2018 Accounting & Business Show (AS)

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Wednesday, September 26, 2018
Registration & Continental Breakfast
6:30am-8:00am
Wednesday Morning Keynote

Keynote: Generational Leadership - Bridging the Gaps (Credits: 1.0 TB)
8:10am-9:00am

Karl D. VanLedtje
Partner / Sun and Surf Performance Consulting, Inc.
Orlando, FL
This informative general session focuses on the events and experiences that shaped each generation and how those experiences influence the way we work.  We then explore ways to bridge the gaps between generations to help you become a more effective communicator and leader.


Wednesday Morning Workshop (2 Hour Session 9:10am-11:20am)
If Selected, do not register for any other sessions during this time
Space is limited. Please bring a laptop.

Breakout 1: QuickBooks Data Entry Automation (Credits: 2.0 TB)
9:10am-11:20am

Benjamin Chou
Manager / Personable D.B.A. ScanWriter
Fountain Valley, CA
The course will provide a hands-on, working introduction to setup QuickBooks.  In addition, throughout the course, procedural and other accounting/bookkeeping issues will be addressed and discussed as they are encountered.  The objective is to practice QuickBooks' popular features and functions and an overview of the accounting process.


Wednesday Morning Concurrent Breakout Sessions (Select One)
9:10am-10:00am

Breakout 2: Embracing IT for Internal Control Testing BUT Don't forget the Basic Controls-Part 1 (Credits: 1.0 AA)
9:10am-10:00am

J. Stephen Nouss, CGMA, CPA
Chief Consulting Officer / Berkowitz Pollack Brant Advisors and Accountants, LLP
Ft Lauderdale, FL
AND
Keith E. Johnson, CIA
Principal / Keith E. Johnson, CPA, PA
Jacksonville, FL
Consistent with your company's "risk profile," all companies should incorporate a "solid internal control structure." Today, best practices recognizes that COSO (Committee of Sponsoring Organizations) of the Treadway Commission Integrated Framework, and implementing your internal controls around the 17 principles they define, will help ensure a good governance structure.  The Information Technology ("IT") Controls are an integral part of the 17 Principles and require special attention to ensure they are working effectively.  Both General Controls and Application Controls should be evaluated on a regular basis.


Breakout 3: Tax Pros and Cons of Business Structure-LLC, S. Corp. (Credits: 1.0 TB)
9:10am-10:00am

Eduard A. Baltar
Tax Manager / GLSC & Company, PLLC
Miami, FL
A new look at the old question, Sole Proprietorship, Partnership, "S" Corp, "C" Corp or Limited Liability Company (LLC)?  Current tax considerations when choosing a business legal structure, obligations and regulations.


Breakout 4: International Tax Reform, the Good, the Bad and the GUILTY (Credits: 1.0 TB)
9:10am-10:00am

Andre Benayoun
Associate Director International Tax / Berkowitz Pollack Brant Advisors and Accountants, LLP
Ft Lauderdale, FL
This course will discuss the provisions of tax reform within the Tax Cuts and Jobs Act that are most material to cross-border taxpayers.  We will discuss the transition tax, the new participation exemption, the new anti-deferral regime called GILTI, the repeal of Sec. 958(b)(4) , the new export incentives under FDII, and other topics.


Wednesday Morning Concurrent Breakout Sessions (Select One)
10:30am-11:20am

Breakout 5: Embracing IT for Internal Control Testing BUT Don't forget the Basic Controls-Part 2 (Credits: 1.0 AA)
10:30am-11:20am

J. Stephen Nouss, CGMA, CPA
Chief Consulting Officer / Berkowitz Pollack Brant Advisors and Accountants, LLP
Ft Lauderdale, FL
AND
Keith E. Johnson, CIA
Principal / Keith E. Johnson, CPA, PA
Jacksonville, FL

Consistent with your company's "risk profile," all companies should incorporate a "solid internal control structure." Today, best practices recognizes that COSO (Committee of Sponsoring Organizations) of the Treadway Commission Integrated Framework, and implementing your internal controls around the 17 principles they define, will help ensure a good governance structure.  The Information Technology ("IT") Controls are an integral part of the 17 Principles and require special attention to ensure they are working effectively.  Both General Controls and Application Controls should be evaluated on a regular basis.

