Tax & Financial Planning Conference

Thursday, December 06, 2012 - Friday, December 07, 2012
Seminole Hard Rock Hotel & Casino - 1 Seminole Way, Hollywood, FL 33314-6407
8:00am - 5:15pm (opens at 7:30am) EST
16Credits
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
$425.00 Early Registration
$480.00 Regular Price
Non-Members
$425.00 Early Registration
$480.00 Regular Price
Course Type: CPE Conferences
Course Code: 12/FIFT
Level: Update
Vendor: Florida Institute of CPAs (Chapter)
Field of Study: XXConferenceXX, Finance, Taxes

Overview:

Blending the Best
We're blending the best as we combine the "Estate and Financial Planning" and "Federal Taxation" Conferences into one bigger event. Financial planning is expected to grow much faster than other occupations over the next few years - retiring Baby Boomers combined with shortfalls in pension funds means these two skills are in high demand.

The Tax and Financial Planning Conference seasons your federal taxation skillset. We'll also pepper in long-term care insurance, asset protection and other popular financial and estate planning topics. 

Don't miss this opportunity to spice up your knowledge, excel in the market and get the CPE credit you need!


Can't Attend in Person?
If you can't make it to the Tax & Financial Planning Conference, we'll have select sessions available through live webcast! Once open, you can register to watch the entire conference via webcast, or, if you're pressed for time, just sign up to watch one of the two days.

Register for December 6 Webcast (9 credits)  |  Register for December 7 Webcast (7 credits)

Register for Two-day Webcast (16 credits)


Conference Brochure


CPE/CLE/DOI Credit
The Tax & Financial Planning Conference qualifies for  up to 16 hours of CPE credit, subject to approval by the Department of Business and Professional Regulation. The type of credit depends on concurrent track chosen. CLE Credit to be awarded by The Florida Bar. The number of credit hours is to be determined.

The FICPA will be seeking CFP® and Insurance credit approval for certain content. Please check this website for future updates on the credit approval process.


Conference Materials 
Conference materials are available electronically as PDFs, making them easily available to view on your personal tablet or e-reader.  Download the materials in advance and enjoy the convenience of going paperless. Electronic materials will be emailed 7 days before the conference. 


Follow the FICPA on Twitter @ficpa and use #FIFT12 to tweet about this conference.


Non-member fee is waived for the 2012 Tax & Financial Planning Conference.


Schedule:

Thursday, December 6, 2012

Opening Remarks

Time: Thursday 8:00am - 8:10am

Federal Tax Legislative Update

Time: Thursday 8:10am - 9:00am Credits: 1 TB

Katherine will address possible tax policy changes in light of the November elections and will provide an update on Congress' progress during the lame duck session.

Presenters:

Estate and Gift Tax Update in the Current Legislative Environment

Time: Thursday 9:00am - 9:50am Credits: 1 TB

This session will cover the latest developments in the estate and gift tax area, cases that have been decided in the past year, where the estate and gift tax is projected to go in the future, and what you can do to appropriately plan and prepare your clients in the current uncertain environment.

 

Presenters:

FIFT Track - Choice of Business Entity

Time: Thursday 10:05am - 10:55am Credits: 1 TB

The presentation will analyze the tax and non-tax factors involved in entity selection, and why entity selection is so important throughout the life of a business. We will compare partnerships, LLCs, S and C corporations, and discuss which entity is the best vehicle for business, estate planning or investment purposes. We will also highlight current hot topics, strategies, and recent developments in entity selection.

Presenters:

A&A Track - Fiduciary Accounting Update 2012

Time: Thursday 10:05am - 10:55am Credits: 1 AA

The course will cover the interrelationship of fiduciary accounting and income tax preparation and discuss the changes made to Florida's Principal & Income Act by the 2012 Florida Legislature which become effective 01/01/13.

