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Estate & Financial Planning Conference
Dec. 4-5, 2008 I Ft. Lauderdale
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Help shape your clients’ futures by learning the latest information and planning ideas for CPAs engaged in financial and estate planning. The FICPA Estate & Financial Planning Conference offers you valuable knowledge in the areas of long-term care insurance, asset protection, business valuation considerations in estate planning and more. Breakout sessions in Financial Planning and Insurance will perfect your wares and let you customize your conference experience. With sessions that provide CPE, CFP and DOI credit, you can attend courses most relevant to you.
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ir F uture.
Your Hands.
CPE Credit
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Estate & Financial Planning Conference
at-a-glance
Thursday
8:00-8:30 a.m. 8:30-8:40 a.m. 8:40-9:30 a.m. 9:30-10:20 a.m. 10:35a.m.-12:15 p.m. 12:15-1:15 p.m. 1:15-2:05 p.m. Breakout 1: Breakout 2: 2:05-2:55 p.m. Breakout 3: Breakout 4: 3:10-4:00 p.m. 4:00-4:50 p.m. 4:50-5:40 p.m. 5:40-6:30 p.m.
Dec. 4
Registration and Continental Breakfast Introduction and Opening Remarks IRA Planning Legal Documents for the Elderly Fiduciary Accounting Lunch Concurrent Breakouts – Please Choose One Financial Planning Alternatives for Baby Boomers and Seniors LTC Insurance and Florida’s Partnership Program Concurrent Breakouts – Please Choose One Preserving Capital Without Sacrificing Growth in Volatile Markets Life Insurance Update: The Good, the Bad and the Ugly ETF Basics: An Introduction to Exchange Traded Funds Top 10 Tax Tips for Selection of Investments Asset Protection Planning: Newest Cutting-Edge Techniques Cocktail Reception
Friday
7:45-8:15 a.m. 8:15-9:05 a.m. 9:05-9:55 a.m. 10:10-11:00 a.m. 11:00-11:50 a.m. 11:50 a.m.–12:45 p.m. 12:45–1:35 p.m. 1:35–2:25 p.m. Breakout 5: Breakout 6: 2:25-3:15 p.m.
Dec. 5
Continental Breakfast Gift and Estate Tax Planning Using Trusts Estate Planning During Turbulent Times Estate Planning Considerations in Alternative Lifestyle / Domestic Partnerships Business Valuation Considerations in Estate Planning Lunch CPA Elder Planning and Support Services Concurrent Breakouts – Please Choose One Planning for the Florida Physician Insurance 101: Business and Personal Investor Initiated Life Insurance – You and Your Clients are at Risk
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Dec. 4
8:00-8:30 a.m. Registration and Continental Breakfast 8:30-8:40 a.m. Introduction and Opening Remarks Steve Gavalas, CPA Conference Chair 8:40-9:30 a.m. IRA Planning (1 TB) Kristen Lynch, Esq. Attorney / Ruden McClosky / Boca Raton This session surveys retirement plans and the critical legal and tax issues associated with plan holders, such as the components-distribution rules, associated taxes, and potential penalties of many familiar plans, with a focus on IRAs. 9:30-10:20 a.m. Legal Documents for the Elderly (1 TB) Leonard E. Mondschein, Esq. Elder Law Attorney / Mondschein & Mondschein Miami This session highlights legal documents the elderly client should have and how they should be drafted. 10:35a.m.-12:15 p.m. Fiduciary Accounting (2 AA) F. Gordon Spoor, CPA/PFS Managing Shareholder / Spoor & Associates St. Petersburg For those who prepare fiduciary accountings for estates or trusts, this course provides an overview of Florida’s Principal and Income Act, including current legislative changes under consideration and the impact it will have on your practice. 12:15-1:15 p.m. Lunch 1:15-2:05 p.m. Concurrent Breakouts – Please Choose One Breakout 1: Financial Planning Alternatives for Baby Boomers and Seniors (1 TB) Janette L. Davis, CPA Southeast American Financial Group Pembroke Pines This session will discuss cash funded life insurance alternatives for retirement planning. Breakout 2: LTC Insurance & Florida’s Partnership Program (1 TB) Jeff Sadler, CLTC, CSA President / Sadler Disability Services, Inc. Riverview This talk focuses on the effect of Florida’s State LTC Partnership program on the long-term-care insurance market. Included will be who the program affects; how; and some LTC Partnership case studies to date. 2:05-2:55 p.m. Concurrent Breakouts – Please Choose One Breakout 3: Investing in a Recession and a Volatile Market (1 TB) Rudy Aguilera Principal / Helios, LLC / Orlando Join us as our esteemed speaker shares innovative techniques for reducing volatility in a low-cost, diversified, tax-efficient manner. Breakout 4: Life Insurance Update: The Good, the Bad and the Ugly (1 TB) William C. Miller, CFP®, CLU, ChFC Registered Principal / William C. Miller & Associates / Delray Beach While some life insurance developments represent positive innovations such as better pricing and higher internal rates of return, other changes are less favorable such as the trend toward lower dividend rates on whole life insurance policies, and investor-initiated life insurance. 3:10-4:00 p.m. ETF Basics: An Introduction to Exchange Traded Funds (1 TB) Carl von dem Bussche, CFP®, AIF® President / Financial Guidance Group Palm Harbor Exchange Traded Funds are a rapidly growing investment vehicle in the financial markets. Learn how the fundamental structure of ETFs provides tax, cost, trading, liquidity and diversification benefits for building innovative portfolio solutions.
