South Dade - S Corporation Update / AICPA Ethics and Independence Rules for Compilations and Reviews (SD082014)

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REGISTRATION STATUS: CLOSED - Online registration for this course is now closed. Please contact the Member Service Center at (850) 224-2727 or (800) 342-3197 if you wish to inquire about registering.

Date:Wednesday, August 20, 2014
Time:5:00pm - 8:00pm (Registration at 4:30pm )
Facility:Ciudamar Reception Room, Miami
CPE Credit:1 Accounting and Auditing
2 Technical Business
Instructors: Michael F. O'Rourke, ABV,CVA Sydney S. Traum, CPA,JD,LLM (TAX)
Vendor:Florida Institute of CPAs (chapter)
Subject:Regulatory Ethics, Taxes


South Dade Chapter- S Corporation Update / AICPA Ethics and Independence Rules for Compilations and Reviews

S Corporation Update
Presented by Sydney Traum, CPA, BBA, JD, LLM

Sydney S. Traum, BBA, JD, LLM, CPA practices law in Miami-Dade County, Florida. His professional association, Sydney S. Traum, P. A., is “Of Counsel” to a local law firm. He is author of The S Corporation: Planning & Operation and also The S Corporation Answer Book, both published by CCH/Aspen Publishers, Inc (Wolters Kluwer). Recently he authored articles in The Tax Adviser and the Journal of Accountancy. The Florida Institute of CPAs (FICPA) Editorial Committee named Traum as the winner of the 2011 Writing Excellence Award for his article, “Update on S Corporations,” which was published in the January/February 2011 issue of Florida CPA Today. A licensed CPA and attorney in both New York and Florida, Traum is a past president of the American Association of Attorney-CPAs; the Dade County Chapter of the FICPA ; the Greater Miami Tax Institute; and Beth David Congregation in Miami. He is a past chair of The Florida Bar Committee on Relations with CPAs. He is currently the Board Chairman of the Florida Association of Attorney-CPAs and is Treasurer of the Harvard Club of Miami. Traum is currently serving as a member of the American Association of Attorney-CPAs Executive Committee, the FICPA Federal Taxation Committee, the American Bar Association Tax Section S Corporations Committee, The Florida Bar Probate Rules Committee, and of the Board of Directors of the FICPA Miami-Dade County Chapter. He was previously a member of the American Institute of CPAs Tax Division S Corporation Technical Resource Panel. Traum received his BBA from the Baruch School of the City College of New York (CCNY), now known as Baruch College, his JD from Harvard Law School, and his LLM in Taxation from New York University Law School. He is Florida Bar Board Certified in Taxation and in Wills, Trusts and Estates. Traum is rated AV by the Martindale-Hubbell Law Directory.

AICPA Ethics and Independence Rules for Compilations and Reviews
Presented by Michael F. O’Rourke, CPA
CPE: 1 A&A

Michael O’Rourke is a sole practitioner in Broward County. His practice is concentrated in business valuation and expert witness testimony. Valuation matters center on estate-planning and settlement issues, partner/shareholder disputes and general commercial damage matters. Expert witness matters center on commercial litigation including accountant and attorney malpractice cases, financial reporting, lost profits and damages. Before narrowing his market concentration, Mike served as quality control partner/manager for several regional accounting firms in South Florida and New York. In that capacity, Mike was responsible for compliance with GAAP, GAAS and SEC reporting and disclosure.

Event Schedule
Registration begins - 4:30 p.m.
First CPE Program - 5 p.m.
Dinner will begin at approximately 6:45 p.m.
Second CPE Program - 7:10 p.m.
Meeting ends - 8 p.m.

Meal Description
Tex- Mex Buffet

Bread and Butter

Main Course:
Beef Tacos with Guacamole, Pico de Gallo, Sour Cream Cheese
Chicken Enchiladas
Veracruzano Roasted Pork

Side Dishes:
Mexican Rice
Fried Beans
Sautéed Corn

Chocolate Brownies
Coffee Station



Register by Phone
Call Member Services at (800) 342-3197.

Register By Mail
Not paying online? Use our check remit form to pay for your event by check. This form contains our mailing address and payment instructions.

Mail your reservation payment to:
Florida Institute of CPAs
P.O. Box 5437
Tallahassee, FL 32314-5437
Please make checks payable to: FLORIDA INSTITUTE OF CPAs

Include with payment:
Event Name:
Member Number:
Meal Choice (if applicable):

Chapter Registration Contact

If you have any questions contact the Chapter Treasurer Lydia Desnoyers at or Phone 786-363-0175

Cancellation & Refund Policy
Cancellations on chapter events will be accepted up to 3 business days prior to the event and will receive a full refund.

Please Note:
Cancellations must be made through the FICPA Member Service Center at (800) 342-3197. Cancellations cannot be processed via the website.

Save the Date

Chapter Exchange
Established CPA with over 25 years of experience is looking to purchase CPA practice in the South Miami / Kendall area. Please call Joe 305-668-2318 for additional information.

Beautiful Brand New Office Space in Pinecrest. Two offices with two floor to ceiling windows to sublease. Free parking available. This is a full service office with receptionist services, internet, kitchen, copier/printer/scanner and conference room. Secretarial furniture and phone equipment are provided. Please contact Steven Silverman at 305-666-6111.

The South Dade Chapter is raising funds to help the Network for Teaching Entrepreneurship (NFTE). This organization helps low-income students connect with learning by seeing a practical use to schooling. They learn how to open a business.They meet mentors in the business community and they learn presentation skills as they pitchtheir business plan.

To help NFTE, our chapter is selling tickets to attend "Macy's Shop for a Cause" on August 23rd. Tickets allow holders to enter Macys earlier on that day and receive additional discounts on name-brand merchandise. The tickets are priced at $5.00. Those interested should make their checks payable to "NFTE". We will collect the checks at the registration table for this current meeting. Alternatively, you may forward your check to Mercy San Miguel at 1541 Sunset Drive, Ste. 203, Miami, Fl. 33145. Please contact Mercy at 305-665-2400 should you have any questions.

Chapter member ads are not placed on the Chapter website, but are listed in the monthly e-mail notice under Chapter Exchange. There is no charge for ads, but they are limited to South Dade Chapter members and the following subjects: Employment and per diem; Office space available or for lease; and Purchase, sale or merger of practices.

Send ads (50 words or less) to Chapter Secretary Martin Forman at Ads run for one notice and must be resubmitted in subsequent months.

Regular Price: $50 FICPA Members, $50 Non-Members