South Florida Accounting Conference (SFAC)

SFAC
SFAC
Tuesday, November 05, 2024 - Wednesday, November 06, 2024
Renaissance Fort Lauderdale West - 1230 S Pine Island Rd, Plantation, FL 33324-4402
8:00am - 5:20pm (opens at 7:30am) EST
20Credits
To Be Determined

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.

Members
$575.00 Early Registration (through 10/05/2024)
$725.00 Regular Price
Non-Members
$825.00 Early Registration (through 10/05/2024)
$975.00 Regular Price
Course Type: CPE Conferences
Course Code: 24/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:

The 2024 South Florida Accounting Conference is the FICPA's signature South Florida event. 
 
This year's program features a diverse set of topics to meet the needs of CPAs. Whether you work in business and industry or client services, our speakers will help you navigate the complexities of sales tax, estate planning, fraud, risk management, cybersecurity, employee benefits, and more. 
 
Throughout the event you will have access to a Solutions Center Exhibit Hall with an array of providers, and access to the profession’s most engaging and informative speakers. 
 
Arrive on Nov. 4 for four additional pre-conference CPE hours during our Learning Labs - included with your SFAC registration. Learning Labs are career-inspiring 15-minute conversations with industry experts. Sign up during your SFAC registration to secure your seat.
  

Thank you to our Sponsors & Exhibitors!

CPE Credit:

This conference qualifies for up to 20 hours of CPE credit and is subject to change. CPE credit is subject to approval by the Florida Department of Business and Professional Regulation. The type of credit is dependent upon breakout selection.

$tack the $avings!

In addition to FICPA member and early registration discounts, save an additional 10% when registering five to seven from your organization and 15% on eight or more.  Call Member Services for more information: 1-800-342-3197.

FICPA Members save even more. Not a member? Join today at ficpa.org/JoinToday.

Social Media

Follow the FICPA on Linked in, Facebook, Instagram and X and share news about this conference using the hashtag #FICPASFAC.

Schedule:

Monday, November 4, 2024

Learning Labs

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

Tuesday, November 5, 2024

State of the Profession

Time: Tuesday 8:00am - 9:00am Credits: 1 TB

Presenters:

Fed Tax Update - Individual Filings

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

Annual federal tax update for individual filings. 

  1. To recognize the major Federal income tax laws impacting individuals.
  2. To identify and comprehend any newly enacted legislation affecting individual income tax returns.
  3. To identify and comprehend any newly enacted IRS guidance affecting individual income tax returns.

Presenters:

Sunrise, Sunset – Income and Estate Tax Planning for the Change in Tax Law

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

During the presentation, Nick will first discuss the scheduled change in the tax law due to the "sunset" in estate tax provisions effective on January 1, 2026 and the impact this change will have on high-net-worth client's estate taxes and estate planning documents. Nick will then address strategies which may be implemented prior to the end of 2025 to minimize the impact of the change in the law, reduce or eliminate estate tax exposure, minimize income taxes and increase the wealth protection afforded to client's asset holdings. The strategies discussed will include grantor and non-grantor trusts, protective business entities and "defined value" leveraged gifting and non-taxable sale strategies.

  1. Understand the scheduled change in the estate tax law and the impact on client's estate tax obligations.
  2. Become familiar with grantor trust structures designed to minimize or eliminate estate taxes, and non-grantor trust structures designed to minimize income taxes.
  3. Recognize the wealth protection benefits of trusts and business entities.
  4. Understand how "leveraged" gifting with non-voting business interests can further minimize estate taxes, and how "defined-value" gifting can minimize audit exposure.
  5. Understand how to supercharge estate tax minimization through a leveraged non-taxable sales transaction.
  6. Become familiar with the most frequently implemented strategies for married and unmarried individuals to minimize estate taxes and maximize wealth protection.

