CPE Catalog & Events

Real Estate Structuring & Tax Optimization: Practical Strategies for CPAs Advising Real Estate Developers & Investors Credit(s) and Type: 1 Technical Business Speaker Name(s): Pedro Gonzalez CPA In this comprehensive session, Pedro Gonzalez will guide participants through critical aspects of real estate tax planning, financial structuring, and compliance. Attendees will gain insights into choosing the optimal business entity for real estate ventures, balancing control, liability, and tax efficiency. The session will also cover specialized topics such as partnership taxation in real estate, audit risk mitigation, and leveraging tax credits and incentives to enhance deal value. Financing Florida Condominiums & State Condominium Laws: A 2025 Update for CPACredit(s) and Type: 1 Technical Business Speaker Name(s): David Sheir David Sheir's presentation will provide a comprehensive overview of Florida's new condominium safety regulations, focusing on the recent mandate for milestone inspections and structural integrity reserve studies (SIRS). Creative Financing Options for Real Estate Investors: What CPAs Should Be WatchingCredit(s) and Type: 1 Technical Business Speaker Name(s): David Sheir This session will provide a focused overview of Florida’s newly enacted reserve funding and milestone inspection requirements for condominium associations, designed to improve building safety and financial accountability following recent legislative reforms. Chapter Registration Contact 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.

  Join us for an insightful session on the One Big Beautiful Bill Act of 2025. Learn how this new legislation will impact tax planning and compliance, and what CPAs need to know now to guide clients with confidence.   Analysis of One Big Beautiful Bill Act of 2025Credit(s) and Type: 2 Technical BusinessSpeaker Name: Linda Jacobsen CPA 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):  

  Sip & Share Connect is all about bringing women in accounting and finance together. Come grab a drink, meet new faces, and enjoy great conversations in a fun, welcoming setting.    Member Cost $15.00 Non Member/Guest Cost $20.00 Includes one glass of wine 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 the FICPA Jacksonville Chapter Social!Come connect with fellow CPAs and finance professionals in a relaxed, welcoming setting at Posting House in San Marco Square.Posting House is a modern take on the classic English posting houses , a cozy spot where travelers would pause to recharge and connect. With its intimate atmosphere and unique character, it’s the perfect backdrop for an evening of conversation and camaraderie. Whether you’re new to FICPA or a longtime member, this is a great opportunity to unwind after work and expand your professional circle.   Member Cost $10Non Member Cost $20 Your ticket includes one drink and light bites Chapter Registration Contact Name: Alina Penjiyeva Email: alinap@ficpa.org Phone: 904-9620896  Name: Daniel J. Roccanti, CPAPhone: 850-386-6184Email: Daniel.Roccanti@jmco.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 300P Orlando FL 32801Please make checks payable to: Florida Institute of CPAs Include with payment: Event Name: Name: Member Number: Firm:    

Please note that the times noted for this event are EST.   Join us for an informative session on the Retail Merchant Tax and the Tourist Development Tax, also known as the Bed Tax. This program will provide valuable insights into how these taxes affect local businesses, tourism, and community growth while helping professionals stay current on compliance and planning. County Attorney Cole Davis will discuss what transactions are subject to the Retail Merchants Tax and Tourist Development Tax and how the taxes are reported, administered and enforced.  He will discuss applicable case law and take questions about unclear policies.    Retail Merchant Tax & Tourist Development Tax Credit(s) and Type: 1 Technical Business Speaker Name: J. Cole Davis    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 MailMail 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 the FICPA Gulf Coast Chapter for an informative session: “Breaking Down the New Tax Law & Domestic and International Tax and Asset Protection Planning for CPAs.” This program will provide timely insights into recent tax law changes and practical strategies for protecting assets in both domestic and international contexts. Breaking Down The New Tax LawCredit(s) and Type: 1 Technical Business Speakers Name: Bruce Johnson The One Big, Beautiful Bill Act (OB3) is transforming tax rules on bonus depreciation, R&D amortization, energy incentives, and more. In this session, Bruce Johnson will outline key provisions, planning opportunities, and industry impacts, giving attendees strategies to maximize benefits and reduce risks. Domestic and International Tax and Asset Protection Planning for CPAsCredit(s) and Type: 1 Technical BusinessSpeaker Name: Gary Forster In this seminar, Gary Forster will discuss tax options and protective strategies relevant to CPAs. Topics include tax structures, modern conglomerates, domestic and international trusts, jurisdictional choices, cross-border planning, tax changes in the One Big Beautiful Bill Act, and recent Supreme Court decisions. Attendees will gain practical approaches to refine client personal and business structures for stronger creditor protection and improved tax efficiency. Member Cost: $55Non-Member/Guest: $85  Chapter ContactDebi Gardidebi@gardicpa.com941-925-2099     Register OnlineClick "Add to Cart" button below. Register by PhoneCall Member Services at (800) 342-3197.  

