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Member Benefit GuideDeborah Curry, President/CEO of the FICPA, talks about your value as a member. Your FICPA membership dues are invested in you. We strive to provide the highest quality benefits and services possible. From Our MembersOnce a member of the Florida Institute of CPAs (FICPA), retaining membership and increasing involvement doesn’t only support one professionally. Listen to a few long-standing members explain why they strongly recommend continuing to renew and how the FICPA has contributed to their career and personal development. In many cases, participation in just one of these benefit programs will recoup your annual membership fee. We understand and appreciate the value of your dollars spent on membership and work hard to provide you the best service, products and programs. Read some commonly asked questions about how your dues are invested. Review the FICPA membership categories. If you have any questions about any FICPA benefits, service programs or membership, please contact your Member Service Center at (800) 342-3197 (in Florida), (850) 224-2727 msc@ficpa.org. For more information or a quote on Insurance & Preferred Savings Programs, please contact Drew Miller at (800) 342-3197 (in Florida), (850) 224-2727, ext. 270 or millerd@ficpa.org. Continuing Professional EducationFICPA CPEThe FICPA offers several types of continuing professional education to suit your credit needs, budget and time constraints. Members receive 20% off on all of our CPE courses, shows, conferences, seminars, in-house and self-study materials. Gleim
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FICPA's Association Group Term Life Insurance Plan |
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New! 10-Year Level Group Term Option |
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Lock-in your initial rate and coverage amount for a full 10 years!* At the end of the level-term period, evidence of insurability is required to enter another level term period (subject to maximum eligibility age). If subsequent level-term period is not available, you do not lose coverage! Instead, you default into the 5-year age bracket rates, assuming premium is paid. Other benefits include the following:
This program is offered through Rogers, Gunter, Vaughn Insurance Inc. You may request an application for coverage or a policy brochure by contacting Laurie Venable at 800-893-7242. For Summary Purposes only-For a complete listing of policy benefits and provisions, please refer to your Certificate of Insurance. *The initial premium will not change for the first 10 years unless the insurance company exercises its right to change premium rates for all insureds covered under the group policy with 60 days advance written notice. |
Health Insurance |
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The FICPA Health Benefits Plans offers individual and group health insurance designed to provide you with customized coverage at the best possible rates for your firm. In response to the often complex and expensive health care market, the FICPA established this program as a service to its members and the employees of their firms — whether in public or private practice. The health insurance policies offer the choice of a PPO or an HMO. New small group health insurance policies for firms with less than two employees or owners are available only during the open enrollment month of August. |
Professional Liability Insurance |
 The FICPA is pleased to offer its members the AICPA Professional Liability Insurance Program. The Program, endorsed by the FICPA, is underwritten by CNA, an industry leader in professional liability insurance with over 35 years experience, and brought to you by Aon Insurance Services, Plan Administrator since 1974. The Program offers three plans to meet the needs of CPA firms of all sizes.
For more information about any of the plans, please contact Aon at (800) 221–3023. You may also speak with any of our local agents in the area: |
Employment Practices Liability Insurance |
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The FICPA also offers members the AICPA–endorsed CPA EmployerGard, an employment practices liability insurance program which insures firms against risks such as, age, race or gender discrimination, sexual harassment, and wrongful dismissal. The Program, endorsed by the FICPA, nationally administered by Aon Insurance Services and underwritten by CNA, provides limits ranging from $100,000 to $5 million to qualified firms for their defense, settlements and judgments should they be sued for an employment practices–related dispute. The Program also provides a host of risk control services to help firms understand and comply with employment law including, a legal hotline that provides access to an employment liability attorney when policyholders need advice. Additionally, policyholders receive newsletters, website publications and other information to help them understand the risks and reduce exposure. Click here to request a free premium estimate. For more information about the Program, please contact Aon at (800) 221–3023. You may also speak with any of our local agents in the area: |
Long Term Care Insurance |
