South Florida Accounting Conference (SFAC)

SFAC Final
SFAC Final
Wednesday, November 09, 2022 - Friday, November 11, 2022
Greater Fort Lauderdale/Broward - County Convention Center, Ft Lauderdale, FL 33316-4205
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!

We're excited to welcome you back to the Broward County Convention Center with the FICPA South Florida Accounting Conference 

FICPA CPE conferences come in all shapes and sizes.  Our South Florida Accounting Conference has not only great learning sessions, but extensive networking opportunities.

MEMBER RATE $299!

Reasons to Attend

  • 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)
  • Take a break from remote working to sharpen your skills and network with your peers
  • Meet with thought leaders in our solution center to discuss you or your company's particular challenges and how to address them 
  • Invest in yourself - Benefit you, your company, and your clients!

NEW FOOD AND BEVERAGE OPTIONS: PURCHASE ON SITE or BRING YOUR OWN LUNCH! (Note: no meals will be provided at this conference)

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. 

Speaker/Sponsor and Exhibitors - Inquire About Opportunities!

Looking for an opportunity to address attendees directly?  View our list of sponsorships and find the fit that is best for you.  For details, contact Drew Miller, Corporate Sales Manager, (800) 342-3197 or Drew@ficpa.org

Our host hotel:

The Hilton Fort Lauderdale Marina

1881 SE 17th Street

Ft. Lauderdale, FL 33316

Make your reservations online at https://book.passkey.com/go/FICPABlock2022

or call the hotel at 954-463-4000 and request the FICPA group rate.

 

 

 

 

 

 

 

Schedule:

Wednesday, November 9, 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

 

Learning Labs

Time: Wednesday 1:00pm - 5:00pm Credits: 4 TB

LL G01: The Power of Financial Independence
Peter Charles Golotko, CPA/PFS, MBA, CEO, CPS Investment Advisors

Financial Independence is the pandemic plaguing Americans that no one is talking about. In this brief TED talk learn how you, as your clients most trusted advisor, can make a profound impact.

LL G02: Social Media and Hacking 
Christophe Réglat, President/CEO, Coaxis Hosting, Inc
Social media channels such as Facebook, Twitter, Instagram and YouTube have emerged as attractive gateways for cybercriminals. Other platforms are also becoming hotbeds for hacking, such as social news sites like Reddit and review sites like TripAdvisor and Yelp. This program will discuss what makes social media platforms so desirable to hackers; review examples of how hackers use social media to commit cybercrimes; and provide methods to protect your firm from social media hackers.

LL G03: How Sales Tax Compliance Plays A Role In Business Growth
Jeff Meigs, Partner & Consulting Practice Leader, TaxConnex

As your business grows, so does your sales tax obligation and risk. It’s easy for a rapidly growing business to become overwhelmed. We’ll discuss common sales tax challenges faced by growing businesses and how to build an effective compliance process.

LL G04: Pension Risk Transfer
Steven J. Musmanno, MBA, AIFA, Co-Managing Partner, Chief Investment Office, CCO, APS Pension & Financial Services
The transferring of risk from defined benefit pension plans (often called “de-risking”) has become a focus of pension plan providers, participants, and policymakers over the past few years. The Pension Committee of the American Academy of Actuaries believes that discussion of risk transfer from the perspectives of different constituents affected by these transactions will help to educate plan sponsors, regulators, fiduciaries, and policymakers and provide greater clarity regarding this topic. 

  • The types of risks addressed in pension transfer transactions might include the following:  
  • The risk that participants will live longer than current annuity mortality tables would indicate (longevity risk). 
  • The risk that funds set aside for paying retirement benefits will fail to achieve expected rates of investment return (investment risk). 
  • The risk that changes in the interest rate environment will cause significant and unpredictable fluctuations in balance sheet obligations, net periodic cost, and required contributions (interest rate risk). 
  • The risks of a plan sponsor’s pension liabilities becoming disproportionately large relative to the remaining assets and liabilities of the sponsor.

