November 4, 2016 Quarterly Luncheon

Tax Planning Is Essential!

Presented by:  David Poparad, CPA

Session Highlights:

Join David Poparad, CPA at our next Quarterly Luncheon as he presents:  Tax Planning is Essential!  David will focus on why tax planning is essential for high net worth individuals and business owners.

An objective of the presentation will provide you with a few nuggets of information to take away to add value to your current client or a prospective client.   We will provide insight into tax strategies and recent tax code changes that could have a significant impact on your client's income tax liability and therefore less money to invest.

The topics will touch on what is new for 2016, what elections and/or methods are available to reduce your client's income tax liability, and the tax effect on different business sale transaction.  Please come join us for a lively income tax discussion and present by the CPA firm of Grennan Fender McCrady Hess & Poparad, LLP

Program has been accepted for 1 hour continuing education credit for CFP®, PACE

CPE:  Self Reporting

Our Speaker:

David joined Grennan, Fender, McCrady, Hess & Poparad, LLP in 2013 and has over 15 years of experience in public accounting.   As a partner, David provides compliance and value added consulting services to family and closely held small and mid-size businesses.   David primarily services corporations and partnerships and has experience in the agribusiness, real estate, construction, manufacturing, technology and professional services industries.   Prior to joining the firm, David worked in the assurance and tax department as a senior associate of another firm.  After moving to moving to Orlando in 2001, he joined a national firm to work in the tax department and rose to the senior manager/director role.

PRIMARY INDUSTRIES OF EXPERIENCE:

• Agribusiness, real estate, construction, manufacturing, technology and professional service industries.

MEMBER:

• America Institute of Certified Public Accountants, Florida Institute of Certified Public Accountants, and National Society of Accountants for Cooperatives.

EDUCATION:

• University of Nebraska, Accounting
• University of Central Florida, Master of Business Administration

COMMUNITY SERVICE:

David is currently involved with assisting St. Charles Borromeo Catholic School’s fundraising and events programs.   David is a past Board Member for the Athlete Connections Foundation, a non-profit 501(c)(3) organization that is designed to utilize sports to teach youth about life skills.

Be sure to submit your registration form prior to making payment.

Member: $35

 

Non Member: $45

 

Student: $25