Pa lm Beach Gardens , 2012 1

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American Association of Attorney-Certified Public Accountants

AAA-CPA

Fall Meeting & Education ConferenceNovember 7-11, 2012PGA National Golf ResortPalm Beach Gardens, Florida

Featured Presenters◆ Mark R. Parthemer, Esq., AEP, Managing

Director and Fiduciary Counsel, Southeast Region, of Bessemer Trust

◆ Paul Lee, Esq., LLM, National Managing Director of Bernstein Global Wealth Management

◆ Denis Kleinfeld, Esq., of Counsel to Fuerst Ittleman, PL, The Kleinfeld Law Firm P.A

AND MUCH MORE

education Sessions to include:◆ Hot Topics & Trustee Tax Traps◆ The Taxation of Exotic Investment Products

Sold to Individuals◆ Asset Protection

Offering 16 hours of CPE and 13 hours of CLE/MCLE with 2 hours of Ethics and 4 hours of Accounting & Auditing (A&A)

2 AAA-CPA Fa l l Meet ing & Educat ion Conference

WE’vE SAvEd A SPot For you!

Dear Future Registrant,

The PGA National Resort, located in Palm Beach Gardens and home

to the Pro Golf Association, boasts five golf courses, a world class spa,

fifteen plus tennis courts, croquet, two pools, an immense workout

gym, one of the finest restaurants in the north end of the coun

ty and

the beach is only ten minutes away!

The resort is a great place for both you and

your family, so please

bring everyone along. From spouse tour shopping

to a water taxi ride

to see the sites of Palm Beach, the optional even

ts for our group are

superb. No matter your golf skill we have you covered. A golf clinic

and golf outing are planned for Saturday afte

rnoon and night golf at

our opening reception.

As you look through this brochure, you will see the education fo

r this

conference is stellar. Several nationally renowned speakers will cover

various topics pertinent to your practice.

This meeting is the place to be this Fall,

and we hope to see you there.

Nick Lioce President-Elect and

Member of the Host Committee

A special thanks to our host committee:Richard B. Comiter Comiter, Singer, Baseman & Braun, LLP Kenneth Goodman Goodman Breen & Gibbs Traci Kratish Provenance Wealth Advisors, LLCNick Lioce Nason, Yeager, Gerson, White & Lioce, P.A.Ralph Mobley Ralph M. Mobley, Atty/CPAVivian Rodriguez Office of Chief Counsel for the IRSJudianne and Sydney S. Traum, P.A., of Counsel Sydney Traum to Levey, Filler, Rodriguez, Kelso & Magilligan, LLP

ACCoMModAtionS ◆ Hotel LocationThe PGA National Resort & Spa 400 Avenue of The Champions Palm Beach Gardens, FL 33418 (800) 863-2819

Visit http://www.pgaresort.com for more details about the resort.

◆ Hotel reservationsReservations can be made by contacting the hotel directly at 800-633-9150. Be sure to say you are with the AAA-CPA conference to receive the discounted group rate of $179 for your room. Act soon, this rate is only available until October 19, 2012.

Reservations made after this date will be accepted by the hotel on a space available basis. For those who wish to spend additional time at the hotel, our discounted rates will be honored four days before and two days after the conference.

Pa lm Beach Gardens , 2012 3

tEntAtivE SCHEduLE oF EvEntS

Wednesday, nov 7 thursday, nov 8 Friday, nov. 9 Saturday, nov 10 Sunday, nov 11

Breakfast Breakfast Breakfast

MORNING

8:30am- 12:05pmEducation

9:30am-11:30amSpouse/Guest Breakfast

8:30am- 12:50pmEducation

10:00am-2:00pm Optional Spouse/Guest Event

8:00am-9:40amEducation

9:45am-12:45pm Continuation of the Open Board of Directors Meeting & Membership Meeting

8:00am -11:00amNetworking Brunch on your own in Lobby Restaurant

12:15pm – 1:30pm Luncheon with Open Board of Directors Meeting- sponsored by

1:00pm – 2:00pmMember Lunch

AFTERNOON

1:00pm - 4:00pm Optional City Tour 4:30pm-6:30pm Registration

1:30pm – 4:20pm Education

2:00pm – 3:15pm Education

1:00pm - 5:00pm Optional Golf Outing- sponsored by

2:00pm - 3:30pmOptional Golf Clinic

Check Out

Dinner on your own Dine Around

EVENING

6:00pm – 7:00pmWelcome ReceptionNight Golf- sponsored by

Dinner on your own

6:30pm Closing Dinner Cruise

See you next summer in Boston and on the cruise to Canadian Maritimes.

