CPE Catalog & Events

Join the West Coast Chapter as we spread holiday cheer by giving back!            We’ll be volunteering at Metropolitan Ministries and making a meaningful impact this season.  During our volunteer shift, we’ll help support families in need by assisting with seasonal donations, holiday preparations and/or kitchen support . No special skills are required—just bring your energy, teamwork, and a willingness to serve. Along the way, you’ll have the opportunity to meet with other professionals while making a real impact during this season of giving.     Dress Code: Please be sure to wear long pants, closed-toed shoes, and a shirt with sleeves (jeans and short sleeve t-shirts are great; no tank tops). Parking: You can park in our large parking lot at 120 E Ross Ave, or across the street at 2001 N. Florida Ave, Tampa, Fl 33602. Check-In: Go to the Volunteer Engagement Center located at 120 E. Ross Ave near the center of the building with the blue awning. Sweet Treats: Donuts will be provided Please be sure to also register using the link provided in your confirmation.   Member Cost: FreeNon Member Cost: Free Chapter Registration Contact Name: Neemie Chery Email: nchery@pyapc.com  Register OnlineClick "Add to Cart" button below. Register by PhoneCall Member Services at (800) 342-3197.  

  Join us for a festive yet relaxed holiday lunch at the Der Dutchman! Enjoy a delicious lunch buffet featuring classic favorites while connecting with fellow professionals in the area. This casual gathering is a great opportunity to unwind, share good conversation, and build new relationships before the year wraps up. Feel free to invite coworkers, colleagues, or anyone who might benefit from this friendly holiday networking event. We look forward to celebrating the season with you!   Member Cost: $15Non-Member/Guest: $25  Chapter ContactDebi Gardi  Debi@gardicpa.com  Register OnlineClick "Add to Cart" button below. Register by PhoneCall Member Services at (800) 342-3197

NOTE Event will be CST 11:30 am -1:00 pm The 2025 Tax Act: Comprehensive Analysis & Practical Implications for Tax ProfessionalsCredit(s) and Type: 2 Technical Business Speaker Name: Peter Stratos and Rebecca Kelly Name: David SmithEmail: davidsmith@windstream.net Meal Description: One Breakfast or Lunch Meal is included in registration. Click here to view menu. Member Cost $30 Non Member Cost $45 Register OnlineClick "Register Myself" button above. Register by PhoneCall Member Services at (800) 342-3197. Register By MailNot 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 250 South Orange Avenue, Suite 300POrlando FL  32801Please make checks payable to: Florida Institute of CPAs Include with payment: Event Name: Name: Member Number: Firm:Meal Choice (if applicable):

Join us for an informative presentation on Circular 230 & Practicing Before the IRS, featuring IRS Attorney-Advisor Keith Ott. This session will highlight key ethical and professional standards, along with practical guidance for navigating your responsibilities before the IRS. You’ll gain valuable insights on due diligence, client communication, and best practices that support a stronger, more compliant tax practice. Whether you're experienced or new to the field, this program offers important tools to elevate your work. Circular 230 Professional Responsibility.Credit(s) and Type: 2 Technical BusinessSpeaker Name: Keith Ott - Attorney - Advisor (Tax) Chapter Registration Contact Name: David A. Dorsey, C.P.A. Email: david@davidadorsey.com   Phone: 727-846-0556 Meal Description Order from menu. Cash bar available. Member Cost $35.00 Non-Member Cost $55.00 Register OnlineClick "Add to Cart" button below. Register by PhoneCall Member Services at (800) 342-3197. Register By MailNot 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 250 South Orange Avenue, Suite 300POrlando FL  32801Please make checks payable to: Florida Institute of CPAs Include with payment: Event Name: Name: Member Number: Firm:Meal Choice (if applicable):      

