Mega CPE Conference (MEGA)

Printer Friendly
Text Size: A A A A
back      
 
Wednesday, June 12, 2019
Registration and Continental Breakfast
6:30am-8:00am
Introductions and Opening Remarks
7:55am-8:15am
General Session

The Human Behavior Aspect of Cybersecurity - Cautionary Tales to Mitigate Risk (Credits: 1.0 AA)
8:15am-9:05am

Christophe Réglat
President/CEO / Coaxis International
Tallahassee, FL

Today’s technological advances allow businesses to be more efficient than ever before. But, it also increases the threats from cybercriminals. This program will explore how hackers use social engineering and explain how it works, how to prepare for it, and how to protect your firm.


Concurrent Breakouts (choose one)

Breakout 2: Peer Review of EBP & Effect of "the Bolded" (Credits: 1.0 AA)
9:10am-10:00am

Gwen Stoute, CPA
Assurance Partner, ERISA Leader / Hogan Taylor LLP
Fayetteville, AR
AND
Jodi Malis, CGMA,CPA
Partner / Hancock Askew & Co LLP
Norcross, GA

Peer Review Checklist Walkthrough - Avoiding the No’s 

During your inspection, getting a “NO” response on the checklist from your peer reviewer could result in written comments – or even a non-conforming engagement.  Either of these may have negative ramifications – to you, the engagement and/or your firm. We will explore the new "bolded" questions on the peer review checklist and what to do to avoid getting a “NO” answer to any of these questions. Practical solutions will be presented.


Breakout 3: Inbound Income Tax Planning Concepts for Non-U.S. Taxpayers Investing in the United States (Credits: 1.0 TB)
9:10am-10:00am

Shawn P. Wolf, Esq.
Attorney/Shareholder / Packman, Neuwahl & Rosenberg, PA
Miami, FL
AND
Scott M. Snyder
Attorney / Packman, Neuwahl & Rosenberg, PA
Miami, FL

This presentation will cover certain inbound (i.e., relating to investment into or doing business in the U.S.) international tax concepts.  The discussions will include (but may not be limited to) a review of: U.S. income tax residency definitions, U.S. rules of taxation for U.S. income tax non-resident aliens (e.g., “FDAPI” and “ECI”), Source of Income rules, the Portfolio Interest Exemption, new Section 163(j), the new rules under Sections 864 and 1446 relating to the disposition of partnership interests, the so-called “BEAT” and other need to know fundamentals.


Breakout 4: Multi-State Boot Camp for Beginners (Credits: 1.0 TB)
9:10am-10:00am

Elizabeth M. Ginori, CPA
Partner / Boyer Ginori CPAs LLC
W Palm Beach, FL
AND
Carlos J. Grosmann
Senior Staff II and Local Tax Services / Kaufman, Rossin & Co, PA
Ft Lauderdale, FL

Basic crash course on what it means to do business in multiple taxing jurisdictions, specifically the various state taxing authorities.  We will touch on all the key words, such as apportionment, nexus, and situs.


Break
10:00am-10:15am
Concurrent Breakouts (select one)

Breakout 5: Fraud in EBP-How to Tell if There's a Hand in the Cookie Jar (Credits: 1.0 AA)
10:15am-11:05am

Robert A. Lavenberg, CPA, JD, LLM
President / ERISAworks, LLC
North Wales, PA

There is fraud in employee benefit plans! Where and how can fraud occur? What are some new exposures and risks for plans? This session will discuss protecting plan data and communicating fraud findings to the plan sponsor.


Breakout 6: U.S. A Primer for the Professional Advising the Foreign Investor Buying Real Estate (Credits: 1.0 TB)
10:15am-11:05am

Shawn P. Wolf, Esq.
Attorney/Shareholder / Packman, Neuwahl & Rosenberg, PA
Miami, FL
AND
Scott M. Snyder
Attorney / Packman, Neuwahl & Rosenberg, PA
Miami, FL

This presentation will cover certain U.S. estate tax planning concepts relevant to non-U.S. citizen, non-U.S. domiciled taxpayers (an “NRAD”).  The discussions will include (but may not be limited to) a review of:  the U.S. estate, gift and generation skipping tax residency definitions, the definitions relating to foreign and domestic trusts and estates, the applicable U.S. estate and gift tax exclusions relevant to the NRAD (and the related availability of the a Qualified Domestic Trust), the rules relating to the situs of assets, taxation of foreign trusts (and why they generally aren’t beneficial to a U.S. taxpayer beneficiary) and other need to know fundamentals.


Breakout 7: What Your Mother Did Not Teach You About Apportionment (Credits: 1.0 TB)
10:15am-11:05am

Kenneth M. Rios, JD, MBA
Principal / Kaufman, Rossin & Co, PA
Ft Lauderdale, FL
AND
Dennis K. Gallant, CPA
Senior Manager, Tax Services / Thomas Howell Ferguson, PA
Tallahassee, FL

An overview of multi-state corporate income tax apportionment and the trend towards single sales factor; state tax examples of sales sourcing methodology - market based sourcing vs. cost of performance and nuances in the sourcing rules in the various states.  Apportionment concepts for flow-through entities - - unitary concept/flow-through of factors vs. Partner level allocation, etc.


