South Florida Accounting Conference (SFAC)

Wednesday, December 14, 2022 - Friday, December 16, 2022
Webcast or Webinar, Online
7:00AM - 5:00PM (opens at 7:00AM) EST
20Credits
Accounting and Auditing and Behavioral and Technical Business

Registration is Open

Members
$299.00 Regular Price
Non-Members
$549.00 Regular Price
Please Login to Register
Course Type: CPE Conferences
Course Code: 22/SFAC
Vendor: Florida Institute of CPAs
Field of Study: Auditing, Accounting, Business Management & Organization, Computer Software and Applications, Economics, Finance, Management Services, Specialized Knowledge, Information Technology, Taxes

Overview:

HIGH QUALITY CPE AT A GREAT LOW PRICE!

South Florida Accounting Conference - Virtual

MEMBER RATE $299!

Reasons to Register

  • Two and 1/2 days of cutting-edge CPE designed to provide you with the knowledge and skills to position yourself as a trusted accounting and financial advisor
  • Meet your Accounting & Auditing requirements
  • Four hours of Ethics for Florida CPAs (4980) to meet your biennial requirements (Pre-Conference and Additional Registration Fee)
  • Invest in yourself - Benefit you, your company, and your clients!

Ethics: Protecting the Integrity of Florida CPAs (4980)

Kick off the South Florida Accounting Show by attending the pre-conference ethics course designed to meet the biennial requirements for Florida CPAs on Wednesday, November 9th. CPAs face many complex and challenging ethical issues. This course addresses the ethical and professional obligations CPAs have to their clients, employers, colleagues, regulators, and to the public.  Explore trends in business and professional ethics, along with the specific rules and requirements applicable to CPAs outlined in Florida Statutes, the Rules of the Florida Board of Accountancy, and the AICPA Code of Professional Conduct. The course fulfills the biennial ethics requirement for Florida CPAs. Separate Registration Required


CPE Credit and Course Materials

This conference qualifies for up to 20 hours of CPE credit.  CPE Credit is subject to approval by the Florida Department of Business and Professional Regulation.  Conference reference materials are distributed electronically in advance of the program. 

 

 

 

 

 

 

 

 

 

 

 

 

Schedule:

Wednesday, December 14, 2022

Ethics: Protecting the Integrity of Florida CPAs (4980)

Time: Wednesday 8:00am - 12:00pm Credits: 4 ET

In this world of unprecedented change and events, CPAs need to remain grounded in ethical principles more than ever as they interact with clients, employers, and regulatory authorities. Through engaging dialogue and discussion, we will discuss the current practice of the accounting profession and application of specific rules and requirements.

This course reviews the frameworks provided in the Florida Statutes, the Rules of the Florida Board of Accountancy, and the AICPA Code of Professional Conduct that define your actions as a Florida CPA.  This course is designed for CPAs in all areas of practice and fulfills the biennial ethics requirements for Florida CPAs. 

Members: $104
Non-Members: $169

 

Presenters:

How Becoming a CPA Financial Planner can Change Everything

Time: Wednesday 1:00pm - 1:50pm Credits: 1 TB

Shawn McCabe, CFP, MSA, MBA, CPAlliance Director, CPS Investment Advisors

CPAs are the world's most trusted advisors. Clients seek advice from the well outside the realm of tax compliance, accounting, and auditing. Given the profession’s long-standing regulatory framework, the Code of Professional Conduct is universally recognized for the qualities of integrity, objectivity, due care, competence, and enforceable guidance in the delivery of a high standard of services.

This course will teach you how serving your existing clients as a financial planner and investment advisor will increase your profit, diversify your business, balance your workload, create long-lasting and engaging relationships with your best clients, and improve your overall value.

Presenters:

5 Tips to Impact your Firms Bottom Line

Time: Wednesday 2:00pm - 2:50pm Credits: 1 TB

Erika Segal, Associate Brand Manager, CPACharge

Maintaining a positive cash flow is essential for accounting firms of any size and successful firms use a variety of best practices to manage finances effectively. Learn five ways you can have a positive impact on your bottom line.

Presenters:

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

Time: Wednesday 2:00pm - 2:50pm Credits: 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

 

Presenters:

Hurricane: Identifying and Responding to Accounting and Auditing Issues

Time: Wednesday 4:00pm - 4:50pm Credits: 1 AA

Steven Morrison, Partner, National Director of Audit, CohnReznick LLP

Hurricanes, and other natural disasters bring extensive and harmful personal and physical damage. It is important to note there can also be extensive accounting and auditing matters to address as well. With the recent landfall of hurricanes, and with year-end fast approaching, now is the time to get up to speed on some of the issues many companies will be facing in the next few months. This up-tempo presentation will help identify a number of issues that are best addressed now, from accounting for and disclosing nonrecurring matters such as different types of insurance proceeds, to reconsideration of traditional issues such as accounting for property and equipment now given physical damage, to issues involving lost records, and more.

Presenters:

Thursday, December 15, 2022

Opening Remarks

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

Keynote: Growing Your Business Through Relationships

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

Carrie Steffen, Co-founder & President, The Whetstone Group, Inc.