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The Florida Institute of CPAs has endorsed a discounted Long Term Care Insurance Program. This discounted program is now being made available to all CPAs and their families. Considering the high cost for Long Term Care, this program is designed to help protect you, your family and your retirement security. Protection is available should you need care at home, in an assisted living or nursing home facilities. This program offers special discounts not available to the general public for:
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Auto Insurance from Liberty Mutual |
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Umbrella (PLP) Coverage from Liberty Mutual |
Long Term Disability Insurance |
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The FICPA provides a Long Term Disability Insurance program through Professional Benefits, Inc. Members can request information on coverage available through UnumProvident Insurance Company or Standard Insurance Company. Individual and group disability coverage is offered, subject to underwriting. Limits up to $20,000/month are available with options for "own occupation" protection, guaranteed renewability/premiums, future insurance options and Cost of Living Adjustments. Non–medical (no physical) individual coverage up to $1,500/month is available. Premium discounts are available for FICPA members. For more information please contact Jim Tollerton at (800) 741–5170 or via e–mail at Jim@ProfessionalBenefits.org. |
The Group Coverage is available to you through the FICPA and ReliaStar Life Insurance Company. As a member, term life coverage is available in the amount you select, from $10,000 to $500,000, in increments of $5,000. The premium rates are structured in 5-year age brackets. The plan includes a benefit that waives the premium if you become disabled (prior to age 60) and an option to have a portion of your benefit paid out during your lifetime if deemed terminally ill as defined in the certificate. The plan also has the option to elect Accidental Death and Dismemberment coverage for you, your spouse and employees. Other benefits include the following:
FICPA has teamed up with Liberty Mutual to offer members Group Savings Plus®. This unique program allows you to purchase high–quality auto insurance at low group rates through the convenience of automatic checking account deductions. See for yourself how much money you could save with Liberty Mutual compared to your current insurance provider. Call (800) 524–9400 and mention client # 101587 for a free no–obligation quote. Retirement Program
Need a quote? Contact information for each program is listed below. With any additional questions, please contact Drew Miller at (800) 342-3197 (in Florida), (850) 224-2727 ext. 270 or msc@ficpa.org.
CPA Pension Alliance
The CPA Pension Alliance offers retirement plans including Profit Sharing, Defined Benefit and 401(k) plans to FICPA member firms. Administrative fees to members are discounted 40% or more depending on asset size. CPA Pension Alliance is offered through PENSERVCO, a third party administration firm.
For proposals, call (800) 704-7357, or visit the CPA Pension Alliance website.
Established FeesPlan Setup Fees:Waived Includes:Setup, Plan Document, Board Resolution, Design Plan Take Over Fees:$500-$3,000 |
2013 Kick Off Fees:One time $0 - $1,500 |
Annual Compliance Fees:$1,500 + $20/Participant Includes:All Testing & 5500 |
25-100% Discount Based on Participant Count And Plan Assets |
** All Final Fees will be Guaranteed for 3 Years
Over 40 FUND Families Available
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PENSERVCO, Inc.
600 Bypass Dr. Suit 223A
Clearwater, FL 33764
727/445-9770
www.penservco.com
Preferred Savings Programs
Check out our newest Member Only Affinity benefit!
Exclusive to FICPA Members Only!
A Florida Trend subscription for only $9 per year!
(Don't worry – if you already have a subscription, yours will be extended for 12 months at the FICPA rate.) Learn more.
Becker CPA Review
A $300 Discount is available to FICPA Student Members on the purchase of a full CPA review course!
For course information, visit: www.beckercpa.com
For live course schedules: Becker Live Course Schedules
To take advantage of the member discount, call Becker at 1-800-868-3900
Please identify yourself as an FICPA Student Member and have your membership number available.
CCH
FICPA and CCH have teamed up to provide an incredible new membership benefit of more than 160 interactive CPE courses on the Internet for one low annual fee of only $329 per Learning Center "seat" . New courses and topics are added regularly.
To Order:
- Please call CCH Account Representative Roger Franks at 1–877–300–5219; or
- Send us an email, and please include your firm name, address, phone number, user names and email addresses, and the number of seats you want at only $293 per seat – regularly priced at $419 per seat!
CCH will email you a Learning Center User ID and Password for your annual subscription which gives you unlimited access to the full library of CCH web–based professional development and CPE courses for a 12–month period. The special FICPA – CCH discount price will also apply to your renewal of the annual CCH Learning Center subscription. Sign up today!
Gleim
Looking for online CPE? Gleim Publications is your professional gateway to online CPE. Plus, FICPA members receive a special 20% discount on professional designation review products, which includes exam review materials and various review courses!
Gleim offers a full line of accounting–related CPE courses. The extensive online self–study CPE programs will enhance your knowledge and help you comply with your continuing education requirements.