Concurrent Breakouts (select one)

Breakout 8: IRS and DOL Correction - EBP (Credits: 1.0 AA)
11:10am-12:00pm

Bret Hamlin
Shareholder / Hill Ward & Henderson
Tampa, FL
AND
John Burgess, CPA,Esq.,LLM (TAX)
Partner / Shumaker, Loop & Kendrick, LLP
Tampa, FL

We will discuss the types of errors that frequently occur in qualified retirement plans along with the correction programs that have been published by the IRS and DOL that can be used to fix them.


Breakout 9: International Estate and Gift Taxation (Credits: 1.0 TB)
11:10am-12:00pm

Shawn P. Wolf, Esq.
Attorney/Shareholder / Packman, Neuwahl & Rosenberg, PA
Miami, FL
AND
Scott M. Snyder
Attorney / Packman, Neuwahl & Rosenberg, PA
Miami, FL

This presentation will cover U.S. tax concepts relevant to the foreign investor looking to buy U.S. real estate.  The discussions will include (but may not be limited to) a review of: the various alternative methods of investing in U.S. real estate available to a foreign person and the related U.S. tax benefits and burdens related thereto, the impact of the reduced U.S. corporate tax rates in the context of planning for this investment, the Foreign Investment in U.S. Real Property Tax Act (“FIRPTA”) and the various considerations relating thereto (e.g., withholding under Section 1445 and certain related exceptions and exclusions), how new Section 163(j) relates to the real estate investment decision making process and other need to know fundamentals.


Breakout 10: Audit Pitfalls - Common Issues - State Tax Section (Credits: 1.0 TB)
11:10am-12:00pm

Shawn M. Williams, CPA
Authorized Member / Shawn M. Williams, CPA, LLC
Bonita Springs, FL
AND
Peter J. Steffens, CPA
Owner/Consultant / Peter Steffens Consulting LLC
Tampa, FL

Presenters will present examples and discuss common issues arising from DOR audits. Attendees will learn how to avoid these pitfalls through proper documentation and business "best practices."


Lunch
12:00pm-1:00pm

I will be attending Wednesday's Lunch
12:00pm-1:00pm



No, I will not be attending Wednesday's Lunch
12:00pm-1:00pm



Concurrent Breakouts (choose one)

Breakout 11: Common EBP Plan Errors and How to Correct Them (Credits: 1.0 AA)
1:00pm-1:50pm

Robert A. Lavenberg, CPA, JD, LLM
President / ERISAworks, LLC
North Wales, PA
This session will highlight and examine the Top 10 most common retirement plan operational errors that result in compliance, audit and tax issues. Also, an overview of the IRS and DOL correction programs will be included.


Breakout 12: Wayfair - Year 2 Technical Panel (Credits: 1.0 TB)
1:00pm-1:50pm

Kevin J. Herzberg, CGMA,CPA,MBA
Central Region SALT Practice Leader / Grant Thornton LLP
Houston, TX
AND
Karen A. Lake, CPA
Associate Director / Berkowitz Pollack Brant Advisors and Accountants, LLP
Ft Lauderdale, FL
AND
Robert S. Goldman
Attorney / Dean Mead & Dunbar
Tallahassee, FL
AND
James H. Sutton Jr, CPA, Esq., LLM
Shareholder / Moffa, Sutton & Donnini, PA
Tampa, FL
The landmark South Dakota v. Wayfair US Supreme Court Decision from 2018 has broad reaching implications for any multi-state business.  Companies and their advisors gain greater understanding and to address the changes Wayfair is bringing about in Year 2.  The panel will focus on:

Addressing what Wayfair said and common misconceptions
Examining the impact of the implications on Year 1
Exploring the impact of the implications in Year 2 and beyond
Suggesting some practical approaches to address the necessary changes


Breakout 13: Outbound Income Tax Planning Concepts for U.S. Taxpayers Doing Business Overseas (Credits: 1.0 TB)
1:00pm-1:50pm

Shawn P. Wolf, Esq.
Attorney/Shareholder / Packman, Neuwahl & Rosenberg, PA
Miami, FL
AND
Scott M. Snyder
Attorney / Packman, Neuwahl & Rosenberg, PA
Miami, FL

This presentation will cover certain outbound (i.e., relating to investment or doing business outside of the U.S.) international tax concepts.  The discussions will include (but may not be limited to) a review of: the entity classification rules, the Controlled Foreign Corporation rules (definitions, taxation, etc.), the so-called “transition tax” of Section 965 (and the related interaction with foreign tax credits and the new Section 245A participation exemption), the new Global Intangible Low Tax Income (“GILTI”) rules of Section 951A (and the related issues under Section 962 and 250), the Foreign Derived Intangible Income (“FDII”) rules and other incentives to do offshore business from the U.S. (e.g., IC-DISC), the Passive Foreign Investment Company rules (definitions, taxation, etc.) and other need to know fundamentals.


Break
1:50pm-2:10pm
Concurrent Breakouts (choose one)

Breakout 14: Department of Labor Update for EBP Audits (Credits: 1.0 AA)
2:10pm-3:00pm

Marcus Aron, CPA, CGMA
Senior Auditor / US Department of Labor, EBSA
Washington, DC

What’s going on at the DOL that will impact the upcoming is season’s benefit plan audits?  Marcus Aron from the DOL’s Office of Chief Accountant will share with you:

• what’s going on at the DOL’s Office of the Chief Accountant;
• the importance of knowing what you know and what you don’t;
• which pitfalls most often plague benefit plan audits and result in rejection of Form 5500 filings; and
• the Department’s latest reporting compliance initiatives.