Ethics: Protecting the Integrity of Florida CPAs Credit(s) and Type: 4 Ethics Speaker Name: Paul Brown This Florida Board of Accountancy-approved ethics course, developed by the Florida Institute of CPAs (FICPA), provides CPAs with a comprehensive understanding of their ethical and professional responsibilities. Designed for CPAs in various professional roles and industries, this course explores ethical principles, regulatory requirements and emerging issues affecting the profession. Participants will gain insight into the Florida Statutes (Chapters 455 & 473) and Florida Administrative Code (FAC) (61H1), AICPA’s Code of Professional Conduct and general ethical behavior.  The course includes discussions on professional integrity, independence, objectivity, conflicts of interest fraud detection and prevention, compliance requirements, and equipping CPAs with the knowledge needed to navigate ethical dilemmas while maintaining public trust. This course meets the biennial ethics CPE requirement for Florida licensed CPA’s.   Meal Description:Breakfast bites will be served. Chapter Registration Contact:Daniel J. Roccanti, CPA Ph: 850-386-6184Email: Daniel.Roccanti@jmco.com   Member Cost: $115Non Member Cost: $175

Join us as Jason Harrell of FICPA presents a Legislative Update offering CPAs timely insights on recent policy changes, regulatory developments, and issues shaping the profession. Don’t miss this opportunity to stay informed and prepared. Legislative UpdateCredit(s) and Type: 2 Technical BusinessSpeaker Name: Jason Harrell, Chief External Affairs Officer Jason Harrell is the FICPA Chief External Affairs Officer responsible for leading all aspects of the Institute’s public policy, advocacy, governmental affairs and regulatory affairs. He serves as the liaison to the DBPR and Board of Accountancy and is responsible for all advocacy-related external communications and campaigns to increase the value of the CPA license. Member Cost $15 Non Member Cost $25   Meal Description Hors D'oeuvres Will Be Served 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 as Jason Harrell of FICPA presents a Legislative Update offering CPAs timely insights on recent policy changes, regulatory developments, and issues shaping the profession. Don’t miss this opportunity to stay informed and prepared. Legislative UpdateCredit(s) and Type: 2 Technical BusinessSpeaker Name: Jason Harrell Chapter Registration Contact Name: Priscilla ThomasevichPhone: pt@sawgrasscpa.com  Meal Description Catered Lunch Member Cost $35.00 Non Member Cost $55   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:  

Join us for an engaging session with the FICPA Sailfish Chapter as we explore key strategies in Estate Planning and 1031 Exchanges. This program will provide valuable insights for CPAs, financial professionals, and advisors working with clients on tax planning and wealth management. Dinner will be served, and CPE credit is available. Sponsored By: Estate Planning and 1031 ExchangesCredit(s) and Type: 2 Technical Business Speaker Name: Denny Artache This presentation will cover practical estate planning techniques to help clients preserve wealth and minimize tax burdens. We’ll also explore the latest updates on 1031 Exchanges under current law, including key considerations for investors and advisors. If time allows, our speaker, Denny Artache, will provide insights on opportunities and benefits within enterprise zones. Meal Description SamonEggplant ParmChopped Steak Member: $45Non Member: $70 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):  

  Cost Segregation & Depreciation Strategies for you Client's AdvantageCredit(s) and Type: 1 Accounting & AuditingSpeaker Name(s): Robert Read and Daniel Boyd Robert Read and Daniel Boyd will present on cost segregation and advanced depreciation strategies aimed at maximizing tax savings for clients. Their session will cover practical applications including bonus depreciation, Section 179D, and repair regulations, while also addressing recent updates in OBBB legislation and their implications for future planning and advisory services. Chapter Registration Contact Name: Noah RubinEmail: noah.rubin@wellsfargoadvisors.com Meal Description Panera Bread & Einstein's 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):      

Please note, this event is 5:00pm-7:00pm CST Tax season is over, and the only scary thing left should be the costumes! Come unwind, reconnect, and treat yourself (no tricks) to a brew or two with your colleagues.No costumes required but you are welcome to come dressed for the spooky season if you wish!       Chapter Registration Contact Name: Meg Hampton Email: meg.hampton@frazierdeeter.com Member Cost: $15  Non-Member Cost: $25 Registration includes up to two drinks. No food will be provided, however Pensacola Smokehouse is next door and offers carry out. Register OnlineClick "Add to Cart" button below. Register by PhoneCall Member Services at (800) 342-3197.  

Pickleball, Pints & Professionals: Serving Up Connections Join the Suncoast Chapter of the FICPA for Open Play at Pickle & Pint!No experience needed,  just bring your energy! Enjoy pickleball, great food, and drinks with fellow professionals. All are welcome! Sponsored by: Valley Bank Member Cost $25.00 Non Member Cost $35.00 Registration includes playing time, pizza and small bites    Chapter Contact Alex Varidin Cell: (727)-240-2138varidina@stifel.com   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):  