LL G05: Key Employee Turnover Protection
John Dohn, National Sales Manager, Management Services International

Turnover of highly skilled CPAs disrupts public accounting firms nationwide, resulting in increased expenses and lower profits. IRC 409A provides a solution where business owners can protect their investment in key employees that has been used for decades.

LL G06: The Employee Retention Tax Credit - All You Need to Know
Romeo Chicco, CPA, President, PayMaster

This short presentation will cover an outline of the qualifications and disqualifications for a business to claim the Employee Retention Tax Credit. The ERTC has been around for over 30 months and there is much confusion on this topic. Be sure you attend the full session on Friday for the details of qualification, accurate calculation of the credit, and how to prepare the amended 941 to claim a refund.

LL G07: Working Remotely - Strategies for Success
Emiley Parker, Brand Manager, CPACharge

With many professionals working remotely, it's important to find the right work-life balance, while maintaining productivity. In this Ted Talk, we'll explore challenges that can negatively impact the business of accountants—as well as strategies to turn remote work into remote wins.

LL G08: Don't get victimized by a cybercriminal
Robert Albertini, Sr. Account Manager, Aon AICPA Insurance Programs

Cybercrimes have exploded in recent years. If the U.S. government or major U.S. companies can be infiltrated, so can a CPA firm. Not only do CPA firms possess valuable, confidential client and employee information, but they also often have authority to access and distribute client funds. 

Hear first-hand how easy to implement data security protocols can help reduce the risk of a cybercrime at your CPA firm.

LL G09: Elevating The Client Experience
Brian Leitner, Managing Director, Wealth Solutions, Mariner Wealth Advisors

Being intentional about your client experience is critically important to the future success of your business. In order to differentiate your practice and thrive in the future, tax professionals will need to continue to enhance how they do what they do for clients.

LL G10: Your clients wants you to earn investment management fees
Noah David Rubin, CPA, CFP, MBA, Managing Director – Investments, Rubin Wealth of Wells Fargo Advisors

Convinced your clients object to their advisor sharing investment fees with you? I was too until I asked. The common response from clients: “Of course I want my CPA to earn income.” Come listen to 3 real-life responses and results.

LL G11: Learn how to expand your CPA firm’s service offerings quickly and easily with key tax incentives.
Chad Niehaus, Regional Director – Team Lead – Sales, KBKG

KBKG will provide a high-impact and detailed insight into what it’s like to work with a tax incentives provider, what to watch out for when choosing a service provider, and how you can maximize revenue without wasting resources with the right partner.

LL G12: Preparing for the 12/31/2025 Sunset – Creative Estate Tax Minimization Strategies
Nicholas C. Guerra Esq, LL.M., Managing Attorney, Guerra Tax and Wealth Planning, PA
The current $12.06 million estate and gift tax exemption will "Sunset" on December 31, 2025. Starting January 1, 2026, the exemption will return to $5.49 million adjusted for inflation. The loss of approximately $6 million in exemption can result in an additional estate tax of $2.4 million if proper planning is not implemented prior to December 31, 2025. 

Tax attorney, Nicholas C. Guerra, Esq., LL.M., explores creative estate planning strategies designed to eliminate this additional tax by taking advantage of the temporarily increased exemption amounts.

LL G13: Tax Resolution & 85,000+ new IRS Hires
Lawrence Levy, CEO, Levy & Associates

As we have all been made aware, the IRS has gone on a hiring spree that will give them over 85,000 new employees. Come join Lawrence Levy from Levy & Associates as he breaks down how this will impact the tax resolution process for tax payers that owe money to the IRS.



Presenters:

Thursday, November 10, 2022

Opening Remarks

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

Keynote: Growing Your Business Through Relationsihps

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.

Presenters:

Details coming soon!

Time: Thursday 9:10am - 10:00am

How Becoming a CPA Financial Planner can Change Everything

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

Shawn McCabe, 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:

Break in Exhibit Hall

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

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:

Details Coming Soon!