Breakout 15: Wayfair - How are We Going to Do It? (Credits: 1.0 TB)
2:10pm-3:00pm

Scott C. Peterson, MPA
VP of US Tax Policy and Government Relations / Avalara
Seattle, WA

This session will explain the what, why and how businesses and CPAs must understand the Wayfair court's decision on what states tax and exempt, what rates apply to what, which local government have taxes, and how to make all that useful.


Breakout 16: Florida's Economic Environment - Summer 2019 Update (Credits: 1.0 TB)
2:10pm-3:00pm

Mike Slotkin, PhD
Professor of Economics / Florida Institute of Technology Bisk College of Business
Melbourne, FL

This session will review the economic landscape in the state of Florida - GDP, employment, income, and housing - and provide a summer 2019 status report.  National macroeconomic data will be introduced as a precursor to state and regional coverage.


Concurrent Breakouts (choose one)

Breakout 17: A&A Update EBP (Credits: 1.0 AA)
3:15pm-4:05pm

Marilee P. Lau, CPA
Retired Partner, KPMG LLP / KPMG LLP
San Francisco, CA

This session will cover the EBP Audit Risk Alert, new accounting and auditing pronouncements affecting EBP audits as well as the new EBP reporting standard. The new EBP reporting framework addresses the auditor's responsibilities for forming an opinion and reporting on ERISA plan financial statements, including the form and content of the report when management elects to have an ERISA section 103(a)(3)(C) audit performed. 


Breakout 18: FASB Update (Credits: 2.0 AA)
3:15pm-4:55pm

Mary Mazzella
Senior Project Manager / Financial Accounting Standards Board
Norwalk, CT

This session will provide an update on the various projects currently on the Financial Accounting Standards Board's Technical Agenda and recently completed projects.


Concurrent Breakouts (ONLY choose if selected B17)

Breakout 19: Ask the EBP Experts Panel (Credits: 1.0 AA)
4:05pm-4:55pm

Robert A. Lavenberg, CPA, JD, LLM
President / ERISAworks, LLC
North Wales, PA
AND
Marilee P. Lau, CPA
Retired Partner, KPMG LLP / KPMG LLP
San Francisco, CA
AND
Marcus Aron, CPA, CGMA
Senior Auditor / US Department of Labor, EBSA
Washington, DC
AND
Gwen Stoute, CPA
Assurance Partner, ERISA Leader / Hogan Taylor LLP
Fayetteville, AR
AND
Jodi Malis, CGMA,CPA
Partner / Hancock Askew & Co LLP
Norcross, GA
Bring your specific and toughest questions and hear from the experts as they strive to deal with emerging issues and current service opportunities in terms that are practical and helpful.  The panel will include representatives from the DOL, Peer Review and Industry Leaders.


Thursday, June 13, 2019
Registration and Continental Breakfast
6:30am-8:00am
Introductions and Opening Remarks
7:50am-8:00am
General Session

Keynote Address: The Wasted Workday - Work Smarter (Credits: 1.0 TB)
8:00am-8:50am

Chuck Bauer
Business Development & Sales Coach / Chuck Bauer Sales & Business Consulting
Addison, TX

There’s no argument that technology makes life easier. Internet shopping has redefined convenience. Smart phones and wearable tech have made constant connection the new baseline. Digital natives are entering the workforce. Push notifications are the new status symbol. We are available 24/7.

But just because we can be connected and available 24/7, should we be?

Research suggests that in an eight-hour day, the average worker is only productive for around three hours a day. How can we make the time we spend working more effective so we can get more tasks accomplished, achieve our goals and get more of what we do want — time away from work! 

Honed from thousands of live sessions, Sales and Business Coach Chuck Bauer will share his tips on managing digital distractions to regain efficiency, refocus the workday and reclaim results. 


Vendor Networking Break
8:50am-9:10am
Concurrent Breakouts (choose one)

Breakout 21: Creative Planning with Section 199A (Credits: 1.0 TB)
9:10am-10:00am

Alan S. Gassman, J.D., LL.M.
Attorney / Gassman, Crotty & Denicolo, P.A.
Clearwater, FL

This presentation will cover the primary rules and primary planning opportunities and traps for the unwary with respect to section 199A, explaining how it applies to professionals, real estate businesses, and other situations.


Breakout 22: Multi State Tax Update - Part 1 (Credits: 1.0 TB)
9:10am-10:00am

Marshall C. Stranburg, JD, LLM
Deputy Executive Director / Multistate Tax Commission
Washington, DC
AND
Jordan M. Goodman, JD, Esq., CPA
Partner / Horwood Marcus & Berk
Chicago, IL
This 2-part presentation will get the audience up to date on recent state and local tax cases and statutory changes that will affect their client's business. The discussion will cover such topics as when a state can impose its taxing Jurisdiction on an out-of-state business and what taxpayers can do to protect themselves. We will also cover the latest in apportionment issues, paying particular attention to sourcing of sale other than tangible personal property, including cost of performance, market-based sourcing and alternative apportionment. We will examine the latest in retroactive law changes and how best businesses can avoid historical liability. The discussion will include the latest in qui tam and class actions that are becoming popular by non-tax enforcers. We will also examine the latest in transaction taxes both from a nexus and situsing perspective. The presentation will look at ways to comply with state law and hopefully avoid double taxation. Finally, the latest in audit developments and how best to prepare our clients for the more aggressive state audits. 


