MEGA CPE Conference (Thursday)

Thursday, June 10, 2021
8:15AM - 4:15PM (opens at 7:45AM) EST
8Credits

Registration is Open

Members
$240.00 Regular Price
Non-Members
$365.00 Regular Price
Course Type: Accounting Shows
Course Code: 21/MEGADAY2
Field of Study: Auditing, Accounting, Business Management & Organization, Finance, Specialized Knowledge, Information Technology, Taxes

Overview:

IF YOU ARE READY TO REGISTER, PLEASE CLICK THE ORANGE "REGISTER MYSELF" BUTTON ABOVE. 


If you'd Like to Learn more About Today's Sessions - Please click on Objectives and Major Topic Tabs to the Left.

Meet. Engage. Grow. Achieve.


2020 brought upheaval to the nation and to the CPA profession.  Already in the midst of  a dynamic reinvention, CPAs are now also challenged with remote working and learning; new bills and regulations; and clients worried about their financial futures. Through it all, the FICPA has been there - keeping you informed and providing the tools you need to succeed.  The 2021 virtual-only MEGA Conference offers the opportunity for you to gain insight into what lay ahead - exploring issues and answers - not only with thought leaders but also with solution experts presenting insights during our complimentary 4-hour CPE TED-Style discussions June 8 from 1-5 pm. (Separate registration required).Meet. Engage. Grow. Achieve.

2021 MEGA - All You Wanted and More!

Schedule:

Thursday, June 10, 2021

Introduction and Opening Remarks

Time: Thursday 8:00am - 8:10am

Keynote Presentation: Acceleration of change

Time: Thursday 8:10am - 9:00am Credits: 1 TB

Erik Asgeirsson, President & CEO, CPA.com  

 

Erik Asgeirsson, President & CEO, CPA.com will provide an environmental scan of today's circumstances and the pivotal response by CPA firms during times of crisis.  2020 accelerated adoption of new technology and evolved the CPAs' role with their business clients; it essentially hit fast-forward to deliver what we were on track to experience in 2025 - five years sooner.  The events of 2020 forced a new normal upon us, proving that yesterday's best-practices are not sufficient to navigate the acceleration of change that we are experiencing today.  While technologies are maturing at an exponential rate, organizational structure are being turned upside down and processes remain stubbornly linear.  These phenomena have been in motion for years, but advisory services have been catapulted to the front lines and have never been more critical to the future of organizations.  Attendees will learn to identify top accelerants and emerging technology trends; understand the growing advisory services opportunity and how it is impacting firm business models; and discuss the most pressing issues facing the accounting profession. 

State Tax: Cryptocurrency: Regulatory Pitfalls

Time: Thursday 9:05am - 9:55am Credits: 1 TB

Michael Dobson, Policy Director and special Legal Advisor, Florida Department of Financial Services

Explore the regulatory hurdles facing bitcoin transactions in the state of Florida.

Hot Topic:Best Practices for CPA Firms to Manage Cash Flow and Get Paid Quickly

Time: Thursday 9:05am - 9:55am Credits: 1 TB

Erika Segal, Associate Brand Manager, CPA Charge

Details to come!

Break

Time: Thursday 9:55am - 10:05am

State Tax: Florida Property Taxation and the Going Concern

Time: Thursday 10:05am - 10:55am Credits: 1 TB

Robert E.V. Kelley, Jr., Attorney/Shareholder, Hill Ward Henderson

Many businesses are unknowingly paying excessive property taxes because they are unable to distinguish between the value of their goinq concern and the taxable real estate and FF&E. Examine the law in Florida pertaining to property tax assessments and the intangibles inherent
in a business going concern. Gain an understanding of how to counsel clients to avoid over paying property taxes.

Hot Topic: Reasonable Compensation Section 199A: Opportunity or Threat?

Time: Thursday 10:05am - 10:55am Credits: 1 TB

Kevin Cross, MST, EA, CPA, Account17, LLC

What does the qualified business deduction (QBI-IRC 199A) have to do with reasonable compensation at the low end for small S Corporations?  More than meets the eye.  We will:

  • Review the QBI "Sweet Spot"
  • Discuss the possibility of the crumbling of the "Ostrovsky Doctrine" in Watson v Commissioner, 668 F .3rd 1008 (2012) where a CPA comrad was decided he did not play himself reasonable compensation and was taken to the proverbial "Gorky Park" by the IRS general engineer Igor Ostrovsky
  • Discover an IRC Section that may speaker to reasonable compensation for the very first time in 199A

Presenters:

State Tax: All You Need To Know About Florida Sales and Use Tax

Time: Thursday 11:00am - 11:50am Credits: 1 TB

James Sutton, CPA, Esq., LLM, Shareholder, and Jeanette Moffa, Associate Attorney, Moffa, Sutton, & Donnini, PA

Florida sales and use tax is the most complicated and misunderstood tax in the state.  Most companies and their tax professional learn about the tax the hard way - during an audit. Learn about Florida sales and use tax from two attorneys that do nothing but sales and use tax controversy.