Presenters:

EFP Track - Estates and Trusts as S Corporation Shareholders

Time: Thursday 10:55am - 11:45am Credits: 1 TB

Only individuals, estates, certain types of trusts, and certain  tax exempt entities may be  S corporation shareholders.  We will discuss  those types of trusts  permitted to be shareholders of S corporations: including Grantor type trusts, qualified Subchapter S trusts (QSSTs), and electing small business trusts (ESBTs).   Each type of trust must meet special requirements to avoid disqualification of  S corporation status and each type  has a different income tax treatment.

Presenters:

FIFT Track - Choice of Business Entity (Continued)

Time: Thursday 10:55am - 11:45am Credits: 1 TB

The presentation will analyze the tax and non-tax factors involved in entity selection, and why entity selection is so important throughout the life of a business.We will compare partnerships, LLCs, S and C corporations, and discuss which entity is the best vehicle for business, estate planning or investment purposes.We will also highlight current hot topics, strategies, and recent developments in entity selection.

Presenters:

A&A Track - Fiduciary Accounting Update 2012 (Continued)

Time: Thursday 10:55am - 11:45am Credits: 1 AA

The course will cover the interrelationship of fiduciary accounting and income tax preparation and discuss the changes made to Florida's Principal & Income Act by the 2012 Florida Legislature which become effective 01/01/13.

Presenters:

EFP Track - Estate Planning for the Family Home

Time: Thursday 12:45pm - 1:35pm Credits: 1 TB

A family's home is often the most valuable asset they own and frequently selected for special treatment in their estate planning. We will cover the federal tax, Florida Homestead and documentary stamp rules which make effective planning for disposition challenging. 

Presenters:

FIFT Track - Structuring Joint Ventures with LLCs: Key Tax Issues and Beyond

Time: Thursday 12:45pm - 1:35pm Credits: 1 TB

This presentation will address the key issues to consider when structuring a joint venture with a limited liability company.

Presenters:

A&A Track - Personal Financial Statements

Time: Thursday 12:45pm - 1:35pm Credits: 1 AA

 This session will cover: Underlying GAAP issues, underlying GAAS/SSARS issues, and practical aspects of engagements and opportunities for practices overall.

Presenters:

EFP Track - Long Term Care Planning (DOI)

Time: Thursday 1:40pm - 2:30pm Credits: 1 TB

Is Long Term Care Insurance an option? At what age should someone consider Long Term Care Insurance and how much? These questions will be addressed along with an update on the Long Term Care Industry.

Presenters:

FIFT Track - Income Tax Issues in Divorce

Time: Thursday 1:40pm - 2:30pm Credits: 1 TB

An overview of the unique issues related to income tax planning and income tax issues in divorce.  A review of equitable distribution, spousal support and temporary support and the assistance Florida CPA's can provide to their clients when they are going through one of life's most difficult challenges. 

Presenters:

Forms Training - Understanding Form 1041 - Avoiding Pitfalls and Maximizing Tax Savings Opportunities

Time: Thursday 1:40pm - 2:30pm Credits: 1 TB

This session will cover some of the best practices in reviewing Form 1041. The use of trusts has proliferated in recent years resulting in an increased interest in the fiduciary income tax return. The IRS has turned its attention toward Form 1041, and is now training auditors to focus on problems the IRS believes will generate huge dollars in this area. Trusts today are widely used and through this session professionals will gain understanding of how to handle some of the complexities of reviewing the fiduciary return. 

Presenters:

EFP Track - Basics of Annuities

Time: Thursday 2:45pm - 3:35pm Credits: 1 TB

The discussion will provide insight to the basics of fixed, immediate, indexed, and variable annuities.  Also included will be the pros and cons of these different annuities.  The discussion will also include clients fears of outliving their money with increased life expectancy and rising health care costs.

