South Florida Accounting Conference (SFAC)

Cindy Ragan, Owner/ CEO, Ragan & Associates, PA

Cindy Ragan is the founder and President of Ragan & Associates, P.A., a consulting firm that specializes in the mergers and acquisitions of accounting firms for the past 28 years. She has a
Masters Degree from George Washington University in International Economics and Finance and is certified as an Certified Valuation Analyst (AVA). She is also author of “The Complete Guide to Mergers & Acquisitions of CPA Firms”. Ms. Ragan worked as an Economist on Wall Street before relocating to South Florida to become an entrepreneur. She has founded and sold several businesses of her own over the past 30 years and has been a management consultant and business valuation analyst to the CPA industry for the past 28 years.

David Yu, Founder, Wealth Advisor, DTY Wealth Planning Solutions

David T. Yu is the Founder and Wealth Advisor of DTY Wealth Planning. In addition to his work in financial services, he is an active airline pilot and a former institutional pilot pension committee member for one of the largest U.S. based airlines. 
David has also served as an instructor of adult retirement planning at Broward Community College and advises individuals on how to maximize their Social Security benefits. He also counsels families on late-stage college financial planning and frequently presents on tax mitigation strategies at CPA conferences and symposiums.  
David has been featured on ABC, CBS, Fox, and NBC News, and recognized as one of America's Best Retirement Experts by Kiplinger's. David is the host of the podcast Jet Setting Wealth Advisory, where he shares financial insights tailored to aviation professionals and high-net-worth individuals & familes. and Ashlee Hall is the Owner and Principal Attorney of Hall Law Group, PLLC, specializing in federal tax credits, incentives, and IRS procedures. She has helped thousands of businesses nationwide claim over $865 million in federal tax credits, including the Employee Retention Credit (ERC), using court-tested and IRS-approved strategies. Ashlee is the co-creator of Taxplaining, a podcast and LinkedIn platform for tax professionals focused on tax law developments, taxpayer rights, and IRS accountability. She is also a contributing editor for Thomson Reuters PPC's Practitioners Tax Action Bulletin and has been featured as an ERC expert in the Wall Street Journal and Bloomberg Tax.

Jaideep Singh, Co-founder & CEO, FlyFin AI Inc.

Jaideep is the Co-founder & CEO with 20 years of experience in building Ai companies, and a proven track record of creating successful startups that have created over $3 Billion in value. He is passionate about combining AI/ML with CPAs to build a game-changing tax solution. He has a BS and MS in Computer Engineering from the University of Arizona, and an MBA from the Wharton School.

James Sutton Jr, Partner, Moffa, Sutton & Donnini, PA

James Sutton has 35+ years of experience working in State and Local Tax ("SALT"). Since 2002, Mr. Sutton has been an Adjunct Professor of Law at Stetson University College of Law teaching State and Local Tax and Accounting for Lawyers.  Mr. Sutton ventured into the realm of construction as part owner, CFO, and in-house counsel for two construction companies, one residential and one commercial, giving him the opportunity to experience the "big picture" with all aspects of business and an improved ability to see things from a business owner's perspective. Mr. Sutton was also the Chairman of the FICPA State Tax Committee 2022 to 2024 and now dedicates his time defending companies and individuals against the aggressive tactics of the Florida Department of Revenue.

Kevin Hayes, Risk Control Consultant, CNA INSURANCE

Kevin Hayes is a Risk Control Consultant for the Accountants Professional Liability Insurance Program of Continental Casualty Company, a CNA company and the underwriter of the AICPA Professional Liability Insurance Program. He previously served audit clients for six years with both national and regional public accounting firms. Hayes currently provides risk control consulting services for CPA firms in the AICPA program. He participates in the development and delivery of risk management training and education products including the live risk management seminar and self-study programs, as well as other tools to assist CPA firms in managing their professional liability risk. Kevin earned both his bachelor's and master's degrees from the University of Dayton. He is a member of the AICPA and the Illinois CPA Society