  • Learn the spheres of influence you need to cultivate to create opportunities inside and outside the firm
  • Learn the types of business developers and what type best fits YOU
  • Build relationships based on who you are…not who you think you need to be
  • Know when to continue to invest in relationships, and when to let them go
  • Learn communication practices that will lead to trust, genuine understanding, fulfillment and new business

Being able to develop business is a critical skill for career progression—but the approaches finding new business can vary. No matter at what stage of your career you find yourself, there are behaviors you can begin to incorporate into how you work that become of the foundation of business development. Identifying and building a strong network of relationships is important to finding new opportunities, but like everything it is more effective when it’s intentional and natural. The key is to start by being who you are. During this session participants will evaluate their relationship building style and explore practices that work for them. They’ll explore the realms of influence they need to cultivate and learn how to work through each to position themselves to identify key people they need to build relationships with and how to approach the process. Finally, we’ll explain how to leverage your relationship ecosystem to find new business both inside and outside the existing client base.

Presenters:

Case Studies in Fraud

Time: Thursday 9:10am - 10:00am Credits: 1 AA

Keith Givens, Supervisory Special Agent, FBI

This session will discuss current trends in fraud in a "post" pandemic environment.

Economic Update

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

Dr. Ben Tabatabaei, Chief Economist & Executive Director, International Center for Economic Development

 Dr. Ben Tabatabaei, the Chief Economist for the Florida Chamber will deliver the economic outlook for Florida. This presentation will take a close look at the opportunities, challenges and changes that Florida will experience by the end of this decade. We will take a close look at the demographic changes, projected Growth, voter registration and political Shifts. What are we to expect from Florida's job numbers and economic growth. We will look at how fast we are growing and how many jobs do we need to create to keep up with population growth. We will compare Florida's economy to the US eco

Presenters:

Break

Time: Thursday 10:00am - 10:15am

Inter Vivos QTIPs Trust and SLAT Planning for Reduction of Basic Exclusion Amount Effective January 1, 2026

Time: Thursday 10:15am - 11:05am Credits: 1 AA

Barry A. Nelson, Jennifer Okcular, Cassandra Nelson, Attorneys, Nelson & Nelson, P.A.

Discussion of user fee for estate tax closing letters, asset protection update, timing of use of Inter Vivos QTIPs, SLATs, and planning for reduction of Basic Exclusion Amount on January 1, 2026.

Presenters:

Lookback of Recent FASB Activity

Time: Thursday 10:15am - 11:05am Credits: 1 AA

Bruce Nunally, Partner Emeritus, Carr, Riggs & Ingram, LLC

This session will summarize FASB standards issued over the previous twelve months. We will also review the projects on the current FASB Technical Agenda.

Presenters:

Break

Time: Thursday 11:05am - 11:15am

Tax Management Techniques During Market Volatility

Time: Thursday 11:15am - 12:05pm Credits: 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 Employee Retention Tax Credit - All You Need to Know

Time: Thursday 11:15am - 12:05pm Credits: 1 TB

Romeo Chicco, CPA, President, PayMaster

This presentation will cover the Employee Retention Tax Credit from start to finish; from qualifying a business to accurately calculating and claiming any available credit. ERC has been around since March 2020 and has been modified by four Acts and numerous IRS guidance/notices, so there is a lot of mis-information out there. This presentation will dispel any myths and cover the facts to help a CPA properly qualify, or disqualify, their clients and calculate the maximum credit available.

Lunch Break

Time: Thursday 12:05pm - 1:00pm

Unlearning Your Way Forward

Time: Thursday 1:00pm - 1:50pm Credits: 1 BE

Carrie Steffen, Co-Founder and President - The Whetstone Group, Inc.

This session will discuss:

Understand the difference between learning and unlearning
Explore areas in firms where unlearning may be needed
Use an unlearning summit to drive innovation
Create an environment of failing forward

Unlearning is the intentional act of breaking down the origins of our thoughts, feelings, biases, and acts to let go of those that no longer serve us or may no longer be true. It's critical to fundamental and lasting change because it addresses the core of what holds us back and helps to create space for innovation. This session will explore how CPAs can embrace unlearning to move their practices forward.

Presenters:

David vs.Goliath: 5 Smooth Stones Every Business Needs to Compete and Win

Time: Thursday 1:00pm - 1:50pm Credits: 1 TB

Corey Auger, Partner & EVP of Business Development - Anthem Software

The modern business world can feel overwhelming and is ever changing. Many times it can feel like a proper marketing strategy takes too much time and money to compete with larger competitors. What small businesses need to realize is that there are options that cater specifically to them and address those concerns. In this workshop, you will learn what top 5 strategies INC. 500 companies are using to market their business and succeed. By the end, you should feel confident about the steps you need to take to successfully market your business.

Presenters:

Break

Time: Thursday 1:50pm - 2:00pm

Top HR Trends to be Aware of This Year

Time: Thursday 2:00pm - 2:50pm Credits: 1 TB

Marsha Akpodiete, HR Services HR Consultant - Paychex. Inc.

