CPE Catalog & Events

Tax Managing Investments - Tools & TechniquesCredit(s) and Type: 1 Technical BusinessSpeaker Name(s): Noah Rubin, CFP, MBA Deepen your understanding of the intersection between tax planning and investment outcomes through techniques like direct indexing, active harvesting, and QCDs for IRAs. Discussion focused on the belief: “It’s not what client’s earn that matters, it’s what they keep after taxes that counts.”   Chapter Registration Contact Name: Noah Rubin, CFP, MBAEmail: noah.rubin@wellsfargoadvisors.com Meal Description A variety of breakfast items will be served with an option of coffee or juice. Member Cost $20Non-Member Cost $30 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 32809Please make checks payable to: Florida Institute of CPAs Include with payment: Event Name: Name: Member Number: Firm:Meal Choice (if applicable):

FICPA Gulf Coast Festive Fiesta at Mr. Tequila! Join us for a festive holiday party at our favorite Mexican restaurant, Mr. Tequila! Enjoy delicious tacos, chips, and salsa while mingling with your coworkers and special guests. We'll have fun games and exciting prizes, making it a perfect opportunity to celebrate the season together. Feel free to invite your spouses or other professionals from the area to join in the festivities -- let's make it a memorable evening for everyone!   Member Cost: $10Non-Member/Guest: $15 If you would like to bring a non-member guest please register by phone.   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):

QuickBooks for Accounting Professionals 2025 UpdateCredit(s) and Type: 2 Accounting & Auditing Speaker Name: Mario Nowogrodzki, CPA.CITP Medicare Advantage Plans vs Traditional MedicareCredit(s) and Type: 1 Technical Business Speaker Name: Tally Woomer   Chapter Registration Contact Name: Washti S BajnathEmail: wsb1024@gmail.com   Member Cost $35 Non Member Cost $55 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):   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.  

  Cheers to the Season: an FICPA Networking Social!  Join us for a festive evening of networking, refreshments, and holiday cheer at the FICPA Jacksonville Chapter's December Social! Connect with fellow members and local professionals as we wrap up the year with an opportunity to build relationships and enjoy a casual atmosphere. This event will be held at Renasant Bank, located at 9822 Tapestry Park Circle, Suite 101, Jacksonville, Fl 32246. There is free parking available on-site.   Member Cost $15 Non Member Cost $25 Publix platters, Beer and Wine will be served. Chapter Registration Contact Name: Gary OlberdingEmail: gary.olberding@gmail.com Phone: 904-829-7643 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 South Orange Avenue, Suite 300P Orlando FL 32801Please make checks payable to: Florida Institute of CPAs Include with payment: Event Name: Name: Member Number: Firm:

  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    

Depreciation and Expense Strategies for your Client's AdvantageCredit(s) and Type: 1 Technical BusinessSpeaker Name(s): Daniel Boyd During this presentation, Mr. Boyd of CSSI-Cost Segregation Services, Inc., will cover: Bonus Depreciation Changes in 2023/2024 What qualifies for bonus depreciation Review on qualified improvement property and more. . . .   Chapter Registration Contact Name: Noah Rubin, CFP, MBAEmail: noah.rubin@wellsfargoadvisors.com Meal Description A variety of breakfast items will be served with an option of coffee or juice.   Member Cost $20Non-Member Cost $30 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 32809Please make checks payable to: Florida Institute of CPAs Include with payment: Event Name: Name: Member Number: Firm:Meal Choice (if applicable):  

MAP Roundtable - "Time Management"Credit(s) and Type: 2 Technical Business Speaker Name: Jack Fintz   Chapter Registration Contact Name: Jack Fintz Email: jack@fintzcpa.com  Phone: 954-440-0320 Member Cost $15 Non Member Cost $25 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 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.Getting CPE CreditFor virtual chapter CPE events, you will receive an email link to the EZ verification form. This email will be sent at the start time, on the day of the event, to claim your CPE credits on-line. In place of signing-in, to verify your attendance you will access the EZ Verification form to rate your speakers and session. Certify your attendance at the bottom; enter your name and email and click "Done" to submit.The EZ Verification form will close 7 days following your chapter meeting to be reconciled and CPE credits will be applied to your CPE tracker. Get a printed copy of your CPE report at CPE Tracker.

Fraud and PhishingCredit(s) and Type: 2 Technical BusinessSpeaker Name: Linda L. Jacobsen, CPA 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 "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):  

Come join us for an evening of cocktails, appetizers and networking at Drive Shack. Member Cost: $45 Non Member Cost $70 This Registration includes: One drink ticket (Beer or Wine) Two hours of play at our private bays Shack Snacks which includes: Hummus, Chicken Tenders, Veggie Rolls & more. . . Register OnlineClick "Add to Cart" button below Register by PhoneCall Member Services at (800) 342-3197. Space is limited so register today! A BIG Thank You to our Sponsor, Artache Financial Group!