Gwynedd, PA: Pennsylvania/Delaware Valley Chapter Meeting

Feb 20, 2020 12:30pm -
Feb 20, 2020 04:00pm

Event Description


Join the AAA-CPA Philadelphia/Delaware Valley Chapter

for Lunch on February 20 and Earn 3 Hours of CLE/CPE!


Thursday, Feb. 20, 2020

12:30 pm - Registration & Lunch

12:45 pm - 3:45 pm - Education


William Penn Inn

Route 202 & Sumneytown Pike

Gwynedd, PA 19436



3 hour of Continuing Legal Education (CLE) for Attorneys and 3 hours of Continuing Professional Education (CPE) for Certified Public Accountants



Members: $30.00

Non-Members: $50.00


Not a member? Join now and attend this meeting for FREE!


Estate Planning Involving Businesses Using Family Limited Partnership Agreements

Patti S. Spencer, Esquire

12:45 pm - 1:45 pm

Qualifying for 1 hour Continuing Legal Education - Substantive Law and 1 hour Continuing Profession Education - Accounting


Patti S. Spencer, Esquire, is a trust, estate and tax attorney who is a nationally recognized author and educator. Ms. Spencer has been recognized by the legal profession for her educational commitment and her work with families, individuals, businesses, attorneys and accountants she serves as a peer-nominated fellow of the American College of Trust and Estate Counsel.


Ms. Spencer serves as a private trustee and/or executor and an expert witness in estate tax, estate planning, and fiduciary matters. She specializes in estate planning, gift and generation skipping planning, corporate tax and business succession planning, estate and trust administration, fiduciary income tax, deferred tax planning and qualified plans.


Buying and Selling Businesses with Succession Planning Aspects

Jeffrey S. Pozzuolo, Esquire

1:45 pm - 2:45 pm

Qualifying for 1 hour Continuing Legal Education - Substantive Law and 1 hour Continuing Profession Education - Accounting


Jeffrey S. Pozzuolo, Esquire, is an associate at Pozzuolo, Rodden, P.C. Mr. Pozzuolo is a JD/MBA and LLM in Taxation graduate from Temple University’s Beasley School of Law and Fox School of Business.


Mr. Pozzuolo has published articles in national business and estate planning publications and has taught at the state and national level on specialties in the fields of estate, business and retirement planning. He has also furthered his international business experience studying abroad in Rome, Italy and Tokyo where he interned for a Japanese insurance company. 


Consumer Bankruptcy Law - How Does it Work and What to Expect

James D. Moran, Esquire

2:45 pm - 3:45 pm

Qualifying for 1 hour Continuing Legal Education - Substantive Law and 1 hour Continuing Profession Education - Accounting


James D. Moran, Esquire, has been a solo practitioner in debtor-creditor relations for over 30 years up until his recent retirement. Mr. Moran will give an overview of bankruptcy starting with the initial interview and explaining how the liabilities will be addressed and discharged in the context of whatever assets are available.  


AAA-CPA continuing education programs are designed to meet the needs of Attorneys and CPAs and to qualify for credit both as CPE and (M)CLE. Of course, the decisions of various state authorities determine the actual credit granted. 

The American Academy of Attorney-Certified Public Accountants, Inc. (AAA-CPA) is registered with the National Association 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:


Event Type:Chapter Meeting
Early registration ends on Dec 27, 2019.
Regular registration starts on Dec 28, 2019 and ends on Feb 19, 2020.
Late registration starts on Feb 20, 2020.
(GMT-05:00) Eastern Time (US & Canada)