Brevard Chapter FICPA Monthly Meeting
Alternative Investments for IRAs
Presented by Jason Debono of NuView IRA Inc.
2 Hours TB
NuView IRA will show how to use retirement funds to invest in alternative assets such as real estate, mortgage, private placements and precious metals. Attendees will learn the rules and regulations that must be adhered to in order to keep the IRA within IRS compliance. Jason as been in the self-directed IRA industry for 8 years. He is currently the VP of NuView IRA, Inc. He speaks regularly to legal and accounting and investment professionals. He is a graduate of the Univ. of Central Florida, is active in promoting personal finance education in local high schools, and is very involved in the Wheelchair Foundation, recently distributing 150 chairs to needy recipients in Guatemala.
Proper Handling of Attorney Escrow Funds
Presented by Matthew Herdeker, CPA
1 hour A&A
Currently is an auditor for the Orlando branch of the Florida Bar. He has conducted hundreds of compliance audits of attorney trust accounts and investigated numerous cases involving the misappropriation of trust funds. Matthew has been qualified as an expert witness in trust accounting matters in Bar disciplinary proceedings. Prior to working with the Bar, he spent 8 years as an auditor for Fidelity National Financial Inc. conducting nationwide investigations of embezzlements. Matthew is also a Certified Fraud Examiner, a Certified Internal Auditor, Certified in Financial Forensics, and a former private investigator.
3:00 - 3:30 Check in
3:30 - 5:25 Speaker 1
5:30 - 6:25 Speaker 2
6:30 - dinner and announcements
Please select one of the follow; (it will not be a buffet)
Salmon with Dill Sauce
Register by Phone
Call Member Services at (800) 342-3197.
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
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Meal Choice (if applicable):
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
August 26, 2014