Summer Vacation Cluster
Registration is Closed
Online registration for this course is now closed. Please contact the Member Service Center at (800) 342-3197 if you wish to inquire about registering.
Overview:
The CPE Event with Vacation in the Name
Join us at Disney’s Yacht Club Resort on August 5-7, 2021 for quality CPE. Hear from nationally known subject matter experts. You can choose to attend 1 or up to 5 sessions for our annual Summer Vacation Cluster. Each session is 4 hours and full of great content as you take a deep dive in the latest hot topics! Major topics including the New Auditor's Report, Review & Compilation Requirements, Digital Transformation: Cloud, Cybersecurity, Blockchain, AI, Federal Income Taxes, Fraud Risks, Enterprise Risk Management, Sales Tax Rules and Florida Ethics (4980).
Delight in the formal grace of a grand New England-style yacht club at this lakeside hotel at the Walt Disney World property. Relax in the inviting elegance of a plush lobby replete with nautical touches, explore the whimsical Stormalong Bay and rent a variety of watercraft from Bayside Marina. Sharing many amenities with its pastel-toned sister, Disney’s Beach Club Resort, Disney’s Yacht Club Resort is walking distance to Epcot and a convenient boat ride to Disney’s Hollywood Studios.This conference not only offers a vacation for you and the family, it also offers some of the best speakers and topics available.
Accommodations:
Conference Site
Disney's Yacht & Beach Club Resort
1700 Epcot Resorts Boulevard
Lake Buena Vista, Florida 32830
407-934-7000
Accommodations:
There are an abundance of wonderful accommodations in the Disney area with availability within walking distance. Our group reservations are now closed. For reservations at the Walt Disney World reservation office call (407) 939-4686.
Schedule:
Thursday, August 5, 2021
Registration and Breakfast
Time: Thursday 8:00am - 8:30am
Digital Transformation for Accounting Professionals: Cloud, Cybersecurity, Blockchain, Analytics and Artifical Intelligence
Time: Thursday 8:30am - 12:00pm Credits: 4 AA
Rob Valdez, CPA, CISA, CISM - Director - Cybersecurity & Automation - Kaufman Rossin
In response to an evolving landscape of technological disruption, new technologies and approaches require CPAs to understand and address a wide variety of aspects of information systems, including how to manage risk and provide assurance over those information systems. This presentation provides an overview of concepts relating to disruptive technologies as well as considerations for providing assurance over information systems involving them.
Learning Objectives
After attending this presentation, participants will understand:
• Fundamental concepts relating to disruptive technologies
• Impacts and information risk caused by disruptive technologies
• Key aspects of attest engagements and reports involving disruptive technologies
• Considerations for preparing your clients for assurance relating to information systems
Presenters:
Asset Protection in 2021: LLC Structuring, Trusts and the Death Tax
Time: Thursday 8:30am - 12:00pm Credits: 4 TB
In this session we will discuss the practical aspects of the law of asset protection. Attendees will learn the most effective LLC Structuring implemented as a part of a comprehensive personal plan. The key insights into Domestic and International Trusts and the taxation of those trusts for will be covered. And we will cover the Death Tax in a Biden Administration and How to Plan.
Presenters:
Registration
Time: Thursday 1:00pm - 1:30pm
New Auditor's Report, New Review and Compilation Requirements, and Recent Independence Changes
Time: Thursday 1:30pm - 5:00pm Credits: 4 AA
Steven Morrison, CPA - Partner-in-charge Audit Quality Group Cohn Reznick, LLP
The auditor's report is changing for substantially all engagements. There are new requirements in performing reviews and compilations and independence requirements have been updated. In this up-tempo presentation, practitioners can understand these changes and ways to effectively and practically implement them.
Presenters:
All You Need to Know About Florida Sales and Use Tax
Time: Thursday 1:30pm - 5:00pm Credits: 4 TB
Florida sales and use tax is the most complicated and misunderstood tax in the state. Most companies and their tax professional learn about the tax the hard way - during an audit. This session will help you learn about Florida sales and use tax from an attorney that does nothing but sales and use tax controversy.
