Suncoast and West Coast Joint Meeting Breakthrough to Excellence

Printer Friendly
Text Size: A A A A
Back New Search


9.0 Credits

Chapter Registration Contact
Name: Bill Moore
Phone: 7274459770x101

Meal Description

Member Cost $90/$45
Non Member Cost $135/$60
Student Cost: $10

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
    3800 Esplanade Way, Suite 210
    Tallahassee, FL 32311
    Please make checks payable to: Florida Institute of CPAs

  • Include with payment:
    Event Name:
    Member Number:
    Meal Choice (if applicable):


Suncoast and West Coast Joint FICPA Chapter Meeting

9 Hours CPE  1 hour A&A

Legislative Update, and Business Planning Tools for CPA’s


9:30– 10:30         Registration, Danish, Coffee

10:30 “HSA’s as a Business Planning  and Tax Tool”

Stewart Gooding, Regional VP, HSABank,  Milwaukee, WI

11:20 “SBA Financing Options “

Greg O’Dell, SBA Vice President, TD Bank

12:10 “Invest in Real Estate Tax Free”

Larissa Green, Director of Education, AdvantaIRA, Largo/Atlanta

1:00– 1:30 Lunch Break

1:30 “Opportunity Zones: How TCJA can help Your clients defer, reduce & eliminate capital gains”

Matt Chancey, CFP,   CIO, CLARAPHI, Tampa Fl

2:20 “War Stories from Business Cyber Claims”

C. Michael Halfast, CPA, Risk Avoidance Managers

3:10 “Preparing Your Client’s Business for Sale”

Robert L. Chapman, Esq.  Bush Ross, PA, Tampa

4:00 “Legislative Update From Tallahassee”

Justin Thames, Director of Government Affairs, FICPA, Tallahassee


4:50– 5:20 Break, Cocktails, Dinner


5:20– 7:00 “Thorny Issues and Creative Planning to Avoid Income Taxes Under Section 199A”

“Practical Asset Protection Planning that CPA's Can Quarterback for Their Clients “

Alan S. Gassman, Esquire

Brandon L Ketron, Esquire,  CPA

Gassman, Crotty & Denicolo, PA


COST: Member: $90 All Day, Lunch Dinner, Drink Ticket, 9 Hours CPE/ $45 Evening Event, Dinner, Drink Ticket, 3 Hours CPE

Non-Member: $135 All Day, Lunch Dinner, Drink Ticket, 9 Hours CPE/$60 Evening Event, Dinner, Drink Ticket, 3 Hours CPE

$10 for Students (evening event only)


Register at  All credits will be posted on your CPE Tracker


Special Message

Future Meetings

Sponsor Information


Please select the appropriate session or option below to continue with your online purchase.

Thursday, June 20, 2019

General Sessions

Add to Cart