The Financial Planning Association of South Florida

Welcome to FPA of South Florida, the South Florida home for CFP® professionals and those who support the financial planning process. FPA of South Florida is the recognized and unquestioned professional membership resource and advocate for the CFP® community and we are proud of our longstanding support of this highly respected designation. At FPA of South Florida, we help connect all in our membership – CFP® professionals, academic leaders, students, and individuals and companies who are part of the financial planning profession – in a variety of unique and compelling ways.

UPCOMING EVENT

Educational Meeting Announcement

New Tax Law … Things You Need To Know

You’re Invited. Register Now. Limited Seating.

After this session, you will:

  • Understand the changes brought forth by the tax reform and how it affects income tax for individuals and businesses from a domestic and international perspective.
  • Learn about the additional potential 20% deduction on pass through income.
  • Know the law’s impact on REITs and PTPs.
  • Understand the changes to the lifetime exemption for gift/estate/generation skipping taxes.
  • Recognize potential planning opportunities afforded under the new law.

Jose FernandezSPEAKER: Jose Fernandez, CPA (Tax Manager, BDO)

Jose is a tax manager in the Coral Gables practice of BDO. He has experience in international and domestic taxation, state and local tax matters, as well as in providing general accounting services


DATE: Wednesday, April 25, 2018

TIME: 

  • 5:45 p.m. – Networking & Cocktail Reception
  • 6:30 p.m. – Dinner & Educational Program

LOCATION:

Maggiano’s Little Italy
21090 St. Andrews Blvd
Boca Raton, FL 33433

$40 in advance / $50 at the door

Register early – Seating is Limited

FPA is the community that brings together those who deliver financial planning, those who support it and those who benefit from it.  Join today.

FPA of South Florida provides valuable and engaging educational programs that will help you advance your career.

The FPA of South Florida offers a variety of top-quality sponsorships. Click here if you are interested in our sponsorship opportunities.