2024-10-02T17:48:09-04:00 2024-06-30 822677648 WR & ASSOCIATES PA 1419 GENE ST WINTER PARK FL 32789 990EZ 2023-07-01 593351739 CENTRAL FLORIDA ESTATE PLANNING COUNCIL CENT 4075392066 1419 GENE STREET WINTER PARK FL 32789 ANDREA NIEMANN TREASURER 4075392066 2025-02-03 true true ANDREA NIEMANN CPA P00180440 4075392066 2024-10-02 2023 2024-10-15 13:58:12Z X X HTTPS://CFEPC.ORG X X 50162 X 31166 18950 46 50162 60406 60406 -10244 92990 82746 X 92496 82146 494 600 92990 82746 92990 82746 X CENTRAL FLORIDA ESTATE PLANNING COUNCIL, INC. IS AN INTERDISCIPLINARY ORGANIZATION FOR PROFESSIONALS INVOLVED IN ESTATE PLANNING. CENTRAL FLORIDA ESTATE PLANNING COUNCIL, INC. STRIVES TO FOSTER UNDERSTANDING OF THE PROPER RELATIONSHIP BETWEEN THE FUNCTIONS OF THE LIFE UNDERWRITER, TRUST OFFICER, ATTORNEY, ACCOUNTANT, AND ANY OTHER PARTY OR PARTIES HAVING TO DO WITH ESTATE PLANNING, AND TO ENCOURAGE COOPERATION OF PERSONS ACTING UNDER THOSE DISCIPLINES. JOE PERCOPO IMMEDIATE PA 000.00 0 NICOLE DONELSON PRESIDENT 000.00 0 LISA AMOROSO 1ST VP 000.00 0 STACEY PRINCE-TROUTMAN 2ND VP 000.00 0 ANDREA NIEMANN TREASURER 000.00 0 LEE ANNE GROOVER SECRETARY 000.00 0 ASHLEY WHITE BOARD MEMBER 000.00 0 ANDREW THOMPSON BOARD MEMBER 000.00 0 CHRISTOPHER SUTO BOARD MEMBER 000.00 0 JENNIFER BOSTEDO BOARD MEMBER 000.00 0 LEMAR WILLIAMS BOARD MEMBER 000.00 0 CHRISTINA MINER BOARD MEMBER 000.00 0 JEANETTE MORA BOARD MEMBER 000.00 0 false false false false false false false false ANDREA NIEMANN 1419 GENE STREET 1419 GENE STREET WINTER PARK FL 32789 4075392066 false false false false false false false false FORM 990-EZ, PART I, LINE 16 EXPENSES CFP 589 CONFERENCES & CONVENTIONS 1,295 CONTINUING EDUCATION 2,715 CONTRACT LABOR 4,800 CREDIT CARD FEES 830 DIRECTORY EXPENSE 340 DUES AND SUBSCRIPTIONS 3,319 GIFTS 247 LICENSES AND PERMITS 123 MEMBER BADGES 1,409 POSTAGE AND DELIVERY 515 PROFESSIONAL FEES 1,450 PROGRAM EXPENSE 34,182 SPEAKER TRAVEL 2,882 WEB SITE HOSTING 308 ZOOM 550 SPEAKER EXPENSES 4,852 TOTAL 60,406 FORM 990-EZ, PART II, LINE 24 PREPAID EXPENSES AND DEFERRED CHARGES 0 600 DUE FROM TRUIST 494 0 TOTAL 494 600 FORM 990-EZ, PART III CENTRAL FLORIDA ESTATE PLANNING COUNCIL, INC. IS AN INTERDISCIPLINARY ORGANIZATION FOR PROFESSIONALS INVOLVED IN ESTATE PLANNING. FORM 990-EZ, PART III, LINE 28 CENTRAL FLORIDA ESTATE PLANNING COUNCIL, INC. STRIVES TO FOSTER UNDERSTANDING OF THE PROPER RELATIONSHIP BETWEEN THE FUNCTIONS OF THE LIFE UNDERWRITER, TRUST OFFICER, ATTORNEY, ACCOUNTANT, AND ANY OTHER PARTY OR PARTIES HAVING TO DO WITH ESTATE PLANNING, AND TO ENCOURAGE COOPERATION OF PERSONS ACTING UNDER THOSE DISCIPLINES.