CPE Catalog & Events

Ethics- Protecting the Integrity of Florida CPAs Credit(s) and Type: 4 Ethics Speaker Name: Bonnie Mackey   This course is designed for CPAs in all areas of practice and fulfills the biennial ethics requirements for Florida CPAs. Member Cost $115.00 Non Member Cost $175.00 Lunch will be provided. 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: Attn: Jennifer JohnsonFlorida 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 as Bill Black and Randy Coleman go beyond traditional retirement and explore tax savings and retirement plans for the modern financial landscape Maximizing Tax Deductions Through Qualified PlansCredit(s) and Type: 2 Technical BusinessSpeaker Name(s): Bill Black This presentation will explain the benefits of custom-designed qualified plans for the closely-held business and professional practice. Beyond "retirement," qualified plans offer current income tax deductions, tax-deferred growth, asset protection features under ERISA and more! Adjusting Retirement Planning Strategies for Today’s Economic EnvironmentCredit(s) and Type: 1 Technical BusinessSpeaker Name(s): Randy Coleman This presentation reviews the retirement planning considerations for CPAs in the current economy, including asset allocation, income planning with Social Security and annuities, debt and cash flow management and retirement success probabilities. Learn estate planning fundamentals, early retirement considerations and tax-efficient savings strategies that work today. Meal DescriptionA variety of meals from Panera Bread will be available.   Chapter Registration ContactName: Allison VicoryEmail: avicroy21@gmail.comMembers: $45Non-Member: $70   Register OnlineClick "Add to Cart" button below. Register by PhoneCall Member Services at (800) 342-3197.

Be Part of the Next Step Join us for The Future of Accounting: Voices Across Every Level, a panel discussion bringing together professionals from across the accounting spectrum, including office managing partners and entry level talent. The conversation will explore how the profession is evolving at every stage, with insights on leadership, career growth, and what the future of accounting looks like from multiple perspectives across the industry. Featuring Moderator: Ernesto Diaz, Principal, Kaufman Rossin  Panelists: Craig Armstrong, CPA, Managing Partner, Veridian Accountants & AdvisorsMaykol Au, CPA, Tax Senior Manager, EYKatherine Puig, CPA, Citrin CoopermanJulian Dominguez, Tax Intern, Kaufman Rossin Guests will be treated to a selection of light bites provided by Sushi Maki, along with beer and wine.   Member Cost: $10.00Non Member Cost $15.00 Chapter ContactName: Ernesto DiazEmail: EDiaz@KaufmanRossin.com   Register OnlineClick "Add to Cart" button below. Register by PhoneCall Member Services at (800) 342-3197.   Proudly sponsored by Kaufman Rossin.

  Build Connections Beyond the Office Join us at Del Frisco’s Grille for an evening of networking, conversation, and connection with fellow FICPA members and other local professionals. Enjoy light bites, drinks, and a relaxed atmosphere while building meaningful relationships and expanding your professional network in the Fort Lauderdale area. You'll also have the opportunity to meet some of the incoming chapter officers and learn more about what's ahead for the chapter in the coming year. We look forward to seeing you there!   CostMember: $25Non-Member: $45 Register OnlineClick "Add to Cart" button below.  Space is Limited for Register Today!

              Join the FICPA, NAIFA, Hillsborough Bar Association, and the Tampa Bay Estate Planning Council for a collaborative networking social bringing together professionals from across the Tampa Bay area. This event is open to all local professionals and guests, offering a unique opportunity to build new relationships, exchange ideas, and connect with leaders across industries in a relaxed and engaging atmosphere. Whether you’re looking to expand your network, strengthen existing connections, or simply enjoy an evening with fellow professionals, this is an event you won’t want to miss. Guests are welcome, so bring a colleague or friend and join us for an evening of meaningful connections and community. Member Pricing: $35Non-Member Pricing $45Use the following discount codes at checkout to receive member pricing: NAIFA Members: Use code NAIFA26 Hillsborough Bar Association Members: Use code HBBAR26 Estate Planning Council Members: Use code ESTATEP26 Lite bites and drink tickets are included with registration. Register OnlineClick "Add to Cart" button below. Register by PhoneCall Member Services at (850) 224-2727   Space is limited so register today!    

NOTE: Event will be CST 11:30 am -1:00 pm CPA Kat Callaway details how property owners can leverage IRS-approved cost segregation studies to accelerate depreciation and defer tax liabilities. Unlocking Tax Savings Through Cost SegregationCredit(s) and Type: 1 Technical BusinessSpeaker Name(s): Katherine Callaway, CPA Join Kat Callaway as she shares the secrets of cost segregation and how it can save on taxes.Topics will include: • Explaining cost segregation, how taxpayers benefit from it, and how it has changed over the years• Identifying tax issues that should be considered with a cost segregation study• Recognizing the potential impact of cost segregation on estate planning• Discussing the impact of tax reform on cost segregation This event is open to all members and guests. We look forward to seeing you there! Meal DescriptionMeal options include sandwiches, a mixed greens salad, and the soup of the day.   Chapter Registration ContactName: David Smith, CPAChair Elect-FICPA Miracle Strip ChapterEmail: davidsmith@windstream.netPhone: (713) 502-4151 Members: $30Non-Members: $45   Register OnlineClick "Add To Cart" button below. Register by PhoneCall Member Services at (800) 342-3197.

Analyzing Fiduciary Tax Returns Join us for a discussion of fiduciary tax responsibilities. Stephen P. Heuston will cover final Form 1040 and1041 tax returns for estates and will include tips and tricks for completing these returns as wellas common pitfalls for fiduciaries to avoid. Fiduciary Tax ReturnsCredit(s) and Type: 3 Technical BusinessSpeaker Name(s): Stephen P. Heuston Join attorney Stephen P. Heuston for an in-depth discussion of fiduciary income tax responsibilities related to estates and trusts. This session will cover the preparation of Form 1041 fiduciary income tax returns, final Form 1040 filings for decedents, common filing challenges and planning considerations for fiduciaries and tax professionals. Attendees will gain practical guidance, tips and best practices to help ensure compliance while avoiding common errors that can lead to delays, penalties or unintended tax consequences. Meal DescriptionA variety of meals from Panera Bread will be available.   Chapter Registration ContactName: Allison VicoryEmail: avicroy21@gmail.comMembers: $45Non-Member: $70   Register OnlineClick "Add to Cart" button below. Register by PhoneCall Member Services at (800) 342-3197.