CPE Catalog & Events

     Join us for our 1st meet up for what will be our monthly walking club and take a midweek breather with your fellow professionals. Come walk off the stress of the day with industry friends and colleagues as we enjoy the beauty of Coral Gables together. We’ll meet at Ponce Circle Park and make our way to The Bar or you can meet us along the way!    Here is the path: Start at Ponce Circle Park: Meet at the park, quick welcome & introductions. Walk to The Bar: Head west on Ponce de Leon Blvd ? Turn left on Miracle Mile Stop at The Bar: 10–15 minutes for drinks/snacks, networking, and socializing Walk Back to The Plaza: take Giralda Ave ? Ponce de Leon Blvd End at Ponce Circle Park Wrap-up, networking & photos Event Contact Faheemah Garzon Faheemahg@ficpa.org   Register OnlineClick "Add to Cart" button below. Register by PhoneCall Member Services at (850) 224-2727.

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):

Join us for a dynamic program that explores key trends shaping 2025 and beyond, including updates on politics, inflation, the economy, and the stock market, followed by an in-depth Accounting and Auditing Update highlighting recent changes from SSARS, FASB, IASB, and AICPA standards, as well as FASB post-implementation reviews. Gain practical insights, stay current on critical developments, and connect with fellow professionals .   2025 Recap & 2026 OutlookCredit(s) and Type: 1 Technical BusinessSpeaker(s) Sterling Searcy and Patrick Gauthier  Accounting and Auditing Update Credit(s) and Type: 1 Accounting and AuditingSpeaker: Name: Daryl Johnson  TBDCredit(s) and Type: 1 Technical BusinessSpeaker(s) Name: To Be DeterminedChapter Registration Contact Trisha Floydabigail@rfcpas.net     Member Cost $75.00 Non Member Cost $115.00 Dinner is provided. Register OnlineClick "Register Myself" button above. 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):    

  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):       

Join us for this in-depth program that will provide attendees with timely, practical guidance on two high-impact tax and compliance areas affecting businesses under current law. R&D Tax Credits and Cost Segregation: Current Law, Planning Strategies, and OBBB ConsiderationsCredit(s) and Type: 2 Technical Business Speaker Name: Ian Williams, CPA This session provides an in-depth review of Research & Development (R&D) Tax Credits and cost segregation strategies, with emphasis on recent tax reform developments and One Big Beautiful Bill (OBBB) considerations. Topics include R&D credit qualification criteria, documentation and substantiation expectations, and Section 174 capitalization and amortization requirements, including how enacted and proposed legislative changes may impact treatment of research expenditures. Tangible Personal Property: Audit Triggers, Exemptions, and Common Filing Pitfalls for Florida BusinessesCredit(s) and Type: 1 Technical Business Speaker Name: Tammy Dumm and Am Webster This session will provide a practical overview of Tangible Personal Property (TPP) reporting requirements with a focus on common audit triggers, available exemptions, and frequent filing mistakes seen by auditors. Attendees will gain insight into how audits are initiated, what documentation is most often requested, and how businesses can reduce risk through accurate and timely filings. The presentation is designed to help practitioners better advise clients and avoid costly compliance errors. Meal Description: Coffee and Snacks Member: $10Non Member: $25 Chapter Registration ContactAlina Penjiyeva - alinap@ficpa.org   Register OnlineClick "Add to Cart" button below. Register by PhoneCall Member Services at (800) 342-3197.

2026 Tax Event for tax year 2025Credit(s) and Type: 3 Technical BusinessSpeaker Name(s): Raul Serrano    Raul Serrano is highly respected in the field of tax law, will present a comprehensive update on the most critical developments impacting the 2025 tax year. He 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):    

Please join us for an informative session featuring Michelle Franklin, CFA, with the St. Lucie County Property Appraiser’s Office. Michelle will share insights into the property appraisal process, recent trends affecting property values, and key considerations for property owners and professionals. St Lucie County Property AppraiserCredit(s) and Type: 2 Technical Business Speaker Name: Michelle Franklin, CFA This presentation will provide an overview of the functions of the Property Appraiser’s Office. The Property Appraiser will explain the appraisal process and discuss key aspects of both real property and tangible personal property, including how values are determined and what property owners should know. Meal Description Choice of: Tenderloin tips Veggie Pasta Coconut Cobb Salad Mediterranean  Grilled chicken Key Lime pie dessert Member: $60Non Member: $90 Chapter Registration ContactDaniel Kushner - dskcpa@bellsouth.net 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):  

  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):

Join us for an informative presentation featuring Jenny Fields from the Martin County Property Appraiser’s Office. This session will provide an overview of the Property Appraiser’s role and responsibilities, along with a discussion of how property values are determined.   Martin County Property AppraiseCredit(s) and Type: 2 Technical Business Speaker Name: Jenny Fields This presentation will begin with a short, fun quiz on property taxes, followed by an overview of the Property Appraiser’s role. The Property Appraiser will review key concepts related to real property and tangible personal property, providing practical insights into how property values are assessed. Meal Description: SaladEntre OptionsKey Lime Pie Member: $40Non Member: $60 Chapter Registration ContactDaniel Kushner - dskcpa@bellsouth.net 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):  

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):      

Join us and fellow local professionals as we kick off 2026 at Drive Shack, proudly sponsored by Citizens Bank. Enjoy an evening of festive food, great conversations, and easygoing networking in a lively atmosphere. Take a swing on Drive Shack’s high-tech driving range, compete in interactive games, and have some fun on their Puttery mini golf courses, all while building connections and starting the year on a high note. A Big Thank you to our Sponsor!   Chapter Registration Contact Name: Oliver ColePhone: ocole@colius.com    Meal Description  Italian options such as Baked Ziti, Chicken Marsala and Vegetable Pasta Primavera Unlimited Soft Drinks Beer or Wine Ticket   Member Cost $25 Non Member Cost $40 Discounted pricing due to our Sponsor!  Register OnlineClick "Add to Cart" button above 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  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.