 

Presenters:

Fed Tax Update - Business Filings

Time: Tuesday 10:25am - 11:15am Credits: 1 TB

High-level overview of recent and upcoming changes in Federal tax law and regulations impacting business entities.
Upon completion of the session, participants will be able to:

1. Summarize significant TCJA tax provisions that are expiring at the end of 2025
2. Discuss recent  legislative, regulatory and judicial Federal income tax developments affecting business entities.
3. Evaluate potential impact of the above on business entities.

Presenters:

Cybersecurity

Time: Tuesday 10:25am - 11:15am Credits: 1 TB

 

GASB Update

Time: Tuesday 11:25am - 12:15am

Presenters:

Success Story: Succession Planning Done Right

Time: Tuesday 11:25am - 12:15pm Credits: 1 TB

This presentation will explore the critical role of succession planning through a real-world case study, illustrating how strategic planning saved a business from potential failure. We'll delve into the consequences of inadequate planning, emphasizing how "not planning is planning to fail." Finally, you'll gain practical, actionable insights to ensure your business, family, and clients are well-prepared for the future, safeguarding against the inevitable challenges every business faces.

  1. Real world case study: How planning saved my business.
  2. Understand how not planning is planning to fail. 
  3. Learn some imperative actionable items to be better prepared

 

Presenters:

Tax Implication for Cryptocurrency

Time: Tuesday 1:15pm - 2:05pm Credits: 1 TB

Is Taking on CTA-Related Services Risky Business?

Time: Tuesday 1:15pm - 2:05pm Credits: 1 TB

Many questions continue to surround the Corporate Transparency Act (CTA) since it went into effect on January 1, 2024. One of the biggest questions facing CPA firms is whether to provide CTA-related services. This information-packed webinar will help answer some of the major CTA questions facing the profession today.

Highlights include:

  1. Considerations for providing notice of the compliance requirements to clients who may be subject to CTA filing requirements
  2. How firms should evaluate what, if any, services they may provide related to client’s CTA compliance, and the related risks
  3. Provisions to include in engagement letters when engaged to provide assistance with CTA compliance

Learning Objectives:•

  1. Understand the reporting requirements of the CTA
  2. Identify the risks associated with providing CTA-compliance services
  3. Determine risk mitigation processes and procedures when undertaking CTA-related services

Presenters:

SEC/PCAOB Areas of Inspection Interest

Time: Tuesday 2:15pm - 3:05pm Credits: 1 AA

 

Presenters:

Planning your Firm's FinCEN Filing Strategy

Time: Tuesday 2:15pm - 3:05pm Credits: 1 AA

The presentation provides guidance on planning a CPA firm strategy for managing FinCEN's reporting requirements under the Corporate Transparency Act (CTA). It identifies what CPAs must know about the CTA, opportunities, issues, and best practices for accounting firms to support clients with these filings, as many business owners find the self-filing process complex and prone to errors. It underscores the importance of planning processes to streamline reporting, reduce errors, and manage the expected filing volume effectively. 

  1. 6 key elements of BOI reports for CPAs to know
  2. FinCEN BOI initial report market
  3. Ongoing updated reports requirements and firm programs
  4. Why clients expect CPAs to help with FinCEN reporting
  5. Problem 1 with self-filing: FinCEN’s 60-page guide
  6. Problem 2 with self-filing: the direct filing portal Avoiding fraudulent letter scams
  7. The 8 essential steps of each BOI report
  8. Optimizing and automating the 8 steps
  9. The 4 critical considerations of your ongoing CTA compliance operations plan
  10. Reducing liability for FinCEN filings

Presenters:

Acquisition Accounting

Time: Tuesday 3:30pm - 4:20pm Credits: 1 AA

This session addresses the process, methods and GAAP applications used in accounting for an acquisition, including documentation to support audit, footnote disclosures, and changes within the first year of acquisition.