Breakout 23: Leases - ASU 2016-03 (Topic 842) A Deep Dive Into the New Rules (Credits: 1.0 AA)
9:10am-10:00am

J. E. Grossman, CPA, CFE, CMA, CGMA
Principal / CliftonLarsonAllen
Lakeland, FL
This session will discuss the amended guidance for the treatment of leases and the affect on all industries. Attendees will learn how leases will be required to recognize a right-of-use asset and lease liability for substantially all operating and finance leases. A lesson on the changes for the accounting for sale and leaseback transactions and enhanced disclosures for leases and lessors will be taught.


Vendor Networking Break
10:00am-10:20am
Concurrent Breakouts (choose one)

Breakout 24: The Deadline Dance (Credits: 1.0 TB)
10:20am-11:10am

Chuck Bauer
Business Development & Sales Coach / Chuck Bauer Sales & Business Consulting
Addison, TX

How do you react when you hear the word deadline? Is it in panic that you missed one or relief that you have a set time to plan toward?

Whatever your reaction, deadlines are a useful tool in securing action. During this interactive session, Chuck Bauer will teach you to use deadlines more effectively with your office staff and your clients.


Breakout 25: New Tech, New Threats: Understanding the Security of Blockchain (Credits: 1.0 TB)
10:20am-11:10am

Gene E. Geiger, CPA
Co-Founder and President / A-lign
Tampa, FL

How will blockchain redefine the information security landscape? By combining visibility with enhanced security, blockchain has the potential to give everyone a faster, safer way to verify key information and establish trust. As a secure, decentralized system, blockchain may improve information security. But as blockchain expands beyond Bitcoin and the market grows to $6 billion by 2020, how will blockchain impact information technology controls? To secure critical assets, information security professionals must rethink how new technologies will influence the audit process for a technology that continues to grow in adoption.


Breakout 26: Multi State Tax Update - Part 2 (Credits: 1.0 TB)
10:20am-11:10am

Marshall C. Stranburg, JD, LLM
Deputy Executive Director / Multistate Tax Commission
Washington, DC
AND
Jordan M. Goodman, JD, Esq., CPA
Partner / Horwood Marcus & Berk
Chicago, IL
This 2-part presentation will get the audience up to date on recent state and local tax cases and statutory changes that will affect their client's business. The discussion will cover such topics as when a state can impose its taxing Jurisdiction on an out-of-state business and what taxpayers can do to protect themselves. We will also cover the latest in apportionment issues, paying particular attention to sourcing of sale other than tangible personal property, including cost of performance, market-based sourcing and alternative apportionment. We will examine the latest in retroactive law changes and how best businesses can avoid historical liability. The discussion will include the latest in qui tam and class actions that are becoming popular by non-tax enforcers. We will also examine the latest in transaction taxes both from a nexus and situsing perspective. The presentation will look at ways to comply with state law and hopefully avoid double taxation. Finally, the latest in audit developments and how best to prepare our clients for the more aggressive state audits.


Lunch
11:10am-12:20pm

I will be attending Thursday's Lunch
11:10am-12:20pm



No, I will not be attending Thursday's Lunch
11:10am-12:20pm



Concurrent Breakouts (choose one)

Breakout 27: Auditing Updates - Assurance/Attestation (Credits: 1.0 AA)
12:20pm-1:10pm

Aaron R. Crall
Principal / CliftonLarsonAllen
Tampa, FL

Released in June 2018, ASU 2018-08 clarifies accounting for grants and contracts for nonprofit organizations. This session will walk through the new standard and provide practical examples for applying it to transactions commonly faced in practice.


Breakout 28: Business Industry Panel – Hospitality, Agriculture and Theme Park Industries (Credits: 1.0 TB)
12:20pm-1:10pm

Mark R. Arrigo, CPA
National Managing Partner - State & Local Tax / Grant Thornton LLP
Atlanta, GA
AND
Carl J. Bauman
Sr. Vice President & CFO / Lykes Brothers, Inc
Tampa, FL
AND
Lee Young
Director, State and Local Tax / Walt Disney Parks & Resorts
Celebration, FL
AND
Rick Cardenas, CPA
Chief Financial Officer / Darden Restaurants, Inc
Orlando, FL

Breakout will offer insights into how various hot topics are impacting key industries of Central Florida through a moderated panel discussion.


Breakout 29: Demographics - People Make Markets "It's Not about What's Now - It's about What's Next" (Credits: 1.0 TB)
12:20pm-1:10pm

Michael Williams
Managing Director / Truvestments Capital LLC
Sarasota, FL

We will share with the CPA audience the vital importance of the dramatic demographic shift unfolding in the United States economy. We will help them understand how "the Barbell Economy" will change all that we know around us. This knowledge base will help them, help their clients to be effectively prepared for the most significant economic shift we have witness in our lifetimes.


Concurrent Breakouts (choose one)

Breakout 30: Updates in Acquisition and Fair Value Accounting (Credits: 1.0 AA)
1:15pm-2:05pm

C. Brett Cooper, ABV,ASA,CPA
Director Valuation & Advisory / Rivero, Gordimer & Co, PA
Tampa, FL

Fair Value accounting is constantly being scrutinized for its efficient, effective, and cost beneficial application to recording assets and liabilities. It permeates throughout the balance sheet in its presentation. This session will provide an update of the Accounting Standards for elements of fair value accounting in all areas, with an emphasis on those applicable to business acquisitions.


