Polk County: Updates in Tax, Estate, and Wealth Management

Join us for our February Meeting, sponsored by Bunting, Tripp & Ingley, featuring timely discussions on the effects of OBBB on individuals and estates, an overview of community foundations, and the evolution of wealth management.

This meeting provides practical insights for CPAs and financial professionals navigating today’s changing advisory landscape.

We look forward to seeing you there.

Big Thanks to Our Sponsor

Chapter Registration Contact
Trisha Floyd
abigail@rfcpas.net

This session will address the impact of One Big Beautiful Bill on both individuals and estates, with a focus on key planning considerations, compliance implications, and potential tax and wealth management effects.

This presentation will provide CPAs with a clear overview of what a community foundation is and how it can serve as a flexible, tax-efficient solution for charitably inclined clients. We’ll explore how community foundations support a variety of philanthropic fund types, complex assets, and long-term legacy giving strategies—helping CPAs add value through smarter planning, reduced administrative burden, and trusted local stewardship. 

This presentation will explore the risks firms face when remaining purely transactional in an increasingly complex advisory environment. Attendees will examine key shifts in the advisory landscape, including evolving client expectations and the growing demand for integrated financial guidance. The session will also provide a practical framework for delivering a comprehensive wealth strategy that helps advisors create deeper client relationships and long-term value.

Member Cost $75.00
Non Member Cost $115.00

Dinner is provided.

Register Online
Click "Register Myself" button above.

Register by Phone
Call Member Services at (800) 342-3197.

Register By Mail
Not paying online?

Mail your reservation payment to:
Florida Institute of CPAs
250 South Orange Avenue, Suite 300P
Orlando FL  32801
Please make checks payable to: Florida Institute of CPAs

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