Miami-Dade Chapter

Officers

Details

Achieving Your Retirement Vision

• Presented by Douglas Yount
  
• CPE: 1HR TB

Douglas Yount, Executive VP is one of the founding parnters of AmeriPlan Financial, an investment retirement planning company.  Throughout his more than 30 years in the financial services industry, Doug has helped individual, family and business clients develop and implement financial plans to achieve their individual goals.  His philosophy and recommendations are based on preservation of assets and personalized solutions that are critical in today's volatile economic environment.  
This program offers four main retirement discussion topics: Taxes, Social Security, Inflation and Market Volatility.

• With the national debt at over 19 trillion, taxes are likely to increase. How could potentially higher taxes impact your retirement?
  
• Are you relying on Social Security benefits for a portion of your retirement income? If so, are you concerned about its reliability in the future?
  
• How could inflation impact your purchasing power?
  
• Economic uncertainly abounds, could market volatility effect your financial future in retirement?​

Latest Trends in Mergers & Acquisitions of CPA Firms

• Presented by Cindy Ragan
  
• CPE: 2 HR TB

Cindy Ragan is the founder and President of Strategic Alliance M&A Advisors, LLC, a consulting firm that specializes in the mergers and acquisitions of accounting firms for over 20 years.. She has a Masters Degree from George Washington University in International Economics and is also a Certified Valuation Analyst (CVA) from the National Association of Valuation Analysts. She is the co-author of "The Complete Guide to Mergers & Acquisitions of CPA Firms". Ms. Ragan also performs market evaluations exclusively for CPA firms looking to increase their value as part of a long-term exit strategy and has the largest 'comparable sales" database in Florida. Ms. Ragan worked as an Economist on Wall Street before relocating to South Florida to become an entrepreneur. She has founded and sold several businesses of her own over the past 25 years and has been a management consultant and business valuation analyst to the CPA industry for the past 20 years. She authored another book for small businesses titled "How to Value & Sell Your Business Yourself".

Announcements

Social

Registration

Chair
Rob Matt 
(305) 857-6766

Chair-Elect
Andrew Fierman
(305) 662-7272

Treasurer
Jimmy Miller Payan 
(305) 858-5600​

Secretary
Maria Gonzalez

(305) 858-5600

CPE Chapter Liaison

Nestor Caballero
(305) 662-7272

Region VI Representative
Angela Florez 
(305) 271-9000

During our June meeting with will have our installation of the 2016-2017 Officers and Directors. There will be a board meeting after the CPE.

FICPA Miami-Dade Chapter Meeting- Tuesday June 27

When
6/27/2017

Location
Hyatt Regency Coral Gables
50 Alhambra Plaza
Coral Gables, FL 33134

Event Schedule
Registration/Open: 3:30 PM
Begin: 4:00 PM
End: 7:00 PM

Meal Description
Caesar salad, beef tenderloin with potato au gratin, and pomegranate and guava bread pudding for dessert.

If you need a special meal, please email or call Linda Levine.

RSVP
6/23/2017

Member Cost
$60

Non-member Cost
$70

Register Online
Use your credit card to quickly and easily register for this event. Click to register online now.

Register by Phone
Call Member Services at (800) 342-3197.

Register By Mail
Not paying online? Use our check remit form to pay for your event by check. This form contains our mailing address and payment instructions.

• Mail your reservation payment to:
  Florida Institute of CPAs 
  P.O. Box 5437 
  Tallahassee, FL 32314-5437 
  ​Please make checks payable to: FLORIDA INSTITUTE OF CPAs

• Include with payment:
  Event Name:
  Name:
  Member Number:
  ​Firm:
  Meal Choice (if applicable):

Chapter Registration Contact

Linda Levine
(305) 529-4075
LRL55555@aol.com 

Cancellation & Refund Policy
Cancellations on chapter events will be accepted up to 3 business days prior to the event and will receive a full refund.

Please Note: Cancellations must be made through the FICPA Member Service Center at (800) 342-3197. Cancellations cannot be processed via the website.