the Tampa Bay CPA Group, Inc.
2240 Belleair Road, Suite 125, Clearwater, FL 33764
Phone: 727 586-2696 .... Fax: 727 586-2832
email: info@TampaBayCPAs.com
May 10, 2002
| Time | Speaker | Topic | CPE |
| 7:45 - 8:30 | Registration - Continental Breakfast | ||
| 8:30 - 9:20 | Joe Lawrence, Managing Director Bernstein Inv. Rsch & Mgmt West Palm Beach, FL |
Essential Investment Planning | 1TB |
| 9:20 - 10:10 | Fred Bloch, Sr. Managing Director Bernstein Inv. Rsch & Mgmt New York, NY |
New Frontiers in Wealth Forecasting | 1TB |
| 10:10 - 10:30 | Break | ||
| 10:30 - 12:10 | Brian Burek
& Wally Copeland, CPAs Brimmer, Burek & Keelan, LLP Tampa, FL |
What you need to know about SEC reporting including ENRON issue | 2AA |
| 12:10 - 1:10 | Lunch | ||
| 1:10 - 2:00 | Robert Weiss, Director Bernstein Wealth Management New York, NY |
Income vs Wealth | 1TB |
| 2:00 - 2:50 | Joe Lawrence, Managing Director Bernstein Inv. Rsch & Mgmt West Palm Beach, FL |
Tax-Savvy Investing | 1TB |
| 2:50 - 3:10 | Break | ||
| 3:10 - 4:50 | Pat Callan, CPA Bollenback & Forret, CPAs Clearwater, FL |
FASB 142 on Goodwill and other Intangibles | 2AA |
Complimentary Luncheon, Breaks and Continental Breakfast |