Brevard - Alternative Investments for IRAs / Proper Handling of Attorney Escrow Funds (BE072214)

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REGISTRATION STATUS: CLOSED - Online registration for this course is now closed. Please contact the Member Service Center at (850) 224-2727 or (800) 342-3197 if you wish to inquire about registering.

Date:Tuesday, July 22, 2014
Time:3:30pm - 6:30pm (Registration at 3:00pm )
Facility:Holiday Inn Hotel & Conference Center, Melbourne
CPE Credit:1 Accounting and Auditing
2 Technical Business
Instructor: Jason DeBono
Vendor:Florida Institute of CPAs (chapter)
Subject:Administrative Practice


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.

Event Schedule
3:00 - 3:30 Check in
3:30 - 5:25 Speaker 1
5:30 - 6:25 Speaker 2
6:30 - dinner and announcements

Meal Description
Please select one of the follow; (it will not be a buffet)
Chicken Marsala
Salmon with Dill Sauce
Pasta Primavera


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

Include with payment:
Event Name:
Member Number:
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

Regular Price: $40 FICPA Members, $40 Non-Members

Tuesday, July 22, 2014
Meal Preference: (select one)
Chicken Marsala

Salmon with Dill Sauce

Pasta Primavera