LRP meeting materials

R
RPPTL_pastchairs
Thu, Mar 18, 2021 4:26 PM

Good afternoon, All:

Attached for next Friday's Long Range Planning meeting is a bookmarked .pdf of the materials for your review.  To access the bookmarks, please open the .pdf and click on the[Bookmark outline]symbol located on the upper left side of the .pdf.

A couple of recommendations to make your life easier:

  1. Print at least the first three pages of the .pdf, which are the Agenda and LRP Worksheet so you can have those available without toggling back and forth through the bookmarks.
    2 -  Consider having two monitors available during the Zoom call that way you can have Zoom opened on one screen and the .pdf materials on the other.

Rob Freedman will be sending around the Zoom invite via email shortly.  We will begin at 10:30am on Friday, March 26.  I look forward to seeing you all then.  If you have any questions about the materials, please call or email me directly at bob@heartlandlaw.commailto:bob@heartlandlaw.com.  Please, oh Please, do not "Reply All".

Many thanks for all you have and continue to do for the Section.

Robert S. Swaine
Swaine, Harris & Wohl, P.A.
425 South Commerce Avenue
Sebring, FL 33870
(863) 385-1549 (o)
(863) 471-0008 (fax)
bob@heartlandlaw.commailto:bob@heartlandlaw.com

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Pursuant to federal regulations imposed on practitioners who render tax advice ("Circular 230"), we are required to advise you that any tax advice contained herein is not intended or written to be used for the purpose of avoiding tax penalties that may be imposed by the Internal Revenue Service. If this advice is or is intended to be used or referred to in promoting, marketing or recommending a partnership or other entity, investment plan or arrangement, the regulations under Circular 230 require that we advise you as follows: (1) this writing is not intended or written to be used, and it cannot be used, for the purpose of avoiding tax penalties that may be imposed on a taxpayer; (2) the advice was written to support the promotion or marketing of the transaction(s) or matter(s) addressed by the written advice; and (3) the taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.

Good afternoon, All: Attached for next Friday's Long Range Planning meeting is a bookmarked .pdf of the materials for your review. To access the bookmarks, please open the .pdf and click on the[Bookmark outline]symbol located on the upper left side of the .pdf. A couple of recommendations to make your life easier: 1. Print at least the first three pages of the .pdf, which are the Agenda and LRP Worksheet so you can have those available without toggling back and forth through the bookmarks. 2 - Consider having two monitors available during the Zoom call that way you can have Zoom opened on one screen and the .pdf materials on the other. Rob Freedman will be sending around the Zoom invite via email shortly. We will begin at 10:30am on Friday, March 26. I look forward to seeing you all then. If you have any questions about the materials, please call or email me directly at bob@heartlandlaw.com<mailto:bob@heartlandlaw.com>. Please, oh Please, do not "Reply All". Many thanks for all you have and continue to do for the Section. Robert S. Swaine Swaine, Harris & Wohl, P.A. 425 South Commerce Avenue Sebring, FL 33870 (863) 385-1549 (o) (863) 471-0008 (fax) bob@heartlandlaw.com<mailto:bob@heartlandlaw.com> [cid:image001.jpg@01D71BE4.E2257CC0] Confidentiality Notice This message is being sent by or on behalf of a lawyer. It is intended exclusively for the individual or entity to which it is addressed. If you are not the named addressee, you are not authorized to read, print, retain, copy or disseminate this message or any part of it. If you have received this message in error, please notify the sender immediately by e-mail and delete all copies of the message. Pursuant to federal regulations imposed on practitioners who render tax advice ("Circular 230"), we are required to advise you that any tax advice contained herein is not intended or written to be used for the purpose of avoiding tax penalties that may be imposed by the Internal Revenue Service. If this advice is or is intended to be used or referred to in promoting, marketing or recommending a partnership or other entity, investment plan or arrangement, the regulations under Circular 230 require that we advise you as follows: (1) this writing is not intended or written to be used, and it cannot be used, for the purpose of avoiding tax penalties that may be imposed on a taxpayer; (2) the advice was written to support the promotion or marketing of the transaction(s) or matter(s) addressed by the written advice; and (3) the taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.