Businesses are finding themselves at the epicenter of unique change, not only in the world but in the workplace as well. This session reviews some of the top HR Compliance-related issues you or your clients should be aware of an prepared for. This information will help you respond to inquires as well as proactively engage clients regarding these important items.

This session will cover:

  • Paid leave trends
  • Paid leave vaccination
  • Employment verification I-9
  • Marijuana in workplace
  • Worker classification
  • Harassment and workplace violence prevention

Presenters:

Income and Estate Tax Mitigation Strategies through the Eyes of a Tax Attorney

Time: Thursday 2:00pm - 2:50pm Credits: 1 TB

Nick Guerra, Esq., LL.M., Managing Attorney, Guerra Tax and Wealth Planning, PA

Tax attorney, Nicholas C. Guerra, Esq., LL.M., explores creative estate planning strategies to minimize both income taxes and estate taxes. The presentation will provide an overview of the estate tax, and estate planning techniques to address the scheduled reduction in gift and estate tax exemptions at the end of 2025. Topics that will be discussed are (i) strategic leveraged gifting transactions, (ii) income tax minimization strategies utilizing C corporation stock (QSBS), (iii) state income tax minimization strategies utilizing out-of-state trusts, and (iv) income and estate tax minimization strategies utilizing life insurance structures.

Presenters:

Break

Time: Thursday 2:50pm - 3:10pm

The Proverbial Real Estate Bubble... How Much Air Will Seep Out?

Time: Thursday 3:10pm - 4:00pm Credits: 1 TB

Roy Oppenheim, Sr. Partner, 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.

Presenters:

Break

Time: Thursday 4:00pm - 4:10pm

The Power of No

Time: Thursday 4:10pm - 5:00pm Credits: 1 TB

Deb Kilsheimer, Profit Creator for Business, Intuit

Details coming soon!

Presenters:

Remote Auditing Best Practices

Time: Thursday 4:10pm - 5:00pm Credits: 1 AA

Erik Halluska, Partner, Withum

As we continue to evolve into a remote working industry, practices have evolved as well. Practices that were once thought of as irrelevant, are now the norm and some that were considered foundational have become obsolete. In this session, we will highlight some of the areas and discuss what has worked well, what hasn't worked, and which areas of remote auditing the industry can improve on.

Presenters:

Friday, December 16, 2022

Opening Remarks

Time: Friday 8:00am - 8:10am

Keynote: State of the Profession

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

Shelly Weir, President & CEO - Florida Institute of Certified Public Accountants

Join Shelly Weir for a deep dive inside the most pressing issues facing the CPA profession. This is a discussion focused on the CPA pipeline, recruiting and retaining top talent, the evolution of the CPA business model, and much more.

Presenters:

Break

Time: Friday 9:00am - 9:10am

Cash Flow Woes: What If Bankruptcy Could Actually Be a Great Thing?

Time: Friday 9:10am - 10:00am Credits: 1 TB

Joseph Pack, Esq, Founder and Managing Partner - Pack Law

This session is an overview of Subchapter V: a lesser known, relatively new section of the Bankruptcy Code providing for a corporate restructuring.  However, unlike Chapter 7 and traditional Chapter 11, business owners keep their businesses and set up payment plans for creditors.  The catch? Financial projections built by accounting advisors are the key component.

Presenters:

Break

Time: Friday 10:00am - 10:15am

Rich & Famous in the Sunshine State: Risk control strategies for dealing with high-net-worth clients

Time: Friday 10:15am - 11:05am Credits: 1 TB

Deb Rood, CPA, MSR, Risk Control Consulting Director, CNA

Money and fame are not just for entertainers. CPAs serving high-profile and high net-worth clients can become just as famous, or infamous, as their clients. Hear claim stories related to this client type and takeaway risk management strategies to help reduce your risk.

Presenters:

Florida Legislative Update

Time: Friday 10:15am - 11:05am Credits: 1 TB

Justin Thames - Chief External Affairs Officer, FICPA

More than 3,000 bills are filed during each legislative session. This session will cover the majority policy changes that were signed into law impacting state and local governments and an overview of Florida's Sunshine Laws.

Presenters:

Break

Time: Friday 11:05am - 11:15am

Is an ESOP Right for You or Your Clients?

Time: Friday 11:15am - 12:05pm Credits: 1 AA

John Burgess, CPA, Esq, Partner, Shumaker, Loop & Kendrick, LLP

Over 200,000 businesses in Florida are owned by those age 55 and up. Those owners will eventually exit their businesses, the question is how. This session will describe the basics of an employee stock ownership plan (ESOP), which is a highly flexible exit strategy that could work for many of these owners. We will discuss the basics of how ESOPs are formed and how they work, the characteristics of a company that might be a good ESOP candidate, the tax advantages that are available for both selling owners and ESOP companies, and how employees benefit from participating in an ESOP. Finally, we will go through an example of a typical ESOP transaction.