        Join us and the  Florida Chapter of Puerto Rico State Society of CPAs  for our Joys & Toys Social to celebrate the holiday season! Enjoy delicious food, festive drinks, and great company as we toast to a successful year and connect with fellow members.  TOY DRIVE ALERT! We will also be hosting a toy drive benefiting United Way Miami. Please bring an unwrapped toy. No gift cards or monetary donations, please. Only toys will be accepted. Member Cost $20.00 Non Member/Guest Cost $30.00 Members of the Florida Chapter of Puerto Rico State Society of CPAs, use discount code PRCPA for member pricing.   Meal Description: Mozzarella Sticks with Marinara Sauce, Burger Buddies Mini Burgers with Cheese & Grilled Onions  French Fries will be served with buddies Chicken Wings with choice of sauce Breaded and Unbreaded Grilled   Chapter ContactCamila Arcila CArcila@hco.com   Register OnlineClick "Add to Cart" button below. Register by PhoneCall Member Services at (850) 224-2727. Register By MailNot paying online? Mail your reservation payment to:Florida Institute of CPAs 250 South Orange Avenue, Suite 300POrlando FL  32801Please make checks payable to: Florida Institute of CPAs Include with payment: Event Name: Name: Member Number: Firm:

NOTE Event will be CST 11:30 am -1:00 pm Bed Taxes Sources and UsesCredit(s) and Type: 1 Technical Business Speaker Name: Dan Rowe Join us for an informative session with Dan Rowe, President of the Panama City Beach Visitors Bureau, as he explores the Tourist Development Tax (commonly known as the Bed Tax).The Bed Tax is a vital source of revenue for Bay County and Panama City Beach, funding important projects that support tourism, infrastructure, and community development. Dan will provide valuable insights into how these funds are generated, managed, and allocated—and the impact they have on both visitors and residents.Name: David SmithEmail: davidsmith@windstream.net Meal Description: One Breakfast or Lunch Meal is included in registration. Click here to view menu. Member Cost $30 Non Member Cost $45 Register OnlineClick "Register Myself" button above. Register by PhoneCall Member Services at (800) 342-3197. Register By MailNot 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 250 South Orange Avenue, Suite 300POrlando FL  32801Please make checks payable to: Florida Institute of CPAs Include with payment: Event Name: Name: Member Number: Firm:Meal Choice (if applicable):

  You’re invited to a special busy season kick-off event at the stunning Palma Ceia Golf & Country Club! Enjoy an array of delicious hors d’oeuvres and beverages as we gather to celebrate the start of our 2026 busy season. We look forward to seeing you there!  Sponsored by Cogent Bank!.   Member Cost $10.00 Non Member Cost $15.00 Chapter Contact Alex Varidin Cell: (727)-240-2138 varidina@stifel.com Register OnlineClick "Add to Cart" button below. Register by PhoneCall Member Services at (800) 342-3197 Register By MailNot paying online? Mail your reservation payment to:Florida Institute of CPAs 250 South Orange Avenue, Suite 300POrlando FL  32801Please make checks payable to: Florida Institute of CPAs Include with payment: Event Name: Name: Member Number: Firm:Meal Choice (if applicable):       

2026 Tax Event for tax year 2025Credit(s) and Type: 3 Technical BusinessSpeaker Name(s): Raul Serrano  & Alan Harriet Speaker Description: Raul Serrano & Alan Harriet Raul Serrano and Alan Harriet, both highly respected in the field of tax law, will present a comprehensive update on the most critical developments impacting the 2025 tax year. Together, they will cover key changes in tax legislation, IRS procedures, and recent enforcement trends. Attendees will gain valuable insights into effective IRS representation, significant tax cases from the past year, and other noteworthy developments shaping the tax landscape in 2025. The session will also include practical takeaways from The One Big Beautiful Bill, offering a clear view of what tax professionals need to know moving forward. Chapter Registration Contact Name: Washti BajnathEmail: wsb1024@aol.com Member Cost $35Non-Member Cost $55 Register OnlineClick "Add to Cart" button below. Register by PhoneCall Member Services at (800) 342-3197. Register By Mail Mail your reservation payment to:Florida Institute of CPAs 250 South Orange Avenue, Suite 300POrlando, FL 32809Please make checks payable to: Florida Institute of CPAs Include with payment: Event Name: Name: Member Number: Firm:Meal Choice (if applicable):    

