MEGA

Presenters:

• Karen Ann Lake, CPA

  ?Karen is the leader of State And Local Tax (SALT), research and development tax credit and credits / incentive consulting services with Berkowitz Pollack Brant Advisors and Accountants. She has twenty years of experience providing state and local tax consulting services to multi-state clients in virtually every industry.Her prior professional opportunities enable her to bring a 360 degree...

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• James Holland Sutton Jr, CPA, LLM, Esq.

  James Sutton is both a CPA and Attorney whose practice area is almost exclusively Sales and Use Tax Controversy.   His law firm handles audits, protests, petitions for reconsideration, litigation, appellate litigation, collections, consulting, voluntary disclosures, criminal defense, as well as multistate sales and use tax issues.  Mr Sutton has been a speaker for the FICPA for more than a decade...

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• Paul N Brown, CPA, CGMA

  Paul Brown joined the FICPA in November 1992 and is the Director of Technical Services for the Florida Institute of CPAs (FICPA). One of Paul's main duties is to serve as the technical reviewer in Florida for the American Institute of Certified Public Accountants (AICPA) Peer Review Program.  The program administers approximately 350 reviews annually in Florida and oversees approximately 90 peer...

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• 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...

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• Kevin J. Herzberg, CGMA, CPA, MBA

  Kevin is Grant Thornton's National Indirect Tax Leader. He has over 29 years of broad-based state tax experience including abandoned and unclaimed property and multi-state tax planning, Sarbanes-Oxley Section 404 review, ASC 740 tax accounting, mergers and acquisitions, ruling requests, tax controversy and tax compliance. Prior to joining Grant Thornton, Kevin's experience at large international...

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• Kenneth M Rios, JD, MBA

  Ken is a leader in Kaufman Rossin's tax practice, with more than 25 years of state and local tax experience. He assists clients with his expertise in state and local tax, franchise tax, sales and use tax, as well as property tax and unclaimed property. He works with client's on state and local tax consulting projects, including state tax minimization strategies, restructurings, tax simplification...

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• Jordan M Goodman, JD, CPA, Esq.

  Jordan is a partner in HMB's State and Local Tax (SALT) Group and focuses his practice on resolving complex SALT controversies for Fortune 1000 corporations and wealthy families, nationwide.Jordan represents operationally complex companies in manufacturing, retail, financial services, e-commerce, broadcasting and telecommunications. As an attorney and CPA with decades of experience, Jordan has...

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• Chris Oatis, CPA

  Chris has over 19 years of experience in public accounting, with over 17 years of State and Local Tax focus. He joined Grant Thornton in November 2005.Chris has experience in numerous State and Local Tax service areas, including income and franchise tax compliance for complex business structures with multiple legal entity types, business expansion consulting, legal entity optimization, refund...

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• Carlos Junior Grosmann

  Carlos is a Senior Tax Manager in Kaufman Rossin's tax practice. Carlos joined the firm in 2015 and has been specializing in state and local taxes since 2017. He assists clients in a variety of industries with the planning and preparation of state and local income/franchise tax returns and sales and use tax returns, preparation of voluntary disclosure agreement applications, and resolution of...

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• John Burgess, CPA, LLM (TAX), Esq.

  John Burgess is an attorney and CPA with Jackson Lewis in Tampa 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...

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• Joseph Calvin Moffa, CPA, Esq.

  Joseph C. Moffa is an Attorney with The Law Offices of Moffa Sutton & Donnini, PA. in their Fort Lauderdale office. Joe concentrates in the area of state taxation and is a frequent lecturer and author on state tax topics.

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• Maria Emerita Morales, CPA

  Maria has over 25 years of accounting experience. She is responsible for performing and supervising audit, accounting, and consulting engagements. Maria has been in public accounting for over 20 years and has served large and medium sized public and private companies in a variety of industries including, but not limited to, manufacturing and distribution, third party administrative services...

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• Brandon McCafferty, JD/MBA

  Brandon graduated cum laude from Georgia State College of Law in 1999 and received his MBA in the same year. Building on his experience with the Georgia Department of Revenue, Brandon was hired by Deloitte for the State and Local practice first in Atlanta and then in Tampa before moving on to work with smaller specialty firms. With over 20 years of tax experience, Brandon has performed a wide...

