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The mission of Charitable Gift Planners of Tampa Bay (formally the Partnership for Philanthropic Planning of Tampa Bay) is to foster awareness and to provide an effective forum for education, communication, networking and collaboration for our gift planning community.

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March 14th - Tax Cuts & Jobs Act Update

  • March 14, 2018
  • 11:30 AM - 1:00 PM
  • Holiday Inn St. Petersburg N - Clearwater, 3535 Ulmerton Road, Clearwater FL 33762

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Tax Cuts and Jobs Act Update

Jay Wadsworth, CPA

Javier Zuniga

CJ Zygadlo, CPA


March 14, 2018

11:30 am: Professional Networking

Noon – 1:00 pm: Program & Lunch

LOCATION:
Holiday Inn St. Petersburg/Clearwater MAP
3535 Ulmerton Road
Clearwater, FL 33762


Please join us as we discuss what the largest tax overhaul in three decades means for you, your family and your business. We will outline both business and individual implications related to the new tax law.



ANNUAL SPONSORS:

All Children’s Hospital Foundation
American Cancer Society
Community Foundation of Tampa Bay
Johnson, Pope, Bokor, Ruppel & Burns, LLP
Saint Leo University
The Bank of Tampa
USF Foundation, Office of Gift Planning
Wells Fargo Private Bank


Reservation Deadline: Friday, March 9, 2018

Reservations made before the reservation deadline:

$25.00 Members | $30.00 Guests



Jay Wadsworth, CPA

Shareholder

Jay focuses on corporate taxation and has a strong tax planning background. Jay has extensive experience with R&D tax credits and cost segregation and has assisted many business owners in taking advantage of this as well as other tax credits. Jay has a BS in Accounting from Wake Forest University and an MS in Accounting from Stetson University.

 

 

Javier Zuniga

Shareholder

Javier’s expertise includes corporate and partnership tax compliance, international taxation, individual taxation. He is also part of PDR CPAs + Advisors R&D tax credit and cost segregation practice areas.

Javier has a BS degree in Accounting from the State University of New York – College at Old Westbury.

Javier serves on the Board of Directors at the Clearwater Regional Chamber, he is a member of Vistage International and is also part of Tampa Bay Wave’s Mentorship program. Javier is fluent in Spanish.

 

CJ Zygadlo, CPA

Tax Manager

CJ has over 20 years of experience in the accounting industry focusing on individual and corporate tax compliance and planning, business and partnership structures, foreign tax issues, voluntary disclosure agreements and trust & estate planning. She is involved in developing PDR’s training programs and plays a key role in the firm’s mentoring and recruiting events.

CJ has a Bachelor of Science in Accounting & Law from Clarkson University and an MBA with a concentration in Forensic Accounting from the University of South Florida. CJ is a member of the American Institute of Certified Public Accountants (AICPA) and the Florida Institute of Certified Public Accountants (FICPA).

 


Questions? Email: admin@ppptampabay.org

Charitable Gift Planners of Tampa Bay

PO Box 2092
St. Petersburg, FL 33731

admin@ppptampabay.org

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