North Dade / South Broward Chapter

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Dave Roberts
(305) 777-1699

Carshena Allison
(305) 947-1638

Gerri Lazarre
(305) 940-5344

Cheryl Balaban
(954) 478-5478

CPE Chapter Liaison
Washti Bajnath
(954) 435-4310

Region VI Representative
Ray Kulzick
(305) 812-4998

Board of Directors

Mark Bernstein
Marcie Bour
Lynn Britt
Joan Cleveland
Alan Harriet
Bonnie Mackey
Gina Masses-Valera
Chris Moreno
Nadine Olmann
Steven Samuels
Gary Saslaw
Raul Serrano, Jr
Marc Wexler


Welcome to the Florida Institute of CPAs North Dade / South Broward Chapter page. Here you will find information of upcoming events involving our chapter.

Our chapter is committed to the accountancy profession through education, training and community involvement. Our members provide outstanding service to public and private institutions as well as individuals.

Please contact any one of our chapter officers if you have questions or need more information, and I look forward to seeing you at our next event.

Upcoming Events


PLEASE CONSIDER BRINGING ONE OR MORE OF THE FOLLOWING TO OUR NOVEMBER 5TH DINNER MEETING TO DONATE TO THE PANTRY OF BROWARD COUNTY, INC. (see flyer for additional details):  Jelly, Peanut Butter, Spaghetti Sauce, Pancake Mix, Spaghetti O's,  Hamburger Helper, Cereal (non frosted), Canned Meats, Oatmeal, Beef Stew,  Jell-o, Chili, Pasta, Tuna, Ravioli.  See flyer for more information


Do you want to support a worthwhile community service program and have fun volunteering as a tax preparation counselor? AARP Foundation Tax-Aide is the nation’s largest free, volunteer-run tax assistance and preparation service available to taxpayers with low-and middle-income, with special attention to those age 60 and older. They also encourage younger taxpayers who may qualify for Earned Income and/or Child Tax Credits to come in and file at one of their sites. More than 35,000 volunteers are available at over 5,000 sites nationwide every year from February 1st through April 15th.

Professional CPAs can be a valuable resource in helping to e-file tax returns as a Tax Counselor, Instructor, Site Coordinator, or filling other roles. Continuing Education Credits are available for Tax Preparers, Instructors, and Quality Reviewers. Tax Counselors and Instructors must be IRS trained and certified every tax season in January. To volunteer, please visit their website now at to register for next season. And please support their worthy cause by referring individuals who need to locate a site near them to their website or have them call toll free 1-888-227-7669. AARP Tax-Aide is a nationwide service of the AARP Foundation offered in conjunction with the IRS.

Save the Date

General Monthly Dinner Meeting – Wednesday - December 3 – January 7 - February 4

All Roundtables meet at the Sheraton Hotel, Ft. Lauderdale Airport
Private Wine Room (Inside restaurant)
SE Corner of I-95 & Griffin Road 954-920-3500 -- Self Parking is free with validated ticket.

Thursday, November 20, 2014
8:00 am to 10:00 am
Topic:  What Every Accountant Should Know About Business Valuation
CPE:    2 Hours Technical Business
Speaker: Marcie D. Bour, CPA/ABV, CVA, CFE, MAFF, ABAR
Firm:   Florida Business Valuation Group
Phone: 954-966-7465
Click the following link to register and pay online by credit card.  Cost is $23 if paid on-line, $25 if paid at the door.  Cost includes breakfast buffet and CPE credit.
RSVP to Vic Leibofsky if you plan to pay at the door so enough seating can be arranged.
Phone: 954-562-5626
Future Thursday Roundtable Dates: – Dec 18 – Jan 15 - Feb 19

Tuesday, November 25, 2014
8:00 am to 10:00 am
Moderated by Mark Bernstein, CPA
Click the following link to register and pay online by credit card.  Cost is $23 if paid on-line, $25 if paid at the door.  Cost includes breakfast buffet and 2 Hours Technical Business CPE credit.
RSVP to Mark Bernstein if you plan to pay at the door so enough seating can be arranged.
Phone: 954-252-4955 x 11
Future Tuesday Roundtable Dates: - Dec 23 – Jan 27 - Feb 24

Scholarship Recipients
From right to left – Ed Foundation recipients and with FICPA Members - Ron Thompkins, Kiara De Jesus, Rummesa Abar, Gary Margolis, Jeff Greene, Rummesa’s mother, Paula Villafane, Nadine Olmann and friends.