012

    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.

    Friday, December 7, 2012

    8:00 - 9:40 am  - The Top Ten International Tax Issues For CPAs and How To Handle Them In Practice (Credits 2 TB)
    Leslie A. Share, Esq, Shareholder / Packman, Neuwahl & Rosenberg, PA, Coral Gables, FL
    Jeffrey A. Neiman, Attorney / Law Offices of Jeffrey A. Neiman, Ft Lauderdale, FL
    Charles Rubin, Attorney/Managing Partner / Gutter Chaves Josepher Rubin Forman Fleisher PA, Boca Raton, FL
    This presentation will be a combination individual speaker review and panel discussion in connection with the most important "inbound" and "outbound" international tax issues currently encountered by CPAs. The speakers will also analyze how to determine and handle the related U.S. tax and compliance considerations, along with the appropriate methods of dealing with current and prospective clients and other professionals once such issues become apparent.

    9:55 - 10:45 am - Bankruptcy, Insolvency and Taxation (Credits 1 TB)
    Samuel C. Ullman, Partner / Bilzin Sumberg Baena Price & Axelrod LLP, Miami, FL
    This presentation will address, with respect to bankrupt and insolvent persons and entities, the creation of a new taxable entity, reporting requirements, return filing requirements, prompt determinations, tax discharges, tax liens and tax preferences.

    10:50 - 11:40 am - Best Practices on Handling the Estate Tax Audit (Credits 1 TB)
    Ricardo D. Bazzani, CPA, Senior Manager / Berkowitz Pollack Brant Advisors and Accountants, LLP
    Ft Lauderdale, FL
    This presentation will provide best practices on how to handle an examination of the Estate Tax Return. We will discuss what issues a practitioner should expect in an exam, what the IRS is really looking for, and what your client is expecting. If you prepare a lot of estate tax returns, or you do a lot of estate tax planning, you cannot afford to miss this session.

    12:45 - 1:35 pm - Criminal Tax & Controversy Survey and Update (Credits 1 TB)
    Brian Phillips, Founding Shareholder / A. Brian Phillips, P.A., Orlando, FL
    The course will focus on updates and developments in the Criminal Tax Controversy area.  Old standbys such as eggshell audits, "badges of fraud," and garden variety tax avoidance schemes will be addressed.  In addition, newer areas of focus such as Summons Enforcement, Offshore Accounts/FBAR, and Bank Secrecy Act developments will be highlighted.

    1:35 – 3: 15 pm - Health Insurance Law - Individual and Employer (Credits 2 TB)
    James J. Moore, Senior Account Manager / Solstice Benefits, Inc., Plantation, FL
    The Patient Protection and Affordable Care Act (PPACA) has seen numerous changes and a Supreme Court Ruling since March 23rd, 2010. We will review the changes and show how it will impact you and your clients in 2013 and beyond.
     


     

Basic Course Information

  • CPE Credits: 16
  • Field of Study 1: Technical Business (16 hours)
  • Program Level (Basic, Update, Intermediate, Advanced, Overview): Update
  • Prerequisites: None
  • Advanced Preparation: N/A
  • Producer: Florida Institute of CPAs

Learning Objectives

  • Learning Objective 1: The Tax and Financial Planning Conference seasons your federal taxation skillset. We'll also pepper in long-term care insurance, asset protection and other popular financial and estate planning topics.

Faculty

  • Course Developer: Florida Institute of CPAs
  • Faculty and Production Information

    Course Materials

    • Course Materials
      • FIFT Webcast Combined PPTs (0)
      • FIFT Electronic Manual (0)
      • Important CPE Credit Information_2012 (0)
      • Planning for Family Home 12 7 2012 (0)
      • Four International Tax Issues ficpa 1212 (0)
      • Ullman - Bankruptcy, Insolvency and Taxation (0)
      • Jim Moore (0)
      • Comiter-Entity Chart and Exhibits (25)

    Additional Information

    • Course Registration Requirements: Online Registration
    • Refund/Cancellation Policy: Please contact the ACPEN help desk - 1-800-747-1719 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
    • Complaint Resolution Policy: Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
    • Official Registry Statement: Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org
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