HomeMy WebLinkAboutDocumentation_Pension Public Safety_Tab 14_04/18/2006HANSON, PERRY ~ JENSEN, P•.~-.-
400 EXEamvE CENTER DRroE, SurtE 207 - wEgT PALM BEACH, FLORIDA 33401-2922
HANSON*
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H. PERRY
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BONNI SPATARA JENSEN (watch 20, 2006
bsjensen ~hpJlaw.com
•uso AwmEn w N.Y.
Via Email Only
Gwen Carlisle Pension Fund
Pension Administrator, Public Safety
Village of Tequesta
P.O. BOX 3273
250 Tequesta Drive, Suite 300
Tequesta, FL 33469-0273
TELEPHONE (561) 686- 802
Fncsuax.E ( )
Re: Hanson, Perry & Jensen Billing Statement_
Public Safety Pension Fund
Dear Gwen:
losed ou will find our invoice for services renders urocuh ent ba ance due sd
• Enc Y
March 15, 2006. Thank you for your payment of $703.07. o
$780.98.
If ou have any questions on this or any other matter, please do not hesitate to
Y
contact me.
Sincerely,
~~ 1
I
Bonni S. Jensen
BSJ/adt
Enclosure
Copy:
.7
i%~
Ed Sabin, Chairman (Via Email Only)
~3
HANSON, PERRY & JENSEN, P.A.
400 Executive Center Drive
• - Suite 207
West Palm Beach, FL 33401
Phone: 561-686-6550
Tax ID #65-0294597
Invoice submitted to:
Tequesta Public Safety Officers Pension Fund
Pension Administrator, Village of Tequesta
P.O. BOX 3273
250 Tequesta Drive, Suite 300
Tequesta FL 33469-0273
ATTN: Gwen Carlisle
March 20, 2006
In Reference To: For professional services rendered as follows:
Client Number. 1011
Invoice # 60522
Professional Services
• Participant -General Con'espondence
3/7/2006 BSJ Telephone call
Telephone call with Lieutenant Mauro re: Purchase of
Service by Re-Employed Police Officer
Review Pension Plan Document
Participant -General Correspondence
SUBTOTAL:
Participant -Nathanson
2/22/2006 BSJ Draft
Draft letter to-Alex Nathanson
Participant -Nathanson
2/28/2006 KA Draft
E-mail to Gwen Carlisle
Participant -Nathanson
BSJ Draft
Draft Tax Consult Form
. Participant -Nathanson
Hrs/Rate/Rate Amount
0.25 42.50
170.00/hr
[ 0.25 42.50]
0.50 85.00
170.00/hr
0.20 13.00
65.00/hr
0.50 85.00
170.00/hr
•
Tequesta Public Safety Officers Pension Fund
I
i
I
; SUBTOTAL:
Summary Plan Descriotion
Page 2
Hrs/Rate Amount
[ 1.20 183.00]
3!14/2006 KA Telephone call 0.15 9
75
Telephone call from Jody Forsythe 65
00/hr .
Review 2004 Summary Plan Description to Charles Stavin .
Summary Plan Description
SUBTOTAL: [ 0.15 9.75]
Trustee Expense Policv
3/7/2006 KA E-Mail 0.25 16
25
E-Mail 2006 Internal Revenue Service Rate to Board 65
00/hr .
Trustee Expense Policy .
• SUBTOTAL: [ 0.25 16.25]
_ 175/1x5 Comoliance
3/2/2006 KA E-Mail 0
25 16
25
E-Mail Reminder that Annual 175/185 Reports are due .
65
00/hr .
March 15th .
§ 175/185 Compliance
3/15/2006 BSJ Telephone call 0
10 17
00
Telephone call with Bill Doney .
170
00/hr .
§ 175/185 Compliance .
SUBTOTAL: [ 0.35 33.25]
For professional services rendered 2.20 $284.75
•
~esta Public Safety Officers Pension Fund
Additional Charges
Bill File
3/15/2006 HPJ Postage$
Postage
Bill File
HPJ Photocopies$
Copy Charges
Bill File
SUBTOTAL:
Total additional charges
Total amount of this bill
• Previous balance
Total payments
Balance due
Page 3
Qtv/Price _____Amo~nt
1 5.03
5.03
g 1.20
0.20
---
[ 6.23]
$6 23
$290.98
$1,193.07.
($703.07)
$780.98
60 Da s 90 Da s 120
Current 30 Days
•
HANS4N~ .PERRY $~ JENSEN~ P.A.
400 F~cECUnvE CENTER DRNE, SurrE 207 -WEST PALM BEACH, FLORIDA 33401-2922
JILL HANSON*
mjhanson®hpjlaw.com
ANN H. PERRY
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BONNI SPATARA JENSEN
bsjensen®hpJlaw.com
I
'Keo AaamEO iN N.Y.
February 17, 2006
Via Email Only
Gwen Carlisle
Pension Administrator, Public Safety Pension Fund
Village of Tequesta
P.O. BOX 3273
250 Tequesta Drive, Suite 300
Tequesta, FL 33469-0273
TELEPHONE (561) 686-655
FACSIMILE (561) 686-280
Re: Hanson, Perry & Jensen Billing Statement_
Public Safety Pension Fund
~ Dear Gwen:
Enclosed you will find our invoice for services rendered for the period that ended
February 15, 2006. Your current balance due is 1 19
$ 3.07.
If you have any questions on this or any other matter, please do not hesitate to
contact me.
Sincerely,
j(~ ~ ;
Bonni S. Jensen
BSJ/adt
Enclosure
Copy: Ed Sabin, Chairman (Via Email Only)
• Hanson,. Perry & Jensen, P.A. -Tax ID #65-
0294597
HANSOM, PERRY & JENSEN, P.A.
400 Executive Center Drive
• - Suite 207
West Palm Beach, FL 33401
Phone: 561-686-6550
Tax ID #i65-0294597
Invoice submitted
~oequesta Public Safety Officers Pension Fund
Pension Administrator, Village of Tequesta
P.O. BOX 3273
250 Tequesta Drive, Suite 300
Tequesta FL 33469-0273
ATTN: Gwen Carlisle
February 17, 2006
In Reference To: For professional services rendered as follows:
Client Number: 1011
Invoice # 60433
Professional Services
• Hrs/Rate Amount
Attendance at Trustee Meeting
2/13/2006 I{A Prep Atty Rept
Prepare Attorney Report, Handouts, and Notebook for 0.50
65
00/hr 32.50
upcoming Meeting - 2/14/06 .
Attendance at Trustee Meeting
2/14/2006 BSJ Attend
Attend meeting 2.50 425.00
Attendance at Trustee Meeting 170.00/hr
SUBTOTAL:
[ 3.00 457.50]
Misc Correspondence
1/17/2006144 E-mails
E-mails with Gwen Carlisle re: FPPTA membershi 0.25 16.25
p
Misc Correspondence 65.00/hr
SUBTOTAL:
[ 0.25 16.25]
•
~equesta Public Safety Officers Pension Fund
Page 2
Hrs/Rate Amount
Participant -Nathanson
2/15/2006 KA Telephone call 0.25 16.25
Telephone call from Gwen re: Rollover form (reference in 65.00/hr
letter to Nathanson tell him to contact Human Resources)
Participant -Nathanson
SUBTOTAL:
For professional services rendered
Previous balance
[ 0.25 16.25]
3.50 $490.00
$703.07
Balance due
Current 30
60 Days 90 Days 120
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