Presenters:

Ignite Your Customer Experience and Increase Your Revenue

Time: Friday 11:15am - 12:05pm Credits: 1 TB

Joshua Lance, Head of Accounting for Ignition & Managing Director of Lance CPA Group, Lance CPA Group

In this presentation, you will learn how to win and keep more clients using the strategies of Josh Lance Head of Accounting for Ignition and the Managing Partner of Lance CPA Group. Josh will help you understand the customer journey, and how to effectively engage with clients using his strategy to develop an actional sales process to sell and close deals strategically.

Presenters:

Lunch Break

Time: Friday 12:05pm - 1:00pm

Cloud Accounting Apps

Time: Friday 1:00pm - 1:50pm Credits: 1 TB

Mario Nowogrodzki, CEO, Mendelson Consulting

The pace of business is ever-increasing, and the volume and types of cloud accounting apps continues to grow. Business intelligence powered by automation, cloud, big data, and analytics is the foundation for growth and success in today's business. Accounting professionals must center themselves on these transformative technologies, leveraging them to the benefit of their clients and their own practices to remain competitive and relevant in the market. This course will help understand different available cloud accounting application technologies, including ways to take advantage of best of breed desktop applications in a cloud environment.

Presenters:

Lease Standards ASC 842 - A Practical Approach

Time: Friday 1:00pm - 1:50pm Credits: 1 AA

Al Erdmann, Partner, Withum

This session will look at some actual applications of the new lease standard to better understand its requirements and offer insights on compliance. It will also touch on its impact on deferred income taxes.

Presenters:

Break

Time: Friday 1:50pm - 2:00pm

Internal Audit Risk and Compliance/Enterprise Risk Management/Social Media Internal Controls

Time: Friday 2:00pm - 2:50pm Credits: 1 AA

Steven Nouss, Director of Business Consulting Services, Berkowitz Pollack Brant
Keith Johnson, CPA, Principal, Keith E. Johnson, CPA, PA

Internal Audit Risk and the Safety Net the COSO Framework can provide and the need to address critical Information Technology Controls. A Journey from basic internal controls to a more comprehensive Internal Controls via an "Enterprise Risk Management" Framework.

Presenters:

Break

Time: Friday 2:50pm - 3:10pm

Adding Value to Your Practice!

Time: Friday 3:10pm - 4:00pm Credits: 1 TB

Val Steed, Zoho

Traditionally accountants fall into three broad categories bookkeeping/accounting services, tax compliance, and auditing. However, for many businesses, accountants play the role of trusted business advisors. Through the years, newer roles/services/technologies have allowed modern accountants to add value-added services to their portfolio. Join the Val from Zoho as he explores these trends and how an accounting firm can use these services to grow its practice.

During this session:

 technology and how to choose a tech stack for your firm and your client's firm will also be discussed.

Presenters:

The Inflation Reduction Act and Its Impact on Corporate and Personal Planning

Time: Friday 3:10pm - 4:00pm Credits: 1 TB

Gary A. 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.

 

Presenters:

Break

Time: Friday 4:00pm - 4:10pm

Accounting for the R&D Credit

Time: Friday 4:10pm - 5:00pm Credits: 1 AA

Karen Lake, Director, Berkowitz Pollack Brant
Spencer Solove, Senior Manager of Tax Services, Berkowitz Pollack Brant

The Tax Cuts and Jobs Act (the “TCJA”), signed into law at the end of 2017, eliminated the current deduction option. Under the TCJA, domestic R&D expenses must be amortized over five years and foreign R&D expenses are amortized over 15 years, beginning with tax years that start after December 31, 2021. R&D expenses are now subject to capitalization and amortizations. Businesses involved in specific industries may be particlualry impacted. There are instances where R&D may become a deferred tax asset. We discuss these and other accounting for R&D credit issues during the session.

Presenters:

Objectives:

  • High quality CPE at a great price
  • Meet your accounting learning requirements

 

 

 

Presenters:

  • Michael Stephen Kridel, CPA, CFC, CFF, CITP

    PrincipalMichael S. Kridel, CPA, PAMichael Kridel has practiced public accounting in South Florida since graduation from George Washington University in 1974. He reestablished his solo practice in being a principal and litigation services practice leader of Rehmann Robson, a Top 100 national accounting firm, from 2013 to 2018. Previously, Mr. Kridel was a partner in Daszkal Bolton from 1996 to...

    Read more about Michael Stephen Kridel here
  • J. Stephen Nouss, CGMA, CPA

    Steve Nouss has more than 35 years of diverse business and public accounting experience with a global accounting firm and Partner for Consulting Services.  Nouss has served in various management positions including two Fortune 500 Companies and as a CFO for a Public Company.   Experience includes the establishment of international operations adapting to unique business environments, initiating and...

    Read more about J. Stephen Nouss here
  • Keith Edward Johnson, CPA, PA

    Keith E. Johnson is Principal of Keith E. Johnson CPA PA in Jacksonville. Since 1997, he has provided accounting, auditing and tax services to individuals, businesses, and non-profits throughout Northeast Florida and elsewhere.A member of the FICPA since 1998, Mr. Johnson has served the profession in many capacities over the years, participating in many committees including Federal Tax, Management...