Presenters:
Friday, August 6, 2021
Registration and Breakfast
Time: Friday 8:00am - 8:30am
You Aren't As Ethical As You Believe . . And Why That Matters to Accounting Professionals
Time: Friday 8:30am - 12:00pm Credits: 4 AA
Michael Bret Hood -Director of 21st Century Learning & Consulting, LLC
Does simply being in the accounting profession affect your ethical decision-making processes? How much do your self-esteem and self-confidence affect your willingness to go along with or go against unethical acts? In this session, we will discuss remedies to how your brain alters, transforms, and completely ignores relevant facts so that you can do what you want instead of what you need to do.
Presenters:
A CPA's Tax Knowledge Will Never Be Complete - The Federal Tax Update for 2021
Time: Friday 8:30am - 12:00pm Credits: 4 TB
Nathan Wadlinger, EA, CPA, JD, LLM - Lecturere In Taxation at FSU and Tax Servies at Thomas Howell Ferguson CPAs
Walt Disney said his parks will never be complete as long as there is imagination. Likewise, a CPA's tax knowledge will never be complete as long as we have the U.S. government! To develop your tax knowledge further we will revisit federal tax events over the last year and even look to the future where some wish for tax dreams to come true!
Presenters:
Registration
Time: Friday 1:00pm - 1:30pm
Fraud Risks and Maintaining Professional Skepticism
Time: Friday 1:30pm - 5:00pm Credits: 4 AA
Steven Morrison, CPA - Partner-in-charge, Audit Quality Group CohnReznick LL
A look at various frauds that may exist in real-world scenarios and the importance in audits of an attitude that includes a questioning mind.
Presenters:
How An "Enterprise Risk Management Program" Can Minimize the Risk of Loss and Help Mitigate Exposure for Your Entity, Large or Small!
Time: Friday 1:30pm - 5:00pm Credits: 4 AA
Steve Nouss, CPA - Director: Business Advisory Services - Berkowitz Pollack Brant Advisors & CPAs
Many Large Companies and Now Smaller Companies are Implementing an "Enterprise Risk Management Program" that fits the Company's Culture and Protects Major Assets both Tangible and Intangible. Does this Element the Risk of Fraud? A Real Life Example and the miner headaches.
Presenters:
Saturday, August 7, 2021
Ethics: Protecting the Integrity of Florida CPAs (4980)
Time: Saturday 8:30am - 12:00pm Credits: 4 ET
Presenters:
Presenters:
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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 -
James Holland Sutton Jr, CPA, Esq., LLM
James concentrates in the area of Florida tax matters, with an almost exclusive focus on Florida Sales and Use Tax. Mr. Sutton has 25+ years of experience working in Federal tax as well as State and Local Tax ("SALT"), including at a "Big 5" CPA firm and a tax consulting firm handling a wide variety of state tax planning and consulting work for Fortune 1,000 companies. Since 2001, Mr. Sutton has...
Read more about James Holland Sutton Jr here -
Roberto Elias Valdez, CPA
Roberto Valdez, CPA, CISA, is the Director of Cybersecurity & Automation Services for Kaufman Rossin. He performs advisory and assurance engagements that include robotic process automation services, SOC 1, 2, and 3; IT risk assessments; phishing simulations; and engagements addressing compliance with requirements under HIPAA, FINRA, and SOX 404. Engagements have included multiple industries...
Read more about Roberto Elias Valdez here -
Gary A Fracassi, CGMA,CPA
Gary Fracassi currently owns his own public practice in Orlando and has been at it for a “few” years. He primarily focuses on tax and accounting/controller services for new and emerging small businesses, as well as several non-profit groups. He started his career with a small local firm while still in school. He has worked in small firms, large regional firms, and in industry as controller for a...
Read more about Gary A Fracassi here -
Steven E Morrison, CPA
Steven Morrison is a partner in National Assurance – Audit Quality Group 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...
Read more about Steven E 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 -
Michael Bret Hood
After serving 25 years as a Special Agent in the FBI, Michael “Bret” Hood became the director of 21st Century Learning & Consulting, LLC upon his retirement in 2016. During his tenure with the FBI, Bret worked many complex financial crime, money laundering, corruption and major cases such as the 9/11 terrorist attack, the HealthSouth fraud and the Maricopa Investments case. Since 2000, Bret has...