Time: Thursday 10:15am - 11:05am

Sales Tax Audits: Before, During, and After

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

Jeff Meigs, Partner & Consulting Practice Leader, TaxConnex

Thousands of businesses are audited each year. TaxConnex™ conducted a study of finance professionals and found nearly 50% of respondents expect audits to become more frequent. We'll discuss how to manage an audit - before, during, and after.

Presenters:

Networking Round Robin

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

Join us for a unique networking opportunity designed to bring CPAs together with the top industry suppliers and service solution providers in the accounting and finance profession.
Space is limited to 10 attendees. 
 

Into Vivos QTIPs, SLATs Planning for Reduction of Basic Exclusion Amount Effective January 1, 2026

Time: Thursday 11:15am - 12:05pm 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 inter family gifts, possible law changes for basis step up at death transactions with grantor trusts, Treasury's Green Book summary of possible tax law changes.

Presenters:

Steps to Protect Your Firm from Hacking

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

Christopher Reglat, President/CEO, Coaxis Hosting, Inc.

Cybersecurity attacks have become more widespread over the past year as demonstrated by the average cost for recovery more than doubling since 2020, increasing from $761,106 to $1.85 million, according to Business Insider. This program will explore some of the largest breaches of 2021 by explaining how they were done; reviewing the impact and aftermath of the breach, and providing steps to protect your firm against growing cyber threats.

Objectives: Learn about some of the most recent breaches and how you can protect your firm and your client's information by following 6 steps to mitigate the risk.

Subjects: Explore real examples of the largest breaches of 2021. Tips to protect your firm from cyber threats.

Presenters:

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.

Presenters:

Lunch on your own

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

Unlearning the Old Makes Space for Innovation

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

Presenters:

Five Tips to Impact Your Firm's Bottom Line

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

Emiley Parker, 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:

The Blind Spots within our Financial Lives

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

Brian Leitner, Manging Director, Wealth Solutions, Mariner Wealth Advisors

If you’re like most tax practices, you have clients that work with financial advisors, while others decide to handle their wealth management needs themselves. We generally find that a good percentage of both cohorts, even those who believe they are on top of it, have blind spots they didn’t know they have.

In this session, we will examine 9 blind-spots we find that are common among affluent clients. You’ll likely be familiar with some of them, while new to others. Either way, our goal is to provide you valuable insight that will enable you to have an enhanced conversations with your clients that most CPA are not likely having.

  1. Organization 
  2. Tax planning
  3. Investments
  4. Estate planning
  5. Risk management
  6. Charitable planning
  7. Retirement design
  8. Communication
  9. Asset protection

Presenters:

Cloud Accounting Apps

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

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 in Exhibit Hall

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

The Proverbiel 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 underrstand 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 curretn market.

Presenters:

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

Time: Thursday 3:10pm - 4:00pm 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:

Details Coming Soon!

Time: Thursday 3:10pm - 4:00pm

Networking Round Robin

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

Join us for a unique networking opportunity designed to bring CPAs together with the top industry suppliers and service solution providers in the accounting and finance profession.
Space is limited to 10 attendees. 
 

Remote Audting 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:

Details Coming Soon!

Time: Thursday 4:10PM - 5:00PM

Details Coming Soon!

Time: Thursday 4:10pm - 5:00pm

Vendor Reception

Time: Thursday 5:00pm - 6:30pm

Friday, November 11, 2022

Opening Remarks

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

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 as she discussed the most timely issues affecting the profession, from the CPA pipeline, evolution of the business model and much more.

Presenters:

Economic Update

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

Plan Design for the Closerly Held Business

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

Steven J. Musmanno, MBA, AIFA, Co-Managing Partner, Chief Investment Office CCO, APS Pension & Financial Services

This CPE course will guide CPAs and plan administrators on methods to avoid benefits and compensation pitfalls for the closely-held business. Employee benefits and compensation matters can be challenging for closely held and family-owned companies. In designing and implementing benefits and compensation arrangements, closely-held and family-owned businesses must be aware of the pitfalls and available opportunities to ensure compliance with applicable guidance.