9:00pm-11:00pm Hospitality

9:00pm-11:00pm Hospitality- sponsored by

9:00pm-11:00pm Hospitality

EduCAtion◆ CPE & CLE/MCLE This program will provide 16 hours of CPE and CLE/MCLE on a 50-min-ute hour track and 13 CLE/MCLE on a 60-minute hour track, including 4 hours of A&A and 2 hours of Ethics.

AAA-CPA continuing education pro-grams are designed to meet the needs of attorneys and CPAs and to qualify for credit both as CPE and CLE. Of course, the decisions of various state authorities determine the actual credit granted. The AAA-CPA is a registered CLE/MCLE

provider in the states of California, Florida, Pennsylvania, Texas and Il-linois. State boards have final authority on the acceptance of individual courses for CPE credit. If you require CLE in a state not mentioned, please call our national office and we will do our best to arrange for credit in your state. All courses are beginner through advanced levels and there are no prerequisites or advance preparation requirements for this course.

Accounting CPE—The AAA-CPA is registered with the National Associa-tion of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

4 AAA-CPA Fa l l Meet ing & Educat ion Conference

2012 FALL MEEtinG EduCAtionAL ProGrAM ◆

thursday, november 8 8:30am-10:10am (100 Minutes) Forensic Accounting: The Truth Behind the NumbersThis presentation begins with a discussion of forensic accounting, from its definition to the specific characteristics which separate it from auditing engagements and fraud examinations. While exam-ining the legal background, a focus on detection and investigative tools used by the forensic accountant will be discussed. Various fraud schemes will be introduced, and how these schemes can be uncovered and prevention measures that can be recommended.

Speaker:Rick Grey, CPA/ABV, CVA, ASA, Senior Manager - Business Valuation and Litigation Support Services Group, Alpern Rosenthal

10:25am-11:15am (50 Minutes) Hot Topics & Trustee Tax TrapsThis session will cover critical recent developments in estate and gift tax law as well as trust planning. It will incorporate law changes, and relevant developments from Mr. Parthemer’s 2012 presentation at the Heckerling Institute on 20 Tax Traps and Other Trustee Selection Considerations. Speaker:

Mark R. Parthemer, Esq., AEP, Managing Director and Fiduciary Counsel, Southeast Region, of Bessemer Trust

11:15am-12:05pm (50 Minutes) Identity Theft and the IRS’ Response to ItIdentity Theft is a serious issue for the IRS and its reaction is ever changing. This program will provide the latest updates the IRS is doing to combat the issue, and how practitioners can procedur-ally best serve their clients upon indications of a fraudulent return.Speaker:

Christopher Merrill, Stakeholder Liaison, IRS

1:30pm-3:10pm (100 Minutes) Choice of Business EntityThis session will be to analyze the tax and non-tax factors involved in the entity selection process, and why entity selection is such an important decision throughout the life cycle of a business. The pre-sentation will compare and contrast partnerships, limited liability companies, S corporations and C corporations, and discuss what type of entities should be formed for different types of businesses. Speaker:

Richard B. Comiter, Esq., M.S.M., Senior Partner, Comiter, Singer, Baseman & Braun, LLP

Panelists: Domenick R. Lioce, Esq., CPA, Nason, Yeager, Gerson, White & Lioce, P.A., Sydney S. Traum, BBA, JD, LLM, CPA, of Counsel to Levey, Filler, Rodriguez, Kelso & Magilligan, LLP

3:30pm-4:20pm (50 Minutes) Planning Possibilities for Portability – Panacea, Pain or Placebo?Portability, currently a temporary provision in the estate and gift tax regime, will likely become a mainstay. Treasury recently issued very favorable temporary and proposed regulations that are taxpayer friendly. Understanding portability and how it may change the way to plan will be important to your practice. You will be able to ex-plore whether portability is a pain, the panacea or simply a placebo for your clients’ planning needs. Speaker:

Lester Law, Esq., CPA, Managing Director, U.S. Trust, Bank of America Private Wealth Management