  1. Understand the basic application of acquisition accounting
  2. Learn methods of tracking and documenting the acquisition accounting process
  3. Able to address changes arising in the first year of acquisition

Presenters:

Driving Enterprise Value

Time: Tuesday 3:30pm - 4:20pm Credits: 1 TB

The focus of this presentation is on conveying what drives enterprise value (“EV”) of a practice, outside of just the revenue generated. By providing the viewers definitive drivers of EV, we dive into how each driver effects the overall valuation. Finally, we take time to focus on changes in the top 3 areas that will yield the greatest value improvement.

Presenters:

Fraud and Forensic Accoungint

Time: Tuesday 4:30pm - 5:20pm Credits: 1 TB

Presenters:

Wednesday, November 6, 2024

The Future of AI in Accounting

Time: Wednesday 8:00am - 9:00am Credits: 1 TB

Registered Investment Advisors and Broker Dealers Accounting Guidance

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

Audit Analytics and Reporting

Time: Wednesday 10:25am - 11:15am Credits: 1 AA

Too often, analytics are through of as comparing this year to prior year and saying "why are the numbers different?" Audit analytics, when done right, can be a powerful and efficient tool for obtaining sufficient appropriate audit evidence to base the auditor's report on. In this up-tempo session, learn the latest on what auditing standards actually require and how this can lead to improvements in efficiency and effectiveness.

  1. Learn to be able to understand and apply the latest from the AICPA and PCAOB regarding analytics,
  2. Learn ways to expand your staff's ability to effectively use analytics,
  3. Learn how to modify your report given circumstances.

Presenters:

IRS Enforcement Efforts

Time: Wednesday 11:25am - 12:15pm Credits: 1 AA

The IRS is beginning to utilize funds from the Inflation Reduction Act.  This session will highlight IRS enforcement efforts, the taxpayers subject to increased enforcement, and best practices for resolving issues before the IRS.

1. Identify current enforcement initiatives of the Internal Revenue Service.
2. Identify individuals and businesses susceptible to increased enforcement efforts.
3. Discuss best practices for resolving matters before the IRS.

 

Presenters:

Rethinking Automation with the Power of AI

Time: Wednesday 11:25am - 12:15pm

CFO Value-Added Due Diligence

Time: Wednesday 1:15pm - 2:05pm Credits: 1 TB

This session will provide cover different aspects of the buy-side due diligence process from a CFO's perspective. We will cover tips for due diligence questions to the target, issues to avoid and plan for, CIM and QoE analysis techniques and real-life examples/lessons learned. 

  1. Understand how to analyze a Quality of Earnings (QoE) statement and preform trend analysis to link the QoE to the financial projections in the Confidential Information Memorandum (CIM).
  2. Review the different issues to avoid and plan for during the due diligence period (e.g. anti-trust, confidential/proprietary information, data room review).
  3. Linking the financial analysis back to the operational analysis and uncovering insights that you may not see by looking at them independently.

 

Presenters:

Leveraging Technology for Effective Practice Management

Time: Wednesday 1:15pm - 2:05pm

Best practices for S-Corp and LLC Taxpayers

Time: Wednesday 2:15pm - 3:05pm

Cloud-based Accounting Applications

Time: Wednesday 2:15pm - 3:05pm

IRS Tax Resolution

Time: Wednesday 3:30pm - 4:20pm

If an individual or business hasn’t reported enough income, has underpaid their taxes, or didn’t file a tax return then they will face collection efforts from the IRS or State of Florida. Due to each client situation being different, there is no 'one size fits all' solution. In this presentation we will walk through various possible outcomes for a taxpayer that ends up needing to fix a tax problem.

Presenters:

FASB Update

Time: Wednesday 4:30pm - 5:20pm Credits: 1 AA

In this session we review recently issued FASB standards, highlighting key provisions and the ones affecting a broad range of industries. Don't miss key accounting changes to your company's financial statements. 

Presenters:

Objectives:

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

 

 

 

Presenters:

  • Lisa R Parker, CPA

    Lisa Parker is a senior project manager with the Governmental Accounting Standards Board (GASB).  Prior to joining the GASB in 2008, Lisa worked for Runyon Kersteen Ouellette CPAs for 10 years, the town of Old Orchard Beach, Maine as finance director and interim town manager for 2 years, and the city of Saco, Maine as finance director for 8 years.Lisa is a certified public accountant and a...

