CPE Catalog & Events

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):    

Reconnect with familiar faces and meet new ones at a fun social with food, drinks, and great vibes. Let’s get social again.    Chapter Registration Contact Name: Faheemah GarzonEmail: faheemahg@ficpa.org Member Cost $15Non-Member Cost $25 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):    

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):    

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.