Providing benefits and certain compensation arrangements involve some vital procedural and compliance steps which could lead to unintended liability if not carefully administered. An in-depth understanding of federal and state regulations and administrative procedures in providing 401(k) plans, and offering other incentives are essential for a closely held business to avoid any costly missteps. You will also be able to identify the difference between choosing Traditional 401(k) and Simple IRA in this live CPE seminar. This CE course will address the various options for retirement plan design for small to mid-size companies that typically adopt plans that are beneficial to owners and key employees.

Participants will learn which plans can be designed to satisfy plans focused on owners and key employees, which plan provisions and IRS guidelines assist in this goal and examples of several proven alternatives. We will address data points that are key in being successful in this endeavor. This CE seminar will guide CPAs and plan administrators on methods to avoid benefits and compensation pitfalls for closely-held businesses.

Presenters:

IRS Tax Resolution

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

Lawrence Levy, CEO, Levy & Associates

When it comes to IRS Tax Resolution there are a number of collection alternatives for taxpayers. This course will detail the most common options along with the current rules, regulations, and laws surrounding tax resolution.

Presenters:

Break in Exhibit Hall

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

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 majory policy changes that were signed into law impacting state and local governments and an overview of Florida's Sunshine Laws.

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

Sarah Ference, Risk Control 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:

The Top 5 Strategies for Marketing Your Business

Time: Friday 10:15am - 11:05am 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:

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:

The Employee Retention Tax Credit - All You Need To Know

Time: Friday 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.

Presenters:

Details Coming Soon!

Time: Friday 11:15am - 12:05pm

Lunch on your own

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

Lease Standards ASC 842 - A Practical Approach

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

Captive Insurance for Small to Mid-Sized Businesses

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

Jeremy Colombik, CPA, President and Managing Partner, Management Services International

Upon completion of this course, attendee will be able to:

  • Understand methods of Risk Management, particularly Risk Transfer
  • Describe characteristics of Insurance Companies, including Captives
  • Learn to identify businesses who qualify for and could benefit from Captive Insurance

 

Presenters:

Details Coming Soon!

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

Internal Audit Risk and Compliance/Enterprise Risk Management

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:

CPA Monetization: Strategies for Firm Grown Through the Implementation of Specialty Tax

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

Cindy Blumenfeld, Director, Engineered Tax Services
Jill Mazur, Director, Engineered Tax Services

Research & Development
The R&D tax credit rewards companies that design & improve products and processes. This government program incentives innovation in the U.S. by offsetting the cost of employees’ salaries, subcontractors, and supply expenditures. Certain startup companies may also use these credits to offset payroll taxes.

Cost Segregation
These engineering based studies, properly reclassify the building components into shorter depreciable lives. Resulting in significant cash flow for investment property owners!

Abandonment/ Partial Asset Disposition (PAD)
Abandonment studies are an advantageous way of capturing significant deductions for building renovations as assets are being retired.

The 179D Tax Deduction
The Energy Policy Act (EPAct) IRS Section 179D was finally made permanent! This incentive is a maximum deduction of $1.80 per square foot, derived from installing energy efficient lighting, HVAC, and building envelopes.

45L Tax Credits
This newly reinstated Federal energy-efficient tax credit program grants developers of properties including low-rise apartments, condos, and townhouses.

Presenters:

Alternative Investments and the High-Net-Worth

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

Thomas Ruggie, CEO, Destiny Family Office

Will discuss how high-net-worth investors allocate their investments and how alternatives have become an increasing part of this allocation. If, where and how cryptocurrency and collectible investments fit into the portfolio. How to share conversations with your clients regarding alternatives, including pros and cons of these investments.

Presenters:

Refreshment Break

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

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:

Details Coming Soon!

