Jacksonville Chapter- Infusion All-Day CPE Event

Friday, January 17, 2020
Marriott Jacksonville - 4670 Salisbury Rd, Jacksonville, FL 32256-6130
8:30am - 5:00pm (opens at 8:00am) EST
7Credits
Accounting and Auditing and Technical Business

Registration is Closed

Online registration for this course is now closed. Please contact the Member Service Center at (800) 342-3197 if you wish to inquire about registering.

Members
$159.00 Regular Price
Non-Members
$240.00 Regular Price
Course Type: Chapter Events
Course Code: 19/JX011720
Vendor: Florida Institute of CPAs (Chapter)

Overview:

High-Quality CPE Conveniently Located Near You

Don't miss our fifth Infusion CPE event on January 17, 2020, held at the Jacksonville Marriott in conjunction with the Jacksonville Chapter. You'll have the opportunity to learn from renowned experts and earn up to seven credit hours of CPE while growing the power of your local network.  

U.S. Taxation of Trusts - Domestic and International 
Credit(s) and Type: 2 Technical Business
Speaker Name: Gary A. Forster, J.D., L.L.M. and J. Brian Page, J.D., L.L.M.

In this seminar, we explain the U.S. tax impact of creating, funding and operating both U.S. and foreign trusts.  Issues addressed are relevant to citizens, resident non-citizens and non-resident aliens.  Topics discussed include the tax impact of a change in status of the grantor, trustee and beneficiaries.  Planning strategies presented include gift and estate tax avoidance, pre-immigration and pre-expatriation planning, as well as avoidance of the deemed sale of trust assets.

Financial Planning Update for CPAs - Session 1
Credit(s) and Type: 1 Technical Business
Speaker Name: Terry Seaton

The FICPA and the CPA Profession:  New Year and New Issues for the Profession
Credit(s) and Type: 1 Technical Business 
Speaker Name: Deborah Curry & Abby Dupree

Financial Planning Update for CPAs - Session 2
Credit(s) and Type: 1 Technical Business
Speaker Name: Terry Seaton

A&A Update (General update and Revenue Recognition and new updates for financial reporting as of December 31, 2019)
Credit(s) and Type: 2 Accounting and Auditing
Speaker Name: Ed Grossman

Schedule:

Friday, January 17, 2020

Registration / Opening Remarks

Time: Friday 8:00am - 8:30am

U.S. Taxation of Trusts - Domestic and International

Time: Friday 8:50am - 10:30am Credits: 2 AA

Social Security (TBD)

Time: Friday 10:45am - 11:35am Credits: 1 AA

The FICPA and the CPA Profession: New Year and New Issues for the Profession

Time: Friday 12:00pm - 12:50pm Credits: 1 TB

Retirement Planning (TBD)

Time: Friday 1:15pm - 2:05pm Credits: 1 TB

A&A Update (General update and Revenue Recognition and new updates for financial reporting as of December 31, 2019

Time: Friday 2:20pm - 4:10pm Credits: 2 AA

Reception

Time: Friday 4:00pm - 5:00pm

Presenters:

  • J. Edward Grossman, CPA, CFE, CMA, CGMA

    PrincipalCliftonLarsonAllen LLPEd is a principal with CliftonLarsonAllen having over 35 years of experience in public accounting. Based in Lakeland, Florida, Ed is a member of the firm’s National Assurance Technical Group. His primary responsibilities include being a technical resource for the audit and assurance practice and performing quality reviews of assurance and accounting engagements...

    Read more about J. Edward Grossman here
  • Terry L Seaton, CPA, PFS, CFP™

    Owner and PresidentSeaton Financial Advisors, LLCTerry L. Seaton is the Owner and President of Seaton Financial Advisors, LLC. Seaton Financial Advisors is an independent, fee-only registered investment advisory firm (RIA) registered in the State of Florida.Mr. Seaton graduated from the University of Florida with a Bachelor of Science in Industrial Engineering and a Masters degree in Business...

    Read more about Terry L Seaton here
  • Gary Forster, JD, LLM (Tax)

    Partner and Co-FounderForsterBoughman Gary’s practice includes domestic and international corporate law, asset protection, tax, and estate planning. Gary handles a wide variety of corporate and personal planning matters.Gary spent the ?rst decade of his career structuring and closing some of the largest corporate transactions in the region.  The mergers and acquisitions Gary consummated range...

    Read more about Gary Forster here
  • Abigail Foose Dupree, CPA, CGMA

    Read more about Abigail Foose Dupree here
  • Deborah L Curry, CGMA,CPA

    Deborah L. Curry Deborah Curry is President/CEO of the Florida Institute of CPAs. She is the FICPA’s fourth CEO in the organization’s 107-year history. Deborah is a Certified Public Accountant in Georgia and Texas and is completing the requirements to obtain her Florida license. In addition, she holds the Chartered Global Management Accountant (CGMA) designation. Deborah worked with the Georgia...

    Read more about Deborah L Curry here
  • Joseph Brian Page, JD, LLM (Tax)

    AttorneyForsterBoughmanBrian Page practices in the areas of domestic and international estate planning, domestic and international tax planning, federal and state tax controversy, and probate and trust administration.Brian has extensive experience developing sophisticated estate plans for wealthy individuals and families.  These plans are designed to reduce potential tax burdens within the context...

    Read more about Joseph Brian Page here