Presenters:

Hot Topic: The Silent Equity Partner You Never Knew You Had

Time: Thursday 11:00am - 11:50am Credits: 1 TB

Learn what you need to know about the unregulated merchant credit card processing industry, including the payment processing ecosystem; the lifecycle of a transaction, rates and pricing, coding and optimization and much more.  Examine facts about security and data breaches through a variety of case studies.

Lunch

Time: Thursday 11:50am - 12:50pm

State Tax: Florida Legislative Update

Time: Thursday 12:50am - 1:40pm Credits: 1 TB

French Brown, IV, Shareholder, Dean Mead and Justin Thames, Director of Governmental Affairs, FICPA

Exploring and discussing the tax changes occurring during the 2021 Florida legislative session.

Presenters:

Hot Topic: Hot off the Press! What Employers Need to Know About the COVID Vaccine, Health and Safety in the Workplace

Time: Thursday 12:50pm - 1:40pm Credits: 1 TB

Carrie Cherveny, Senior Vice President, Strategic Client Solutions, HUB International

The state, and federal agency guidance and regulations regarding COVID workplace safety along with employer vaccination programs has been evolving rapidly. Learn the most up-to-date, current, and accurate employer regulatory requirements, obligations, and limitations along with operational best practices.  Discuss new OSHA regulations along with guidance and updated information issued by the CDC, EEOC, and DOL.  Learn about the most recent:

1. employer OSHA health and safety obligations in a COVID working environment;
2. EEOC guidance regarding vaccines in the workplace including important guardrails for inventive programs; 
3. litigation trends and risks; and 
4. operational and employee relations best practices to minimize liability and risk.

This session is for you if:

1.  The compliance landscape around COVID health and safety and workplace vaccines has been confusing;
2.  You have received seemingly contradictory and/or confusing information regarding COVID workplace safety and/or workplace vaccine programs;
3.  You've implemented a program but would like to be sure it's compliant and complete;
4.  You've not addressed COVID in the workplace at all; and/or
5.  You're interested in obtaining the most current and accurate information regarding COVID safety in the workplace and workplace vaccine programs

Presenters:

State Tax: Deep Dive of Multistate Sales Tax Economic Nexus Thresholds

Time: Thursday 1:45pm - 2:35pm Credits: 1 TB

David J. Brennan, Jr., Esq, Associate, Moffa, Sutton & Donnini, P.A.

Examine problems practitioners and clients face when encountering economic nexus issues, as well as other current hot topics in the area.

Presenters:

Hot Topic: TBD

Time: Thursday 1:45pm - 2:35pm Credits: 1 TB

 

Break

Time: Thursday 2:35pm - 2:45pm

State Tax: Who Moved My Sales Taxes?

Time: Thursday 2:45pm - 3:35pm Credits: 1 TB

Elizabeth Ginori, CPA, Partner, Boyer Ginori CPAs LLC

State and local jurisdictions are expanding tax bases for sales and use taxes and other consumption-based taxes.  We will discuss how these bases are being expanded and how different industries are being impacted.

Presenters:

Hot Topic: Professional Standards, Jury Standards, and Managing Risk

Time: Thursday 2:45pm - 3:35pm Credits: 1 TB

Duncan B. Will, CPA/ABV/CFF, CFE, Loss Prevention Manager and Accounting and Auditing Specialist, CAMICO

Did you know that some of the top liability issues facing the CPA profession today continue to be many of the same issues/themes from the past two decades?   

  • Develop a better understanding of CPA liability risks — the real world of CPA malpractice  
  • Gain a greater awareness of the jury rules by which CPAs will be judged 
  • Learn practical ideas to avoid claims: in common tax engagements, involving business clients and  regarding failure to prevent/detect an embezzlement

State Tax: Sales Tax Roadmap for E-Retailers

Time: Thursday 3:40pm - 4:30pm Credits: 1 TB

Scott Peterson, Vice President, U.S. Tax Policy and Government Relations, Avalara

A E-retailer must know everything about sales tax that a physical store retailer must know multiplied by 45.  Being an E-retailer isn't a one-state process, but is instead an every state process. E-retailers will learn:
1. When and where they must register to collect sales tax
2. What it means to start collecting sales tax
3. How to know what products and services are taxable.
4. The differences between states in the process to file a tax return and make a tax payment.