Breakout 31: Florida Tax Hot Topics (Credits: 1.0 TB)
1:15pm-2:05pm

Glenn A. Bedonie, CPA, CFST
Owner / Glenn A. Bedonie, CPA, P.A.
Tallahassee, FL
AND
Mark Zych
Director, Tech Assist & Dispute Resolution / Florida Department of Revenue
Tallahassee, FL
AND
Rex D. Ware, Esq
Senior Attorney / Moffa, Sutton & Donnini, PA
Tallahassee, FL

The panel will discuss recent cases, rulings, audit and collection disputes, legislation and other "issues" that have been prominent in the last twelve months at the Florida Department of Revenue, focused on the areas where taxpayers have been most affected.


Breakout 32: Accounting in the Hospitality & Tourism Industry (Credits: 1.0 AA)
1:15pm-2:05pm

Binita H. Mehta
Director / PricewaterhouseCoopers LLP
Ft Lauderdale, FL

This session features insights and information about key emerging accounting, regulatory, and market developments impacting the hospitality industry. Topics include but are not limited to: comment letter trends, recent accounting pronouncements, and cyber and information privacy.


Vendor Networking Break
2:05pm-2:20pm
Concurrent Breakouts (choose one)

Breakout 33: Retirement Planning - Add Value to Your Practice (Credits: 1.0 TB)
2:20pm-3:10pm

Peter C. Golotko, CPA/PFS, MBA
President/CEO / CPS Investment Advisors
Lakeland, FL
Learn how to add value to your practice by giving your clients the advice they are looking for.


Breakout 34: Criminal Fraud Sales Tax Stories (Credits: 1.0 AA)
2:20pm-3:10pm

James H. Sutton Jr, CPA, Esq., LLM
Shareholder / Moffa, Sutton & Donnini, PA
Tampa, FL

Florida has some very serious criminal statutes imposing potential harsh fines and long prison sentences for sales tax fraud starting at a mere $301 of collected but not remitted tax. This presentation will focus on the criminal side of sales tax and include scenarios where
both taxpayers and their CPA's were caught unaware of the law. If you or your clients collect sales tax, then this is a presentation will be an eye opener!


Breakout 35: Succession Planning for the CPA and Family-Owned Businesses (Credits: 1.0 TB)
2:20pm-3:10pm

James M. Harris III, CFP®, CIMA®
Senior Vice President / Wells Fargo Advisors
Albany, GA

Family-owned businesses face unique and daunting challenges as the older generation passes the batons of leadership and ownership to a new generation. Whether you are an individual CPA or the leading partner of a firm, succession planning is a challenging endeavor that only comes to fruition through long term goals and planning. The following key points will be highlighted; how to get started, valuing the business, defining roles and responsibilities, and identifying a successor.


General Session

GASB Update (Credits: 2.0 AA)
3:15pm-4:55pm

Dean M. Mead
Senior Research Manager / Governmental Accounting Standards Board
Norwalk, CT

This session will give an overview of the GASB pronouncements that become effective in the coming fiscal years.  This session will also explain some of the projects on GASB's current technical agenda and research agenda.


Vendor Market Place Reception

Yes, I will be attending the Vendor Networking Reception (included in your registration)
4:55pm-6:30pm



Bring a Guest to the Vendor Market Place Reception - $50 Per Person
4:55pm-6:30pm



No, I will not be attending the Vendor Networking Reception
4:55pm-6:30pm



FICPA's Chair Celebration

Yes, I will attend the FICPA's Chair Celebration - $50 Per Person
6:30pm-9:00pm


Details to come...


Yes, I will attend the FICPA's Chair Celebration (Child ages 3-9) - $25 Per Child
6:30pm-9:00pm



No, I will not be attending the FICPA's Chair Celebration
6:30pm-9:00pm



Friday, June 14, 2019
Registration and Continental Breakfast
6:30am-8:00am
Opening Remarks and Women to Watch Awards
Keynote Presentation

Keynote Address: Diversity and Inclusion (Credits: 1.0 BE)
8:10am-9:00am

Christina Brodzik
Deloitte
Chicago, IL

There are traits of inclusive leadership. Learn that Cognizance, Courage, Commitment, Curiosity, Cultural Intelligence and Collaboration and Cultural Intelligence are the six signature traits of inclusive leadership. Learn the 12 everyday acts of inclusion.


Vendor Networking Break
9:00am-9:20am
Concurrent Breakouts (choose one)

Breakout 37: Florida Tax Legislative Update (Credits: 1.0 TB)
9:20am-10:10am

H. French Brown IV, Esq.
Of Counsel / Dean Mead & Dunbar
Tallahassee, FL
AND
Justin A. Thames, DPL
Director of Governmental Affairs / Florida Institute of CPAs
Tallahassee, FL

Exploring and discussing the tax changes occurring during the 2019 Florida legislative session including remote sellers, the Tax Cuts and Jobs Act, and other significant bills.