  2025 Tax UpdateCredit(s) and Type: 2 Technical BusinessSpeaker Name(s): Dan Henn  This session provides CPAs with a concise overview of the most significant tax updates for 2025, including key provisions from the One Beautiful Bill Act (OBBA). We’ll cover legislative changes, updated IRS guidance, and planning considerations affecting individuals, businesses, and trusts. Attendees will gain practical insights and strategies to help clients stay compliant, optimize tax positions, and navigate the evolving tax landscape Chapter Registration Contact Name: Jamie Hurley-HenaoEmail: jh@sherrcpa.com Meal Description Panera - Breakfast sandwiches, Coffee, Juice Member Cost $20Non-Member Cost $30Register OnlineClick "Add to Cart" button below. Register by PhoneCall Member Services at (800) 342-3197. Register By MailNot 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 250 South Orange Avenue, Suite 300POrlando, FL 32809Please make checks payable to: Florida Institute of CPAs Include with payment: Event Name: Name: Member Number: Firm:Meal Choice (if applicable):   Save the Date: Next CPE breakfast event will be Thursday, Feb. 19th.  

Professional Ethics Credit(s) and Type: 4 Ethics Speaker Name:   This course is designed for CPAs in all areas of practice and fulfills the biennial ethics requirements for Florida CPAs. Chapter Registration Contact Allison Vicroyavicroy21@gmail.comPhone: (321) 890-2453 Member Cost $140Non Member Cost $210 MealChoice of beef, chicken, or vegetable plate.     Register OnlineClick "Add to Cart" button below. Register by PhoneCall Member Services at (800) 342-3197. Register By MailNot 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 250 South Orange Avenue, Suite 300POrlando FL  32801Please make checks payable to: Florida Institute of CPAs Include with payment: Event Name: Name: Member Number: Firm:Meal Choice (if applicable):

Tax and Big Beautiful Bill UpdateCredit(s) and Type: 2 Technical BusinessSpeaker Name(s): Dan Henn  This session provides attendees with a concise overview of the most significant tax updates for 2025, including key provisions from the One Beautiful Bill Act (OBBA). We’ll cover legislative changes, updated IRS guidance, and planning considerations affecting individuals and businesses. Attendees will gain practical insights and strategies to help clients stay compliant, optimize tax positions, and navigate the evolving tax landscape. Meal Description Lunch will be provided Free onsite parking is available Member Cost $10Non-Member Cost $15Register OnlineClick "Add to Cart" button below. Register by PhoneCall Member Services at (800) 342-3197. Register By MailNot 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 250 South Orange Avenue, Suite 300POrlando, FL 32809Please make checks payable to: Florida Institute of CPAs Include with payment: Event Name: Name: Member Number: Firm:Meal Choice (if applicable):   Big Thank You to our Sponsor RSM!  

Please join us as Mr. Forster discusses effective asset protection strategies for various types of business entities. This session will provide practical insights to help you safeguard your organization and strengthen long-term stability.   Asset ProtectionCredit(s) and Type: 2 Technical BusinessSpeaker: Gary A. Forster, Esq  Chapter Registration Contact Name: David A. Dorsey, C.P.A. Email: david@davidadorsey.com   Phone: 727-846-0556 Meal Description Order from menu. Cash bar available. Member Cost $35.00 Non-Member Cost $55.00 Register OnlineClick "Add to Cart" button below. Register by PhoneCall Member Services at (800) 342-3197. Register By MailNot 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 250 South Orange Avenue, Suite 300POrlando FL  32801Please make checks payable to: Florida Institute of CPAs Include with payment: Event Name: Name: Member Number: Firm:Meal Choice (if applicable):      

NDSB Proudly Presents Interesting Topics That Include Measuring Economic Damages: Social Security Secrets and Roth Conversion.   MEASURING ECONOMIC DAMAGES: CPAs Guide to Understand Expert AnalysisCredit(s) and Type: 1 Technical BusinessSpeaker Name(s): Adam Lang, CPAAdam 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 SecretsCredit(s) and Type: 1 Technical BusinessSpeaker Name(s): Chris Eilers & Joey DoganieriChris 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 MedicareRoth Conversions for 2025- The Fixed Indexed AnnuityCredit(s) and Type: 1 Technical BusinessSpeaker Name(s): Joey DoganieriJoey 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 BajnathEmail: wsb1024@aol.com Member Cost $35Non-Member Cost $55 Register OnlineClick "Add to Cart" button below. Register by PhoneCall Member Services at (800) 342-3197. Register By Mail Mail your reservation payment to:Florida Institute of CPAs 250 South Orange Avenue, Suite 300POrlando, FL 32809Please make checks payable to: Florida Institute of CPAs Include with payment: Event Name: Name: Member Number: Firm:Meal Choice (if applicable):    

