N Dade/S Broward - Medicare and Maximizing Tax
Overview
Medicare Annual Enrollment, The ACA and Open Enrollment
Credit(s) and Type: 1 Technical Business
Speaker Name(s): Mike Schlossberg
Maximizing Tax Deduction Through Customized Retirement Plans
Credit(s) and Type: 2 Technical Business
Speaker Name(s): Bill Black
In this informative session, Bill Black will explore powerful retirement planning tools that can deliver substantial tax and asset protection benefits for business owners and high-income professionals.
Chapter Registration Contact
Name: Washti Bajnath
Email: wsb1024@aol.com
Member Cost $35
Non-Member Cost $55
Register Online
Click "Add to Cart" button below.
Register by Phone
Call Member Services at (800) 342-3197.
Register By Mail
- Mail your reservation payment to:
Florida Institute of CPAs
250 South Orange Avenue, Suite 300P
Orlando, FL 32809
Please make checks payable to: Florida Institute of CPAs
- Include with payment:
Event Name:
Name:
Member Number:
Firm:
Meal Choice (if applicable):
Highlights
Digital Marketing Mastery for CPAs: Strategies to Expand Your Practice and Attract Ideal Clients
Credit(s) and Type: 1 Technical Business
Speaker Name(s): Marie Torossian
In this power-packed session, Marie Torossian will guide accounting professionals through the essential strategies to thrive in today’s digital-first world. As the landscape shifts rapidly, accounting firms must adapt to stay competitive, visible, and connected with their ideal clients.
Maximizing Tax Deduction Through Customized Retirement Plans
Credit(s) and Type: 1 Technical Business
Speaker Name(s): Bill Black
In this informative session, Bill Black will explore powerful retirement planning tools that can deliver substantial tax and asset protection benefits for business owners and high-income professionals.
Chapter Registration Contact
Name: Washti Bajnath
Email: wsb1024@aol.com
Member Cost $35
Non-Member Cost $55
Register Online
Click "Add to Cart" button below.
Register by Phone
Call Member Services at (800) 342-3197.
Register By Mail
- Mail your reservation payment to:
Florida Institute of CPAs
250 South Orange Avenue, Suite 300P
Orlando, FL 32809
Please make checks payable to: Florida Institute of CPAs
- Include with payment:
Event Name:
Name:
Member Number:
Firm:
Meal Choice (if applicable):
Wednesday, September 3rd
Breakout Session
- Medicare Annual Enrollment, The ACA and Open Enrollment
Michael Schlossberg
This session is available to registrants and their guests
- Maximizing Tax Deduction Through Customized Retirement Plans
William Black Jr., Financial Professional, Cambridge Investment Advisors
William Black Jr.
Bill Black has been in the pension administration business for over 36 years. As president of PensionSite.Org., he is responsible for the marketing efforts of the firm and assists CPA’s nationally establishing custom designed qualified plans for their clients. Whether 401(k) plans, Defined Benefit plans, Cash Balance plans, etc., the objective is maximizing the tax benefits and asset protection benefits afforded under ERISA. Unlike the “cookie cutter” plans offered by the payroll companies, etc., custom designs allow the client significantly more advantages in contribution allocations and the like.
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 several 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.
This session is available to registrants and their guests
Non-Member Price $55.00
Member Price $35.00