Breakout 38: The Evolution of Business Intelligence and Analytics Governance (Credits: 1.0 TB)
9:20am-10:10am

Brian McGoff
Global Business Unit Executive, IBM Data Science and AI / International Business Machines
Philadelphia, PA

Organizations around the globe are evolving their business intelligence and advanced analytics platforms in today’s metrics driven business culture.  Over the past two years I interviewed over 1000 clients around the world and worked directly on advanced use cases leveraging Data Science, AI and Business Intelligence tools, methods and practices.  These client interactions along with several secondary sources set the stage for an in depth discussion about what you can expect as you modernize your analytics use. I will also highlight how the roles of security, governance and user adoption continues to change and how we can adapt.


Breakout 39: Refeathering the Pillow - Case Studies in Catching, Containing, and Cleaning up Cyber Fraud (Credits: 1.0 AA)
9:20am-10:10am

John Clabby, Esq.
Shareholder / Carlton Fields P.A.
Tampa, FL

A former federal prosecutor now in private practice will share entertaining - and mostly true! - stories of computer-based fraud and the professionals (including accountants) who helped thwart the bad guys, mitigate the damage, and get the businesses back on track.


Vendor Networking Break
10:10am-10:30am
Concurrent Breakouts (choose one)

Breakout 40: Multistate Tax Reform Provision Considerations 2.0 (Credits: 1.0 AA)
10:30am-11:20am

Chris Oatis, CPA
Managing Director - SALT / Grant Thornton LLP
Orlando, FL
AND
Melissa L. Ruiz
Tax Manager / Grant Thornton LLP
Ft Lauderdale, FL
Presentation will provide attendees with an understanding of the federal income tax law changes from the Tax Cuts and Jobs Act (TCJA), with a focus on the state income tax impact on quarterly/annual tax provisions and developments over the past twelve months.


Breakout 41: Payroll & HR Compliance Trends Update (Credits: 1.0 TB)
10:30am-11:20am

Meryl Gutterman, Esq
Counsel / ADP Small Business Services
Florham Park, NJ

This session will provide insights on the latest HR and payroll compliance trends impacting your firm and clients at the federal & state level, from paid sick & family leave requirements to sexual harassment, marijuana usage and other emerging employment laws.


Breakout 42: Current Trends in Financial Crimes (with a focus in Business E-mail Compromise) (Credits: 1.0 AA)
10:30am-11:20am

Keith Givens, CPA
Supervisory Special Agent / FBI
Maitland, FL

This presentation will discuss current fraud trends/investigations, including an in depth review of Business E-mail Compromise (BEC) fraud, which is a new cyber-related fraud that is increasingly becoming a more common and significant threat. The presentation will also discuss ways to prevent BEC and what to do if you or your clients are a victim of the fraud.


Lunch
11:20am-12:50pm

I will be attending Friday's Lunch
11:20am-12:50pm



No, I will not be attending Friday's Lunch
11:20am-12:50pm



General Session

The #Future Ready Accountant: Moving From Compliance to Reliance (Credits: 1.0 TB)
12:50pm-1:40pm

Bill Sheridan, CAE
Maryland Association of CPAs and The Business Learning Institute
Towson, MD

Recent research from the AICPA suggests that the business environment for accountants and their clients will be characterized by “unprecedented, massive and highly accelerated change” through 2025, and likely beyond. Not surprisingly, clients are demanding that their CPAs and accountants provide them with future-focused, proactive business advice — but only 8 percent of CPAs who responded to a recent survey say they are #FutureReady, and even fewer say they have the time to become so. This session will examine the trends that are impacting our profession and offer five steps that CPAs and accountants can take to become #FutureReady. By the end of the session, participants have learned how to anticipate these trends and move from being crisis managers to opportunity managers.


General Session

Where Things go Wrong. Common Failures in Peer Review and Inspection (Credits: 1.0 AA)
1:40pm-2:30pm

Steven Morrison, CPA
Partner / CohnReznick LLP
New York, NY
Learn some of the real-world matters encountered in peer review and inspection and the issues that are affecting audit quality and some ways to avoid problems.


Break
2:30pm-2:40pm
Concurrent Breakouts (select one)

Breakout 43: State Tax Considerations for Buying or Selling Your Business (Credits: 1.0 TB)
2:40pm-3:30pm

Gretchen M. Whalen, CPA
Tax Principal / CliftonLarsonAllen
Tampa, FL
AND
Sherry R. Lam, CPA
Director, State and Local Tax / Grant Thornton LLP
Ft Lauderdale, FL

As part of this session, we will discuss the different industry specific direct and indirect tax issues that may arise during due diligence, common strategics to remediate exposures and monetize opportunities, and address future issues you may need to consider when buying or selling your business.


Breakout 44: Planning for the Non-Estate Taxable Estate- Tricks, Traps and Opportunities Abound (Credits: 1.0 TB)
2:40pm-3:30pm

Christopher J. Denicolo
Attorney at Law / Gassman Law Associates, P.A.
Clearwater, FL

This presentation will cover the importance of proper retirement account and income tax planning in the estate planning context, which has become increasingly more important in light of the advent of the $11,000,000+ estate tax exclusion amount.


Breakout 45: Construction Industry Safety Auditing (Credits: 1.0 AA)
2:40pm-3:30pm

C'Lamt Ho
Assistant Professor of Accounting / Saint Leo University
Tampa, FL

This presentation will cover the following:

  • An overview of Safety and Health Regulations for Construction PART 1926.
  • Exam Audit 7 compliance steps with OSHA requirements.
  • 8 Best practices for Safety & Health Programs in Construction sector.
  • Legalized Cannabis and Construction.