    Read more about Keith Edward Johnson here
  • Karen Ann Lake, CPA

    Karen Lake CPA is Associate Director of Tax Services at Berkowitz Pollack Brant Advisors and Accountants.  For nearly 20 years, Karen has placed her focus on helping businesses and individuals develop their tax structures. Through reducing their state tax risk, improving cash flow and obtaining federal and state credits and incentives, Karen is successful at resolving tax controversies in a...

    Read more about Karen Ann Lake here
  • Mario Ruben Nowogrodzki, CPA, CITP

    Mario Nowogrodzki is an information systems consultant and instructor. He is the founder and CEO of Mendelson Consulting, which specializes in software solutions to optimize business operations and maximize financial results.Mario is a frequent author and instructor of accounting technology topics and a contributing author and speaker  for  Intuit,  The  Woodard Group,  and  other national ...

    Read more about Mario Ruben Nowogrodzki here
  • Justin A Thames, DPL

    Justin Thames joined the FICPA in June 2011 as the Governmental Affairs Manager, was promoted to Director of Governmental Affairs in July 2015 and recently was promoted to Chief External Affairs Officer. In this newly created role, Thames oversees the strategic leadership of all aspects of the FICPA's public policy, advocacy, governmental affairs and regulatory efforts. He also oversees all...

    Read more about Justin A Thames here
  • Bruce Allen Nunnally, CGMA, CPA

    Bruce Nunnally has over 30 years of public accounting experience, including 9 years with the international public accounting firm, Ernst & Young, LLP. Bruce is also a national instructor of accounting and auditing issues. He has presented accounting and auditing continuing education classes for a quarter of the top 30 CPA firms in the U.S. Some of the courses he has led include:• Annual Update for...

    Read more about Bruce Allen Nunnally here
  • Erik A Halluska, CPA

    Erik Halluska is based in Withum's Orlando office and serves the Firm's Assurance and Accounting service area specializing in the Hospitality (Team Leader for the Vacation Ownership Team) and Not-for-Profit industries. Under this capacity, he advises clients through analysis of internal control and operational efficiencies, agreed-upon procedures, audits and reviews. His advisory services extend...

    Read more about Erik A Halluska here
  • Steven Edward Morrison, CPA, CFF

    Steven Morrison is a partner and National Director of Audit at CohnReznick, bringing experience as a client service partner, quality control reviewer, and as a standard setter. He has worked with entities in a variety of industries, including automotive dealerships, employee benefit plans, freight forwarding/mail courier, retail, and wholesale/distribution. His experience encompasses effectively...

    Read more about Steven Edward Morrison here
  • 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
  • Keith Givens, CPA

    • SSA Givens has been with the FBI over 20 years.• He is a CPA• He has worked most white collar crime violations in the field and FBI headquarters, to include:     • Securities Fraud     • Financial Institution Fraud     • Mass Marketing Fraud     • HealthCare Fraud     • and Public Corruption• He has worked in both large and small field divisions in the FBI and at FBI Headquarters• He has...

    Read more about Keith Givens here
  • John Burgess, CPA,Esq.,LLM (TAX)

    John Burgess is an attorney and CPA who helps business owners, executives, and other senior managers with all of their employee benefits. He advises employee benefit plan committees, including 401(k) plan committees, on their fiduciary responsibilities and best practices. He has worked with plans of all sizes, ranging from those sponsored by small, local companies with a few dozen participants to...

    Read more about John Burgess here
  • Barry A Nelson, Esq.

    Barry A. Nelson, a Florida Bar Board Certified Tax and Wills and Trusts and Estates Attorney, is a shareholder in the North Miami Beach law firm of Nelson & Nelson, P.A. He practices in the areas of tax, estate planning, asset protection planning, probate, partnerships and business law. He provides counsel to high net worth individuals and families focusing on income, estate and gift tax...

    Read more about Barry A Nelson here
  • Deborah K Rood

    Risk Control Consulting DirectorContinental Casualty Company - CNADeb is a Risk Control Consulting Director for the Accountants Professional Liability Insurance Program of Continental Casualty Company, a CNA company and the underwriter of the AICPA Professional Liability Insurance Program.  She previously practiced public accounting for 19 years with regional public accounting firms. As a state...

    Read more about Deborah K Rood here
  • Al Erdmann, CPA

    Mr. Erdmann is a partner in the New York office of WithumSmith+Brown, PC.  He has 25 years of professional accounting experience. He is a licensed certified public accountant in New York, New Jersey, and California and assists clients on both coasts. Specializing in accounting and auditing services for individuals and privately-held entities, he has specific expertise in the real estate and...

    Read more about Al Erdmann here
  • Shawn J McCabe, MSA, MBA, CFP

    After serving 10 years of active military service and completing a combat tour in Afghanistan, Shawn started his career in financial planning and investments in 2007. Joining the industry at the beginning of the "Great Recession" allowed him to quickly learn that the stock market can be unpredictably cruel, and at the same time, extremely rewarding to those who stayed the course. Also, during that...

    Read more about Shawn J McCabe here
  • Val Steed

    Val Steed, CPA, CITP is Director of Accountants at business application maker Zoho Corp. where he is responsible for maintaining industry relationships with national and international accounting organizations and top accounting experts. He is known for his 30 years in leadership at K2 Enterprises, where he also oversaw CPE and consulting for the profession.