Presenters:

FIFT Track - Tax Credits - How You Can Assist Clients In Securing Lucrative Tax Incentives

Time: Thursday 2:45pm - 3:35pm Credits: 1 TB

This presentation will cover various tax incentives available to taxpayers such as the Research and Development Credit, the Domestic Manufacturing Deduction, Green credits, etc. The presentation will provide valuable information on how tax credits and breaks can be procured for small and midsized businesses.

Presenters:

Forms Training - Understanding Form 1041 - Avoiding Pitfalls and Maximizing Tax Savings Opportunities (continued)

Time: Thursday 2:45pm - 3:35pm Credits: 1 TB

This session will cover some of the best practices in reviewing Form 1041. The use of trusts has proliferated in recent years resulting in an increased interest in the fiduciary income tax return. The IRS has turned its attention toward Form 1041, and is now training auditors to focus on problems the IRS believes will generate huge dollars in this area. Trusts today are widely used and through this session professionals will gain understanding of how to handle some of the complexities of reviewing the fiduciary return. 

Presenters:

The U.S. and World Economy in 2013 and Beyond

Time: Thursday 3:35pm - 4:25pm Credits: 1 TB

A post-election discussion of the issues facing the American economy, and an update on the situation in Europe, Asia and Latin America.

Presenters:

Taking Advantage of Investment Opportunity and Avoiding Investment Pitfalls: Some Thoughts for the World of Today

Time: Thursday 4:25pm - 5:15pm Credits: 1 TB

A review of the investment landscape and the current opportunity set; building a portfolio to protect us from ourselves.  We are only human, after all.

Presenters:

Friday, December 7, 2012

Forms Training - Top 10 Concerns in Preparation of Form 1040 (Individual Income Tax Compliance & Planning)

Time: Friday 8:00am - 9:40am Credits: 2 TB

This course covers some of the more difficult aspects in preparing a Form 1040 including the installment method of accounting, reporting sales and exchanges of properties, contributions to and distributions from retirement plans, and estimated tax payments.

Presenters:

The Top Ten International Tax Issues For CPAs and How To Handle Them In Practice

Time: Friday 8:00am - 9:40am Credits: 2 TB

This presentation will be a combination individual speaker review and panel discussion in connection with the most important "inbound" and "outbound" international tax issues currently encountered by CPAs. The speakers will also analyze how to determine and handle the related U.S. tax and compliance considerations, along with the appropriate methods of dealing with current and prospective clients and other professionals once such issues become apparent.

Presenters:

EFP Track - Succession Planning: for the Business

Time: Friday 9:55am - 10:45am Credits: 1 TB

Examines some of the options owners of closely held business have available to them in terms of planning for the succession of the business.

Presenters:

FIFT Track - Bankruptcy and Insolvency Taxation

Time: Friday 9:55am - 10:45am Credits: 1 TB

This presentation will address, with respect to bankrupt and insolvent persons and entities, the creation of a new taxable entity, reporting requirements, return filing requirements, prompt determinations, tax discharges, tax liens and tax preferences.

Presenters:

Forms Training - Partnership Reporting - the Bad, the Good, and the Compliance Considerations on Form 1065.

Time: Friday 9:55am - 10:45am Credits: 1 TB

In this session you will learn the answers to proper reporting of the most complex matters on Form 1065. The course will cover what is new on the latest form, elections you must not miss, when and why you should attach a Form 8275 disclosure, how to properly treat and report various uncertainties encountered during technical terminations, how to amend a partnership return, what is the statute of limitations for partnerships and partners, and other interesting must-know topics related to complex partnership compliance.

Presenters:

EFP Track - Best Practices on Handling the Estate Tax Audit

Time: Friday 10:50am - 11:40am Credits: 1 TB

This presentation will provide best practices on how to handle an examination of the Estate Tax Return. We will discuss what issues a practitioner should expect in an exam, what the IRS is really looking for, and what your client is expecting. If you prepare a lot of estate tax returns, or you do a lot of estate tax planning, you cannot afford to miss this session.