Time: Friday 3:10pm - 4:00pm

Grow Your CPA Practice Exponentially by Helping Your High Networth Clients Mitigate Their Tax Liabilities

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

David T. YU, President & Wealth Advisor, DTY Wealth Planning Solutions

You are already a trusted advisor as a CPA for your clients. By providing the latest and some of the most advanced strategies to helping your high-net-worth clients mitigate their tax liabilities, you become even more trusted as a tax expert. This in turn creates a ton of value that you bring to those you serve in the high-net-worth marketplace. Your competition is already providing advanced solutions to this clientele!

In this session, we will educate you on how you can be a formidable tax advisor without having to conduct all the back office and administrative work. This will help your practice increase revenue without increasing your workload, retain your high-net-worth clients by solidifying your relationship with them, and being referred to other highly valued clients.

 

Presenters:

Accounting for the R&D Credit

Time: Friday 4:10pm - 5:00pm

Details coming soon!

Time: Friday 4:10pm - 5:00pm

Details Coming soon!

Time: Friday 4:10pm - 5:00pm

Objectives:

  • High quality CPE at a great price
  • Meet your accounting learning requirements
  • Visit with solution experts in our exhibit hall

 

 

Presenters:

  • 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
  • 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
  • Christophe Réglat

    Christophe Réglat is President and CEO of Coaxis International, Inc.  He 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...

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

    Peter 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 brings a wealth of knowledge and experience to the...

    Read more about Peter Charles Golotko 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
  • Cindy L Blumenfeld

    After receiving her BA from Farmingdale University in New York, Cindy went on to build a strong foundation in finance and real estate which compliments her role as Sales Director for Engineered Tax Services, a company that specializes in providing a wide spectrum of engineered accounting solutions. Ms. Blumenfeld is devoted to the conservation of resources and Green Building Environment and works...

    Read more about Cindy L Blumenfeld 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
  • Lawrence Levy

    Lawrence's father formed a CPA firm in the 1960s.  In the mid-1990s Lawrence began working for his father and focused on the Tax Resolution side of the business.  In 1997 Lawrence created Levy & Associates, Inc., which quickly became a leading national Tax Resolution firm.  With satellite offices across the country and two main headquarters in Michigan and Florida, Levy & Associates is celebrating...

    Read more about Lawrence Levy here
  • Robert Albertini

    Senior Account ManagerAon InsuranceRobert is an Account Manager for Aon Insurance Services, specializing in insurance products designed for financial professionals. He carries twenty-two years of industry experience and has worked extensively in professional liability insurance for professional services firms.  Robert is the product lead on Professional Liability, Cyber Insurance, Management...

    Read more about Robert Albertini 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
  • Sarah B Ference

    Sarah B. Ference, CPA Risk Control Consulting Director Accountants Professional Liability Continental Casualty Company - CNA Chicago, Illinois 60604 Sarah 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...

    Read more about Sarah B Ference 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
  • Noah David Rubin, CFP,MBA

    Read more about Noah David Rubin 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
  • Romeo Chicco, CPA

    Romeo Chicco, CPA is the proud founder and CEO of PayMaster and the core of the success of the company. He resides in South Florida and is one of the most hands on CEOs you will ever meet. He is strongly committed to both his family and business and takes both very seriously. His strong character and personal and professional ethics have set the tone for the day to day operations of the business...

    Read more about Romeo Chicco here
  • David T. Yu

    David T. Yu is the president, founder, and wealth advisor of  DTY Wealth Planning Solutions with over 16 years in the  financial services industry. DTY Wealth Planning Solutions is an independent, holistic  financial planning firm that strives to serve our clients with the  highest level of ethics and integrity. We advise our clients as  fiduciaries to help them reach their overall financial...

    Read more about David T. Yu here
  • Jeremy Colombik, CPA

    Jeremy Colombik is an experienced, licensed financial professional. He is a graduate of Western Illinois University, having obtained a Bachelor of Business degree with a major in Finance. Jeremy is a licensed CPA and a member of the American Institute of Certified Public Accountants, and the North Carolina Association of Certified Public Accountants. Furthermore, he has been in the captive...