Concurrent Breakouts (select one)

Breakout 46: State Tax Innovation - Automation & Analytics (Credits: 1.0 TB)
3:35pm-4:25pm

Adam K. Raschke
Senior Manager / Grant Thornton LLP
Tampa, FL
AND
Aaron Fell
Manager / Grant Thornton LLP
Jacksonville, FL

We will present on the importance of data analytics and visualization capabilities in connection with the state tax function. Furthermore, we will demonstrate a platform that can automate aspects of data collection and transformation all while providing a platform to allow taxpayers to get insights into their data.


Breakout 47: Don't Do "Asset Protection" (Credits: 1.0 TB)
3:35pm-4:25pm

Gary Forster
Managing Partner / Forster Boughman
Maitland, FL

This seminar focuses on the practical aspects of the law of asset protection.  Through real world examples, attendees learn why relying exclusively on “Asset Protection” may be a mistake.  Attendees further discover why the most effective personal asset preservation tools are implemented as part of a comprehensive personal plan that demonstrates intent beyond creditor protection.  Finally, the seminar provides simple, yet key insights into the practical considerations that can influence the effectiveness of protective planning.


Breakout 48: Revenue Recognition - The Second Act (Credits: 1.0 AA)
3:35pm-4:25pm

Anne Marie Hicks, CGMA,CPA
Controller / CAE USA, Inc
Tampa, FL

This session will explore impacts following implementation of the Revenue Standard ASC 606, including controls over the revenue process, disclosures and competitive data, things to consider in contract negotiations and recent clarifications to the standard


Concurrent Breakouts (select one)

Breakout 49: Accounting For Unclaimed Property (Credits: 1.0 AA)
4:30pm-5:20pm

H. French Brown IV, Esq.
Of Counsel / Dean Mead & Dunbar
Tallahassee, FL
AND
Jeanette Moffa
Moffa, Sutton & Donnini, P.A.
Ft Lauderdale, FL
AND
Walter Graham
Florida Department of Financial Services
Tallahassee, FL
AND
Alison Iavarone, CPA, CFE
Accounting for, reporting and remitting unclaimed property funds and credits owed to others and held on their behalf.


Breakout 50: Retirement Planning for CPAs - Everything you need to know for you and your clients (Credits: 1.0 TB)
4:30pm-5:20pm

Dennis E. Michels, CFP
Senior VP Investments / Raymond James
Orlando, FL

Learn income allocation and asset allocation. Discover plan opportunities available under the new tax law.  Find out how to avoid the 3 most dangerous risks to retirement income.  Learn about the 5 best sources of retirement income.


Breakout 51: Non-Profit Updates (Credits: 1.0 AA)
4:30pm-5:20pm

Amy J. Mierzejewski, CPA, CISA
Assurance Services Senior Manager / Gregory, Sharer & Stuart, PA
St Petersburg, FL

There are once in a generation changes happening in NFP financial reporting. Are you ready?


Saturday, June 15, 2019
Registration and Continental Breakfast
7:00am-8:15am
Concurrent Breakouts (select one)

Breakout 53: Ethics - Protecting the Integrity of Florida CPAs (4980) (Credits: 4.0 ET)
8:15am-12:00pm

J. E. Grossman, CPA, CFE, CMA, CGMA
Principal / CliftonLarsonAllen
Lakeland, FL

As professionals, CPAs often face complex and challenging ethical situations.  This course provides a framework to assist CPAs address their ethical and regulatory obligations and comply with professional requirements.  Through interactive discussion we will explore recent trends in business and professional ethics along with the application of specific rules and requirements applicable to CPAS.  Our focus will be on the obligations imposed on CPAs by the 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 and is designed for professionals in public practice and those working in industry or government.


Breakout 54: Basic Excel Pivot Tables for Superior Data Analytics (Credits: 2.0 TB)
8:15am-9:55am

Joseph J. Weil, CPA, M.Acc.
Joe Weil, CPA
Tallahassee, FL

This basic, practical, easy-to-follow, training teaches you two career-critical items: (1) how to effectively use Excel Pivot Tables, Charts and Filters/Slicers and (2) many of the fundamentals you need to construct Excel KPI Dashboards - a career changing skill.


Break
9:50am-10:00am
Concurrent Breakouts (ONLY choose if selected B54)

Breakout 55: Auditing Standards Update - Preparing For The Changes Ahead (Credits: 2.0 AA)
10:00am-11:40am

Steven Morrison, CPA
Partner / CohnReznick LLP
New York, NY
There are significant changes coming to auditing standards for both public and non-public company audits. From a new auditor's report and a new auditing standard for audits of employee benefit plans for US GAAS and new requirements for auditing estimates and use of the work of specialists for PCAOB, auditors will have to prepare for these changes. This session will give a thorough overview of the changes and the background of the changes to help drive an understanding to help those in practice implement the changes and those in industry understand what is ahead.


Early Riser Sessions
Select your early riser sessions (include in MEGA Buy Price or $25 per session)

Wednesday Early Riser MEGA Buy: Qualified Opportunity Zones - Capital Gains Deferral and Basis (Credits: 1.0 TB)
7:00am-7:50am

Dennis K. Gallant, CPA
Senior Manager, Tax Services / Thomas Howell Ferguson, PA
Tallahassee, FL
During this presentation you be introduced to IRS Code 1400Z on Opportunity Zones. This tax law is designed to revitalize neighborhoods and towns while providing preferential tax treatment. You will learn how Opportunity Zones spur economic development and create jobs in distressed communities.


