5th Annual
Pinellas County Estate Planning Council Seminar

Date: Wednesday, October 19, 2016
Time: 7:00am - Noon

Location: 
Ruth Eckerd Hall
1111 N. McMullen Booth Road
Clearwater 33759
 
APPROVED FOR 4.00 CFP AND ATTORNEY
CONTINUING EDUCATION CREDIT HOURS

 SPONSORED BY:










 

 

SEMINAR SCHEDULE

Session 1                   A View from Washington - Congress & Elections in 2016     Presented by: Josh Wilsusen, Executive Director of Morgan Stanley Government Relations

Session 2                  Implementing Cyber Security - Safety Holding Client Information and Limiting your Liability     Presented by: Lisa Shasteen, Esq. Shasteen & Percy, P.A.

Session 3                   Elder Financial Abuse: Issues and Relief in Florida     Presented by: Robert W. Lang, Esq. Holland & Knight

Session 4                   706 Estate Tax Panel: 8971, Portability, Basis Reporting & 2704 Regulations     Presented by: David Sietsma, CPA Carr Riggs & Ingram; Nicholas Grimaudo, Esq. Johnson, Pope, Bokor, Ruppel & Burns, LLP; Jolyon Acosta, Esq. Bush Ross, Kim Difabio IRS Agent