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Tampa Bay Chapter FSP
Events
Annual Recognition Dinner 5/16/13 6PM - 7:30PM
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6:00 pm Cash Bar; 7:00 pm DinnerPopular in Brazil for decades, Boizao features a feast of 14 of the finest cuts of beef, lamb, pork,...
ESOPs: The Overlooked Business Transition Option 4/9/13 8AM - 9:30AM
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Recently, income and capital gains tax rates have changed significantly! We will examine the resurgence of Employee Stock Ownership Plans...
Confronting Portfolio Risk 3/12/13 8AM - 9:30AM
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8:00 am Breakfast Buffet 8:30 - 9:30 am Presentation Guest Speaker: Alan Gorlick, MBA, AAMS As financial professionals, we advise...
Health Care: The Times They Are A-Changin' 2/20/13 11:45AM - 3:10PM
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Wednesday, February 20, 2013 The Centre Club, 123 S. Westshore Blvd., Tampa 11:45 am Registration12:00 - 1:00 Pasta Station Lunch1:00 -...
Preparing for the Fiscal Cliff 1/8/13 8AM - 9:30AM
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Guest Speaker: Steven F. Holub, CPA, of Cherry, Bekaert & Holland This presentation will focus on what, if anything, the lame duck...
Year End Tax Planning 12/11/12 8AM - 9:30AM
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Guest Speaker: Michael D. Kindt, CPA/PFS, CFP The presentation will discuss year-end tax planning, considering the scheduled expiration...
Using Your iPad in Your Practice - a Tool for Professionals 10/9/12 8AM - 9:30AM
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Guest Speaker: Duane Daiker 8:00 am Breakfast Buffet 8:30 - 9:30 am Presentation Attorney Duane Daiker of Shumaker, Loop & Kendrick,...
The Windermere Divorce 9/11/12 8AM - 10AM
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See you in September! The Windermere Divorce - A Case Study of the Closely Held Business and Divorce Tuesday, September 11,...
Special Needs Planning 4/10/12 8:30AM - 9:30AM
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Tuesday, April 10, 2012 "Special Needs Planning" Guest Speakers: Tom Nurse & Kevin Manning 8:00 am Breakfast Buffet; 8:30 – 9:30...
ESOPs, Mergers and Acquisitions 3/13/12 8AM - 9:30AM
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"ESOPs, Mergers and Acquisitions" Guest Speaker: John M. McDonald III 8:00 am Breakfast Buffet; 8:30 – 9:30 am Program Westshore...
VTC - "Overcoming Separation Anxiety: Why and How to Separate Your Wealth" 2/22/12 8AM - 11AM
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Business owners have typically spent their working lives accumulating assets in preparation for retirement on the understandable belief...
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