Read more about Michael Bret Hood here -
Nathan Leon Wadlinger, CPA, JD, LLM
Nate Wadlinger is a Lecturer at the University of Central Florida where he teaches accounting and tax courses in the Bachelors and Masters of Accountancy programs. He also works part-time in the tax services group of Thomas Howell Ferguson P.A. CPAs. Further, he teaches as an adjunct at various law schools and accounting programs. He also is the Lead Instructor for the EA Exam at Gleim Exam Prep...
Read more about Nathan Leon Wadlinger here -
David Christie, CPA, CGMA, CITP
David joined the UF Foundation in 2007, and has served in roles of Staff Accountant, Assistant Controller, Associate Controller, Sr. Associate Controller, Controller, CFO, and Assistant Vice President & CFO. He currently provides leadership to the finance, technology and risk management teams. Prior to joining UF, David worked as an auditor and bookkeeper, and served four years in the US Army...
Read more about David Christie 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 hereJames Holland Sutton Jr, CPA, Esq., LLM
James concentrates in the area of Florida tax matters, with an almost exclusive focus on Florida Sales and Use Tax. Mr. Sutton has 25+ years of experience working in Federal tax as well as State and Local Tax ("SALT"), including at a "Big 5" CPA firm and a tax consulting firm handling a wide variety of state tax planning and consulting work for Fortune 1,000 companies. Since 2001, Mr. Sutton has...Read more about James Holland Sutton Jr hereRoberto Elias Valdez, CPA
Roberto Valdez, CPA, CISA, is the Director of Cybersecurity & Automation Services for Kaufman Rossin. He performs advisory and assurance engagements that include robotic process automation services, SOC 1, 2, and 3; IT risk assessments; phishing simulations; and engagements addressing compliance with requirements under HIPAA, FINRA, and SOX 404. Engagements have included multiple industries...Read more about Roberto Elias Valdez hereGary A Fracassi, CGMA,CPA
Gary Fracassi currently owns his own public practice in Orlando and has been at it for a “few” years. He primarily focuses on tax and accounting/controller services for new and emerging small businesses, as well as several non-profit groups. He started his career with a small local firm while still in school. He has worked in small firms, large regional firms, and in industry as controller for a...Read more about Gary A Fracassi hereSteven E Morrison, CPA
Steven Morrison is a partner in National Assurance – Audit Quality Group 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...Read more about Steven E Morrison hereGary 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 hereMichael Bret Hood
After serving 25 years as a Special Agent in the FBI, Michael “Bret” Hood became the director of 21st Century Learning & Consulting, LLC upon his retirement in 2016. During his tenure with the FBI, Bret worked many complex financial crime, money laundering, corruption and major cases such as the 9/11 terrorist attack, the HealthSouth fraud and the Maricopa Investments case. Since 2000, Bret has...Read more about Michael Bret Hood hereNathan Leon Wadlinger, CPA, JD, LLM
Nate Wadlinger is a Lecturer at the University of Central Florida where he teaches accounting and tax courses in the Bachelors and Masters of Accountancy programs. He also works part-time in the tax services group of Thomas Howell Ferguson P.A. CPAs. Further, he teaches as an adjunct at various law schools and accounting programs. He also is the Lead Instructor for the EA Exam at Gleim Exam Prep...Read more about Nathan Leon Wadlinger hereDavid Christie, CPA, CGMA, CITP
David joined the UF Foundation in 2007, and has served in roles of Staff Accountant, Assistant Controller, Associate Controller, Sr. Associate Controller, Controller, CFO, and Assistant Vice President & CFO. He currently provides leadership to the finance, technology and risk management teams. Prior to joining UF, David worked as an auditor and bookkeeper, and served four years in the US Army...Read more about David Christie hereMajor Topics:
Digital Transformation
Cybersecurity
Blockchain
Artificial Intelligence
Federal Taxes
New Auditor's Report
New Review and Compilation Requirements
Independence Changes
Sales Tax
Ethical Behavior
Fraud Risks and Maintaining Professional Skepticism
Enterprise Risk Management
Florida Ethics (4980)
Major Topics:
Digital Transformation
Cybersecurity
Blockchain
Artificial Intelligence
Federal Taxes
New Auditor's Report
New Review and Compilation Requirements
Independence Changes
Sales Tax
Ethical Behavior
Fraud Risks and Maintaining Professional Skepticism
Enterprise Risk Management
Florida Ethics (4980)