Presenters:

FIFT Track - Don’t Let Me See Your 1040... Unless You Intend for Me to Use It

Time: Friday 10:50am - 11:40am Credits: 1 TB

A client's 1040 is one of the most useful tools to introduce them to financial planning. It contains a wealth of information. Using a checklist approach you can help transition your firm and your clients into unbiased financial plans and the fiduciary approach to investments.

Presenters:

Forms Training - Form 1120 S: What'S So Special about S-corpS?

Time: Friday 10:50am - 11:40am Credits: 1 TB

Just because it's a "small business corporation" does not mean that there aren't any "BIG" issues when it comes to S-corporations. This session will use a forms-driven approach to highlight some of the more relevant issues a practitioner will encounter with these entities.

 

Presenters:

EFP Track- Life Insurance and the CPA - How Under Performing Life Insurance Will Create Raving Fans as Clients While Enhancing Your Firm (DOI Credit)

Time: Friday 12:45pm - 1:35pm Credits: 1 TB

This session demonstrate why nearly 70% of all in-force life insurance is under performing. The attendees will understand why so much in-force coverage is under performing and what to do about it. They will be provided with an understanding of what is necessary to evaluate their clients need for life insurance and how to evaluate recommendations made by an agent to their client. The analysis will not only focus on the "financial needs" of their client, but also on the emotional side of the clients reason for purchasing the coverage.
The analysis and understanding of why the client is concerned enough to buy life insurance coverage will clearly define the desired result of the clients planning. This clear understanding of client goals provides a clear path for the CPA to engage the client in other "advanced services" too include, estate planning, charitable planning, buy/sell planning, key person planning and any other service related to the passing of wealth. The session will end with a few takeaways allowing the CPA to begin to implement these services the very next day.

Presenters:

FIFT Track - Criminal Tax & Controversy Survey and Update

Time: Friday 12:45pm - 1:35pm Credits: 1 TB

The course will focus on updates and developments in the Criminal Tax Controversy area.  Old standbys such as eggshell audits, "badges of fraud," and garden variety tax avoidance schemes will be addressed.  In addition, newer areas of focus such as Summons Enforcement, Offshore Accounts/FBAR, and Bank Secrecy Act developments will be highlighted.

Presenters:

A&A Track - Electronically Stored Information and You – Can your iPhone be Subpoenaed?

Time: Friday 12:45pm - 1:35pm Credits: 1 AA

Electronically stored information ("ESI") and hard drives have replaced file cabinets. Lawsuits force lawyers to look for ESI, and CPAs have to produce it when requested. Awareness of this evolving and complicated process will help you to help your clients.

Presenters:

Health Insurance Law - Individual and Employer

Time: Friday 1:35pm - 3:15pm Credits: 2 TB

The Patient Protection and Affordable Care Act (PPACA) has seen numerous changes and a Supreme Court Ruling since March 23rd, 2010. We will review the changes and show how it will impact you and your clients in 2013 and beyond.

Presenters:

Presenters:

  • Brett Cooper, ABV,ASA

    Brett Cooper is Director, Valuation and Advisory Services, Rivero, Gordimer & Co., PA. in Tampa. FL.  He received a BS degree in accounting from FSU and his background includes two basic skill sets; valuation and forensic accounting, which have lead him to providing services in the consulting areas of valuation of business and business interest, intangible asset valuation, economic damage...

    Read more about Brett Cooper here
  • James Martin Luffman, CPA/PFS

    James M. Luffman, CPA/PFS Partner CPS Investment Advisors James M. Luffman, CPA/PFS is a principal owner of CPS Investment Advisors. His responsibilities include providing tactical financial advice and planning to families and small businesses, leading the Investment Committee meetings in decisions of asset allocation and strategies and offering relevant oversight to the CPS trading desk. Prior to...

