February Meeting
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"Tax Planning for 2012 Starts Now : Cracking the 2012 Tax Codes"
You May EARN 1.5 CEU CREDITS FOR ATTENDING
May qualify for 1.5 CPE Credit(s). FPALA follows the CE guidelines specified in the California Board of Accountancy Regulations.
| Guest Speaker(s): |
Selwyn Gerber, Gerber & Co. CPAs of Beverly Hills
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| Date: | Wednesday, February 15, 2012 |
| Time: |
11:00 A.M. to 1:50 P.M. |
| Place: | The Olympic Collection
11301 West Olympic Boulevard, Los Angeles, CA 90064 |
| Reservations: | Reservations will be taken until February 10th.
To make your reservation, CLICK HERE.
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| Cost: |
$35 for members pre-registered
$45 members at the door
$45 non-members pre-registered
$55 non-members at the door
Please note:
Reservations for the meetings must be made in writing and cannot be taken over the phone. You can either print the reservation form and fax it
to the office or register online. All meetings are held the third Wednesday of every month, unless otherwise noted. Cancellations must be made
72 hours in advance to avoid being charged.
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| Program Schedule: |
| 11:00 AM | FPA-LA Mentor Program Kick-Off |
| 11:30 AM | Registration & Networking |
| 11:45 AM | Lunch |
| 12:00 PM | Announcements & Chapter Business |
| 12:15 PM | Speaker Program |
| 1:30 PM | Q & A |
| 1:50 PM | Adjournment |
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| Program Description: | Sought after to speak on personal financial planning and wealth management, Mr. Selwynn Gerber will simplify the complexities of 2012 tax laws with his review of tax planning options and strategies. From AMT, capital gains tax, home-related tax breaks to estate tax, his presentation will provide hands on knowledge and tools to enhance the relationship between you and your clients by equipping you with essential tax strategies.
MENTOR PROGRAM KICK OFF MEETING!
Please join us for the Mentor Program Kick off Meeting from 11-11:30am followed by the FPA LA monthly luncheon.
If you are interested in developing your professional knowledge and skills and are able to commit the time to the program, please consider becoming a mentor or mentee by attending this kick off meeting.
The purpose of the Mentor Program is to create inclusive opportunities for students and new professionals from a broad spectrum of demographic and philosophical differences. The Mentorship Program offers individual members an opportunity to develop a relationship with a professional practitioner. The individuals who serve as mentors share their experiences, perspectives and wisdom regarding all facets of the financial services industry.
Please encourage student and new planners at your firm to participate in the program as they will gain invaluable knowledge and establish lifelong connections. |
Speaker's bio(s):
Selwyn Gerber
Gerber & Co. CPAs of Beverly Hills
Mr. Selwyn Gerber is founder and managing partner of Gerber & Co., Inc., a full service CPA firm which provides audit, attest, personal financial planning and tax services, as well as expert witness and testimony. He is the Founding Member of RVW Investing LLC, a wealth management firm that uses low-cost index funds as the core of their "Rip Van Winkle" portfolio design. They are Approved Institutional Investment Advisors on the Schwab platform. Previously Mr. Gerber worked at Arthur Anderson, Ernst & Young, and served as partner at Breslauer, Jacobson & Rutman where their celebrity clients included Spielberg, Streisand, The Eagles, and Richard Dreyfuss.
Mr. Gerber is a much sought after professional to discuss negotiating strategies, personal financial planning and wealth management. He has been a featured guest on radio programs and at conferences, including KABC Radio and the PrimeGlobal Wealth Conference. He also spends a significant amount of time as a lay leader in various philanthropic activities.
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Consumers
Corporate Partners
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