 


Breakout 6: The Human Behavior Aspect of Cybersecurity (Credits: 1.0 TB)
10:30am-11:20am

Christophe Reglat
President/CEO / Coaxis International
Tallahassee, FL
Encrypting sensitive data, password protecting your Wi-Fi network, installing antivirus software and having a firewall are no longer enough to protect your firm from hackers and cybercriminals. Learn why you and your employees are the weak link in your firm’s IT security chain and how to mitigate the risk.


Breakout 7: Personal Financial Planning Including Health Savings Accounts for the CPA and Their Clients (Credits: 1.0 TB)
10:30am-11:20am

James M. Luffman, CPA/PFS
Vice-President, CFO / CPS Investment Advisors
Lakeland, FL
As a CPA are you setting the right Financial Planning example for your clients?
Learn how a Health Savings Account can be integrated into your Income Tax planning, Retirement Planning, Investment Planning, Risk and Insurance Planning, and your Health Insurance.


Wednesday Afternoon Concurrent Breakout Sessions (Select One)
1:00pm-1:50pm

Breakout 8: Navigating the SSA.GOV website - Elder Planning & Support & Social Security (Credits: 1.0 TB)
1:00pm-1:50pm

Reina L. Schlager, CGMA,CPA,PFS
Personal Financial Specialist and Financial Planner / Schlager, Schlager & Levin
Ft Myers, FL
The Social Security website is full of great information, your personal data, calculators and projections.  Become familiar with what is available.  For a better workshop experience, personally register on ssa.gov. in advance of this workshop and bring along your own PEBES statement (Personal Earnings & Benefits Estimate).  Being aware of the tools available on the website, and understanding the PEBES report and the potential inaccuracies of its information, is critical to anyone relying on the numbers.   This forum will also have advice for your clients to beware - and their working children.


Breakout 9: Upcoming Audit Changes (Credits: 1.0 AA)
1:00pm-1:50pm

C-Lamt Ho
Assistant Professor of Accounting / Saint Leo University
Tampa, FL
This session will discuss Proposed Statements on Auditing Standards, Auditor Reporting and Proposed Amendments, addressing Disclosures in the Audit of Financial Statements (AICPA, 2018.  Proposed Statement on Standards for Attestation Engagements, Revisions to Statement on Standards for Attestation Engagements No. 18, Attestation Standards: Clarification and Recodification (AICPA. 2018 )will also be discussed.


Breakout 10: Making the Transition - From Managing Yourself to Leading Others (Credits: 1.0 TB)
1:00pm-1:50pm

Karl D. VanLedtje
Partner / Sun and Surf Performance Consulting, Inc.
Orlando, FL
This interactive session is for anyone who wants to become a better leader. We explore the differences between managers and leaders, and then discuss leadership characteristics & traits so participants leave with a vision of what successful leaders do to inspire their teams.


Breakout 11: Bridging Generations: How a Benefits Strategy Can Help Attract and Retain Great People (Credits: 1.0 TB)
1:00pm-1:50pm

Jarett Weinpel
VP, Product Marketing & Business Development / Automatic Data Processing Insurance Agency, Inc.
Florham Park, NJ
Most companies today straddle three distinct generations in its workforce. As management styles evolve to support changing workplace dynamics and needs, so too should their benefit offerings. So what benefits strategies should employers adopt to attract and retain multi-generational talent?


Wednesday Afternoon Concurrent Breakout Sessions (Select One)
2:00pm-2:50pm

Breakout 12: Protecting Your Company from the Digital Underground (Credits: 1.0 AA)
2:00pm-2:50pm

Brandon Bowers
President / ZenTek Data Systems
Ft Lauderdale, FL
In this day and age, all businesses are under constant threat of cyber attacks. Accounting firms are at an even greater risk based on how valuable the data they retain is to the digital underground. In this session we'll learn ways accounting firms and businesses alike can layer their protections to thoroughly protect and limit risk.


Breakout 13: How is the Accounting Profession like a Bob Dylan song? "Times They are A-Changin"! CGMA adds essential skills for Changing Times. (Credits: 1.0 TB)
2:00pm-2:50pm

Morgan G. Watson, CPA, CGMA
Director of Business Development / Florida Institute of CPAs
Tallahassee, FL
Technology is dramatically changing the roles of accounting professionals. As data gathering and financial reporting are being automated, technical skills must be enhanced with business, people and leadership skills. The CGMA Finance Leadership Program develops essential skills for delivering value.