    Read more about James Martin Luffman here
  • F. Gordon Spoor, CPA, PFS, CGMA

    F. Gordon Spoor Gordon is the senior shareholder of Spoor & Associates, P.A., and a founding shareholder in the investment advisory firm of ARS Wealth Advisors, P.A. He has been married for 40 years and has 4 children and 10 grandchildren. Gordon holds the designations of CPA, PFS (Personal Financial Specialist) and CGMA (Chartered Global Management Accountant). He is active in the Florida...

    Read more about F. Gordon Spoor here
  • Steven E Morrison, CPA

    PartnerCohnReznickSteven Morrison, CPA, serves in the National Assurance Office of CohnReznick, bringing experience as an engagement partner, quality control reviewer, and as a standard setter in a variety of industries, including automotive dealerships, employee benefit plans, freight, forwarding/mail courier, retail, and wholesale/distribution. His experience encompasses effectively addressing...

    Read more about Steven E Morrison here
  • Leslie A Share, Esq

    Leslie A. Share is a shareholder in Packman, Neuwahl & Rosenberg, P.A., specializing in the areas of domestic and international tax, estate and wealth preservation planning. Mr. Share has advised clients in numerous and diverse areas such as Broadway theatrical productions, domestic and foreign real estate like-kind exchanges, Internet sales, services and licensing tax planning, advanced domestic...

    Read more about Leslie A Share here
  • Charles Clay Price, CFF,CPA

    Founder and PresidentClay Price and AssociatesClay received his Bachelor’s Degree in Accounting from Western Michigan University. Clay founded his own firm shortly after entering public accounting, In until August of 2014 when he re-established his private practice. The new firm was created on the foundation of assisting his friends and clients achieve their financial goals while focusing on...

    Read more about Charles Clay Price here
  • Katherine Breaks

    Ms. Breaks is a tax managing director in KPMG’s Washington National Tax practice. She joined KPMG in 1998. Katherine works in the Legislative and Regulatory Services (LRS) practice within Washington National Tax. As a member of the LRS practice, she provides advice to clients on federal tax policy developments and represents taxpayers before the National Office of the Internal Revenue Service, the...

    Read more about Katherine Breaks here
  • Marshall Dean Gunn Jr, CFP,CPA,PFS

    PresidentGunnChamberlain, P.L., CPAsMarshall D. Gunn, Jr., is President of GunnChamberlain, P.L., CPAs.  Mr. Gunn provides consulting, financial and tax planning services to individuals, businesses, retirement plans, foundations and trusts.  These services include retirement and investment planning, and estate and gift tax planning.  CPA Magazine listed him as one of the 100 most influential CPAs...

    Read more about Marshall Dean Gunn Jr here
  • Andreea Cioara-Schinas, CPA

    Director of Tax Services – Real Estate TaxationBerkowitz Pollack Brant Advisors and AccountantsExperience:Andreea Cioara Schinas has more than 15 years of experience in corporate and real estate taxation, planning and compliance for high-net-worth individuals and entrepreneurs, international tax and controversy work. Her unique set of skills make her a valued advisor to business owners, developers...

    Read more about Andreea Cioara-Schinas here
  • William R Siegel

    Bill Siegel Shareholder; Chair, Miami Tax Practice Greenberg Traurig, P.A. Bill Siegel is Chair of the Miami Tax Practice. His practice focuses on real estate, corporate and entertainment joint ventures. His areas of expertise include all aspects of partnership taxation, S corporations and real estate issues. Areas of Concentration: Partnerships and limited liability companies (LLCs)...

    Read more about William R Siegel here
  • Richard B Comiter, JD, LLM

    Richard B. Comiter is the senior partner of Comiter,Singer,Baseman & Braun,LLP, a Florida regional tax law firm. The focus of Mr. Comiter's practice is federal income and estate tax planning, partnership and limited liability company state law,structuring of business transactions for pass-through entities,succession and wealth transfer planning, probate, asset protection and non-qualified...

