January Print

Chapter Meetings

Defending IRS Audits on Conservation Easements
Meeting sponsored by Dixon Wells

We are very pleased to announce that Ronald Levitt will be the guest presenter at our next chapter meeting on January 16th, 2020. How familiar are you with conservation easements? As the impact of tax reform hits the planning and investment community, previous charitable giving strategies find themselves in vogue once again. Many of us know or have heard about conservation easements, but how much do we know about the risks involved? Mr. Levitt is an expert in defending these easements and will guide us through many of the pitfalls and audit considerations, while providing a basic understanding of the strategy.

Ronald’s practice focuses on two main areas. First, he handles federal and state controversy matters, including planning and defending conservation easements. Second, his practice focuses on business and tax planning, particularly for closely held and family-owned businesses. Specifically, he counsels clients in business planning, succession planning, estate planning, charitable deduction planning, entity formation, represents S corporations, limited liability companies, and other flow-through entities, mergers and acquisitions, purchases and sales of businesses, and healthcare law by representing physician practices.

Mr. Levitt holds a BS and an MBA from University of Alabama, a JD from the University of Alabama Law School, and an LLM from University of Florida Levin College of Law.

Seating is limited for this event, so please register today.

The meeting will be held at the Federal Reserve building in Liberty Park. Lunch starts at 11:30, and we will move to our meeting room at 12:00 for the presentation and announcements. We hope you can attend and look forward to seeing you at this month’s chapter meeting!

1 hour of CFP® - Pending

Thursday, January 16th                  11:30-1:00PM                       Federal Reserve Bank

Season Tickets for members are available this month. You can pay for all 8 chapter meetings for $120. Available at online registration.

REGISTER HERE

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President's Message

Happy New Year, and welcome back! I hope that everyone had a wonderful holiday season! We are so excited to be back with a new year and a new decade. Our board recently held our annual planning meeting, and we are looking forward to a great year!

We are aggressively filling our partnership spots, but if you know of any company or group that would like to be a sponsor, then please let David LeCompte know. We certainly can’t do what we do as a chapter without partner support.

Our first chapter meeting of the year will be on Thursday, January 16th at the Federal Reserve Building. Remember lunch is at 11:30 and then we will move into our meeting at 12:00.

Be on the lookout for upcoming dates to be published soon. We are planning to have the Member/Partner Barons game event in the spring, as well as our annual symposium in the fall. Also be on the lookout for information about our state and national advocacy days.

Social media for our chapter is here! Be sure to like our Instagram page at FPA_northal and follow our LinkedIn Page at FPA of North Alabama.

I hope to see everyone at the January meeting as we embark on our new year!

Jim

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Calendar of Events

2020 FPANA Calendar
Date Type
Jan 16 Chapter Meeting
Feb 20 Chapter Meeting
Feb 26 AL Advocacy Day Mgy
Mar 19 Chapter Meeting
April 23 Chapter Meeting
May 21 Chapter Meeting
June FPA Residency
June NexGen Gathering
June National Advocacy Day
Aug 20 Chapter Meeting
Sept 17 Symposium
Sept 30-Oct 2 FPA Annual Conf., AZ
Oct FPA Residency
Oct Financial Planning Week
Oct 15 Chapter Meeting
Nov 19 Chapter Meeting

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Public Relations

Keeping up with the FPA in 2020

In addition to the website and monthly newsletter there are two other ways to keep up with what the FPA of North Alabama is doing. Be sure to follow our LinkedIn and Instagram pages in order to keep up with the latest happenings with the Chapter. Along with posts about upcoming meeting and events, this year we will also highlight our sponsors (Internal and External), Pro Bono work, and new CFP®s. If you have something that you would like to see shared on the chapters social media pages please let us know.

FPA of North Alabama

FPA of North Alabama

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