8th Annual Pinellas County Estate Planning Council Seminar

Date: Wednesday, October 30, 2019
Time: 7:30am - 12:00pm
Location: Ruth Eckerd Hall

 

 *Applied for CFP & Attorney Education Credits*

The seminar will be held at Ruth Eckerd Hall, Margarete Heye Great Room located at 1111 McMullen Booth Road, Clearwater 33759. The meeting will begin promptly at  8:00 am with the opportunity to network at 7:30 a.m.

 


Session 2: In this fascinating and practical workshop you’ll discover how to:

  • Organize your time for maximum productivity
  • Multi-task without compromising accuracy
  • Find your zone of peak performance
  • Regulate your emotions
  • Master flexibility and change
  • Complete complicated projects with simplicity‚Äč
  • Reduce roadblocks and obstacles
  • Dial down the drama
  • Overcome internal and external distractions
  • Communicate with confidence

 

Session 3: Please join us for our presentation on Opportunity Zones where we'll discuss:

  • What is the purpose of the Opportunity Zone?
  • Initial Qualifying criteria 
  • Tax benefits derived from qualifying investments
  • Temporary deferral scenarios
  • Step-up in Basis
  • Permanent exclusion

 

 Sponsors: 

 

 

 

 

Meeting Location:

Ruth Eckerd Hall ~ Margarete Heye Great Room DIRECTIONS

1111 N. McMullen Booth Road
Clearwater, FL 33759

 

PCEPC Members - $85.00

Guests - $95.00

Advance reservations are required.


Robin Lavitch owns Surpass Your Goal, a coaching company for businesses, life transitions, and teens.  She holds a master’s degree in psychology, a professional coach certification, and is pursuing her Doctorate in Human Behavior.  Her clients achieve happiness and prosperity by enhancing performance, changing habits, and harnessing their power.

 

Javier Zuniga is a Shareholder @ PDR CPAs + Advisors. He is a member of PDR’s Tax and Consulting practice areas and serves as the Firm’s International Services leader. Javier provides tax consulting and compliance services to closely-held companies and clients in different fields. Technology, Professional Services, Manufacturing & Distribution are some of the industries that he is involved with.  Javier is also focused on the planning and implementing of our ongoing PDR Webinar series and seminar presentations for our clients and business partners.  As an active member of the community, Javier serves on the Board of the Morton Plant Mease Healthcare Foundation, The Clearwater Regional Chamber of Commerce and the Upper Tampa Bay Chamber of Commerce, among others.

 


Jay Wadsworth is is a Shareholder @ PDR CPAs + Advisors.  He serves as PDR's Tax Services director. Jay provides significant tax consulting and compliance services to clients in various industries, including manufacturing, construction, professional services and technology.   Under Jay's leadership, the Firm has developed initiatives in Cost Segregation studies, R&D Tax Credits and Opportunity Zone service lines.  With 25 years of experience, Jay offers clients expertise in Estate & Gift, Individual and Corporate tax planning. 

 

 

 

 

Register Now

Add to My Outlook Calendar (see Google Calendar Instructions)

See Upcoming Event Calendar