    Read more about Jeremy Colombik here
  • Chad Niehaus

    Chad Niehaus is a Regional Director for KBKG and is based in Atlanta, Georgia. With over eight years of experience partnering with CPAs, accounting professionals, and businesses, Chad oversees the business development team for KBKG's southeast market. When the Atlanta office opened in 2017, Chad played an integral part in establishing the new location and building upon existing relationships in...

    Read more about Chad Niehaus here
  • Jonathan Tucker, MAcc

    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
  • Emiley Parker

    Emiley Parker is the Brand Manager for CPACharge. As a marketing professional, she has 10+ years’ experience driving all things marketing, from building strong brands to executing strategies to grow successful businesses. Emiley enjoys speaking about payment solutions and sharing best practices to help professionals manage their business.

    Read more about Emiley Parker here
  • John Dohn

    John began his insurance career following graduation from South Dakota State University with a degree in Economics. He specialized in insurance and risk management for hundreds of healthcare related companies. His success with new business development includes building new territories from scratch and turning around unprofitable territoriesby implementing practical Risk Management strategies...

    Read more about John Dohn here
  • Jeff Meigs

    Read more about Jeff Meigs 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, LL.M.

    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 Esq here
  • Steven J. Musmanno, MBA, AIFA

    Read more about Steven J. Musmanno here
  • Brian Leitner

    Read more about Brian Leitner 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

    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

    Read more about Carrie Steffen here
  • Thomas Ruggie

    Read more about Thomas Ruggie here
  • Jill Mazur

    Jill Mazur is a Director at Engineered Tax Services, specializing in national client development, relationship management and strategic direction. Jill is a licensed CPA who has found success focusing specifically in the Specialty Tax arena for over 10 years. She is a frequent speaker and professional educator for CPA’s, Architectural & Engineering Firms, The Plastic and Consumer Food and Beverage...

    Read more about Jill Mazur here

Presenters:

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

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

Christophe Réglat

Christophe Réglat is President and CEO of Coaxis International, Inc.  He 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...Read more about Christophe Réglat 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

Peter Charles Golotko, CPA/PFS, MBA

Peter 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 brings a wealth of knowledge and experience to the...Read more about Peter Charles Golotko 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

Cindy L Blumenfeld

After receiving her BA from Farmingdale University in New York, Cindy went on to build a strong foundation in finance and real estate which compliments her role as Sales Director for Engineered Tax Services, a company that specializes in providing a wide spectrum of engineered accounting solutions. Ms. Blumenfeld is devoted to the conservation of resources and Green Building Environment and works...Read more about Cindy L Blumenfeld 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

Lawrence Levy

Lawrence's father formed a CPA firm in the 1960s.  In the mid-1990s Lawrence began working for his father and focused on the Tax Resolution side of the business.  In 1997 Lawrence created Levy & Associates, Inc., which quickly became a leading national Tax Resolution firm.  With satellite offices across the country and two main headquarters in Michigan and Florida, Levy & Associates is celebrating...Read more about Lawrence Levy here

Robert Albertini

Senior Account ManagerAon InsuranceRobert is an Account Manager for Aon Insurance Services, specializing in insurance products designed for financial professionals. He carries twenty-two years of industry experience and has worked extensively in professional liability insurance for professional services firms.  Robert is the product lead on Professional Liability, Cyber Insurance, Management...Read more about Robert Albertini 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

Sarah B Ference

Sarah B. Ference, CPA Risk Control Consulting Director Accountants Professional Liability Continental Casualty Company - CNA Chicago, Illinois 60604 Sarah 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...Read more about Sarah B Ference 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

Noah David Rubin, CFP,MBA

Read more about Noah David Rubin 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

Romeo Chicco, CPA

Romeo Chicco, CPA is the proud founder and CEO of PayMaster and the core of the success of the company. He resides in South Florida and is one of the most hands on CEOs you will ever meet. He is strongly committed to both his family and business and takes both very seriously. His strong character and personal and professional ethics have set the tone for the day to day operations of the business...Read more about Romeo Chicco here