Hot Topic: Becoming a CPA Financial Planner

Time: Thursday 3:40pm - 4:30pm Credits: 1 TB

Shawn McCabe, MBA, CFP, Director, CPAlliance

CPAs are some of the world's most trusted advisors. Clients seek advice from their CPAs well outside the realm of tax compliance, accounting, and auditing. Given the profession’s long-standing Code of Professional Conduct, objectivity, due care, and high ethical standards, CPAs make some of the most highly sought after investment advisors and financial planners around. Learn the basics of the investment advisory and financial planning business and provide and overview of what it takes to become a CPA Financial Planner.

Objectives:

  • Meet biennial ethics requirements
  • Explore top employee benefits issues
  • Learn the latest on state tax
  • Discuss hot topics impacting the profession
  • Hear what's new in A & A

 

Presenters:

  • R. Kevin Cross, CPA, MST, EA

    Fraud Lecturer, Author and CounselorAccount 417, LLCIf the old adage "it takes one to know one" has an ounce of truth,  then the insights gained from our speaker will hold some valuable lessons for your practice.Just as the FBI utilizes the knowledge of former criminals, this is your opportunity to glean from a convicted fraudster.  Thirty years ago he was the mastermind behind a large...

    Read more about R. Kevin Cross here
  • James Holland Sutton Jr, CPA, Esq., LLM

    ShareholderMoffa, Sutton & Donnini, PAJames Sutton is a CPA and Attorney with an almost exclusive focus on Florida sales and use tax controversy. His firm, Moffa, Sutton, & Donnini, PA handles audits, protest, litigation, consulting, collections, revocations, and criminal defense all revolving around sales tax matters. A graduate of Stetson (Bachelors and Juris Doctorate), Mr. Sutton is heavily...

    Read more about James Holland Sutton Jr here
  • Justin A Thames, DPL

    Director of Governmental AffairsFlorida Institute of CPA’sJustin Thames joined the FICPA in June 2011 as the Governmental Affairs Manager and was promoted to Director of Governmental Affairs in July 2015.  In this role, Justin is responsible for leading the Governmental Affairs Department in regulatory and lobbying activities including; developing creative strategies to accomplish the legislative...

    Read more about Justin A Thames here
  • Elizabeth M Ginori, CPA

    Managing PartnerBoyer Ginori CPAs LLCElizabeth Ginori, CPA, is the Managing Partner in the Tax and Accounting Department at Boyer Ginori CPAs LLC. Elizabeth has more than twenty years of experience in the tax and accounting industry with significant experience in state and local taxation (SALT). She spent 15 years of her career with Big 4 firms specializing in multi-state taxation.Elizabeth...

    Read more about Elizabeth M Ginori here
  • H. French Brown IV, Esq.

    Of CounselDean Mead French Brown offers clients 10 years of experience practicing in state and local taxation. Prior to joining Dean Mead, he practiced at Hopping, Green & Sams. He began his legal career at the Florida Department of Revenue, where he quickly rose to the position of Deputy Director of Technical Assistance and Dispute Resolution. There he oversaw more than 50 department attorneys...

    Read more about H. French Brown IV here
  • Jeanette Moffa

    Associate AttorneyMoffa, Sutton, Donnini, PA Jeanette Moffa is an associate attorney of the Law Offices of Moffa, Sutton, & Donnini, P.A. Ms. Moffa concentrates in the area of State and Local Taxation with a heavy emphasis on sales and use tax. In addition to Florida and multi-state sales and use tax issues, she also works on appellate administrative law cases. When she is not practicing law, she...

    Read more about Jeanette Moffa here
  • David John Brennan Jr., Esq.,LLM (TAX)

    AttorneyMoffa, Sutton, & Donnini, P.A.David is an attorney with Moffa, Sutton, & Donnini. He practices in the area of state and local tax controversy. Before entering private practice, David was a senior attorney with the Florida Department of Revenue. At the Department, he functioned as an appeals officer in the appeals section of the Department. He focused primarily on sales and use tax issues...

    Read more about David John Brennan Jr. here
  • Carrie Cherveny

    Carrie Cherveny is the Senior Vice President of Strategic Client Solutions in HUB’s Risk Services Division. Carrie has 20 years of combined experience in employee relations, human resources, employment law litigation, and employee benefits legal guidance. Carrie works closely with clients to identify compliance risks across the organization and develop responsive strategies and solutions that...

    Read more about Carrie Cherveny here

Major Topics:

  • ethics
  • employee benefits
  • state tax
  • technology
  • finance

Designed For:

CPAs and other finance professionals