    Read more about Val Steed here
  • Shelly Weir

    Shelly Weir is President & Chief Executive Officer of the Florida Institute of CPAs (FICPA), the statewide professional association for Certified Public Accountants (CPAs) in Florida. In this role, Weir serves as Secretary-Treasurer of the FICPA and FICPA Scholarship Foundation and works in partnership with the FICPA Council to develop and execute the Institute's strategic vision. Weir leads a...

    Read more about Shelly Weir 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
  • Spencer James Solove

    For nearly ten years Spencer Solove has helped clients maximize cash flow by identifying and accessing research and development tax credits. With experience spanning federal, state and local jurisdictions, he can be a valuable resource in this often-overlooked area. In addition, Solove provides guidance and advice during IRS and state tax examinations with a goal of minimal disruptions to...

    Read more about Spencer James Solove 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
  • Corey Auger

    Corey Auger served as a national speaker and sales executive for Crystal Clear Digital Marketing speaking at over 30 conferences about best practices in business. As Anthem Software’s EVP of business development, Corey will inspire and educate you on how to get more out of your business with a proven strategy that wins every time.

    Read more about Corey Auger here
  • Joseph A Pack

    Read more about Joseph A Pack here
  • Jennifer Okcular

    Jennifer E. Okcular, a Florida Bar Board Certified Wills, Trusts and Estates attorney and shareholder in the law firm of Nelson & Nelson, P.A. in North Miami Beach, Florida, was admitted to the Florida Bar in April of 2005 and joined the firm as an associate in 2006. She practices primarily in the areas of tax, estate planning, asset protection planning and probate administration. Jennifer...

    Read more about Jennifer Okcular here
  • Cassandra Nelson

    Cassandra S. Nelson, an associate in the law fi rm of Nelson & Nelson, P.A. in North Miami Beach, Florida, was admitted to the Florida Bar in September 2017 and joined the fi rm as an associate in October 2017. She practices primarily in the areas of estate planning, asset protection, tax, special needs trusts, guardianships, and probate administration. Cassandra received her B.A. from the...

    Read more about Cassandra Nelson here
  • Nicholas C. Guerra, Esq., LLM

    Nicholas C. Guerra, Esq., LL.M. (“Nick”), is the founding attorney of Guerra Tax and Wealth Planning, PA, with its main office located in Boca Raton, Florida.  Nick assists high net worth individuals, business owners and their families in the establishment of trusts and business entity structures designed to (i) minimize and/or eliminate income and estate taxes, (ii) maximize wealth protection...

    Read more about Nicholas C. Guerra 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
  • Marsha Akpodiete, SHRM-SCP, SPHR

    With more than 28 years of HR experience, Marsha Akpodiete is an HR Coach at Paychex, where she supports 60 Human Resources Business Partners across the United States who are responsible for advising Paychex clients on a wide range of business and HR issues in a variety of industries.

    Read more about Marsha Akpodiete here
  • Carrie Steffen

    Carrie is a founding shareholder and President of The Whetstone Group, Inc. Since 2000 Whetstone has provided growth consulting services to hundreds of CPA and professional service firms nationwide. She has 25+ years of professional services marketing experience, and has been named a consultant to watch on Accounting Today’s 100 Most Influential People in Accounting list.Carrie helps clients:•...

    Read more about Carrie Steffen here
  • Joshua Lance

    Read more about Joshua Lance here
  • Ben Tabatabaei, Ph.D.

    Dr. Ben Tabatabaei has an accomplished background in economic and financial forecasting, data analysis, public and foreign policy, strategic investments, international relations, economic development and more. He relocated from California to be part of Florida’s growth and contribute to free enterprise. His more than 20-year track record of extensive economic and policy expertise includes:...

    Read more about Ben Tabatabaei here
  • Debra Kilsheimer

    Read more about Debra Kilsheimer here

Presenters:

Michael Stephen Kridel, CPA, CFC, CFF, CITP

PrincipalMichael S. Kridel, CPA, PAMichael Kridel has practiced public accounting in South Florida since graduation from George Washington University in 1974. He reestablished his solo practice in being a principal and litigation services practice leader of Rehmann Robson, a Top 100 national accounting firm, from 2013 to 2018. Previously, Mr. Kridel was a partner in Daszkal Bolton from 1996 to...Read more about Michael Stephen Kridel here

J. Stephen Nouss, CGMA, CPA

Steve Nouss has more than 35 years of diverse business and public accounting experience with a global accounting firm and Partner for Consulting Services.  Nouss has served in various management positions including two Fortune 500 Companies and as a CFO for a Public Company.   Experience includes the establishment of international operations adapting to unique business environments, initiating and...Read more about J. Stephen Nouss here

Keith Edward Johnson, CPA, PA

Keith E. Johnson is Principal of Keith E. Johnson CPA PA in Jacksonville. Since 1997, he has provided accounting, auditing and tax services to individuals, businesses, and non-profits throughout Northeast Florida and elsewhere.A member of the FICPA since 1998, Mr. Johnson has served the profession in many capacities over the years, participating in many committees including Federal Tax, Management...Read more about Keith Edward Johnson here

