Maximizing Tax Deductions Through Customized Retirement Plans
- Presented by William H. Black, Jr.
- CPE: 2 Hours TB
Bill has been in the pension administration business for over 30 years. As president of PensionSite.Org., he is responsible for the marketing efforts of the firm and assists producers nationally with the sales of qualified plans.
Bill has a B.A. from Rollins College in Business Administration and Economics, is a CLU, life and qualifying member of the Million Dollar Round Table (MDRT), 13 time Court of the Table and 12 time Top of the Table qualifier. Having spoken nationally and internationally on the topics of qualified plans, Bill is a much sought after speaker. Bill has been quoted in USA Today and has been a guest on financial radio shows.
He is certified to teach continuing education to CPA's and insurance professionals. Additionally, he has had numerous articles published in industry journals.
Win The Interview
- Presented by Kevin Poindexter
- CPE: 1 Hour TB
Kevin is the Regional Placement Director for Accounting Principals / Parker + Lynch.
123 South Westshore Blvd.
Tampa, FL 33609
Registration: 3:45 p.m.
CPE: 4 – 5:40 p.m.
Student Roundtables: 4 – 5:30 p.m.
Networking: 5:30 – 6 p.m.
Dinner, Awards and Speaker: 6 – 8 p.m.
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
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.