FICPA Florida CPA Summit- Learning Labs - In-Person Only!

CPA Summit Learning labs banenr
Monday, November 08, 2021
Signature Grand - 6900 W State Road 84, Davie, FL 33317-7308
1:00pm - 5:00pm (opens at 1:00pm) EST
Technical Business

Registration is Open

$0.00 Regular Price
$0.00 Regular Price
Course Code: 21/SLL
Vendor: Florida Institute of CPAs
Field of Study: Accounting, Computer Software and Applications, Specialized Knowledge, Information Technology


4 Fantastic Hours of Cutting-Edge CPE - For FREE!

It Doesn't Get Any Better Than That!

Please join us for a complimentary series of TED-Style talks that kick off our FICPA Florida CPA Summit!  These future-ready, fast-paced CPE presentations feature knowledgeable speakers addressing issues challenging CPAs today.  From cybersecurity to insurance, explore the latest problems AND solutions.  Four hours of great CPE - FREE - In-Person Only!  What could be better? 

(Registration IS required- Space is Limited)

(Complimentary Networking Cocktail Reception Immediately Follows Final Session)



Monday, November 8, 2021


Time: Monday 1:00pm - 1:25pm Credits: 0.5 TB

Details to come!

How Can You, As a CPA, Help Reduce Your Clients' Capital Gains Tax in a Rising Rate Environment

Time: Monday 1:30pm - 1:55pm Credits: 0.5 TB

David T. Yu, President, Wealth Advisor, DTY Wealth Planning Solutions And Matt Rzepka, CPA, CFP, Owner, Chief Wealth Strategist

Tax deferral has existed since the beginning of the tax code.  We will unpack IRC Section 453 with creative ways to use this Section of the tax code and how you can utilize an installment sale with a 95% near equivalent loan to achieve long-term tax deferral.  With the prospect of baby boomers existing their business and real estate holdings, it could push them over the proposed income limit of $1 million that will take their long-term capital gains rate to 39.6%.  This discussion and strategy will explain the details of how new tax deferral strategies to your clients so that retirement is not out of reach for boomers because of new tax laws.



Time: Monday 2:00pm - 2:25pm Credits: 0.5 TB

Details to come!


Time: Monday 2:30pm - 2:55pm Credits: 0.5 TB

Details to come! 

From Gas to Groceries: Understanding the Recent Ransomware Attacks and How to Protect Your Firm

Time: Monday 3:05pm - 3:30pm Credits: 0.5 TB

Christophe Reglat, President and CEO, Coaxis International, Inc

News coverage about the recent ransomware attacks against Colonial Pipeline, a major U.S. fuel distributor, and JBS, the world’s largest meat supplier, has propelled conversations about cybersecurity to a new level of urgency. Until now, far too many firms have been slow to adapt either because the threat seemed distant or the cost too high. Now more than ever, CPA firms need to have strong cybersecurity protections by taking ransomware crime seriously and to protect the trust that clients have placed in them by ensuring that their cyber defenses are a match for current and evolving threats. This presentation is designed for all types of CPA practices. No prerequisites required.

Session brought to you by: Coaxis International


Everything You Need to Know About Surcharging

Time: Monday 3:35pm - 4:00pm Credits: 0.5 TB

Erika Segal, Associate Brand Manager, CPA Charge

The practice of surcharging is frequently discussed, but rarely completely understood. In this course, Erika Segal, Associate Brand Manager with CPACharge will walk through the history of surcharging, the current laws relating to surcharging in the United States and discuss how you can implement complaint surcharging in your practice. Whether your part of a large firm or you're a sole practitioner, you won't want to miss the opportunity to learn about this intricate topic.


When Passion and Profession Align!

Time: Monday 4:05pm - 4:30pm Credits: 0.5 TB

Peter Golotko, CEO, CPA Investment Advisors

There's something powerful that happens when your passion aligns with your profession! Come join Peter as he gives a TED Talk on his passion for helping people and how aligning that passion with being a CPA Financial Planner changed his life and the lives of his clients and employees!



Cookie Cutter vs Customization: The Tax Savings are in the Details!

Time: Monday 4:35pm - 5:00pm Credits: 0.5 TB

Alex Jenkins, CPFA, AIF, Vice President, Business Development, Nesteggs

All CPAs should be equipped with a basic understanding of how to help their clients take advantage of Qualified Plans and not let their clients settle for commodities. The cookie-cutter 401k plans that permeate the industry rarely maximize an entrepreneur’s tax benefits. However, custom-built plans can create five and six-figure tax savings. This brief talk will explain how these tax savings can be created.

Session brought to you by: Nesteggs



  • Christophe Réglat

    President and CEOCoaxis International, Inc.Christophe Réglat founded Coaxis, a Florida corporation, based in Tallahassee, in 2002. Coaxis originated as an application service provider (ASP), offering businesses access over the Internet to applications and related services that would otherwise have to be located on their own business computers. ASP has evolved to cloud computing, and more...

    Read more about Christophe Réglat here
  • Peter Charles Golotko, CPA/PFS, MBA

    President/CEOCPA Investment AdvisorsPeter joined CPS in 1990.He has dedicated his career to helping people achieve financial independence, helping businesses and business owners reach and exceed their goals, and helping charitable institutions protect and make the best possible use of their resources. With over 25 years of experience in investing, financial planning, accounting, and taxation, he...

    Read more about Peter Charles Golotko here
  • Alex Jenkins, CPFA, AIF

    Vice President, Business Development, CPFANestEggsAlex Jenkins joined NestEggs as we rounded out our second-generation leadership team and has been tasked with all things business development. He is a Jacksonville native and a graduate of the University of Florida with strong roots in the community. Alex brings seven years of experience from the Medical Device Industry where he sold at the...

    Read more about Alex Jenkins here
  • Erika Segal

    Erika Segal is the Associate Brand Manager for CPACharge. Erika loves speaking about payment solutions and teaching professionals how to make their firm the best it can be. She has experience in communications, marketing, and customer service spanning over ten years.

    Read more about Erika Segal here