Karen Ann Lake, CPA

Karen Lake CPA is Associate Director of Tax Services at Berkowitz Pollack Brant Advisors and Accountants.  For nearly 20 years, Karen has placed her focus on helping businesses and individuals develop their tax structures. Through reducing their state tax risk, improving cash flow and obtaining federal and state credits and incentives, Karen is successful at resolving tax controversies in a...Read more about Karen Ann Lake here

Mario Ruben Nowogrodzki, CPA, CITP

Mario Nowogrodzki is an information systems consultant and instructor. He is the founder and CEO of Mendelson Consulting, which specializes in software solutions to optimize business operations and maximize financial results.Mario is a frequent author and instructor of accounting technology topics and a contributing author and speaker  for  Intuit,  The  Woodard Group,  and  other national ...Read more about Mario Ruben Nowogrodzki here

Justin A Thames, DPL

Justin Thames joined the FICPA in June 2011 as the Governmental Affairs Manager, was promoted to Director of Governmental Affairs in July 2015 and recently was promoted to Chief External Affairs Officer. In this newly created role, Thames oversees the strategic leadership of all aspects of the FICPA's public policy, advocacy, governmental affairs and regulatory efforts. He also oversees all...Read more about Justin A Thames here

Bruce Allen Nunnally, CGMA, CPA

Bruce Nunnally has over 30 years of public accounting experience, including 9 years with the international public accounting firm, Ernst & Young, LLP. Bruce is also a national instructor of accounting and auditing issues. He has presented accounting and auditing continuing education classes for a quarter of the top 30 CPA firms in the U.S. Some of the courses he has led include:• Annual Update for...Read more about Bruce Allen Nunnally here

Erik A Halluska, CPA

Erik Halluska is based in Withum's Orlando office and serves the Firm's Assurance and Accounting service area specializing in the Hospitality (Team Leader for the Vacation Ownership Team) and Not-for-Profit industries. Under this capacity, he advises clients through analysis of internal control and operational efficiencies, agreed-upon procedures, audits and reviews. His advisory services extend...Read more about Erik A Halluska here

Steven Edward Morrison, CPA, CFF

Steven Morrison is a partner and National Director of Audit at CohnReznick, bringing experience as a client service partner, quality control reviewer, and as a standard setter. He has worked with entities in a variety of industries, including automotive dealerships, employee benefit plans, freight forwarding/mail courier, retail, and wholesale/distribution. His experience encompasses effectively...Read more about Steven Edward Morrison here

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

Keith Givens, CPA

• SSA Givens has been with the FBI over 20 years.• He is a CPA• He has worked most white collar crime violations in the field and FBI headquarters, to include:     • Securities Fraud     • Financial Institution Fraud     • Mass Marketing Fraud     • HealthCare Fraud     • and Public Corruption• He has worked in both large and small field divisions in the FBI and at FBI Headquarters• He has...Read more about Keith Givens here

John Burgess, CPA,Esq.,LLM (TAX)

John Burgess is an attorney and CPA who helps business owners, executives, and other senior managers with all of their employee benefits. He advises employee benefit plan committees, including 401(k) plan committees, on their fiduciary responsibilities and best practices. He has worked with plans of all sizes, ranging from those sponsored by small, local companies with a few dozen participants to...Read more about John Burgess here

Barry A Nelson, Esq.

Barry A. Nelson, a Florida Bar Board Certified Tax and Wills and Trusts and Estates Attorney, is a shareholder in the North Miami Beach law firm of Nelson & Nelson, P.A. He practices in the areas of tax, estate planning, asset protection planning, probate, partnerships and business law. He provides counsel to high net worth individuals and families focusing on income, estate and gift tax...Read more about Barry A Nelson here

Deborah K Rood

Risk Control Consulting DirectorContinental Casualty Company - CNADeb is a Risk Control Consulting Director for the Accountants Professional Liability Insurance Program of Continental Casualty Company, a CNA company and the underwriter of the AICPA Professional Liability Insurance Program.  She previously practiced public accounting for 19 years with regional public accounting firms. As a state...Read more about Deborah K Rood here

Al Erdmann, CPA

Mr. Erdmann is a partner in the New York office of WithumSmith+Brown, PC.  He has 25 years of professional accounting experience. He is a licensed certified public accountant in New York, New Jersey, and California and assists clients on both coasts. Specializing in accounting and auditing services for individuals and privately-held entities, he has specific expertise in the real estate and...Read more about Al Erdmann here

Shawn J McCabe, MSA, MBA, CFP

After serving 10 years of active military service and completing a combat tour in Afghanistan, Shawn started his career in financial planning and investments in 2007. Joining the industry at the beginning of the "Great Recession" allowed him to quickly learn that the stock market can be unpredictably cruel, and at the same time, extremely rewarding to those who stayed the course. Also, during that...Read more about Shawn J McCabe here

