CPE Catalog & Events

2025 Tax UpdateCredit(s) and Type: 2 Technical BusinessSpeaker Name: Daniel Henn, CPA, PA, CTR  Dan will be presenting our 2025 tax update. He will be providing updates on 2024 and prior legislation, 2024 tax forms, TCJA, IRS News, 1099-K, ERC, BOI and Cryptocurrency. Dan Henn, CPA is an entrepreneur, tax education speaker, author of the "No Holds Barred, Candid Talk About Small Business Success In Florida", tax columnist with the Florida Today and host of the "The Financial Truth with Dan Henn, CPA" on 1060AM WMEL radio. Chapter Registration Contact Name: Jerome Cruitt Email: volusiaficpa@gmail.com   Member Cost $30 Non Member Cost $45 Meal Description Hors D'oeuvres Will Be Served Register OnlineClick "Add to Cart" button below. Register by PhoneCall Member Services at (800) 342-3197. Register By MailNot paying online? Use our check remit form to pay for your event by check. This form contains our mailing address and payment instructions. Mail your reservation payment to:Florida Institute of CPAs 250 South Orange Avenue, Suite 300POrlando FL  32801Please make checks payable to: Florida Institute of CPAs Include with payment: Event Name: Name: Member Number: Firm:Meal Choice (if applicable):

West Florida's first event of 2025: Pre-Busy Season Social!  Please note, this event is 5:30pm-7:30pm CST   This will be a chance to reconnect with each other over food and drinks and discuss what the year has in store this chapter of the FICPA. The first of our monthly events, every third Tuesday, come on out and get the details. We will also hear from our sponsor Regions Bank with Billy Rhodes, Portfolio Manager with Regions Wealth Management, will give a 2025 market and economic outlook. We will also hear from Jamie Ferreira, Regions Commercial Relationship Manager, who will present on the opportunities and distinctions of our commercial bank. Registration and drinks will start at 5:30 and we will have time after we hear from Regions to continue mingling. Hope to see you there!   Chapter Registration Contact Name: Peter Stratos Email: pstratos@kaufmanrossin.com Meal Description Beer and wine with hors d'oeuvres. Thanks to our Sponsor Region's Bank this event is free for all attendees. Member Cost: FREE Non-Member Cost: FREE   Register OnlineClick "Add to Cart" button below. Register by PhoneCall Member Services at (800) 342-3197.  

Community Association FraudCredit(s) and Type: 1 Technical Business Speaker Name: Vishnu Sharma The Hybrid Entrepreneur: Building Culture and Innovation in CommunityCredit(s) and Type: 1 Technical Business Speaker Name: Vishnu Sharma Cash Balance Plans Work: How These Plans Can Help Your ClientsCredit(s) and Type: 1 Technical Business Speaker Name: Christopher Upton These presentations will cover a diverse range of subjects, from financial planning and fraud prevention to organizational culture and entrepreneurship.   Chapter Registration Contact Name: Washti S BajnathEmail: wsb1024@gmail.com   Member Cost $35 Non Member Cost $55 Register OnlineClick "Register Myself" button below. Register by PhoneCall Member Services at (800) 342-3197. Register By MailNot paying online? Use our check remit form to pay for your event by check. This form contains our mailing address and payment instructions. Mail your reservation payment to:Florida Institute of CPAs 250 South Orange Avenue, Suite 300POrlando, FL 32801Please make checks payable to: Florida Institute of CPAs Include with payment: Event Name: Name: Member Number: Firm:Meal Choice (if applicable):   ALL CPE IS SUBJECT TO DBPR APPROVAL This will be a Zoom Meeting. Once registered you will receive an email with call-in information. Login and Accessing the MeetingLogin: Please login 15 minutes before the meeting begins to avoid any last-minute issues.Also, make sure that your full name is being displayed. This is needed in order to be able to award CPE Credit. For assistance on how to do this click here. Access: Use the link that will be provided to you via your registration confirmation email. You may also access the course link on the My Registrations page in the My Account area of the FICPA website. You do not need a Zoom account to participate in this Zoom meeting. Upon entering the meeting your camera and microphone will automatically be muted and you will be placed in a waiting room until the meeting begins.  