Friday, november 9 8:30am-10:10 am (100 Minutes) What Every Lawyer and CPA Needs to Know About Client Trust AccountsMajor changes in the electronic banking laws and disciplinary rules put the uninformed lawyer at serious financial and disci-plinary risk. With more than 15 years of research and 25 years of experience our presenter will show you how to recognize and anticipate problems to be solved and solutions that you can use for yourself and for your clients.Speaker:

Jay Foonberg, Esq., CPA

10:20am-11:35am (75 Minutes) The Taxation of Exotic Investment Products Sold to IndividualsInvesting has gone beyond stocks, bonds, and mutual funds. Today, high-net-worth individuals are being offered an ar-ray of alternative asset classes and investments. From com-modities, exchange-traded notes, to foreign sovereign and emerging-market debt, these investments often utilize complex financial instruments and derivatives, catch the taxpayer and tax professionals unaware. This presentation will discuss the taxation of these “exotic” investments pointing out traps, where the tax code is unclear, and where tax advisors are likely to see change in the future.Speaker:

Paul Lee, Esq., LLM, National Managing Director of Bernstein Global Wealth Management

11:35am-12:50pm (75 Minutes) OVDI – Latest Developments and Practicalities This session will focus on the latest information available on the IRS’ Offshore Voluntary Disclosure Program, including practical application and opt-out.Speaker:

Marc Schwartz, Esq., CPA, Schwartz International

2:00pm-3:15pm (100 Minutes) Asset ProtectionThis session will explore the critical wealth preservation issues and answers that lawyers and CPAs need to understand: Defining wealth protection planning; Fraud v. Fraudulent Conveyance; Sol-vency Calculation; Contempt and Defenses; Professional Liability.Speaker:

Denis Kleinfeld, Esq., of Counsel to Fuerst Ittleman, PL, The Kleinfeld Law Firm, P.A.

Saturday, november 10 8:00am-9:40am (100 Minutes) Emerging Technology for Today’s PractitionerCloud computing, new device integration, practical ideas in effectively utilizing the latest technology for your practice.Speaker:

Deron Harrington, Esq., CPA, Harrington, Carbone & Allison, LLP

Pa lm Beach Gardens , 2012 5

richard B. Comiter, Esq., M.S.M.Richard B. Comiter is the senior partner of Comiter, Singer, Baseman & Braun, LLP, a Florida regional tax law firm. The focus of Mr. Comiter’s practice is federal income and estate tax planning, partnership and lim-ited liability company state law, structuring of business transactions for pass-through entities, succession and wealth transfer planning, probate, asset protection and non-qualified executive compensation. Richard was awarded a B.S.B.A. with Honors from the University of Florida and earned a M.S.M. in Tax Accounting from Florida International University. He received his Juris Doctor, with Honors, and a Master of Laws in Taxa-tion from the Fredric G. Levin College of Law at the University of Florida where he is a member of the Board of Trustees and chairs the Planned Giving Task Force. Mr. Comiter has been acknowledged as a leader in the field of taxation and estate planning by his peers as well as by leading legal publications.

Jay Foonberg, Esq., CPA Jay Foonberg is one of the founders of the AAA-CPA and served as association president. He is a graduate of both U.C.L.A. and U.C.L.A. Law. A founder of the ABA Law Practice Management Section and the General Practice, Solo and Small Firm Division, as well as a member of the ABA House of Delegates, the ABA recognized Jay four times with lifetime achievement awards including the Prestigious Harrison Tweed Award as the Most Outstanding Continuing Legal Educator in the USA. He is possibly the most knowledgeable person in America on the subject of lawyer trust accounts teaching Lawyer Client Trust Accounts to attorneys for more than twenty years. Foonberg is the only person to have lectured for CLE in all fifty states, six territories, and on all seven continents. A renowned author, his best seller “How to Start and Build a Law Practice” is the most stolen book from U.S. law libraries. He also wrote The ABA “Guide to Lawyer Trust Accounts”.

richard Grey, CPA/ABv, CvA, ASA Richard is the Senior Manager- Business Valuation and Litigation Sup-port Services Group, Alpern Rosenthal. He provides valuation services for a wide variety of businesses and industries, closely-held stock, and intangible assets as they apply to both private and public companies. His industry experience ranges from software development firms to aquaculture. Richard’s forensic accounting experience has been utilized by attorneys and clients for a variety of litigation and non-litigation matters. He has provided forensic investigation services in cases for marital dissolution, suspected embezzlement involving not-for-profit organizations, debtor/creditor disputes, and calculations of damages and loss of earnings.