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• Amanda Michele Ribeiro

  Amanda is a tax professional in KPMG's state and local tax group, specifically focused on indirect tax. She serves as a technical resource for her expertise in Florida sales tax and administrative procedure. Amanda has over a decade of state indirect tax experience, including extensive work in the consulting and state tax controversy space. Prior to joining KPMG, Amanda was with a boutique law...

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• Brianna Rae Paulus, CPA

  Breezy has over 8 years of accounting experience. She is responsible for performing and supervising audit, accounting, and consulting engagements. Breezy focuses solely on employee benefit plans. Additionally, Breezy is Co-Chair of the Tampa Bay Chapter of We Inspire. Promote. Network group, a group focused on women in the retirement industry.

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• Roger Scarborough

  Roger is the Director of the Florida Board of Accountancy and has been serving in this role since July of 2019. He retired from Farm Credit of Florida in 2018 after he served as CFO of Farm Credit of North Florida for 12 years. He currently resides in Gainesville, where he is married and has 4 daughters. 

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• Bob Lewis

  Bob is one of Accounting Today's Top 100 Most Influential People, with 25+ years of dedication supporting accounting firm innovation and growth. He is trusted by many of the top firms as well as countless emerging practices. Bob's primary focus revolves around amplifying the direction of firms by leveraging a blend of mergers and acquisitions, succession assessments, capacity expansion, and...

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• Peter Stratos

  Peter Stratos is an expert in international tax for both individual and corporate taxes. Peter's expertise in international tax includes foreign tax credit planning, residency issues, state and local issues for international and multinational businesses, expats and inpats, pre-immigration planning, transfer pricing, compensation planning, treaty positions, entity selection, organizational...

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• 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...

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• Bruce Johnson

  Bruce A. Johnson, ASA specializes in valuation services for gift and estate tax planning, sale transactions, profit sharing plans, C Corporation conversions and shareholder disputes. He also has widespread experience providing consulting services to buyers and sellers involved in mergers and acquisitions including assisting clients throughout the sale process. He has 25+ years of experience in the...

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• Jeremy Colombik, CPA

  Jeremy Colombik is an experienced, licensed CPA and financial professional who has formed and managed Captive Insurance Companies for more than 15 years. He is a member of the North Carolina Captive Insurance Association and the American Institute of CPAs. Jeremy frequently workswith the North Carolina Department of Insurance Commissioner as well as U.S. Congressmen and Senators in Washington D.C...

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• Ralph Carnicer

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• Jordan Ghaemmaghami, CPA, CIA

  Jordan Ghaemmaghami is a Manager at Hancock Askew and CO., LLP specializing in financial due diligence and the audits of broker-dealers. He joined the firm's Tampa office in October 2020. He graduated from the University of South Florida with a Master's in accounting. Jordan has worked on a variety of buy-side and sell-side engagements ranging from contractors, manufacturers, and service providers...

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• Logan Slone

  Logan Slone, CPA, is a seasoned tax professional with six years of expertise in State and Local Tax (SALT) - Indirect Tax, specializing in Sales Tax. Currently contributing to the dynamic team at Grant Thornton in Jacksonville, I bring a wealth of experience navigating the intricacies of tax regulations.Throughout my career, I've focused on providing strategic insights and solutions in the realm...

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• Jeremy Wortman

  With a strong passion for and a commitment to the positive development of individuals and organizations, Jeremy Wortman is the Owner of HRD Initiatives, which specializes in leadership development, organizational development and talent management solutions. In this capacity, he works with client partners’ executive teams in determining talent management strategies, building organizational culture...

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• Luke Lucas

  Luke Lucas focuses his practice on state and local tax compliance and consulting services for individuals and businesses across various industries. His experience as a state and local tax (SALT) specialist helps clients across the country navigate the entire spectrum of direct and indirect taxes imposed by state and local jurisdictions.

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• Philip Justin Burns, CPA, CFE

  Justin is Managing Partner of Space Coast Forensics. He has been a Certified Public Accountant since 2014 and a Certified Fraud Examiner since 2016. His experience in the accounting industry is diverse, spanning a wide range of roles. Justin was the controller of a private company and has worked in public accounting. He served as the director of operations for one of the nation's top privately...