Val Steed

Val Steed, CPA, CITP is Director of Accountants at business application maker Zoho Corp. where he is responsible for maintaining industry relationships with national and international accounting organizations and top accounting experts. He is known for his 30 years in leadership at K2 Enterprises, where he also oversaw CPE and consulting for the profession.Read more about Val Steed here

Shelly Weir

Shelly Weir is President & Chief Executive Officer of the Florida Institute of CPAs (FICPA), the statewide professional association for Certified Public Accountants (CPAs) in Florida. In this role, Weir serves as Secretary-Treasurer of the FICPA and FICPA Scholarship Foundation and works in partnership with the FICPA Council to develop and execute the Institute's strategic vision. Weir leads a...Read more about Shelly Weir 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

Spencer James Solove

For nearly ten years Spencer Solove has helped clients maximize cash flow by identifying and accessing research and development tax credits. With experience spanning federal, state and local jurisdictions, he can be a valuable resource in this often-overlooked area. In addition, Solove provides guidance and advice during IRS and state tax examinations with a goal of minimal disruptions to...Read more about Spencer James Solove 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

Corey Auger

Corey Auger served as a national speaker and sales executive for Crystal Clear Digital Marketing speaking at over 30 conferences about best practices in business. As Anthem Software’s EVP of business development, Corey will inspire and educate you on how to get more out of your business with a proven strategy that wins every time.Read more about Corey Auger here

Joseph A Pack

Read more about Joseph A Pack here

Jennifer Okcular

Jennifer E. Okcular, a Florida Bar Board Certified Wills, Trusts and Estates attorney and shareholder in the law firm of Nelson & Nelson, P.A. in North Miami Beach, Florida, was admitted to the Florida Bar in April of 2005 and joined the firm as an associate in 2006. She practices primarily in the areas of tax, estate planning, asset protection planning and probate administration. Jennifer...Read more about Jennifer Okcular here

Cassandra Nelson

Cassandra S. Nelson, an associate in the law fi rm of Nelson & Nelson, P.A. in North Miami Beach, Florida, was admitted to the Florida Bar in September 2017 and joined the fi rm as an associate in October 2017. She practices primarily in the areas of estate planning, asset protection, tax, special needs trusts, guardianships, and probate administration. Cassandra received her B.A. from the...Read more about Cassandra Nelson here

Nicholas C. Guerra, Esq., LLM

Nicholas C. Guerra, Esq., LL.M. (“Nick”), is the founding attorney of Guerra Tax and Wealth Planning, PA, with its main office located in Boca Raton, Florida.  Nick assists high net worth individuals, business owners and their families in the establishment of trusts and business entity structures designed to (i) minimize and/or eliminate income and estate taxes, (ii) maximize wealth protection...Read more about Nicholas C. Guerra 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

Marsha Akpodiete, SHRM-SCP, SPHR

With more than 28 years of HR experience, Marsha Akpodiete is an HR Coach at Paychex, where she supports 60 Human Resources Business Partners across the United States who are responsible for advising Paychex clients on a wide range of business and HR issues in a variety of industries.Read more about Marsha Akpodiete here

Carrie Steffen

Carrie is a founding shareholder and President of The Whetstone Group, Inc. Since 2000 Whetstone has provided growth consulting services to hundreds of CPA and professional service firms nationwide. She has 25+ years of professional services marketing experience, and has been named a consultant to watch on Accounting Today’s 100 Most Influential People in Accounting list.Carrie helps clients:•...Read more about Carrie Steffen here

Joshua Lance

Read more about Joshua Lance here

Ben Tabatabaei, Ph.D.

Dr. Ben Tabatabaei has an accomplished background in economic and financial forecasting, data analysis, public and foreign policy, strategic investments, international relations, economic development and more. He relocated from California to be part of Florida’s growth and contribute to free enterprise. His more than 20-year track record of extensive economic and policy expertise includes:...Read more about Ben Tabatabaei here

Debra Kilsheimer

Read more about Debra Kilsheimer here

Major Topics:

  • Accounting and auditing
  • Emerging issues
  • Financial planning
  • Fraud case studies
  • Sales tax audits
  • Steps to protect your company from hacking
  • Cloud accounting apps
  • Estate planning update
  • Plan design for the closely held business
  • Florida legislative update
  • Risks associated with high-net-worth clients
  • Employee retention tax credit
  • Internal audit risk and compliance/enterprise risk management
  • Accounting for the R&D credit
  • Tax management techniques during market volatility
  • Tips to impact your company's bottom line
  • and more . . .

Major Topics:

  • Accounting and auditing
  • Emerging issues
  • Financial planning
  • Fraud case studies
  • Sales tax audits
  • Steps to protect your company from hacking
  • Cloud accounting apps
  • Estate planning update
  • Plan design for the closely held business
  • Florida legislative update
  • Risks associated with high-net-worth clients
  • Employee retention tax credit
  • Internal audit risk and compliance/enterprise risk management
  • Accounting for the R&D credit
  • Tax management techniques during market volatility
  • Tips to impact your company's bottom line
  • and more . . .

Designed For:

CPAs, accountants, and other finance professionals

Prerequisties:

None

Accommodations:

 

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