Jo Ann Koontz Named to the Faculty of the 2012 Symposium for Financial Planning Professionals

Sarasota, Florida Attorney & CPA to Serve on Faculty for 2012 Symposium

2012-07-29

SARASOTA, FL, July 29, 2012 (Press-News.org) Jo Ann Koontz of the Koontz & Associates law firm in Sarasota, Florida, has been selected to serve on the faculty for the 2012 Florida Symposium for Financial Planning Professionals.

Scheduled for August 2-3 in Tampa, this annual symposium by the Financial Planning Association of Tampa Bay presents cutting-edge sessions on a wide variety of financial planning topics. Specific areas covered include retirement planning, elder care, health insurance, business planning and succession, and investments.

With a dual certification as an attorney and Certified Public Accountant, Koontz is a sought-after speaker on the tax implications of real estate transactions, short sales and foreclosures, among other legal matters. Her presentation about foreclosures in the higher-end market will be held Friday, August 3, at 11 a.m.

Koontz & Associates, PL focuses on residential and commercial real estate transactions, federal and state tax law and business law. Koontz is an Ohio native with a bachelor's in Business Administration and a law degree from Ohio Northern University. Koontz & Associates is located at 1819 Main Street, Suite 215, Sarasota, FL 34236. Koontz can be reached at joann@koontzassociates.com. Telephone: (941) 225-2615.

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Jo Ann Koontz Named to the Faculty of the 2012 Symposium for Financial Planning Professionals

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