deron r. Harrington, Esq., CPADeron R. Harrington practices in the areas of business law, energy, estate planning, probate and taxation, in Houston, Texas. In addition, he is a practicing CPA in the accounting firm of Harrington, Carbone & Allison, LLP. He is a graduate of South Texas College of LA and Oklahoma State University. He has held various financial and executive positions with four separate Fortune 500 companies and has served in the United State Army both as an enlisted soldier and a commissioned officer.

denis Kleinfeld, Esq., CPADenis Kleinfeld is of Counsel to Fuerst Ittleman, PL, in Miami, FL and Professor of Law, LLM International Tax Program, Thomas Jefferson School of Law, San Diego, CA. Mr. Kleinfeld advises both U.S. and international businesspersons, investors, professionals, families, and individuals in asset protection and wealth preservation, U.S. and international estate planning, income tax analysis and planning, tax compliance, business transactions, asset and personal migration, and investment planning, structuring and implantation. After obtaining his B.S. degree in Accountancy from the University of Illinois and obtaining his license as a CPA, Denis earned his JD at Loyola University of Chicago School of Law.

Lester Law, Esq. Lester is a senior Vice President and Wealth Strategist of the National Wealth Strategies Group of U.S. Trust, Bank of America Private Wealth Management. Prior to joining U.S. Trust, he practiced for about 13 years as an attorney focusing on estate and trust planning and admin-istration and corporate and partnership law. Lester received his degrees from University of Florida (LL.M. - Tax), The University of North Caro-lina at Chapel Hill (JD), University of Miami (MST) and Florida Interna-tional University (BBA - Accounting). Lester is board certified from the Florida Bar in the area of Wills, Trust and Estates. Lester is an active committee member of the ABA’s Real Property Trust and Estate Section and the Florida Bar’s Real Property Probate and Trust Law section.

Paul S. Lee, Esq., LLMPaul S. Lee is a National Managing Director of Bernstein Global Wealth Management, a position he assumed in 2006; he is also a member of the firm’s Wealth Management Group, which he rejoined in 2008. Pre-viously, he had been a managing director in the London and New York offices. Paul received a BA, cum laude, in English and a BA in chemistry from Cornell University, and a JD, with honors, from Emory University School of Law, where he was notes and comments editor of the Emory Law Journal; he also received an LLM in taxation from Emory Univer-sity. He is a frequent lecturer and panelist on investment planning and tax and estate planning.

domenick r. Lioce, Esq., CPADomenick R. Lioce is a partner in the firm of Nason, Yeager, Gerson, White & Lioce, P.A. A CPA in Florida since 1976, he was admitted to the bar in Florida in 1979 after receiving his undergraduate, graduate, and legal education at Florida State University (BS, 1973; MA, 1978; JD, 1979). He is a member of the FICPA; ABA: Member of the Tax Section; Florida Bar Association: Member of the Tax Section, where he has held numerous positions. He is president elect of the AAA-CPA and member of FL Association of Attorney-CPA’s Board. AAA-CPAs, Executive Vice- President of the Florida Chapter, Member of the National Board of Directors and Executive Committee, Assistant Secretary; Member and Director of the National Continuing Education Committee and Chairman of the National Sponsors Committee; Director and Past President of Palm Beach Tax Institute; and past Chairman of Florida State Alumni Association.

Christopher Merrill Chris currently represents the Internal Revenue Service as a Stake-holder Liaison in the field of education and outreach. Working with tax professionals, payroll providers, industry associations and their memberships, Chris has been delivering outreach messaging on rel-evant tax topics to practitioner and business stakeholders since 2001. A statistics major from Florida State University, Chris started his IRS career in 1991, specializing in individual income tax programs as a Tax Auditor before being picked up in the Communications and Stakeholder Outreach branch.

Offering 16 hours of CPE and CLE/MCLE on a 50-minute hour track

and 13 CLE/MCLE on a 60-minute hour track, including 4 hours of A&A and

2 hours of Ethics.

