CPE Catalog & Events

        Join us for Sip & Wine Connect, an event dedicated to bringing women in accounting and finance together. Enjoy a drink, meet new faces, and spark meaningful conversations in a fun, welcoming setting.   Member Cost $25.00 Non Member/Guest Cost $35.00 Meal Description: No Food, Just Drinks Chapter ContactFaheemah Garzon faheemahg@ficpa.org   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:

  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: $37.19Register 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.• 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:  

  "Tax Prep Mechanics Part 1"Credit(s) and Type: 2 Technical Business Speaker Name: Jack Fintz   Chapter Registration Contact Name: Jack Fintz Email: jack@fintzcpa.com  Phone: 954-440-0320 Member Cost $15 Non Member Cost $25 Register Online 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 S Park 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):   Special Message Moderated by MAP Director and past Chapter Chair,  Jack Fintz     ALL CPE IS SUBJECT TO DBPR APPROVAL This will be a Zoom Meeting. Once registered you will receive an email with call-in information.   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.

  This educational event provides an overview of the R&D Tax Credit and Cost Segregation, two commonly overlooked tax strategies that can offer significant benefits to businesses. Attendees will gain a clear understanding of how the R&D Tax Credit works, which businesses may qualify, and how recent tax law changes including PATH Act updates and the Section 174 reversal may impact planning. The session also introduces the fundamentals of cost segregation, explains how depreciation rules apply, and discusses key considerations and the effects of tax reform. The presentation will be led by Jonathan Tucker, MAcc, and Amar Patel, CPA, CCSP. A buffet lunch will be provided, and the event is sponsored by KBKG and First Citizens Bank. Introduction to and Background of the R&D Tax Credit + OBBB ImpactCredit(s) and Type: 1 Technical BusinessSpeakers Name: Jonathan Tucker, MAcc Cost Segregation & the Impacts of Tax Reform Credit(s) and Type: 1 Technical BusinessSpeaker Name: Amar Patel, CPA, CCSP   Member Cost: $20Non-Member/Guest: $30 Chapter ContactDebi Gardidebi@gardicpa.com941-925-2099     Register OnlineClick "Add to Cart" button below. Register by PhoneCall Member Services at (800) 342-3197.  

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.

Please note, this event is 8:30am-1:00pm CDT Ethics: Protecting the Integrity of Florida CPAs Credit(s) and Type: 4 Ethics Speaker Name: Paul Brown Meal Description One Breakfast Meal is included in registration. Click here to view menu. Cost:Member: $115Non Member: $175 click here for details on becoming a member today and take advantage of member pricing 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):