Mobile Edition

Southwest Florida - Tax Update (SW011718)

Date:Wednesday, January 17, 2018
Time:3:30pm - 5:30pm
(Registration at 3:00pm )
Facility:Edison Restaurant, Ft Myers
CPE Credit:2.0 Technical Business
Instructors: Amy Dalen Michael P. DeLuca, CPA,MBA
Vendor:Florida Institute of CPAs (Chapter)
Early Bird Price:$30.00 FICPA Members, $45.00 Non-Members


Tax Update
Credit(s) and Type: 2 | Technical Business
Speaker Name: Amy L. Dalen & Michael DeLuca

Amy L. Dalen, JD is a Principal at HBK CPAs & Consultants and provides support services for the
CPAs in all HBK offices.
She is a member of the HBK Tax Department, specializing in estate, gift, trust, and individual
taxation. As a member of the HBK Tax Department, Ms. Dalen researches complicated tax issues,
provides compliance reviews for tax returns and trust accountings, and analyzes and plans for the
estates of high net worth individuals. She works closely with the other professionals of HBK, their
clients, and the attorneys and other professionals that make up the client’s team of advisors.
Prior to joining HBK, she worked for a Top 100 accounting firm in Maine preparing and reviewing
complicated tax returns, providing tax planning for high net worth individuals and their businesses,
and researching complicated tax issues.
Amy lives in Naples with her husband, Shaun, daughter, Aria, and their pets: a mini-husky, Kota, and
a polydactyl cat, Monkey.

Michael DeLuca, CPA, MBA, is a Principal with HBK in their Fort Myers and Naples offices.
Michael works extensively with closely held corporations, partnerships, small to middle market
businesses, large private corporations and individuals. He specializes in the areas of strategic
business consulting and structuring, tax planning and preparation, and domestic and international
compliance. Prior to joining HBK CPAs & Consultants, he spent time as a Manager at Ernst &
Young and Deloitte Tax LLP in their Atlanta, Georgia and Miami, Florida offices.


Chapter Registration Contact
Name: Stacy Carlson
Phone: (239) 325-5200

Meal Description

Dinner is included with your registration!  

Member Cost $30
Non Member Cost $45
Student Cost: $0

Register Online
Click "ADD TO CART" button below.

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):


We will be presenting the FICPA Scholarship awards before the presentation begins.

Special Message

Future Meetings

Sponsor Information

Thank you to our generous sponsor Finley Wealth Management for sponsoring our Tax Update meeting.    Happy Hour will begin at 5:30pm.


If listed below, select the appropriate sessions or options to continue with your purchase.

Registration Status: CLOSED - Online registration for this course is now closed. Please contact the Member Service Center at (800) 342-3197 if you wish to inquire about registering.
Wednesday, January 17, 2018
General Sessions
Professional Attendee

Student Attendee