Thursday Early Riser MEGA Buy: The Benefits and Requirements of the Small Business Administration Loan Program (Credits: 1.0 TB)
7:00am-7:50am

Christopher Hackney
Assistant Vice President, SBA Lending / First Home Bank
St. Petersburg, FL

Financing is essential for the growth of small businesses.  This course will illustrate the benefits of the Small Business Administration (SBA) Loan Program for your clients as well as current SBA loan program updates and eligibility requirements.


Friday Early Riser MEGA Buy: How Accounting Industry Can Convert the Number 1 Challenge of Staffing into an Opportunity (Credits: 1.0 TB)
7:00am-7:50am

Mike Goossen, CPA
Vice President / Entigrity Remote Staffing
Wantagh, NY

The key points to covered in the presentation are: 

  • The world is flat - globalization is the precursor
  • Impact on accounting industry
  • Technology has a role to play
  • Background of offshore staffing
  • Big 4 & larger firms staffing offshore
  • Why this paradigm shift in #offshore staffing?
  • Ecosystem in India
  • Hire staff that dedicatedly works for you
  • Offshore / remote hiring as the answer?
  • Why offshore staffing?
  • How remote / offshore staffing has created value?
  • How things work?
  • Don’t fall for the myths
  • Best practices working with offshore staff
  • Tasks that offshore / remote staff can perform
  • Doing the due diligence
  • Introduction to Entigrity


Saturday Early Riser MEGA Buy: Planning for Medical Care During the Golden Years: Medicare, Long-term Care & Health Savings Accounts (Credits: 1.0 TB)
7:15am-8:15am

Terry L. Seaton, CPA, PFS, CFP™
Owner-President / Seaton Financial Advisors, LLC
St Augustine, FL

Current and future retirees regularly say that health care is one of their biggest fears in retirement.   This presentation will discuss the key information that CPAs need to know to advise their clients in the areas of Medicare, Long Term Care and Health Savings Accounts.


Early Riser Add-Ons
Select your early riser sessions

Wednesday Early Riser: Qualified Opportunity Zones - Capital Gains Deferral and Basis (Credits: 1.0 TB)
7:00am-7:50am


During this presentation you be introduced to IRS Code 1400Z on Opportunity Zones. This tax law is designed to revitalize neighborhoods and towns while providing preferential tax treatment. You will learn how Opportunity Zones spur economic development and create jobs in distressed communities.


Thursday Early Riser: The Benefits and Requirements of the Small Business Administration Loan Program (Credits: 1.0 TB)
7:00am-7:50am

Christopher Hackney
Assistant Vice President, SBA Lending / First Home Bank
St. Petersburg, FL

Financing is essential for the growth of small businesses.  This course will illustrate the benefits of the Small Business Administration (SBA) Loan Program for your clients as well as current SBA loan program updates and eligibility requirements.


Friday Early Riser: Transform #1 Challenge of Staffing into an Opportunity - Capacity Building | Competitive Edge | Workload Reduction (Credits: 1.0 **)
7:00am-7:50am


The key points to covered in the presentation are: 

  • The world is flat - globalization is the precursor
  • Impact on accounting industry
  • Technology has a role to play
  • Background of offshore staffing
  • Big 4 & larger firms staffing offshore
  • Why this paradigm shift in #offshore staffing?
  • Ecosystem in India
  • Hire staff that dedicatedly works for you
  • Offshore / remote hiring as the answer?
  • Why offshore staffing?
  • How remote / offshore staffing has created value?
  • How things work?
  • Don’t fall for the myths
  • Best practices working with offshore staff
  • Tasks that offshore / remote staff can perform
  • Doing the due diligence
  • Introduction to Entigrity


Saturday Early Riser: Planning for Medical Care During the Golden Years: Medicare, Long-term Care & Health Savings Accounts (Credits: 1.0 TB)
7:15am-8:05am

Terry L. Seaton, CPA, PFS, CFP™
Owner-President / Seaton Financial Advisors, LLC
St Augustine, FL

Current and future retirees regularly say that health care is one of their biggest fears in retirement.   This presentation will discuss the key information that CPAs need to know to advise their clients in the areas of Medicare, Long Term Care and Health Savings Accounts.


Optional Activities
Optional Activities You Would Like to Attend (Add Guest/Children registrations on the next page) Additional Charge

Vendor Market Place Reception - $50 Per Person
4:55pm-6:30pm


 


FICPA's Chair Celebration - $50 Per Person
6:30pm-9:00pm


The Chair's Celebration is your ultimate opportunity for networking after a full day of learning. Be there when outgoing Chair Gary Fracassi installs incoming 2019-20 Chair Abby Dupree. This is one event you won't want to miss!


FICPA's Chair Celebration (Child ages 3-9) - $25 Per Child
6:30pm-9:00pm


The Chair's Celebration is your ultimate opportunity for networking after a full day of learning. Be there when outgoing Chair Gary Fracassi installs incoming 2019-20 Chair Abby Dupree. This is one event you won't want to miss!


Adopt a Student
Select Your Donation Amount

ASLS Adopt-A-Student $10 contribution
-



ASLS Adopt-A-Student $20 contribution
-



ASLS Adopt-A-Student $30 contribution
-



ASLS Adopt-A-Student $50 contribution
-



ASLS Adopt-A-Student $100 contribution
-




back