Estate Planning in 2014
Presented by Barry Siegel
CPE: 2 Hours TB
Estate Planning Overview
Why Most Estate Plans Don’t Work and How to Fix Them
Elder Law Overview: Medicaid and Veterans Benefits
Questions and Answers
BARRY D. SIEGEL, ESQ., counsels individuals and families with respect to Trust and Estate Planning and Asset Protection utilizing both domestic and foreign strategies. He also represents beneficiaries and fiduciaries of estates and trusts regarding tax, and probate and trust law issues. The practice also includes Elder Law Planning including Medicaid Planning, Veterans Benefits and Special Needs Planning. Mr. Siegel is the Principal of the Law Firm, The Siegel Law Group, P.A. with offices located in Boca Raton, Palm Beach Gardens, Fort Lauderdale, Aventura and Miami.
Registration: 7:45 a.m.
Program: 8-10 a.m
The Boca Club Breakfast
Home Style Muffins and Flaky Croissants
Fresh Bagels and Cream Cheese
Sliced Seasonal Fruit
Sweet Butter, Grape and Strawberry Jams
Farm Fresh Scrambled Eggs with Chives
Smoked House Bacon
Freshly Brewed Colombian Coffee
Freshly Squeezed Florida Orange Juice
Regular and Decaffeinated Selected Teas
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
P.O. Box 5437
Tallahassee, FL 32314-5437
Please make checks payable to: FLORIDA INSTITUTE OF CPAs
Include with payment:
Meal Choice (if applicable):
Chapter Registration Contact
Howard Isaacs, Registrar
Cancellation & Refund Policy
Cancellations on chapter events will be accepted up to 3 business days prior to the event and will receive a full refund.
Please Note: Cancellations must be made through the FICPA Member Service Center at (800) 342-3197. Cancellations cannot be processed via the website.
Save the Date
January 28, 2014
Annual Dinner Tax Season Kickoff Dinner, featuring...
The return of Larry Stein with more tax season updates
Debbie Rodkin from Beford Associates on the new Repairs & Maintenance regulations
Atlantic Chapter on Facebook: Your Atlantic Chapter of the FICPA now has a page on Facebook! Our calendar for the year will be posted there as well as pictures from past events. CPE, networking and social opportunities ... that will be the place to look. Follow us on Facebook: ttp://www.facebook.com/ficpa.atlantic.
As a member of the Atlantic Chapter, you are eligible for a 20 percent discount on more than 175 CCH tax and accounting books including U.S. Master Tax Guide, U.S. Master Depreciation Guide, Internal Revenue Code, Income Tax Regulations, and State Tax Handbooks. Please go to http://www.tax.cchgroup.com/members/ficpaac.Our Chapter Code is Y5887.
The Siegel Law Group, P.A.
Offices in: Boca Raton • Ft. Lauderdale • Aventura • Palm Beach Gardens • Miami