First-Time Penalty Abatement RequestsCredit(s) and Type: 2 Technical Business Speaker Name(s): Raul O. Serrano Jr. This presentation will cover submitting a first-time penalty abatement request to the IRS. Chapter Registration Contact Name: Washti S Bajnath Email: wsb1024@gmail.com  Phone: 954-290-5180Member Cost $25 Non Member Cost $40   Register OnlineClick "Add to Cart" button below. Register by PhoneCall Member Services at (800) 342-3197. Register By MailNot paying online? Use our check remit form to pay for your event by check. This form contains our mailing address and payment instructions. Mail your reservation payment to:Florida Institute of CPAs 250 South Orange Ave, Suite 300POrlando, FL 32801Please make checks payable to: Florida Institute of CPAs Include with payment: Event Name: Name: Member Number: Firm:Meal Choice (if applicable):   Login and Accessing the MeetingLogin: Please login 15 minutes before the meeting begins to avoid any last-minute issues.Also, make sure that your full name is being displayed. This is needed in order to be able to award CPE Credit. For assistance on how to do this click here. Access: Use the link that will be provided to you via your registration confirmation email. You may also access the course link on the My Registrations page in the My Account area of the FICPA website. You do not need a Zoom account to participate in this Zoom meeting. Upon entering the meeting your camera and microphone will automatically be muted and you will be placed in a waiting room until the meeting begins.

  Cheers to Numbers: Where Brews and Balance Sheets Meet!   Join us for a relaxed and engaging evening at our monthly CPA meet-up! "Pints & Professionals" is the perfect opportunity for Central Florida’s accounting professionals to network, share insights, and unwind over craft beers at a local downtown brewery. Whether you're looking to expand your professional connections, exchange tips on industry trends, or simply enjoy a fun night out with fellow CPAs and friends of the profession, this social is for you. Cheers to good company and great conversations!    Member Cost: FREE *Drinks and light bites are available for purchase at the venue.   Register OnlineClick "Add to Cart" button below. Register by PhoneCall Member Services at (850) 224-2727    

  MAP Roundtable - "Tax Prep Mechanics - Part 2"Credit(s) and Type: 2 Technical Business Speaker Name: Jack Fintz https://ficpa.org/instructor-bio/175   Chapter Registration Contact Name: Jack Fintz Email: jack@fintzcpa.com  Phone: 954-440-0320 Member Cost $15 Non Member Cost $25 Register OnlineClick "Register Myself" button above. Register by PhoneCall Member Services at (800) 342-3197. Register By MailNot paying online? Use our check remit form to pay for your event by check. This form contains our mailing address and payment instructions. Mail your reservation payment to:Florida Institute of CPAs 250 S Park Ave, Suite 300POrlando, FL 32801Please make checks payable to: Florida Institute of CPAs Include with payment: Event Name: Name: Member Number: Firm:Meal Choice (if applicable):   Special Message Moderated by MAP Director and past Chapter Chair,  Jack Fintz     ALL CPE IS SUBJECT TO DBPR APPROVAL This will be a Zoom Meeting. Once registered you will receive an email with call-in information.   Login and Accessing the MeetingLogin: Please login 15 minutes before the meeting begins to avoid any last-minute issues.Also, make sure that your full name is being displayed. This is needed in order to be able to award CPE Credit. For assistance on how to do this click here. Access: Use the link that will be provided to you via your registration confirmation email. You may also access the course link on the My Registrations page in the My Account area of the FICPA website. You do not need a Zoom account to participate in this Zoom meeting. Upon entering the meeting your camera and microphone will automatically be muted and you will be placed in a waiting room until the meeting begins.

Tax Season PostmortemCredit(s) and Type: 2 Technical BusinessSpeaker Name: Terri Dallaire, CPA This presentation will be a round table discussion on the good and bad of tax season.   Chapter Registration Contact Name: David A. Dorsey Email: david@davidadorsey.com  Phone: 727-846-0556   Meal Description Order from menu. Non-alcoholic drinks are included in the cost. Cash bar is available. Member Cost $30.00 Non Member Cost $45.00   Register OnlineClick the "Add to Cart" button below. Register by PhoneCall Member Services at (800) 342-3197. Register By MailNot paying online? Use our check remit form to pay for your event by check. This form contains our mailing address and payment instructions. Mail your reservation payment to:Florida Institute of CPAs 250 South Orange Avenue, Suite 300POrlando FL  32801Please make checks payable to: Florida Institute of CPAs Include with payment: Event Name: Name: Member Number: Firm:Meal Choice (if applicable):