  Join us for an exciting night of hockey, networking, and exclusive perks as the Jacksonville Icemen host FICPA Night. This special event also features the Icemen’s popular $3 Beer and Wine Night, making it the perfect midweek outing for FICPA members and guests. General Cost: $34.88Register with us than use link provided in confirmation to purchase tickets. Your FICPA ticket package includes:• VIP Reception - 6 to 7pm, then followed by the game. Enjoy early arena access with complimentary beer and select spirits before puck drop.• Icemen Group Gift of the GameEvery attendee receives a special Icemen item created just for group guests.• Food and Beverage VouchersEach package includes $10 in concession credit. Be sure to select the quantity of vouchers you’d like before checkout.• Post-Game Photo on the IceStick around after the final horn for a group photo directly on the ice.Use the FICPA link that will appear in your conformation email to secure discounted tickets for the event.Chapter Registration Contact Name: Alina Penjiyeva Email: alinap@ficpa.org  Phone: 904-962-0896  Register OnlineClick "Add to Cart" button below. Register by PhoneCall Member Services at (800) 342-3197. Register By MailNot paying online? Mail your reservation payment to:Florida Institute of CPAs 250 South Orange Avenue, Suite 300P Orlando FL 32801Please make checks payable to: Florida Institute of CPAs Include with payment: Event Name: Name: Member Number: Firm:  

Traditional Medicare vs Medicare Advantage- it's a choice Credit(s) and Type: 1 Technical Business Speaker Name(s): Tally Woomer Tally Woomer will explain that Traditional Medicare includes Part A (hospital) and Part B (medical), with optional Part D (prescription drug) coverage and the option to add a Medigap plan to reduce out-of-pocket costs. Medicare Advantage (Part C) is the alternative, commonly offered as HMO or managed care, combining Parts A, B, and usually D, and often includes extra benefits like dental, vision, and hearing. Traditional Medicare offers nationwide provider access and flexibility, while Medicare Advantage typically has lower premiums, an annual out-of-pocket cap, and requires use of in-network providers. Some Medicare Advantage plans may also require prior authorization and can change annually. We will not discuss any specific plans or make recommendations—this presentation is purely informational. QuickBooks Updates for AccountantsCredit(s) and Type: 2 Accounting and Audting Speaker Name(s): Mario Nowogrodzki, CPA.CITP Join Mario Nowogrodzki, CPA.CITP for a focused update on the 2026 changes in QuickBooks, including both Desktop and Online editions. This session begins with a quick overview of the QuickBooks product family and continues with a deep dive into the latest tools designed for accounting professionals—such as batch transaction entry, journal entry tools, and enhanced financial statement features. You'll also learn how to leverage powerful Client Data Review tools to resolve subledger issues, troubleshoot reconciliations, and prevent unintended changes, followed by a preview of the newest features in the QuickBooks ecosystem.Creative Financing Name: Washti S Bajnath Email: wsb1024@gmail.com  Phone: 954-290-5180 Member Cost $35.00Non Member Cost $55.00 Register OnlineClick "Add to Cart" button below. Register by PhoneCall Member Services at (850) 224-2727 Register By MailNot paying online? Mail your reservation payment to:Florida Institute of CPAs 250 South Orange Ave, Suite 300POrlando, FL 32801Please make checks payable to: Florida Institute of CPAs Include with payment: Event Name: Name: Member Number: Firm:Meal Choice (if applicable): Login and Accessing the MeetingLogin: Please login 15 minutes before the meeting begins to avoid any last-minute issues.Also, make sure that your full name is being displayed. This is needed in order to be able to award CPE Credit. For assistance on how to do this click here. Access: Use the link that will be provided to you via your registration confirmation email. You may also access the course link on the My Registrations page in the My Account area of the FICPA website. You do not need a Zoom account to participate in this Zoom meeting. Upon entering the meeting your camera and microphone will automatically be muted and you will be placed in a waiting room until the meeting begins.