    Read more about Lisa R Parker 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.In 2016 and 2022, Bruce was recognized as an "Outstanding...

    Read more about Bruce Allen Nunnally here
  • Anne Marie Hicks, CGMA, CPA

    Anne Marie is a Sr. Manager with Capital Edge Consulting, Inc., with more than 35 years of experience in government contract cost accounting and regulatory compliance, provides advisory services primarily on Aerospace and Defense Contract Accounting and Systems. Prior to engaging in government contract consulting with Capital Edge, Anne Marie completed a career with CAE USA Inc, in multiple...

    Read more about Anne Marie Hicks here
  • Steven Andrew Wolf, ABV, CFE, CPA

    Steve is President of Wolf Forensics, Inc. and specializes in forensic accounting, economic damages, fraud investigation and valuation services. Wolf Forensics assists clients by offering tailored solutions designed to objectively analyze data and quantify the economic value associated with an unprecedented event.  Clients often seek his guidance on complex commercial contract disputes, internal...

    Read more about Steven Andrew Wolf here
  • Steven Morrison, CPA, CFF, CFE

    Steven Morrison is the National Director of Audit and a partner in National Assurance at CohnReznick LLP. With experience as a client service engagement partner, quality reviewer, and standard setter, he leads the firm's Audit Quality Group which addresses the development and application of methodology and actively consults on assurance, reporting, and independence matters. He currently...

    Read more about Steven Morrison 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
  • Michael Aaron Riskin, CPA/PFS, CFP®, MST

    Michael is a seasoned financial professional and Florida native with a career marked by a deep commitment to financial planning and practice management. Initially driven by an interest in white-collar crime investigation and an aspiration to join the FBI, Michael's path shifted during his tenure at a prominent public accounting firm, where he discovered his true passion: personal financial...

    Read more about Michael Aaron Riskin here
  • Manuel E Pravia, CPA,MST

    Since 1991, Manny has provided tax compliance and planning services to clients in various industries, such as financial institution, restaurants, wholesale and distribution, and technology. He has experience providing international tax planning services to corporations, foreign nationals, and expatriates. Manny also focuses on corporate tax accounting issues (ASC 740), an area that he dealt with...

    Read more about Manuel E Pravia here
  • Michael P Disch

    Mike is a principal in the BDO South Florida Assurance practice with over 18 years of public accounting experience. Mike has overseen clients in a variety of industries, including manufacturing & distribution, construction & engineering services, technology, satellite and telecommunications.  Mike has experience as the lead engagement principal on multiple audits of multi-location public companies...

    Read more about Michael P Disch here
  • Paul Anthony Gabriele

    Paul Gabriele is a Partner and a member of the firm's Private Client Services and National Technology and Life Sciences Group. Paul has over ten years of experience providing consultative tax planning, valuation, research and development, and cloud accounting services to businesses and individuals.Additionally, Paul is a member of the firm's Technology and Life Sciences Practice serving both...

    Read more about Paul Anthony Gabriele 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
  • Nicholas C. Guerra, Esq., LLM

    Nicholas ("Nick") Guerra, Esq., LL.M. is the Managing Partner of Guerra Tax and Wealth Planning, PA. where he assists ultra-high-net-worth clients in the implementation of trust and business structures designed to maximize wealth protection and minimize estate taxes and income taxes.Prior to founding Guerra TWP, Nick was a Partner in the Tax, Trusts and Estates department at a multi-state Am Law...

    Read more about Nicholas C. Guerra here
  • Steve Kennedy

    Steve Kennedy is a government contracting professional with over 15 years of experience. Steve's areas of expertise include Federal Acquisition Regulation (FAR) compliance, Cost Accounting Standards (CAS) compliance, financial systems, mergers and acquisitions and US government proposal compliance. Steve's most recent role in industry was Director of Finance for a large defense contractor in the...