David T. Yu

David T. Yu is the president, founder, and wealth advisor of  DTY Wealth Planning Solutions with over 16 years in the  financial services industry. DTY Wealth Planning Solutions is an independent, holistic  financial planning firm that strives to serve our clients with the  highest level of ethics and integrity. We advise our clients as  fiduciaries to help them reach their overall financial...Read more about David T. Yu here

Jeremy Colombik, CPA

Jeremy Colombik is an experienced, licensed financial professional. He is a graduate of Western Illinois University, having obtained a Bachelor of Business degree with a major in Finance. Jeremy is a licensed CPA and a member of the American Institute of Certified Public Accountants, and the North Carolina Association of Certified Public Accountants. Furthermore, he has been in the captive...Read more about Jeremy Colombik here

Chad Niehaus

Chad Niehaus is a Regional Director for KBKG and is based in Atlanta, Georgia. With over eight years of experience partnering with CPAs, accounting professionals, and businesses, Chad oversees the business development team for KBKG's southeast market. When the Atlanta office opened in 2017, Chad played an integral part in establishing the new location and building upon existing relationships in...Read more about Chad Niehaus here

Jonathan Tucker, MAcc

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

Emiley Parker

Emiley Parker is the Brand Manager for CPACharge. As a marketing professional, she has 10+ years’ experience driving all things marketing, from building strong brands to executing strategies to grow successful businesses. Emiley enjoys speaking about payment solutions and sharing best practices to help professionals manage their business.Read more about Emiley Parker here

John Dohn

John began his insurance career following graduation from South Dakota State University with a degree in Economics. He specialized in insurance and risk management for hundreds of healthcare related companies. His success with new business development includes building new territories from scratch and turning around unprofitable territoriesby implementing practical Risk Management strategies...Read more about John Dohn here

Jeff Meigs

Read more about Jeff Meigs 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, LL.M.

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 Esq here

Steven J. Musmanno, MBA, AIFA

Read more about Steven J. Musmanno here

Brian Leitner

Read more about Brian Leitner 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

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

Read more about Carrie Steffen here

Thomas Ruggie

Read more about Thomas Ruggie here

Jill Mazur

Jill Mazur is a Director at Engineered Tax Services, specializing in national client development, relationship management and strategic direction. Jill is a licensed CPA who has found success focusing specifically in the Specialty Tax arena for over 10 years. She is a frequent speaker and professional educator for CPA’s, Architectural & Engineering Firms, The Plastic and Consumer Food and Beverage...Read more about Jill Mazur 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

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

Designed For:

CPAs, accountants, and other finance professionals

Prerequisties:

None

Sponsor & Exhibitor Information

PLATINUM

GOLD

SPONSOR

EXHIBITORS

 

BOOTH

EXHIBITOR

1 Accounting Practice Sales
2 Zoho Corporation
3 Nova Southeastern University
4 Justworks Inc.
5 FL Board of Accountancy
6 FBI
7 Trivest Private Equity
8 Truist
9 Castle Group
10 Southstate Bank
11 First Business Bank

12

Payroll Solutions Unlimited

13 Levy & Associates
14

Paymaster

15 Rubin Wealth of Wells Fargo Advisors

16

TaxConnex

17 Drake Software

18

Management Services International

19 Coaxis
20 AICPA Member Insurance Programs (Aon)

22

Guerra Tax and Wealth Planning PA

23 Destiny Family Office

24

The Dolgoff Plan Corporation

25 ERC Pro's

26

CPAlliance

27 APS Pension & Financial Services
28 Cultura HR
29 Cost Segregation Services, Inc. (CSSI)

30

Elite Team for CPAs

31 Anthem Software
32 CPACharge
33 Paychex
34 KBKG
35 Engineered Tax Services
36 Mariner Wealth Advisors
37 Ignition
38

Texxtmaxx Pro

41

National Plan Administrators

42 DTY Wealth Planning Solutions
43 Tri-Merit Specialty Tax
44 The Harbor Financial Group at Morgan Stanley

 

 

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