N Dade/S Broward - Economic Damages Roth and Social Security Topics
Overview
NDSB Proudly Presents Interesting Topics That Include Measuring Economic Damages: Social Security Secrets and Roth Conversion.
MEASURING ECONOMIC DAMAGES: CPAs Guide to Understand Expert Analysis
Credit(s) and Type: 1 Technical Business
Speaker Name(s): Adam Lang, CPA
Adam Lang will guide CPAs through key concepts in measuring economic damage, including expert analysis, AICPA standards, lost profits methodologies, and key inputs affecting damage calculations. Business valuation will be noted but not covered in detail.
Uncovering Social Security Secrets
Credit(s) and Type: 1 Technical Business
Speaker Name(s): Chris Eilers & Joey Doganieri
Chris Eilers and Joey Doganieri will provide a concise overview of key payroll and benefit topics, including:
1. FICA Contributions – How Social Security and Medicare are funded.
2. Social Security Benefits – Planning tips and eligibility insights.
3. Medicare Benefits – Coverage basics and enrollment info.
4. Contribution Amounts – Current rates for OASDI and Medicare
Roth Conversions for 2025- The Fixed Indexed Annuity
Credit(s) and Type: 1 Technical Business
Speaker Name(s): Joey Doganieri
Joey Doganieri will explain Required Minimum Distributions (RMDs)—the minimum withdrawals you must take annually from retirement accounts starting at age 73 (for those turning 73 between 2023–2032). They’ll cover key rules, timing options, tax implications, and exceptions for Roth IRAsContribution Amounts – Current rates for OASDI and Medicare.
Chapter Registration Contact
Name: Washti Bajnath
Email: wsb1024@aol.com
Member Cost $35
Non-Member Cost $55
Register Online
Click "Add to Cart" button below.
Register by Phone
Call Member Services at (800) 342-3197.
Register By Mail
- Mail your reservation payment to:
Florida Institute of CPAs
250 South Orange Avenue, Suite 300P
Orlando, FL 32809
Please make checks payable to: Florida Institute of CPAs
- Include with payment:
Event Name:
Name:
Member Number:
Firm:
Meal Choice (if applicable):
Highlights
Digital Marketing Mastery for CPAs: Strategies to Expand Your Practice and Attract Ideal Clients
Credit(s) and Type: 1 Technical Business
Speaker Name(s): Marie Torossian
In this power-packed session, Marie Torossian will guide accounting professionals through the essential strategies to thrive in today’s digital-first world. As the landscape shifts rapidly, accounting firms must adapt to stay competitive, visible, and connected with their ideal clients.
Maximizing Tax Deduction Through Customized Retirement Plans
Credit(s) and Type: 1 Technical Business
Speaker Name(s): Bill Black
In this informative session, Bill Black will explore powerful retirement planning tools that can deliver substantial tax and asset protection benefits for business owners and high-income professionals.
Chapter Registration Contact
Name: Washti Bajnath
Email: wsb1024@aol.com
Member Cost $35
Non-Member Cost $55
Register Online
Click "Add to Cart" button below.
Register by Phone
Call Member Services at (800) 342-3197.
Register By Mail
- Mail your reservation payment to:
Florida Institute of CPAs
250 South Orange Avenue, Suite 300P
Orlando, FL 32809
Please make checks payable to: Florida Institute of CPAs
- Include with payment:
Event Name:
Name:
Member Number:
Firm:
Meal Choice (if applicable):
Wednesday, February 4th
General Session
- MEASURING ECONOMIC DAMAGES: CPAs Guide to Understand Expert Analysis
Adam Lang, Director of Forensic and Valuation Services, FiskeAdam Lang
Adam J. Lang is a Director of Forensic and Valuation Services at Fiske & Company who focuses on all forms of forensic accounting, including but not limited to, analysis of economic damages, and the investigation of fraud, shareholder disputes and employee misappropriations.
Adam Lang is a Director of Forensic Accounting and Litigation Support Engagements with Fiske, a Springline company. His 20+ years of experience includes specialization in lost profit calculations; forensic services related to shareholder disputes; and litigation support related to accountant liability and breach of contract.
His experience spans a variety of industries, including real estate, construction, insurance, banking, hedge funds, manufacturing, and healthcare. He has presented written and oral expert witness testimony in U.S. District Courts, U.S. Circuit Courts and in international arbitration proceedings; and has assisted the trier of fact as a neutral accounting expert.
Credits: 1 - Technical Business
This session is available to registrants and their guests
General Session
- Uncovering Social Security Secrets
Chris Eilers, Aspire Financial Partners
Credits: 1 - Technical Business
This session is available to registrants and their guests
General Session
- Roth Conversions for 2025- The Fixed Indexed Annuity
Joey Doganieri
Credits: 1 - Technical Business
This session is available to registrants and their guests
Non-Member Price $55.00
Member Price $35.00