MEEt our FACuLty ◆ Full biographical information is available online at www.attorney-cpa.com

6 AAA-CPA Fa l l Meet ing & Educat ion Conference

MEEt our FACuLty ContinuEd ◆

MEEtinG inForMAtiontravel◆ Air travelThere are two airports that closely service PGA National. Palm Beach International Airport (PBI is approximately 25 minutes and Fort Lauderdale International Airport (FLL) is an hour drive to the resort.

◆ Ground transportation & Parking

Ground transportation to and from the hotel is available by airport shuttle, limo or taxi.

Complimentary self parking is available at the resort.

◆ dressPalm Beach enjoys a moderate climate year round. Average temperatures in November are a high of 80 and low of 66.

The dress for the Fall meeting is business casual. It is suggested that men bring jackets for upscale dining. Temperature preferences may vary in the meeting rooms so a light sweater is recommended.

◆ Golf & SpaPGA National Resort & Spa offers the highest quality golf experience and is a mecca for players and fans alike. As a guest, you are invited to walk in the shadow of legends. Test your skills on five spectacular, tournament-ready courses designed by Jack Nicklaus, Arnold Palmer, Tom Fazio and George Fazio, and Karl Litten. A diverse array of layouts awaits, from the “emerald” greens at The Squire to the forgiving fairways of The Haig. The AAA-CPA has secured a 20% discount at the pro-shop for rentals and purchases and 10% discount on custom club fitting services.

The Spa is yours to enjoy! Soothing amenities, impeccable personal service and more than 100 treatments await you, as well as our exclusive “Waters of the World” collection of healing mineral pools with salts imported from around the globe. We encourage you to reserve your treatments in advance by calling 561-627-3111 for a spa appointment.

◆ Cancellation PolicyRequests for cancellation refunds must be made in writing and sent to the AAA-CPA. Requests must be postmarked by October 5, 2012 for 75% refund, and by October 26, 2012 for 50% refund. No re-funds will be given after October 26, 2012. These dates will be strictly adhere to; exceptions may be made with approval of the AAA-CPA Executive Director.

◆ Conference MaterialsAll conference attendees will receive a flash drive onsite with materials. The materials will also be posted online prior to the conference for download. Internet access in the meeting space is only avail-able to registrants who utilize a wireless air card such as the one provided by T Mobile through the AAA-CPA Affinity Program. The AAA-CPA will provide electrical outlets for those who bring laptops. Anyone may obtain a hard copy for an additional $30.00.

Mark r. Parthemer, Esq., AEPMark is a Managing Director and Fiduciary Counsel, Southeast Region, of Bessemer Trust, an exclusive wealth management firm for ultra high net worth individuals. He oversees Bessemer Trust’s legacy and estate planning services from the Miami through Washington, DC offices. He is a frequent national lecturer and published author on taxation, estate planning, trust law and wealth management. Mark has been Vice-Chair of the Insurance & Financial Planning Committee of the ABA (Real Property, Trust & Estate Law) and currently is Co-Chair of the ABA’s Non-Tax Issues Affecting the Planning and Administration of Estates and Trusts Committee. He is a member of the Florida Bank-ers Association Executive Council (chair, Trust Legislation Commit-tee), a Board Member of, and ABA Liaison to, Synergy Summit, and a member of the Florida and Pennsylvania Bar Associations. He received his J. D. from The Dickinson School of Law, Penn State University, and his B.A. and B.S. degrees from Franklin and Marshall College.

Marc Schwartz, Esq., CPA Mark has lived and worked in the US and abroad in both governmen-tal and private sector roles. His diversified experience has allowed him to bring a global perspective to the business. He holds a B.A. from Colgate University, a Master’s in International Affairs from Columbia University, and a law degree from Emory University. He is also a CPA. Marc began his career at the Big 6 in Atlanta, GA. Here he built a strong foundation in federal, state/local and international tax over several years for both individual and corporate clients. Marc’s geographically diverse client base has allowed him to gain significant experience with tax treaties, outbound/inbound planning, repatriation, foreign tax credits, real estate investments/FIRPTA, branch taxes and audit defense.

