Polk County Chapter -Asset Protection Update, Domestic and Off-Shore Trusts & LLC

Thursday, October 01, 2020
Lakeland Country Club - 929 Lake Hollingsworth Dr, Lakeland, FL 33803-3140
4:30pm - 8:20pm (opens at 4:15pm) EST
3Credits
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
$50.00 Regular Price
Non-Members
$75.00 Regular Price
Course Type: Chapter Events
Course Code: 20/PC100120
Vendor: Florida Institute of CPAs (Chapter)
Field of Study: Auditing, Specialized Knowledge

Overview:

TIME: 4:30-8:20pm   CPE: 2TB & 1AA

 

Asset Protection Update, Domestic and Off-Shore Trusts and LLCs
Credit(s) and Type: 2 | Technical Business
Speaker Name: Gary A. Forster, J.D., L.L.M.

Gary Forster is the managing partner and co-founder of ForsterBoughman. His practice includes domestic and international corporate, asset protection, tax and estate planning law. Gary handles a variety of corporate and personal planning matters.

Auditing Update
Credit(s) and Type: 1 | Accounting and Auditing
Speaker Name: David R. Ramos, CPA

Public accounting career began in 1980. David has worked for various CPA firms including Carter, Belcourt & Atkinson, PA and the NCT Group. Opened his own practice in 1990. His practice serves numerous industries with a variety of services including audits, tax, fraud investigations and others. In 1991, Ramos became a peer reviewer to ensure that the public accounting profession adheres to professional standards.

Chapter Registration Contact
Name: Amanda Ford
Email: amanda@davidramoscpa.net
Phone: 863-701-7885

Meal Description

If a vegetarian option is required, please notify amanda@davidramoscpa.net at least two days prior to the meeting.

Member Cost: $50.00
Non Member Cost: $75.00
Student Cost: $0

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Call Member Services at (800) 342-3197.

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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


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Announcements

 

Future Meetings

Thursday, November 5, 2020; Lakeland Country Club; 4:30 - 8:30 PM

Thursday, January 7, 2021; Lone Palm Golf Club; 4:30 - 8:30 PM

Thursday, February 4, 2021; Lone Palm Golf Club; 4:30 - 8:30 PM

Baseball Social; May or June 2021- date TBD

 

Sponsor Information

coaxissolutions.com

386-479-4074

For more than 16 years Coaxis International has provided enterprise technology and managed data hosting services to thousands of business and professional clients across the United States and Canada.  As a cloud services company, Coaxis offers the highest level of secure and compliant Information Technology (IT) data communications and storage capabilities to financial, healthcare, criminal justice, legal and B2B entities.

 

*CPE Credit for this presentation may not be awarded from DBPR since proper documentation has not been submitted from the Chapter within the established deadline according to DBPR requirements.*

Schedule:

Thursday, October 1, 2020

Professional Attendee

Time: Thursday 4:30pm - 8:20pm

Student Member Attendee

Time: Thursday 4:30pm - 8:20pm

Presenters:

  • 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
  • David Randall Ramos, CGMA,CPA

    Mr. David Ramos is a licensed Florida certified public accountant who began his public accounting career in 1980. He is currently professionally engaged as a sole practitioner in Lakeland, Florida. Prior to moving to Lakeland, he lived in Merritt Island. Mr. Ramos opened his accounting office in Lakeland in 1990. The scope of his practice encompasses attest and non-attest accounting services as...

    Read more about David Randall Ramos here