Lawrence Levy, CEO, Levy & Associates

Lawrence Levy is the President and CEO of Levy & Associates, a nationally recognized tax resolution firm with offices in Michigan and Florida. With over three decades of experience, Lawrence has built a team of CPAs, attorneys, and former IRS agents to help individuals and businesses navigate complex tax issues, including audits, levies, wage garnishments, and back taxes. Known for his hands-on approach and 24/7 client support, Lawrence takes pride in offering personalized service and real solutions—often when clients feel they’ve run out of options. Under his leadership, Levy & Associates has become a trusted name in tax relief, earning an A+ rating from the BBB and a strong reputation across the country.

Paul Roy, Founder, Profitable Practice Pro

Paul Roy is a seasoned entrepreneur with a career that began in his late teens. Over the years, he has built and acquired diverse businesses, including an office products company, a human resources firm, a computer forms company, and a yachting facility. He also served as COO of an agricultural facility generating over $12 million in annual revenue.
As a Certified Professional Coach, Paul has spent the past ten years specializing in business consulting and coaching for accounting firm partners and owners. He is the Co-Founder of CPA Business Coach, dedicated to helping accountants transition into trusted business advisors who provide greater value to their clients.
Paul is also the Founder of Profitable Practice Pro, a program designed to empower accounting firm owners to step into their roles as visionary leaders and CEOs. His mission is to guide accountants in building practices that are profitable, sustainable, and aligned with their personal and professional goals.

Ruth King, Founder & CEO, Financially Fit Business, LLC

Since 1981, Profit & Wealth Guru Ruth King has helped businesses get and stay profitable, build wealth, and significantly impact their lives and the lives of their employees.
Ruth is the creator and leader of the National Association of State Boards of Accountancy (NASBA) sponsored group live course, Understanding Financial Analysis Trends.
Ruth holds an MBA in Finance from Georgia State University and Bachelor's and Master's Degrees in Chemical Engineering from Tufts University and the University of Pennsylvania.
She is the founder and CEO of the AI driven software company, Financially Fit Business, LLC.  Financially Fit Business takes financial data and turns it into impactful graphs so business owners can easily see the financial health of their company.
She is the author of 6 award winning books including 101 Dumb Mistakes Business Owners Make and How to Avoid Them. The Courage to be Profitable was named along with Napoleon Hill, Dale Carnegie, Richard Branson and others, as one of the 37 books all start-ups should read. 
Ruth has spoken for national /state association CPA meetings, national/trade shows, manufacturers, distributors, and others in 49 of 50 states. (She is looking to go to North Dakota).

Shelly Weir, President & CEO, Florida Institute of CPAs

Thomas Ruggie, Founder and CEO, Destiny Family Office

Tom Ruggie, ChFC®, CFP® is a visionary wealth manager, executive, entrepreneur, author, and speaker, who spent 34 years building one of the country’s pre-eminent wealth management organizations, including an independent RIA, multiple wealth management firms, alternative investment fund, and co-investment fund.  In 2017, he founded Destiny Family Office to help individuals - and their families - navigate the challenges and complexities of managing significant wealth.  He facilitates seamless collaboration and communication among trusted advisory teams for his client families, ensuring they work in concert to serve those clients’ best interests.
Ruggie focuses on providing privileged access to institutional-caliber alternative investments, including pre-IPO direct/private investments. As an avid collector of sports memorabilia and an advisor on collectibles as an asset class, he helps clients turn personal interests into powerful investments.
With entrepreneurial skills honed by Strategic Coach®, Vistage®, and most recently Tiger21, in 2024 Ruggie earned his ranking as the #1 Forbes Best-in-State Wealth Advisor (North Florida), as a Barron’s Top 1200 Wealth Advisors (for the 13th time), and among InvestmentNews’ Hot List of 100 financial professionals shaping the industry. His firm was also named InvestmentNews’ RIA Team of the Year and one of America’s Top Financial Advisory Firms by Newsweek.