Best of 2022 South Florida Accounting Conference–Part 2 Taxes & TB

Thursday, February 16, 2023
Webcast or Webinar, Online
1:00PM - 4:30PM (opens at 12:30PM) EST
4Credits
Technical Business

Registration is Open

Members
$199.00 Regular Price
Non-Members
$259.00 Regular Price
Course Type: CPE Conferences
Course Code: 22/SFACWB02
Vendor: Florida Institute of CPAs
Field of Study: Taxes

Overview:

If you missed our South Florida Accounting Conference last month, you are in luck!

The FICPA is offering a 4-hour replay to cover the best of the December 2022 South Florida Accounting Conference.  These sessions received high ratings by attendees on relevance, speakers and content. The Best of the South Florida Accounting Conference Part 2 is a Tax and Technical Business Concentration.

This replay qualifies for 4 hours of CPE credit.


2023 & Beyond: Latest Updates to the R&D Tax Credit & 179D Energy Efficiency Deduction (1 TB)

Jonathan Tucker, Principal, Research & Development Tax Credit Services – KBKG

KBKG expert Jonathan (Jon) Tucker will present the latest updates on these two valuable tax benefits. With exciting changes on the horizon, there is much to learn about what we can expect in 2023 and beyond as these tax incentives expand and evolve. Join us for an informative session that will cover the Inflation Reduction Act, changes and guidance on Section 174 and the interplay with Section 41 (research credit), amortization rules, qualification requirements, sample calculations, and more. 

Objectives: 

  1. Legislative Impact on R&D Credit 
  2. Identifying R&D Credit Activities and Expenses 
  3. Available Credit Methods & Examples 
  4. Tax Planning and IRS Audit Considerations 
  5. Overview of the Inflation Reduction Act

179D Tax Deduction Opportunities and Updates

Tax Management Techniques During Market Volatility (1 TB)

Noah Rubin, CPA, CFP, MBA, Managing Director – Investments – Rubin Wealth of Wells Fargo Advisors

What matters is not what your investments make, it’s what you keep after taxes. Markets are volatile these days. Learn techniques and insider’s views on the mechanics of tax management. Bringing these ideas to your clients is a genuine value-add.

The Proverbial Real Estate Bubble: How Much Air Will Seep Out? (1 TB)

Roy Oppenheim, Sr. Partners – Oppenheim Law & Weston Title & Escrow

As financial advisors and tax planning professionals, it is critical to understand the factors and underlying dynamics which drive the South Florida Real Estate Market. Roy Oppenheim, in 2005, predicted the Real Estate bubble would burst but did not know at the time what would be the catalyst. A retrospective may provide insight into the current market.

The Inflation Reduction Act and Its Impact on Corporate and Personal Planning (1 TB)

Gary Forster, J.D., LL.M, Managing Partner – ForsterBoughman

In this session, we will discuss an overview of the new Act and its effect on domestic and international protective structuring.  Discussion includes relevant tax avoidance opportunities and the most effective asset protection options.  Pre-immigration and expatriation planning are also discussed.


If you want to hear more register for our Best of South Florida Accounting Conference - Part 1 - Accounting and Auditing.

Presenters:

  • Gary Forster, JD, LLM (Tax)

    Gary's practice includes domestic and international corporate law, asset protection, tax, and estate planning. Gary handles a wide variety of corporate and personal planning matters.Gary spent the ?rst decade of his career structuring and closing some of the largest corporate transactions in the region.  The mergers and acquisitions Gary consummated range from the national consolidation of...

    Read more about Gary Forster here
  • Noah David Rubin, CFP, MBA

    Alignment with Clients Noah endeavors to invest his personal money in the same strategies as his clients. He feels it’s important to be aligned financially and emotionally as they experience the financial and psychological challenges of wealth and investing in the markets. Client Types • Retirees seeking to fund their current lifestyle and prepare the next generation for wealth inheritance. •...

    Read more about Noah David Rubin here
  • Jonathan Tucker, MAcc, CPA

    Based in Atlanta, GA, Jon has over 17 years of experience providing federal business tax advisory services to clients in various industries including technology, manufacturing, transportation, healthcare, retail and consumer products, hospitality, media and entertainment, financial, and other professional services industries.Prior to joining KBKG to lead the southeast region, Jon spent four years...

    Read more about Jonathan Tucker here
  • Roy Oppenheim

    Roy D. Oppenheim is the co-Founder and Senior Partner of Oppenheim Pilelsky, P.A., a Weston-based AV-rated firm which focuses on real estate transactions, commercial litigation, and corporate law. Roy founded Oppenheim Law 33 years ago with his wife, attorney Ellen Pilelsky, and uniquely positions the Florida law firm as one of Florida's leading law firms in the greater Fort Lauderdale area...

    Read more about Roy Oppenheim here

Presenters:

Gary Forster, JD, LLM (Tax)

Gary's practice includes domestic and international corporate law, asset protection, tax, and estate planning. Gary handles a wide variety of corporate and personal planning matters.Gary spent the ?rst decade of his career structuring and closing some of the largest corporate transactions in the region.  The mergers and acquisitions Gary consummated range from the national consolidation of...Read more about Gary Forster here

Noah David Rubin, CFP, MBA

Alignment with Clients Noah endeavors to invest his personal money in the same strategies as his clients. He feels it’s important to be aligned financially and emotionally as they experience the financial and psychological challenges of wealth and investing in the markets. Client Types • Retirees seeking to fund their current lifestyle and prepare the next generation for wealth inheritance. •...Read more about Noah David Rubin here

Jonathan Tucker, MAcc, CPA

Based in Atlanta, GA, Jon has over 17 years of experience providing federal business tax advisory services to clients in various industries including technology, manufacturing, transportation, healthcare, retail and consumer products, hospitality, media and entertainment, financial, and other professional services industries.Prior to joining KBKG to lead the southeast region, Jon spent four years...Read more about Jonathan Tucker here

Roy Oppenheim

Roy D. Oppenheim is the co-Founder and Senior Partner of Oppenheim Pilelsky, P.A., a Weston-based AV-rated firm which focuses on real estate transactions, commercial litigation, and corporate law. Roy founded Oppenheim Law 33 years ago with his wife, attorney Ellen Pilelsky, and uniquely positions the Florida law firm as one of Florida's leading law firms in the greater Fort Lauderdale area...Read more about Roy Oppenheim here

Major Topics:

• 2023 & Beyond: Latest Updates to the R&D Tax Credit & 179D Energy Efficiency Deduction (1 TB)
• Tax Management Techniques During Market Volatility (1 TB)
• The Proverbial Real Estate Bubble: How Much Air Will Seep Out? (1 TB)
• The Inflation Reduction Act and Its Impact on Corporate and Personal Planning (1 TB)

Major Topics:

• 2023 & Beyond: Latest Updates to the R&D Tax Credit & 179D Energy Efficiency Deduction (1 TB)
• Tax Management Techniques During Market Volatility (1 TB)
• The Proverbial Real Estate Bubble: How Much Air Will Seep Out? (1 TB)
• The Inflation Reduction Act and Its Impact on Corporate and Personal Planning (1 TB)

Designed For:

CPAs, Accountants, and Financial Advisors

Prerequisties:

None
CPE sponsors

The Florida Institute of Certified Public Accountants (FICPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org