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For FPA Members
Our Mission Statement:
The mission of the FPA of Middle Tennessee is to advance the practice and profession of financial planning in Middle Tennessee by providing quality education and leadership to our members, to the financial planning community and to the public it serves.
Chapter Highlights
About FPA of Middle Tennessee Learn how you can become involved...
Contact Us Find out how FPA of Middle Tennessee can help...
Join us at our next chapter meeting We discuss many topics to help your business...
Next Chapter Meeting
May 15, 2013
Program: Planned Giving
Presented by: Tim Kaltenbach, Executive Director, Planned Giving, Vanderbilt University
Location:
Lipscomb University
Ezell Center, Room 301
3:30 p.m. - 5:00 p.m.
NEWS . . . Taxpayer Advocacy Panel
Middle TN chapter member, David W. Hayes, is one of 74 volunteers serving a three-year term on the Taxpayer Advocacy Panel. The TAP Mission . . . The Taxpayer Advocacy Panel listens to taxpayers, listens to taxpayer issues, and makes recommendations for improving IRS service and customer satisfaction.
David will represent local taxpayers as well as work on national issues. TAP members devote 300 to 500 hours yearly to the panel. Members work with IRS executives on priority topics and also serve as a conduit for grassroots issues between the public and the IRS. The TAP is committed to making sure the IRS seeks out and considers panel members' views on key initiatives impacting taxpayers before decisions are made.
Taxpayers can contact David Hayes and the Taxpayer Advocacy Panel by calling 1-888-912-1227, www.improveirs.org, or David directly at 615-504-0622 or davidwhayes@comcast.net.
Hayes Lobbies for taxpayers, Tennessean
Study Group Meeting - May 9, 2013
12 noon. Bring lunch!
Topic: Taxpayer Advocacy Panel
Leader: David Hayes, CFP®
More details: fpamidtn@bellsouth.net
Member Breakfast
4th Wednesday
Dimples, Maryland Farms Brentwood
8:00 a.m.
An informal gathering. Eat, meet, chat! Please join us!
Area Conferences . . .
FPA of North Alabama
May 9, 2013
The Harbert Center
Birmingham, AL
Agenda and Registration
FPA of Georgia Regional Conference
The IMPACT of Commitment
Friday, May 17, 2013
Westin Atlanta Perimeter North
Agenda and Registration
Middle TN 2013 Chapter Meeting Dates
January 16
Stock and Bond Outlook for 2013
Andrew Palmer, Deputy CIO, State of Tennessee
Edward A. Burgess, CIO, Equitable Trust Company
February 20
The Basics of Bankruptcy
John C. Tishler, Partner, Chairman
Waller Lansden Dortch & Davis LLP
March 20
The Nashville Real Estate Market, What Investors Need to Know
Richard Fulton, CCIM, & Shane Douglas, CCIM
Colliers International
May 15
Planned Giving
Tim Kaltenback
Vanderbilt University
June 19
Where is that Reasonable Range of Value?
Key Concepts to Consider in the Valuation of Closely-Held Companies
Chris Lovin, CPA, ABV, CFF, CFE, Lattimore Black Morgan & Cain, PC
July 17
Tax Update
Brad Dunlavy
Kraft CPAs
August 21
Lunch meeting at Richland Country Club
Program presented by Bryan Howard and Jeff Mobley
Sponsored by: Pacific Life and American Century
September 18
Fiscal Policy in TN - A Senator's Perspective
Senator Jack Jonhson, District 23
October 15 - Symposium
Belmont University
Look for Early Bird Registration in June
November 20
Protection of Intellectual Property
Gail Smith Bradford, JD, Harris Martin Jones, P.A.
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