    Read more about Richard B Comiter here
  • Charles Rubin

    Charles (Chuck) Rubin, Esq. Managing Partner Gutter Chaves Josepher Rubin Forman Fleisher Miller PA Charles (Chuck) Rubin, a board certified tax attorney, is managing partner of Gutter Chaves Josepher Rubin Forman Fleisher Miller PA, a tax, trusts and estates boutique law firm situated in Boca Raton, Florida (www.floridatax.com). He is an ACTEC fellow, and a former adjunct professor at the...

    Read more about Charles Rubin here
  • Sydney S Traum, CPA,JD,LLM (TAX)

    Sydney S. Traum, BBA, JD, LLM, CPA practices law in Miami-Dade County, Florida. His professional association, Sydney S. Traum, P. A., is "Of Counsel" to a local law firm. He is author of The S Corporation: Planning & Operation and also The S Corporation Answer Book, both published by CCH/Aspen Publishers, Inc (Wolters Kluwer). Recently he authored articles in The Tax Adviser and the Journal of...

    Read more about Sydney S Traum here
  • Jeffrey A Neiman, Esq.

    Jeffrey A. Neiman is a founding partner of Marcus Neiman Rashbaum & Pineiro, LLP in South Florida. He is an experienced trial lawyer who regularly defends individuals and corporations in white collar criminal litigation, matters involving tax controversies, government regulatory enforcement matters, internal investigations, compliance counseling, and civil litigation. Previously, Neiman worked...

    Read more about Jeffrey A Neiman here
  • Alan Dale Campbell, PhD, CPA, CMA, CFP®

    Dr. Alan D. Campbell is a native of Paragould, Arkansas. He now lives in Deatsville, Alabama. He serves as an associate professor of accounting for the Montgomery campus of Troy University. In addition, he is self-employed as a writer and tax consultant.He earned a Bachelor of Science degree with a major in accounting in 1978 and a master of business administration degree in 1982, both from...

    Read more about Alan Dale Campbell here
  • James R Lussier

    James R. Lussier, a partner in the Orlando law firm of Mateer Harbert, P.A., concentrates his practice in the areas of intellectual property, business law, media law and general civil litigation (real estate, contracts, landlord-tenant and construction). Practicing for over 28 years, he has handled cases at the trial and appellate stages in these areas, as well as represented clients before...

    Read more about James R Lussier here
  • Richard Keith Newman, CPA,PFS

    Professionally, Mr. Newman is a CPA and, with his firm Life Audit Professionals, LLC, is a well-known life insurance expert who works with CPAs, attorneys, Registered Investment Advisors and nonprofits. For more than 25 years, he has guided clients with their estate planning, wealth transfer and tax-related matters. While providing these services, he also has helped his clients create legacies of...

    Read more about Richard Keith Newman here
  • David Pratt, JD, LLM, CPA

    David Pratt is the managing partner of Proskauer Rose LLP’s Boca Raton office and Co-Chair of the Firm’s Personal Planning Department.  David counsels high net worth individuals and families with respect to estate, gift and generation-skipping transfer tax reduction strategies, and trust and estate planning.  He also represents beneficiaries and fiduciaries of estates and trusts regarding tax...

    Read more about David Pratt here
  • Manuel E Pravia, CPA,MST

    Manuel E. Pravia, CPA, is a principal in the Tax and Accounting Department in MBAF’s Miami office. His experience since 1991 spans various industries (such as restaurants and financial institutions) as well as international tax (including corporate, foreign nationals, and expatriates). He also focuses on corporate tax accounting issues (now ASC 740), an area that he dealt with extensively during...

    Read more about Manuel E Pravia here
  • Ricardo Daniel Bazzani, CPA

    Rick Bazzani specializes in the taxation of estates, trusts, gifts and individuals. He is experienced in estate tax planning, individual tax planning and representation before governmental agencies in connection with tax audits. He has diversified experience consulting with personal representatives, trustees, beneficiaries and professional service providers regarding tax, administrative and...