Sydney S. traum, BBA, Jd, LLM, CPA Sydney Traum practices law in Miami-Dade County, FL. His professional association is of Counsel to Levey, Filler, Rodriguez, Kelso & Magilligan, LLP. He is author of “The S Corporation: Planning & Operation” and also “The S Corporation Answer Book”, both published by Aspen Publishers, Inc. A licensed CPA and attorney in both New York and Florida, Sydney is a past president of the AAA-CPAs; the Dade County Chapter of the Florida Institute of CPAs (FICPA) ; the Greater Miami Tax Institute; and Beth David Congregation in Miami. He is currently the Board Chairman of the Florida Association of Attorney-CPAs and is Treasurer of the Harvard Club of Miami. Traum is currently serving as a member of the AAA-CPAs Executive Committee, the FICPA Federal Taxation Committee, the ABA Tax Section S Corporations Committee, The Florida Bar Probate Rules Committee, the AICPA’s Tax Division S Corporation Technical Resource Panel and of the Board of Directors of the FICPA Miami-Dade County Chapter.

Full biographical information is available online at www.attorney-cpa.com

Pa lm Beach Gardens , 2012 7

oPtionAL tourS & SPECiAL EvEntS ◆

Please note all optional tours require a minimum number of participants. If the minimum number of participants is not met by October 26, 2012, the optional tour may be cancelled and fees refunded.

optional tours

Water taxi tourWednesday, november 7, 2012 1:00pm–4:00pmPalm Beach is one of the wealthiest areas of the country. Enjoy seeing and hearing about the mansions and yachts of the “rich and famous” as we cruise on a private water taxi ride. Who knows, you may hear a few fun celebrity gossip points too. The tour will sail past the newly renovated Peanut Island and on towards the back yards of the area’s finest homes. Along the way learn the history of Palm Beach as well as up to date information about what’s happening on the island. After the water taxi por-tion, our tour guide will provide a narrated history of Palm Beach showcasing the south side of the island before returning back to the resort.ticket Price: $81.00 (all ages)

Spouse/Guest tour & LunchShopping, Shopping, Shopping! Friday, november 9, 2012 10:00am–2:00pmIn Palm Beach, appearances mean everything. With that thought in mind, one can never wear the same thing twice, especially if there will be cameras at an event on Palm Beach. Therefore, there are some great consignment shops on the island. Known as Consignment Row, you can shop like the rich and famous and still keep some money in your wallet. This tour will treat you like a celebrity including a lovely lunch at the EXCLUSIVE Palm Beach Yacht Club and a butler service to hold your bags while you con-tinue shopping. After all, you need your hands free to try on that next outfit. ticket Price: $72.00 (all ages)Please note this is an optional event and is not part of the spouse/guest registration fee.

GolfSaturday, november 10, 2012 1:00pm–5:30pm Play the links with MPi

See if you can master the greens at PGA. Thanks to our sponsors, MPI, for subsidizing the greens fees, the first 16 interested players can hit the links. Sign up is on a first come first serve basis.ticket price: $50.00 (includes greens fees, cart and practice driving range before round)

Golf ClinicSaturday, november 10, 2012 2:00pm-3:30pmRemember all golf legends had to learn the game to become a master. Here is your chance to learn at one of the most renowned golf places in the country. What better way to spend your Satur-day afternoon than at a clinic run by PGA pros. This golf clinic will work on showing you a full swing and practice on your short game.ticket price: $85.00

Special Events included (with Full registration)

night GolfWednesday, november 7, 2012 6:00pm–8:00pmAs golf is such a large part of the resort, just look at it’s name, we bring you a fun twist with 9 holes of golf during our welcome re-ception. Held on the Master Putting Green, this will be perfect for way to kick off our conference for the novice and veteran golfer. Professional golf staff will be on the greens to lend a hand and all guests will get the glow balls, putters and scorecards.Please note, this event is limited to the 50 participants. Sign up on a first come first serve basis, please indicate your interest during the registration process.

Closing dinner Cruisenovember 10, 2012 6:30pm–10:00pmWhat better way to conclude our conference in the land of the rich and famous than cruising on the waters like the rich and famous. Join us for a dinner cruise on board the private yacht, the Majestic Princess II, as we enjoy dining, dancing and the panoramic Florida Intracoastal Waterway of West Palm Beach.

Come see what everyone is talking about and join us today.