    Read more about Steve Kennedy here
  • Nicole Lazarz Graham, Esq.

    Nicole is a risk consultant at Aon, the national administrator of the AICPA member insurance program. She provides guidance and risk advice to regional and national CPA firms regarding professional liability, cybersecurity, employment practices, management liability, and other related exposures. Prior to joining Aon, Nicole was a partner at a national law firm.  For more than a decade, she...

    Read more about Nicole Lazarz Graham here
  • Michael Kramarz

    Michael Kramarz is a principal in Kaufman Rossin's tax services advisory group that leads the federal tax resolution practice assisting clients in all matters before the Internal Revenue Service.Michael has over 14 years of experience as an attorney assisting clients navigate the Internal Revenue Service (IRS), bringing direct experience with IRS examinations, the Appeals process, and collections...

    Read more about Michael Kramarz here
  • Charles Wismer

    Wismer leads FincenFetch and oversees the growth of their Corporate Transparency Act solutions for accounting and law firms. With experience in the regulation two years prior to its enactment, he is acknowledged as an authority in the field and conducts CPE courses for various state CPA societies.

    Read more about Charles Wismer here
  • Matthew Reynolds

    Launching his career in accounting and tax for traders and firms on multiple securities and commodities exchanges, Matt's experience spans over two decades. Matt has been a key architect for numerous national financial service businesses including HighTower, US Fiduciary and Sanctuary Wealth. Working in roles that range from Chief Operating and Compliance Officer to President of multiple broker...

    Read more about Matthew Reynolds here

Presenters:

Lisa R Parker, CPA

Lisa Parker is a senior project manager with the Governmental Accounting Standards Board (GASB).  Prior to joining the GASB in 2008, Lisa worked for Runyon Kersteen Ouellette CPAs for 10 years, the town of Old Orchard Beach, Maine as finance director and interim town manager for 2 years, and the city of Saco, Maine as finance director for 8 years.Lisa is a certified public accountant and a...Read more about Lisa R Parker 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.In 2016 and 2022, Bruce was recognized as an "Outstanding...Read more about Bruce Allen Nunnally here

Anne Marie Hicks, CGMA, CPA

Anne Marie is a Sr. Manager with Capital Edge Consulting, Inc., with more than 35 years of experience in government contract cost accounting and regulatory compliance, provides advisory services primarily on Aerospace and Defense Contract Accounting and Systems. Prior to engaging in government contract consulting with Capital Edge, Anne Marie completed a career with CAE USA Inc, in multiple...Read more about Anne Marie Hicks here

Steven Andrew Wolf, ABV, CFE, CPA

Steve is President of Wolf Forensics, Inc. and specializes in forensic accounting, economic damages, fraud investigation and valuation services. Wolf Forensics assists clients by offering tailored solutions designed to objectively analyze data and quantify the economic value associated with an unprecedented event.  Clients often seek his guidance on complex commercial contract disputes, internal...Read more about Steven Andrew Wolf here

Steven Morrison, CPA, CFF, CFE

Steven Morrison is the National Director of Audit and a partner in National Assurance at CohnReznick LLP. With experience as a client service engagement partner, quality reviewer, and standard setter, he leads the firm's Audit Quality Group which addresses the development and application of methodology and actively consults on assurance, reporting, and independence matters. He currently...Read more about Steven Morrison 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

Michael Aaron Riskin, CPA/PFS, CFP®, MST

Michael is a seasoned financial professional and Florida native with a career marked by a deep commitment to financial planning and practice management. Initially driven by an interest in white-collar crime investigation and an aspiration to join the FBI, Michael's path shifted during his tenure at a prominent public accounting firm, where he discovered his true passion: personal financial...Read more about Michael Aaron Riskin here

