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May Meeting Notice 

05/17/2011

SPEAKER, TOPIC, AND CPE INFORMATION:
Succession Planning
Speaker: Nick Lioce  

Topic: Mr. Domenick R. Lioce, Esq., CPA will discuss different aspects of succession planning and the various estate and income tax implications of succession planning decisions.

CPE: 3 hrs (TB)

Mr. Domenick R Lioce Esq., CPA is a practicing attorney at Nason, Yeager, Gerson, White & Lioce, P.A. Mr. Lioce areas of legal practice include corporate law, estate & trust, general business law and tax law. Mr. Lioce is a Member of the Florida Bar Association: Member of the Tax Section, Chair-Elect and Member of the Tax Section Board of Directors, Member of the Executive Council, and Chairman of the Tax Sponsors Committee and Chairman of the Long-Range Planning Committee. He is also a Member and Vice Chairman of The Business Law Section Bar/FICPA Liaison Committee; Member of the Drafting Committee of the New Florida Revised Limited Liability Company Act; Former Member of the Drafting Committee of The Florida Revised Limited Partnership Act and the Florida Revised Partnership Act.

Course(s) subject to approval by the Florida Department of Business and Professional Regulation

LOCATION:
Bear Lakes Country Club
1901 Village Boulevard
West Palm Beach, FL 33409
561.478.0001

www.bearlakes.org

Exit I-95 at Palm Beach Lakes Boulevard and proceed west to Village Boulevard. Turn right on Village Boulevard and continue north for one mile to the Bear Lakes Clubhouse on the left. 

TIME:
Registration: 2:45 PM
hors d'oeuvres, Beverages & CPE Program: 3:00-6:00 pm  

COST:
$30 includes 3 hr of CPE, Dinner & Refreshments  

$35 for late registrations (after 05/16/2011)  

Full fee will be charged for non-attended RSVPs  

MENU:
A Chef attended station and beverages will be available 

RESERVATIONS:

Contact Stuart Neiberg at
sneiberg@hcfmv.com  
954-494-9666 Phone  

Click here to register online with your credit card

Late cancellation date is: 05/16/2011
RSVP date is: 05/16/2011  

OTHER ANNOUNCEMENTS:
Mail your payments payable to "FICPA Palm Beach Chapter" to:
C/O Stuart Neiberg
351 Puritan Road
West Palm Beach, FL 33405

**INTERESTED IN JOINING OUR BOARD??**
The local chapters of the FICPA are run completely by volunteers (with a lot of help from Tallahassee!). If you are interested in getting involved, please contact one of the officers (see the left margin for contact information). 

THANK YOU TO OUR CURRENT SPONSOR

UBS Financial

UBS Financial is one of the world’s leading wealth managers. For more than 150 years—in major financial centers around the world—UBS has managed wealth for private clients and demonstrated strength through ever-changing economic climates. Today, few firms rival our distinctive combination of wealth and asset management and investment banking, or our global footprint and infrastructure.

The Barron Group, at UBS Financial Services Inc. Palm Beach, is a six member team offering full service, customized financial planning to affluent individuals. The team offers over 60 years of financial services industry experience and specializes in the building and management of highly personalized portfolios. In delivering the UBS Client Experience, The Barron Group takes the time to understand our client's needs and goals and proactively provides appropriate solutions.

The three partners are:
Michael S. Barron CFP® – Senior Vice President – Investments, Senior Portfolio Manager, Portfolio Management Program
Ronnie C. Simpson - Vice President – Investments, Senior Portfolio Manager, Portfolio Management Program
Todd Barron CFP®, ChFC®, CLU® - Vice President – Investments, Senior Portfolio Manager, Portfolio Management Program  

Telephone: 561-659-9585 / 888-310-9378

Email: barrongroup@ubs.com   
Web: www.ubs.com/team/barrongroup   

Factor King

Factor King is a direct financial provider that specializes in factoring invoices for companies that maintain commercial accounts in almost any industry. Factor King is a New York based company that has recently established a presence in South Florida.
Factor King offers credit facilities that range from $50,000 to $5,000,000 and purchases individual invoices that range in size from $5,000 to $500,000.

Laura Arias
Business Development Manager
1044 N US Hwy 1
Suite 201
Jupiter, FL 33477
800-918-7830 [Main]
800-918-7830 [Fax]
561-541-5085 [Cell]
larias@factorking.com
FactorKing.com   

  **THANK YOU TO OUR PREVIOUS SPONSORS**

Fifth Third Bank
ADP  

**TENTATIVE 2010-2011 SCHEDULE**
06/07/2011 Not for Profit Financial Statements (A&A) - 3 hours CPE
06/21/2011  Fiduciary Accounting (A&A) - Shelly Wald - 3 hours CPE
 

No July or August Meetings