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Estate & Financial Planning Conference
4:00-4:50 p.m. Top 10 Tax Tips for Selection of Investments (1 TB) Chas P. Smith, CPA/PFS President / Chas P. Smith & Associates, PA, CPAs Lakeand A comprehensive look at income tax strategies used to minimize taxes on traditional and nontraditional investments including stocks, bonds, mutual funds, limited partnerships, foreign securities, real estate and insurance products. The presentation will also stress the importance of not letting the tax wag the tail of the dog. 4:50-5:40 p.m. Asset Protection Planning: Newest Cutting Edge Techniques (1 TB) Richard J. Alan Cahan, JD, LLM Special Counsel / Becker & Poliakoff, PA Coral Gables This presentation provides an update on strategies and alternative methods of asset protection in light of the economic down turn. 5:40-6:30 p.m. Cocktail Reception
GRATs, CRTs and CLTs, as well as other techniques frequently used in turbulent times. 10:10-11:00 a.m. Estate Planning Considerations in Alternative Lifestyle / Domestic Partnerships (1 TB) Richard C. Milstein Shareholder/Attorney / Akerman Senterfitt Miami Planning for the alternative family has become an essential part of life. The divorce rate in the United States is 50% and with many couples living without the benefit of marriage, alternative family planning is a necessity for both planning life planning documents as well as estate documents. We will explore unmarried / unrelated couples' need for protective documentation necessary to protect each other in their relationships. 11:00-11:50 a.m. Business Valuation Considerations in Estate Planning (1 TB) Mel H. Abraham, CPA/ABV, CVA, ASA, CSP Director / Mel H. Abraham, Inc. Simi Valley, California This session focuses on the fundamental underpinnings of valuation and how the use of “Fair Market Value” can be your biggest ally in wealth preservation strategies. Explore related valuation issues and current court cases and positions to get a more meaningful understanding of the importance of valuation and the effective use of the valuation professional in these matters. 11:50 a.m.–12:45 p.m. Lunch 12:45–1:35 p.m. CPA Elder Planning & Support Services (1 AA) Tracey Kinker Gebert, CPA Manager, ElderCare Services / Friedman, Cohen, Taubman & Company, LLC / Plantation This introduction to Elder Care Services includes an overview of the accounting and planning aspects of elder planning and support services including an understanding of the performance and reporting standards a CPA must comply with; the professional standards, engagement procedures, financial statements and other services that are asked of practitioners.
Dec. 5
7:45-8:15 a.m. Continental Breakfast 8:15-9:05 a.m. Gift and Estate Tax Planning Using Trusts (1 TB) David Berezin, CPA Principal / Rachlin LLP / Miami This session highlights various types of trusts in gift and estate planning, with primary consideration given to tax and financial planning aspects. 9:05-9:55 a.m. Estate Planning During Turbulent Times (1 TB) David Pratt, Esq. Partner / Proskauer Rose LLP / Boca Raton When interest rates drop and market volatility increases, estate planners must use techniques best suited for the times. This discussion addresses financial issues associated with traditional planning, such as sales to defective grantor trusts,
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1:35–2:25 p.m. Concurrent Breakouts – Please Choose One Breakout 5: Planning for the Florida Physician (1 TB) Adam Kirwan, JD, LLM Attorney / Kirwan Law Firm / Orlando Focusing on the ups and downs of popular planning strategies, this session covers planning topics relevant to Florida physicians, including personal asset protection, protecting accounts receivable and practice assets and personal estate planning. Breakout 6: Insurance 101: Business and Personal (1 TB) Eric Zeitlin Managing Director / Provenance Wealth Advisors / Ft. Lauderdale This session provides an overview of insurance from both a business and personal perspective. On the personal side, learn about the needs of survivors, shifting wealth to next generations and other strategies. On the business side, learn about funding a buy/sell, cross purchase agreements and much more. 2:25-3:15 p.m. Investor Initiated Life Insurance – You and Your Clients are at Risk (1 TB) Richard K. Newman, CPA, AEP President / Newman & Cohen Financial Management, Inc. / Deerfield Beach CPAs, lawyers and senior citizens are being approached by insurance agents outlining a no-risk plan to sell their ability to purchase life insurance. If you were approached or if you advise senior citizens, this presentation covers the risks you and your clients are exposed to. Remember, if it sounds too good to be true, it usually is!