Real Estate Structuring & Tax Optimization: Practical Strategies for CPAs Advising Real Estate Developers & Investors Credit(s) and Type: 1 Technical Business Speaker Name(s): Pedro Gonzalez CPA In this comprehensive session, Pedro Gonzalez will guide participants through critical aspects of real estate tax planning, financial structuring, and compliance. Attendees will gain insights into choosing the optimal business entity for real estate ventures, balancing control, liability, and tax efficiency. The session will also cover specialized topics such as partnership taxation in real estate, audit risk mitigation, and leveraging tax credits and incentives to enhance deal value. Financing Florida Condominiums & State Condominium Laws: A 2025 Update for CPACredit(s) and Type: 1 Technical Business Speaker Name(s): David Sheir David Sheir's presentation will provide a comprehensive overview of Florida's new condominium safety regulations, focusing on the recent mandate for milestone inspections and structural integrity reserve studies (SIRS). Creative Financing Options for Real Estate Investors: What CPAs Should Be WatchingCredit(s) and Type: 1 Technical Business Speaker Name(s): David Sheir This session will provide a focused overview of Florida’s newly enacted reserve funding and milestone inspection requirements for condominium associations, designed to improve building safety and financial accountability following recent legislative reforms. Chapter Registration Contact 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.

Join us for an engaging session featuring a GASB Update, insights on how digital technologies can help manage and grow a business, and the latest on the One Big Beautiful Bill. Stay informed, connect with peers, and gain valuable updates that impact our profession.   Chapter Registration Contact Trisha Floydabigail@rfcpas.net GASB UpdateCredit(s) and Type: 1 Accounting and AuditingSpeaker(s) Julie Fowler & Brad Wenninger This session will address key challenges related to the implementation of GASB Statement No. 101, highlighting areas that may present difficulties for state and local governments as they adopt the new standard. In addition, we will review upcoming GASB pronouncements, discussing their scope, effective dates, and the potential impact they may have on governmental financial reporting.  The Future Is Now: How digital technologies can help manage and grow a businessCredit(s) and Type: 1 Technical BusinessSpeaker: Name: Jeremy Hillman This session will give attendees a greater understanding of what digital technologies such as Automation, Power B.I., and A.I. are being used by organizations in health care, what they are, how they work, and what impact they are making on clinical, operational, and financial outcomes. One Big Beautiful Bill UpdateCredit(s) and Type: 1 Technical BusinessSpeaker(s) Name: Shlyn VanDenDriessche & Rhett Causby Business Tax Topics include depreciation (bonus depreciation, qualified production property, cost segregation, Section 179), Section 174 and R&D, available and repealed credits, industry-specific issues (UNICAP, Sec. 1202 stock, opportunity zones, construction contracts, farmland sales), other areas such as interest, ERC, and charitable deductions, and administrative items like updated 1099 requirements and the exclusion of tips/overtime from tax.International Considerations cover the foreign tax credit, deemed paid credit, sourcing income, intangible income, BEAT, and other cross-border provisions.Individual Tax Topics include tax rates and deductions, TCJA items still in effect, and the exclusion of tips and overtime from taxable income.   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):    Sponsored By:  

  Join our Central Florida Chapter for an evening of networking and friendly competition at PopStroke! Your ticket includes mini-golf, light appetizers, and access to a reserved networking area. Cash bar available on site.   Chapter Registration Contact Leah Lewisleah@blueheronbk.com   Member Cost: $50Non-Member Cost: $75Lite bites and drink tickets are included in your registration. Register OnlineClick "Add to Cart" button below. Register by PhoneCall Member Services at (850) 224-2727      

Join us for an evening of fun, food, and networking with your fellow CPAs and friends! The FICPA Mid-Florida Chapter is hosting a casual social at Clermont Brewing Company—a perfect spot to relax, connect, and unwind after a busy day.        Cost: Member: $10Non-Member: $10Registration includes 1 drink ticket and lite bites Chapter Registration Contact Name: Ivelisse BarnesEmail: Ivelisse@ficpa.org   Register OnlineClick "Add to Cart" button above. Register by PhoneCall Member Services at (800) 342-3197. Register By MailMail your reservation payment to:250 S Orange Ave, Ste 300P Orlando, FL 32801Please make checks payable to: Florida Institute of CPAs Include with payment: Event Name: Name: Member Number: Firm:Meal Choice (if applicable):    

Generational Wealth (TB) and Automation on a Budget (AA) Building Generational Wealth with Real EstateCredit(s) and Type: 1 Technical Business Speaker Name(s): Racheli Refael In this engaging talk, Racheli explores why real estate remains one of the most powerful and reliable assets for building long-term wealth. She breaks down the key advantages of real estate, including cash flow, appreciation, tax benefits, and its role in creating financial stability and generational legacy. Whether you're a seasoned investor or just starting out, you'll gain practical insights into how real estate can serve as a core component of your overall wealth strategy. Automation on a Budget: Practical Tools for EfficiencyCredit(s) and Type: 2 Accounting and Auditing Speaker Name(s): Roberto Valdez In this practical and insightful session, Roberto shares how small businesses and entrepreneurs can harness the power of automation without breaking the bank. He introduces affordable tools and simple strategies to streamline operations, save time, and boost productivity. Attendees will walk away with actionable tips and resources to start automating key tasks immediately—even with limited budgets. Chapter Registration Contact 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.

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):