AAA-CPA Fall Meeting & Education Conferencenovember 7-11, 2012PGa national Golf resortPalm Beach Gardens, Florida

3921 Old Lee Highway, Suite 71AFairfax, VA 22030

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AAA-CPA Fall Meeting & Education Conference, Palm Beach Gardens, FL

November 7-11, 2012

____________________________ /__________________________

First Name Last Name

_______________________________________________________

Preferred Name for Badge

_______________________________________________________

Address

____________________________/____________/_____________

City State Zip

______________________________ /________________________

Phone Fax

_______________________________________________________

Email Address

_______________________________________________________

Guest Name

_______________________________________________________

Guest Preferred Name for Badge

____________________________/__________________________

Child/Youth Name/Age Child/Youth Name/Age

___________________________ /___________________________

Child/ Youth Name/Age Child/Youth Name/Age

Do you require any special dietary restrictions or accommodations?

□ YES □ NO

If Yes, please describe below:

_______________________________________________________

_______________________________________________________

Emergency Contact: Please provide information below of someone

to reach in case of emergency during the conference.

Name:

Phone:

Relationship:

REGISTRATION FEES:

Attendee $____________

Spouse/Guest $____________

Child (5 – 11 years old) $ ___________

Youth (12– 20 years old) $ ___________

OPTIONAL ITEMS:

Optional Event: Water Taxi Tour $____________

Optional Event: Spouse/Guest Shopping & Lunch $____________

Optional Event: Golf Clinic $____________

Optional Event: Golf with MPI $____________

Printed Materials $____________

Course Proceedings $____________

Total Due $____________

PAYMENT INFORMATION: Payment in full is due with your registration.

□ Check Enclosed (payable to AAA-CPA)

□ MasterCard □ Visa □ AmEx

___/___/___/___/___/___/___/___/___/ ___/ ___/ ___/ ___/___/___/___ Credit Card Number

Exp. Date _____/_____

_____________________________________________________

Cardholder Signature

Full Registration Package – Includes: Welcome Reception, Education Sessions, Electronic Course Materials, 3 Breakfasts, 2 Lunches, 3 Hospitalities, Breaks, and Dinner Cruise. (DOES NOT INCLUDE HOTEL)

Until October 5 After October 5

__Member $750 $850

__Non-Member $850 $950

Education Only Package – Includes: Education Sessions, Elec-tronic Course Materials, Lunch on days attending and Breaks.

Until October 5 After October 5 Member Non Member Member Non Member __Full Education $595 $695 $695 $795

__Thursday Only $395 $495 $495 $595

__Friday Only $395 $495 $495 $595

__Saturday Only $175 $275 $275 $375

Special Rates – Includes: Full Registration Package (see description above)

1st Time Attendee $650 (A current member who has not attended a previous National Meeting)

New Member Rate $650 (Not an AAA-CPA Member? Join today and save over 50% on your dues and attend the full conference at discounted rate)

Guest Registration – Includes: Welcome Reception, 2 Breakfasts, Spouse/Guest Breakfast, 3 Hospitalities, and Dinner Cruise.

__ Guest/Spouse $450

Child/Youth Registration- Includes: Welcome Reception, 3 Breakfasts, and Dinner Cruise.

__ Child (age 5– 11) $85 __ Youth (age 12– 20) $170

Night Golf Qty: _____ Please indicate number in your party interested in participating in the night golf event during the opening reception. Please note this event is limited to the first 50 players to sign up.

OPTIONAL EVENTS: Please note all optional tours require a minimum number of partici-pants. If the minimum number of participants is not met by October 26, 2012, the optional tour may be cancelled and fees refunded.

Water Taxi Tour Qty: _____ @ $81

Spouse/Guest Shopping & Lunch Tour Qty: _____ @ $72

Golf Clinic Qty: _____ @ $85

Golfing with MPI Qty: _____ @ $50 Please note, this event is limited to the first 16 players that sign up.

OPTIONAL ITEMS: Printed Materials Qty: _____$30

Conference Proceedings Qty: _____$375 members

Qty: _____$495 non members

CANCELLATION POLICY: Requests for cancellation refunds must be made in writing and be sent to the

AAA-CPA. Requests must be postmarked by October 5, 2012 for 75% re-

fund, and by October 26, 2012 for 50% refund. No refunds will be given

after October 26, 2012.

FOUR Ways to Register: Online: www.attorney-cpa.com

Phone: 888-288-9272 Fax: 877-332-5186

Mail: 3921 Old Lee Highway, Suite 71A

Fairfax, VA 22030

Questions? meetings@attorney-cpa.com