FICPA Town Hall: The One Big Beautiful Bill and Florida’s Tax Package
2.0 Credits
Member Price $0.00
Non-Member Price $100.00
Overview
FICPA Town Hall: The One Big Beautiful Bill and Florida’s Tax Package
Major federal tax reform is here, and it’s reshaping the landscape for CPAs and tax professionals nationwide. Join the FICPA on Monday, Aug. 4, for an essential Town Hall that dives deep into the transformative changes introduced under H.R. 1 – otherwise known as the One Big Beautiful Bill – and examines the key state-level developments from Florida’s $1.3 billion tax package.
In Hour 1, the FICPA’s Shelly Weir and Jason Harrell and the Federal Tax Committee’s Peter Stratos and Dan Henn will provide a clear breakdown of the new federal tax provisions of H.R. 1, reviewing timelines and compliance considerations for practitioners serving individuals, corporations and pass-through entities.
In Hour 2, Weir, Harrell, FICPA Chair Karen Lake, and the State Tax Committee’s Kevin Herzberg will offer a comprehensive look at the various changes in Florida’s HB 7031, including the repeal of the business rent tax.
Highlights
- Federal income tax bracket adjustments and deductions
- Business tax provisions and investment incentives
- IRS enforcement updates and administrative changes
- Overview of Florida’s $1.3B tax cut (HB 7031), including:
- Sales tax holidays
- Property tax relief
- Small business benefits
Prerequisites
None
Designed For
CPAs, tax professionals, and advisors who want to stay current on federal tax law changes and understand how Florida’s state-level reforms may influence tax planning and compliance strategies.
Objectives
By attending this webinar, participants will be able to:
- Understand the most impactful provisions of the “Big Beautiful Bill.”
- Evaluate how the federal changes affect income tax, credits, and business structures.
- Identify planning and compliance strategies for tax season and beyond.
- Gain awareness of Florida’s HB 7031 and its implications for residents and firms.
- Prepare for potential implementation challenges and advisory opportunities.
Preparation
None
Notice
FICPA Webinars are presented virtually.
Our Webinars include a live presentation with speaker audio, video and PowerPoint presentation. Attendees can ask questions. The presenter(s) will repeat questions to share with all attendees and answer questions as time allows. Individuals can also reach out to the presenter directly via email after the event.
For more information feel free to call the FICPA Member Service Center at 800-342-3197.
Leader(s):
Leader Bios
Daniel Henn, President, Daniel Henn, CPA, PA
Dan is co-founder of the Tax Resolution Academy® and the founder of Daniel Henn, CPA, PA. Throughout the span of three decades, Dan has gained extensive hands-on expertise in taxation, IRS Representation (Collections and Exam) and business tax planning. Today, he serves as a Certified Public Accountant and Tax Advisor at Daniel Henn, CPA, PA. He is also a frequent trainer of other licensed tax professionals in the area of IRS Representation through the Tax Resolution Academy®. Prior to his current ventures, Dan was a Supervisory Senior of Tax with KPMG, LLP in St. Petersburg and Orlando and a Tax Manager with Berman Hopkins Wright & LaHam, CPAs, LLP in Melbourne.
Furthermore, Dan holds a Bachelor of Science Business Administration and Master’s Degree in Accountancy from the University of South Florida.
Jason Harrell, Chief External Affairs Officer, Florida Institute of CPAs
Jason Harrell is the FICPA Chief External Affairs Officer responsible for leading all aspects of the Institute’s public policy, advocacy, governmental affairs and regulatory affairs. He serves as the liaison to the DBPR and Board of Accountancy and is responsible for all advocacy-related external communications and campaigns to increase the value of the CPA license. Jason brings numerous years of experience to this role, previously serving as director of government relations for Florida Court Clerks and Comptrollers Association and budget and communications director for the Clerks of Court Operations Corporation, serving in key roles under two Speakers in the Florida House, and serving in the Executive Office of the Governor in the Office of Policy and Budget and Chief Inspector General’s Office.
Kevin Herzberg, Chief Financial Officer & Principal, RealAdvice
Kevin Herzberg is a seasoned expert with over 30 years of experience advising for Federal income tax, state and local tax (SALT), and merger and acquisitions. He has had numerous high-profile roles over his career. Most recently, as the former National Indirect Tax Leader at Grant Thornton LLP, Kevin played a pivotal role in helping businesses navigate complex tax landscapes while optimizing their operational efficiency and financial outcomes. His Grant Thornton leadership roles extended to serving as the Tampa Office Managing Partner, the Central Region SALT Regional Leader and Florida SALT Practice Leader, where he specialized in providing strategic tax solutions tailored to meet business and tax imperatives.
Peter Stratos, Principal, Kaufman, Rossin & Co, PA
Peter Stratos is an expert in international tax for both individual and corporate taxes. Peter’s expertise in international tax includes foreign tax credit planning, residency issues, state and local issues for international and multinational businesses, expats and inpats, pre-immigration planning, transfer pricing, compensation planning, treaty positions, entity selection, organizational structuring and withholding issues, artists, entertainers, athletes and various other matters.
Peter has been a speaker for the AICPA and other organizations on various international tax topics and has also written several articles and issue papers covering these topics. He was recognized on multiple occasions by the Virginia Society of Certified Public Accountant’s and Virginia Business Magazine as a “Super CPA” in corporate taxation.
Shelly Weir, President & CEO, Florida Institute of CPAs
Shelly Weir is President & Chief Executive Officer of the Florida Institute of CPAs (FICPA), the statewide professional association for Certified Public Accountants (CPAs) in Florida. In this role, Weir serves as Secretary-Treasurer of the FICPA and FICPA Scholarship Foundation and works in partnership with the FICPA Council to develop and execute the Institute's strategic vision. Weir leads a staff of 40 professionals responsible for carrying out the missions of the FICPA and FICPA Scholarship Foundation.
Weir is actively engaged in legislative and advocacy efforts representing the CPA profession at the state and national level, serving as a Trustee for Florida TaxWatch. As a member of the Board of Trustees for the Florida Chamber Foundation, she advocates for the business and tax interests of CPAs. As President & CEO, Weir represents all Florida CPAs with the state's Board of Accountancy and the Department of Business & Professional Regulation. As a member of the CPA Society of Association Executives, she collaborates with other association leaders to address regulatory and legislative agendas affecting CPAs across the nation.
An association executive with nearly 20 years of experience, Shelly has the unique ability to foster excitement, commitment and vision in others to the benefit of the organization and its goals.
Weir began her tenure as President & CEO of FICPA in April 2021. Prior to joining FICPA, she spent 10 years with the American Hotel & Lodging Association (AHLA), where she was most recently the Senior Vice President of Career Development. In this role, she designed and executed programs that delivered career advancement opportunities and competency attainment for professionals in the hotel industry.
Throughout her time at AHLA, Weir represented the hotel industry on multiple task forces with the U.S. Departments of Education and Labor under Presidents Obama and Trump. She was appointed Co-Chair of the Presidential Task Force on Expanding Apprenticeship in the United States from 2017-2018. In 2020, her work was recognized by the White House with the Pledge to America's Worker Presidential Award for outstanding career development.
Weir earned her Bachelor of Arts degree from Florida State University. She resides in Orlando with her husband and two sons and is an avid college sports fan.
Non-Member Price $100.00
Member Price $0.00