Conference Site & Accommodations
Ft Lauderdale Marriott North 6650 N. Andrews Ave. Ft. Lauderdale, FL 33309 (954) 771-0440 FICPA Room Rate: $149 Single or Double Hotel Cutoff Deadline: Saturday, Nov. 15 (Reservations made after the cutoff date will be subject to availability and current room rate.) Please call the hotel directly at (954) 771-0440 to reserve your room, and remember to mention the FICPA Estate & Financial Planning Conference to receive the special group rate.
2007-2008 Estate & Financial Planning Conference Planning Committee
Steve Gavalas, Chair Bettie M. Adams Bonnie M. Angueira Kathryn F. Barton Philip H. Friedland Randi K. Grant Lloyd I. Honickman David P. Johnson Monte E. Kane Tomislav “Tom” Loncar James M. Luffman Richard K. Newman Frank X. Olney Jr. Timothy P. Raines Michael O. Reedy Thomas Workman Jr. Donna C. Zeitler
Conference Manuals Online
Conference attendees may download a searchable copy of the participant manual in a PDF file before the conference. To reduce the amount of paper printed, we encourage attendees to use the manual as an electronic reference and print it only if needed. Participants will receive a condensed booklet onsite that includes speaker outlines to use as reference and for note-taking during the conference. We thank you for your support as we reduce paper consumption.
Group Discounts Available
Register 5 or more people from the same organization and receive special group discounts! Restrictions may apply. For more information, visit www.ficpa.org/cpe/policies. (Some restrictions apply.)
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Estate & Financial Planning Conference
Registration
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ways to register for FICPA CPE Programs
Internet registration can be placed at www.ficpa.org/cpe. Fax a completed registration form with credit card information to the FICPA at (850) 681-2433. Call the FICPA Member Service Center at (800) 342-3197 (within Florida only), or (850) 224-2727 to place a credit card order. Mail a completed registration form to: Continuing Professional Education, FICPA, P.O. Box 5437, Tallahassee, FL 32314-5437.
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Firm
Contact Information
FICPA Member No.
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H Check here if registration reflects an address change. H Check here for more information on joining a Section.
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H In accordance with ADA requirements, if you are disabled
and require special services, please check here. Someone from our office will contact you.
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Pricing
Member Price $400 $450 Nonmember Price** $600 $650
Estate & Financial Planning Conference (EFPC) Early Bird Price* Regular Price (after 11/24/08) You will be automatically registered for all General Sessions. Please check one breakout session for each time slot indicating the concurrent session you wish to attend. Thursday, Dec. 4 – Choose one breakout per time slot 1:15 -2:05 p.m. H B01 H B02 H B03 H B04 2:05 -2:55 p.m. Friday, Dec. 5 – Choose one breakout per time slot H B05 H B06 1:35-2:25 p.m.
Subtotal $
Total $
The FICPA is not responsible for checks or registrations delayed or lost in the mail. * Take advantage of the Early Bird Price by registering more than 10 days before the course date and receive $50 off the Regular Price. **Non-members of the FICPA must add appropriate fee per day of instruction. Apply this fee towards an FICPA membership! Visit www.ficpa.org/cpe for more details.
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Method of Payment
H VISA HMasterCard HAmerican Express HDiscover
H Check enclosed in the amount of $ . H Please charge my company-issued credit card: H Please charge my personal credit card:
Cardholder Name Signature
Exp. Date
CPE Policies You May Need To Know
CPE policies may be found on our Web site at www.ficpa.org/cpe/policies.
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Their Future. Your Hands.
www.ficpa.org/cpe (800) 342-3197 (within Florida only)
(850) 224-2727
P.O. Box 5437 • Tallahassee, Florida 32314
Estate & Financial Planning Conference
Dec. 4-5, 2008 I Ft. Lauderdale