Manuel E Pravia, CPA,MST

Since 1991, Manny has provided tax compliance and planning services to clients in various industries, such as financial institution, restaurants, wholesale and distribution, and technology. He has experience providing international tax planning services to corporations, foreign nationals, and expatriates. Manny also focuses on corporate tax accounting issues (ASC 740), an area that he dealt with...Read more about Manuel E Pravia here

Michael P Disch

Mike is a principal in the BDO South Florida Assurance practice with over 18 years of public accounting experience. Mike has overseen clients in a variety of industries, including manufacturing & distribution, construction & engineering services, technology, satellite and telecommunications.  Mike has experience as the lead engagement principal on multiple audits of multi-location public companies...Read more about Michael P Disch here

Paul Anthony Gabriele

Paul Gabriele is a Partner and a member of the firm's Private Client Services and National Technology and Life Sciences Group. Paul has over ten years of experience providing consultative tax planning, valuation, research and development, and cloud accounting services to businesses and individuals.Additionally, Paul is a member of the firm's Technology and Life Sciences Practice serving both...Read more about Paul Anthony Gabriele 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

Nicholas C. Guerra, Esq., LLM

Nicholas ("Nick") Guerra, Esq., LL.M. is the Managing Partner of Guerra Tax and Wealth Planning, PA. where he assists ultra-high-net-worth clients in the implementation of trust and business structures designed to maximize wealth protection and minimize estate taxes and income taxes.Prior to founding Guerra TWP, Nick was a Partner in the Tax, Trusts and Estates department at a multi-state Am Law...Read more about Nicholas C. Guerra here

Steve Kennedy

Steve Kennedy is a government contracting professional with over 15 years of experience. Steve's areas of expertise include Federal Acquisition Regulation (FAR) compliance, Cost Accounting Standards (CAS) compliance, financial systems, mergers and acquisitions and US government proposal compliance. Steve's most recent role in industry was Director of Finance for a large defense contractor in the...Read more about Steve Kennedy here

Nicole Lazarz Graham, Esq.

Nicole is a risk consultant at Aon, the national administrator of the AICPA member insurance program. She provides guidance and risk advice to regional and national CPA firms regarding professional liability, cybersecurity, employment practices, management liability, and other related exposures. Prior to joining Aon, Nicole was a partner at a national law firm.  For more than a decade, she...Read more about Nicole Lazarz Graham here

Michael Kramarz

Michael Kramarz is a principal in Kaufman Rossin's tax services advisory group that leads the federal tax resolution practice assisting clients in all matters before the Internal Revenue Service.Michael has over 14 years of experience as an attorney assisting clients navigate the Internal Revenue Service (IRS), bringing direct experience with IRS examinations, the Appeals process, and collections...Read more about Michael Kramarz here

Charles Wismer

Wismer leads FincenFetch and oversees the growth of their Corporate Transparency Act solutions for accounting and law firms. With experience in the regulation two years prior to its enactment, he is acknowledged as an authority in the field and conducts CPE courses for various state CPA societies.Read more about Charles Wismer here

Matthew Reynolds

Launching his career in accounting and tax for traders and firms on multiple securities and commodities exchanges, Matt's experience spans over two decades. Matt has been a key architect for numerous national financial service businesses including HighTower, US Fiduciary and Sanctuary Wealth. Working in roles that range from Chief Operating and Compliance Officer to President of multiple broker...Read more about Matthew Reynolds here

Major Topics:

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

Major Topics:

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

Designed For:

CPAs, accountants, and other finance professionals

Prerequisites:

None

Accommodations:

Accommodations:


Conference and Hotel Location
Renaissance Fort Lauderdale West Hotel
1230 South Pine Island Rd.
Plantation, FL 33324

FICPA Room Rate: $195++ Deluxe Room

Hotel Cutoff Deadline: Friday, October 4, 2024*

*Reservations made after the cutoff date will be subject to availability and current room rate. Please note that the conference accommodation rate is subject to sell out prior to the advertised reservation cut off date.

*** Upon completion of your registration for the conference, you will receive an email confirmation with the hotel link to book your accommodations***