Full-time Accounting Educators
Gleim is offering an incredible discount for faculty members who want to take - and PASS - the Florida CPA exam. As a member of the FICPA and a full-time faculty member of a Florida college or university, you qualify for this special offer. Learn More.
Maxx Merchants Services & Exclusive Affiliate Program
The FICPA and Maxx Merchants have partnered to provide FICPA members two great opportunities for your business and bottom line.
Credit Card Processing and Electronic Payment Services
Provide your clients the choice to pay with a credit card. Maxx Merchants will help you provide your clients this essential benefit while keeping your costs at a minimum. This offer applicable to all current FICPA Members so you can:
- Gain new clients
- Get paid fast
- Stand out from your competition
FICPA–Member Exclusive Affiliate Program
Through this exciting new Maxx Merchant program, exclusive to FICPA member firms, you can save your clients money while you earn income. The program is simple and can significantly add to your firm's revenue each month.
To find out more about the Credit Card Processing and Electronic Payment Services and/or the Exclusive Affiliate Program, visit the Maxx Merchants' Endorsed Program website exclusively for FICPA Members. or call (877) MAXX–NOW (629-9669).
Office Depot Savers Program
On behalf of FICPA and Office Depot Business Solutions Division, we are proud to bring you Office Depot as a member of the FICPA Corporate Affiliation Program. Please take a moment to review the outstanding membership benefits provided by Office Depot’s purchasing program for your office supplies, furniture, printing, and technology needs.
As a FICPA member you will be entitled to:
- 15% less than regular Office Depot website prices (www.officedepot.com) on office consumables
- Average of 52% off list (excluding business machines and paper)
- FICPA discounts on all copying & printing, furniture, promotional items, coffee and breakroom supplies, and technology needs
- 167 item core contract for consumable desktop products (average savings of 80% off list)
- Pricing will be discounted at the store register with proper account setup
- If sale price at the store is less than the member price, the member will receive the lower
- Retail sale promotions or coupons are not accepted
- Delivery of all stocked items placed before 4 p.m. is next business day
- No shipping, restocking fees or return charges for any stocked items
- Multiple billing and reporting solutions
- The ability to use a credit card of your choice (Visa, Mastercard, AMEX)
- The ability to order online with our award winning website
There is no charge for participating in this program. Proper account setup under this cooperative purchasing program is the only responsibility.
Here’s how to take advantage of this great program:
Submit the form and it will automatically be emailed to Office Depot to begin the process to set up your special savings account. If selecting credit card ordering, someone will call to verify the credit card information.
- Account setup is within 48 hours when using your own credit card
- Account setup is within 5-7 business days if you need to have customized direct billing account setup for your office supply purchases
- With either account setup, you will be sent an Office Depot “Savers Program” notifying you that proper account setup has taken place.
UPS Savings Program
Save up to 30% on UPS shipping thanks to FICPA!
FICPA members can save up to 30% off UPS Express Air and International shipments. FICPA members can also save up to 16% on Ground shipments. That's a significant savings over FedEx published rates!* All this with the peace of mind that comes from using the carrier that delivers outstanding reliability, greater speed, more service, and innovative technology. UPS guarantees delivery of more packages around the world than anyone, and delivers more packages overnight on time in the US than any other carrier, including FedEx.
Simple shipping! Special savings! It’s that easy! For complete details or to enroll, click here.
FICPA members can save:
- Up to 30% on UPS Next Day Air® and Export Worldwide Express/Expedited® services
- Up to 23% on UPS 2nd Day Air®, and Import Worldwide Express/Expedited® services
- Up to 18% on 3 Day Select®
- Up to 16% on Commercial Ground
- Up to 10% on Residential Ground
*See Rates and Services Chart for detail of Savings and Discounts, which depend on total weekly gross shipping charges incurred.
Earn more cash back for the things you buy most
Apply for the new Florida Institute of Certified Public Accountants BankAmericard Cash RewardsTM Visa Signature® credit card that rewards customers with up to 3% cash back on certain purchases, all while supporting FICPA initiatives. In addition to earning cash back rewards for yourself, use of this card benefits the FICPA at no extra cost to you!
Here are some of the features of the new FICPA BankAmericard Cash Rewards Visa Signature® credit card:
- 1% cash back on all purchases.
- 2% cash back on grocery store purchases.
- 3% on gas station purchases.
- You can earn the 2% and 3% cash back on gas and grocery purchases up to the first $1,500 in these combined categories per quarter. After that, you will continue to earn 1 percent on these purchases.