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• Aaron T Fell

  Aaron is a seasoned practitioner focused on serving clients within the State and Local Tax practice as well as the Tax Digital Consulting practice. Prior to joining Grant Thornton, Aaron worked at the Florida Dept. of Revenue as an indirect tax auditor for five years.  Aaron has over ten years of SALT indirect tax experience both in the private and public sector. His tax audit background includes...

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• Jason Harrell

  Jason Harrell is the FICPA Chief External Affairs Officer responsible for leading all aspects of the Institute's public policy, advocacy, governmental affairs and regulatory affairs. He serves as the liaison to the DBPR and Board of Accountancy and is responsible for all advocacy-related external communications and campaigns to increase the value of the CPA license. Jason brings numerous years of...

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• Margaret Jane Hampton

  Meg is a Partner leading the Audit & Assurance practice in Anglin Reichmann Armstrong's Pensacola, Florida office. She pursued her higher education at the University of Alabama from 2004-2009, achieving a Master of Accountancy and a Bachelor of Science in Accounting.  Meg specializes in offering audits, reviews, examinations, compilations, and preparations of financial statements to clients...

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• Steve E. Schwartz

  Director in National Assurance, leading engagement teams through the technicalities of accounting and auditing matters as we service our clients.    In the national assurance office with over 25 years of auditing and accounting services experience demonstrating an excellent track record of outstanding client service to public and private companies. Effective communicator and leader who emphasizes...

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• Chandrashekar Nagarajan

  Chandrashekar (Chandu) Nagarajan, a CPA with extensive experience, including a background in public accounting at PwC, serves as Vice President at Miles Futurense, Inc. His dedication lies in building strong relationships with U.S. public accounting firms, State CPA Societies, and global accounting alliances. Miles is leading the charge in tackling the U.S. accountant shortage through innovative...

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• Lauren Henderson

  Lauren Henderson is the FICPA?s Deputy Director of Governmental Affairs supporting the execution of its strategic advocacy goals. She works to promote and advance FICPA?s legislative priorities and strengthen its relationship with legislators and their staff. In addition to her work at the Capitol, she generates timely legislation and political communications aspects, supports the development of...

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• Anne Morris, CPA

  Anne Morris is a Principal with Windham Brannon, P.C. in Atlanta, GA with more than 20 years of experience, primarily serving employee benefit plans and non-profit organizations. She has experience with 401(k) plans, 403(b) plans, pension plans, and SEC Form 11-K filing requirements.Anne is a member of the Georgia Society of CPA's and has served as the chairperson of the Georgia Society of CPA's...

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• Charmone Adams, CPA, CFE

  Charmone Adams is an Advisory Partner with Grant Thornton LLP and is based in the New York Office. Since joining the firm, Charmone has been working closely with many SEC, FRB and FINRA regulated entities. He has over 15 years of experience in financial services and his portfolio comprises U.S., U.K. and APAC based companies, such as, investment managers, investment advisory firms, banks, and...

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• Jamie Beresford

  As CEO of the world's most widely used cybersecurity platform for accountants, Jamie Beresford has decades of experience in the IT, cybersecurity and data security sectors.  With a holistic view of digital security, few are as experienced and knowledgeable on accounting-firm-specific security needs than Jamie. Having spoken at conferences around the world, Jamie continues to dedicate his...

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• Stephen Rodriguez

  Stephen Rodriguez is the Director of Commercial Finance at ROK Financial. Stephen was brought in by the firm to head up the newly formed division in 2023. With more than 20 years experience in the commercial lending space, Stephen brings a tremendous amount of knowledge and experience regarding commercial products and lenders alike. In his tenure, Stephen has led the strategic development and...

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• Gary Thomson

  Gary Thomson, CPA, serves as a consultant to CPA Firms in the critical arenas of leadership development, succession planning, partner compensation, leadership development and coaching, M & A, strategic planning, culture, profitability, and innovation. After beginning his career with an international firm, Gary started his own practice.  Over a 30-plus year period, through organic and M & A, Gary...

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• Agustin Morrone

  Agustn Morrone, a seasoned professional with a degree in Business and Systems and an MBA to his credit, leads our sales team as Head of Growth. As a father, a passionate trail runner, and former fireman he brings a unique blend of determination and empathy to his role. 

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