Event Calendar
Help for this page My CE Transcript
Hosted by FPA Suncoast Chapter

Joint Meeting with Florida Institute of Certified Public Accountants

Surviving 2012
and Beyond

Health Care,
Short Sales
and Credit

Emerging Issues
in Health Care
John J. Moore, JD
Williams Parker 
Discussion of emerging issues in Health Care including health care reform and what lies ahead for health care in the foreseeable future.

Short Sales
Jo Ann M. Koontz, JD
Koontz & Associates, PL

Clients with properties lost to foreclosure, sold in short sales and who have had debts restructured have complicated tax issues that affect both tax planning and reporting. Discussion on handling such transactions, including working with clients who are considering debt settlement options.

Credit Restoration
Gerri Detweiler
Ultimate Credit Soltutions, Inc.

With the decline in economic conditions, bankruptcy restructurings and liquidations are at an all-time high, creating a need for more services by financial planners and CPAs with bankruptcy and restructuring experience.

CFP Professionals can earn up to three (3) hours of continuing education.

  8:00 am - Registration & Breakfast
  8:30 am - Workshop Begins
11:30 am - Workshop Concludes

Cost is $40 for FPA members; $45 for guests.

Please use one our reservations options below.

Tuesday, May 1, 2012
8:00 AM - 11:50 AM


Laurel Oak Country Club
2700 Gary Player Blvd
Sarasota   FL   34240-8830
Website for Location
Map for Location


Speaker Profiles


Gerri Detweiler
Ultimate Credit Solutions, Inc.

Helping consumers find reliable answers to their credit questions has been the theme of Gerri Detweiler’s work for the past twenty years. She has been interviewed for more than 3000 news interviews including The Today Show, Dateline NBC, The New York Times, USA Today and Reader’s Digest. She is also an international speaker and has testified before Congress on consumer credit topics.

Gerri the author or co-author of four books. In addition to Reduce Debt, Reduce Stress (Good Advice Press 2009), she is also the co-author of Debt Collection Answers: How to Use Debt Collection Laws to Protect Your Rights (2009): Invest In Yourself: Six Secrets to a Rich Life (Wiley, October 1998, 2001), which was recommended in USA Today and Kiplinger’s magazine; and The Ultimate Credit Handbook (Plume, 1993, 1998, 2003).

Jo Ann M. Koontz, JD, CPA
Koontz & Assoicates, PL

Jo Ann M. Koontz is an attorney and CPA practicing in the areas of real estate, business organizations, and taxation. She represents clients in a wide variety of business and real estate matters, including commercial and residential real estate transactions, short sales, S corporation, partnership and LLC formation and reorganizations and the tax implications of business and real estate transactions, including purchases and sales of assets and equity interests.

She advises clients of potential tax consequences of contemplated transactions prior to entering into agreements for the transaction, so that together, working with the client, exposure to tax liabilities can be minimized.

John J. Moore, JD
Williams Parker

John L. Moore is a board certified health law attorney and concentrates his practice in health and business law. Mr. Moore also represents financial services industry clients in stored value card regulation, licensing and contract negotiations. He provides legal services to health care entities, including physicians, medical groups, hospitals, ambulatory surgical centers, assisted living and skilled nursing facilities, home health agencies and billing companies. Mr. Moore has assisted numerous clients in private securities offerings for businesses as diverse as environmentally friendly "green" lighting to construction of surgical facilities.

Mr. Moore is a shareholder with the Firm. He graduated from the University of Virginia School of Law and he received his bachelor’s degree at Stetson University where he was Phi Beta Kappa and President of the Student Body. Mr. Moore was named by the United States Congress as the Harry S. Truman Scholar from the State of Florida in 1986. He also holds a Health Law certification.

Registration Fee