- Rewards are automatic and do not expire. There's no need to register your card or sign up to earn your cash rewards.
- Get a 10 percent customer bonus when you redeem into a Bank of America® checking or savings account.
- Chose how you want to receive your cash. Have it deposited into any checking or savings account, credited to your statement or sent directly to you
For information about the rates, fees, other costs and benefits associated with the use of this credit card, or to apply, Click Here and refer to the disclosures accompanying the online credit application. This credit card program is issued and administered by FIA Card Services, N.A. BankAmericard Cash Rewards is a trademark and Bank of America and the Bank of America logo are registered trademarks of Bank of America Corporation. Visa and Visa Signature are registered trademarks of Visa International Service Association, and are used by the issuer pursuant to license from Visa U.S.A. Inc. © 2012 Bank of America Corporation.
Hertz Car Rental Discount
FICPA members can enjoy the Hertz difference and save with our Hertz Member Benefit program. Some of the benefits include 10% discount of Hertz daily member benefit rates or Hertz Standard daily, weekend, weekly and monthly rates in the United States.
To use Hertz discounts, go to www.hertz.com and enter the CDP number 421993. For phone reservations, call Hertz at 1–800–654–2200.
Automatic Data Processing Services
The FICPA and Automatic Data Processing (ADP) have teamed up to offer FICPA members a discount on payroll processing services. FICPA members who enroll as new ADP clients are entitled 10% off payroll processing.
Isn't it time for you to join the thousands of businesses who benefit from ADP's on–time, accurate payrolls and our World Class Service? Enroll today and let ADP save you time and money! In addition, your ADP representative is waiting for the opportunity to deliver courtesy tax information to you.
To receive more information, please call (800) 927–7253 in South Florida; (813) 281–5715 in the Tampa area, or (800) 736–7715 outside of the Tampa area. In addition, you can e–mail Wendy Hellman. Offer applicable only to members who are not currently ADP clients.
Member Communities
Listservs
There are FICPA members-only email discussion groups designed for interactive discussions with your peers. Our Listservs are designed to improve communication among like-minded members, offer a forum for exchanging ideas, and allow you to benefit from the experience, knowledge, and wisdom of your peers. There is a Listserv for each of the professional interest FICPA Sections as well other areas of interest including Federal Taxation Listserv.
FICPA Sections
There are currently eight online communities for members to access Florida-specific accounting news, rules changes, case law, best practices, business leadership tools and more. Each Section has their own set of Listservs, monthly e-newsletters, practice tools and mini websites.
FICPA Chapters
The FICPA serves your needs at a local level through its 27 chapters across Florida. These chapters are further grouped into six geographical regions. Each region and the chapters within that region hold and promote programming of local interest and provide a conduit for communication with the FICPA leadership. Regional and local chapter members also provide locally elected representatives to serve on the FICPA Board of Governors.
FICPA Committees
With over 30 committees within the FICPA membership, members have several opportunities to connect with other members, excel their leadership and contribute to the Institute and the profession.
Young CPAs
As a committee of the FICPA, the Young CPA Committee (YCPA) is geared towards developing ways to engage CPAs 35 and under in the accounting profession.
Annual Liaison Meetings
Each year, members may submit questions to representatives from the IRS, the DBPR Division of Land Sales, Condominiums and Mobile Homes, and the Florida Department of Revenue through various committee and Section liaison meetings.
Member Services
FICPA Member Services Center (MSC)
The FICPA MSC is your "one stop" FICPA information source. The FICPA has cross-trained staff so they can respond to nearly all of your questions. Rather than needing to talk to several people on a variety of issues, the first person you talk with will be able to handle your call or email.
FICPA Website
The FICPA website is your direct connection to one-of-a kind services and information quickly and conveniently. Twenty-four hours a day, seven days a week you have access to current news and information, as well as customized, interactive resources.
FICPA Classifieds
Developed by the FICPA, our classifieds list jobs, office space, practices and more for the public and all of our members to access. This tool provides our members two ways to reach prospects – through the online Classifieds, accessible to the public, and the members-only Florida CPA Today magazine.
CareerBank
This national online job source gives you access to resumes posted by the public as well as a portal to post your resume to be viewed by the public. Through our partnership, FICPA members receive job placement discounts and assistance with developing customized recruitment advertising options and promotional packages.