    Read more about Ricardo Daniel Bazzani here
  • Samuel C Ullman, Esq.

    Samuel C. Ullman is a Partner in the firm´s Tax, Corporate & Securities and Wealth Transfer Groups. He regularly counsels clients on federal and state and local tax matters in business transactions. Sam represents clients in entity selection, joint ventures and partnerships, mergers, acquisitions and business combinations. He also has substantial experience in tax issues related to tax-exempt...

    Read more about Samuel C Ullman here
  • David Scher Berezin, CPA

    David S. Berezin brings 22 years of accounting and tax experience to his role as Principal of Berezin, CPA, P.A., a tax and accounting practice located in Miami, Florida. Mr. Berezin’s experience includes 12 years in the tax departments of two of the largest CPA firms in Florida, where he concentrated his efforts in the practice of estate, gift and trust tax planning and compliance, and complex...

    Read more about David Scher Berezin here
  • Joseph Schimmel, Esq.

    JOSEPH BARRY SCHIMMEL Joseph Barry Schimmel is a shareholder in the law firm of Cohen, Chase, Hoffman & Schimmel, P.A., in Miami, Florida. He has practiced in the areas of taxation and estate planning for 18 years, after receiving his J.D. from Florida State University College of Law, and his LL.M. in Taxation from New York University School of Law. Joe is Board Certified in Tax Law, and served a...

    Read more about Joseph Schimmel here
  • Brendon Kelly

    Brendon Kelly is the VP of Annuity Operations at Ash Brokerage Corporation, a national leader and premier outsourcing partner to financial professionals for fixed insurance products. A graduate of Ball State University, Kelly obtained his bachelor’s degree in marketing. Prior to joining Ash he worked in Annuity marketing at Lincoln Financial Group.

    Read more about Brendon Kelly here
  • Fredric A Hoffman

    Author of numerous tax and estate planning articles and frequent speaker and lecturer at tax and estate planning programs for both lawyers and accountants. Mr. Hoffman has served as a member of the University of Miami Board of Trustees and President of the University of Miami Citizens Board. He has been a member of numerous committees of the Florida Bar and the American Bar Association. Education...

    Read more about Fredric A Hoffman here
  • Stuart A Schweitzer

    Stuart Schweitzer is Vice Chairman and Global Markets Strategist for J.P. Morgan Private Banking. He is responsible for analysis of global financial markets and economies with an emphasis on asset allocation and market strategy. He is a member of the Private Bank Global Investment Committee, which guides asset allocation for J.P. Morgan Private Clients globally. He is a senior voice of the firm on...

    Read more about Stuart A Schweitzer here
  • Brian Phillips

    Brian Phillips, founding shareholder, entered the private practice of law in 1999 and has represented numerous clients throughout the United States in matters with a white collar focus, including state and federal tax matters (civil controversy, criminal, and collection defense), criminal matters in state and federal courts, asset forfeiture proceedings, as well as the defense of professional...

    Read more about Brian Phillips here
  • James J Moore

    Read more about James J Moore here
  • Sonny Grover

    Sonny Grover is a Sr. Managing Director / Executive Vice President based out of alliantgroup’s New York office. He is a Certified Public Accountant with more than 18 years of experience providing tax, mergers & acquisitions, structuring, and operational consulting to corporations, partnerships, and individual business owners throughout the world. Previously, Sonny was a Tax Partner at Deloitte &...

    Read more about Sonny Grover here
  • Domenick R Lioce, Esq

    Domenick R. Lioce, born in Paterson, New Jersey, February 13,1951; admitted to the bar 1979, Florida; U.S. District Court, U.S. Tax Court, U.S. Court of Appeals, 11th Circuit. Undergraduate, graduate and legal education at Florida State University (B.S., 1973; M.A., 1978; J.D., 1979). Mr. Lioce has been a Certified Public Accountant in Florida since 1976. Member: Florida Institute of Certified...

    Read more about Domenick R Lioce here