Summer Vacation Cluster (SVC)

AI is moving fast.  Regulators are enforcing.  Cyber insurance carriers are denying claims.  CPA firms are caught in the middle.

This 4-hour CPE session is built specifically for small and mid-sized CPA firms that want clarity, not complexity.  Led by Scott Hagizadegan, a nationally recognized CPA subject matter expert in cybersecurity, alongside Rebecca Santos and industry partners, this session goes beyond generic cybersecurity presentations. It focuses on what actually impacts your firm.

You will learn:

• How to build a practical, defensible Incident Response plan.
• How to use AI responsibly without increasing regulatory or security risk.
• What the FTC Safeguards Rule really requires and where your firm is falling short.
• The controls insurance carriers expect before approving or paying claims.
• Immediate action steps you can implement back at your firm.

This is not a technical deep dive.  It is a strategic roadmap tailored to CPA leaders who want to protect their clients, strengthen compliance, and make confident decisions in a rapidly changing environment.  This session is not just informative.  It is essential.

Credits: 4 - Technical Business

This session is available to registrants only.

Session Pricing:

Registrant Price

$259.00

• The OBBBA Hangover:  
• Beyond the OB3: 
• Kicking Assets:
• One B or Not One B?:
• Restoring the Edge: 
• Driven to Deduct:
• Timing is Everything:
• Trump Accounts & Beyond:

Credits: 4 - Technical Business

This session is available to registrants only.

Session Pricing:

Registrant Price

$259.00

In this seminar, we provide a comprehensive overview of modern asset protection and tax planning. Key domestic and international strategies and related tax considerations are addressed.  We cover entity and trust formation, jurisdiction selection, expatriation and pre-immigration planning.  Attendees will learn effective ways to insulate personal and business assets using LLCs, modern conglomerate structures, trusts, asset titling and applicable exemptions.

Credits: 4 - Accounting and Auditing

This session is available to registrants only.

Session Pricing:

Registrant Price

$259.00

Session Description
Pack your bags for a guided tour through Florida’s ever-changing state and local tax landscape. We’ll travel through recent legislative changes, administrative guidance, significant court decisions, and enforcement trends shaping the tax environment for businesses and their advisors. Whether you’re planning ahead or responding to new developments, this session will help you avoid unexpected detours and stay on the path to compliance. Leave with practical insights and strategies to confidently navigate Florida taxes — no FastPass required.

Learning Objectives

• Recognize recent legislative, judicial, and administrative developments impacting Florida taxation.
• Analyze how these changes affect compliance obligations, planning opportunities, and client risk.
• Develop proactive strategies to help clients successfully navigate Florida’s evolving tax terrain.

Credits: 4 - Technical Business

This session is available to registrants only.

Session Pricing:

Registrant Price

$259.00

Walt Disney said his parks will never be complete as long as there is imagination. Likewise, a CPA’s tax knowledge will never be complete as long as we have the U.S. government! To develop your tax knowledge further we will revisit federal tax events over the last year and even look to the future where some wish for tax dreams to come true!

Credits: 4 - Technical Business

This session is available to registrants only.

Session Pricing:

Registrant Price

$259.00

Focus: Hands-on Exercises, Real-world Simulation, and "How-To" Coaching

Description: In this final, high-impact session, participants move from theory to execution. In a "bring-your-own-device" (BYOD) lab environment, we will walk through the live setup and deployment of AI agents and custom GPTs. Attendees will participate in a series of guided exercises: uploading and analyzing a trial balance, generating an automated audit workpaper, and building a custom tax research assistant. We will troubleshoot real-world data security concerns in real-time and demonstrate how to validate AI outputs to maintain professional skepticism. You will walk away not just with knowledge, but with functional AI tools configured and ready for immediate use in your practice.

Credits: 4 - Technical Business

This session is available to registrants only.

Session Pricing:

Registrant Price

$259.00

Learn the exact strategies that can legally drive your clients’ tax bill to zero. This is a practical implementation course for tax pros who want to deliver high-impact tax outcomes. We’ll cover strategy selection, documentation, timelines, and client handoffs—so you can sell the strategy, get paid, and outsource execution to specialists without adding fulfillment to your firm.

Credits: 4 - Technical Business

This session is available to registrants only.

Session Pricing:

Registrant Price

$259.00

What’s “new” in AICPA and PCAOB audits is not just new words, but rather some pervasive changes in some long-held processes; most engagements are affected to an extent. From new standards on fraud, confirmations, group audits, and quality management, a lot is changing for AICPA audits. Also, given the new board at the PCAOB, a lot is potentially changing for public company audits as well. In this up-tempo session, learn the latest on what these new auditing standards actually require and how this can lead to improvements in efficiency and effectiveness.

• Learn to be able to effectively address the new audit standards upfront and during engagements,
• Learn ways to expand your personnel’s ability to effectively address risks of material misstatement,
• If you are industry, learn the background of some of the new requests that will be coming your way and ways to prepare

Credits: 4 - Accounting and Auditing

This session is available to registrants only.

Session Pricing:

Registrant Price

$259.00