Breakout 14: General Data Protection Regulation: Territorial Scope and Key Requirements (Credits: 1.0 TB)
2:00pm-2:50pm

Kim Lucassen
Attorney at Law / Loyens & Loeff N.V.
3000 CW Rotterdam
The European General Data Protection Regulation (GDPR)  not only applies to  businesses located in Europa. Due to its broad territorial scope, it could also apply to companies outside the EU.  This presentation focuses on when the GDPR is triggered and what the key requirements are.


Breakout 15: QuickBooks for Accounting Professionals (Credits: 1.0 TB)
2:00pm-2:50pm

Mario R. Nowogrodzki, CPA, CITP
Principal / Mendelson Consulting, Inc
Pembroke Pines, FL

Get the most out of QuickBooks as an accounting professional. Learn the tools and tricks to optimize the way you work with clients that use QuickBooks. Embrace QuickBooks technology and discover how to grow your firm and expand billable services.


Wednesday Afternoon Concurrent Breakout Sessions (Select One)
3:20pm-4:10pm

Breakout 16: How Does Part D Medicare Work on that Medicare.GOV website? (Credits: 1.0 TB)
3:20pm-4:10pm

Reina L. Schlager, CGMA,CPA,PFS
Personal Financial Specialist and Financial Planner / Schlager, Schlager & Levin
Ft Myers, FL
One of the technological wonders of the modern world is the Medicare.gov website.  It works !   In this session, you will be familiarized with how to log in someone's prescription medications so that a best possible decision can be made on which carrier to select for Part D Prescription coverage - for yourself or your clients.  You do not need to be a licensed agent to "assist" in this process.  Actual examples will show how checking every year could save someone thousands of dollars ! With Medicare Open Enrollment starting October 15th, you will have raving fans with a working knowledge of how to navigate the Medicare Website for Part D Medicare.


Breakout 17: Future of SAARS (Credits: 1.0 AA)
3:20pm-4:10pm

Cecil Patterson Jr., CPA,MBA
Partner/Owner / Patterson CPA Group, Inc.
Ponte Vedra Beach, FL
This presentation will look at current SSARS Standards and then look at the future for the CPAs working with these standards. The technology issues impacting SSARS will be discussed.


Breakout 18: ESOP - A Tool in the succession Planning Tool Kit (Credits: 1.0 TB)
3:20pm-4:10pm

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

This session will explore the ESOP creation process, when it makes good sense to use one and for what reason one would select an ESOP.  Explore the various benefits of the ESOP sale and touch on the pitfalls and challenges present as well.


Breakout 19: Social Engineering: Don't Let Yourself be a Cybercriminal's Catch of the Day (Credits: 1.0 TB)
3:20pm-4:10pm

Terry Smith, CIPP/US, CIPT, ABCP, RRE, ALCM
Risk Control Consulting Director / CNA/AON Risk Control
Hatboro, PA

Did you know that according to the 2017 Verizon Data Breach Investigation Report, email phishing attacks were the vehicle of success in over 95% of cyber-attacks on professional services organizations in 2016?  Did you also know according to the 2017 Cost of Cybercrime Study from the Ponemon Institute, cybersecurity costs increased nearly 23% over 2016 with a higher cost burden per capita on small businesses vs. large.  The increased frequency of phishing attacks combined with the increased cost of cybersecurity should put every CPA firm on high alert.

We will share and discuss real examples of types of social engineering attacks (cyber and human) perpetrated against CPA firms.  We will also provide suggestions on how your firm can mitigate social engineering risk avoid being caught by the cyber phisherman.


Wednesday Afternoon Concurrent Breakout Sessions (Select One)
4:20pm-5:10pm

Breakout 20: FASB Update (Credits: 1.0 AA)
4:20pm-5:10pm

Michael Cheng, CPA
Private Company Council Coordinator / Financial Accounting Standards Board
Norwalk, CT
This session will focus on updates on key ongoing projects of the FASB. It will also review private company standards setting and recent activities of the Private Company Council.


Breakout 21: SALT: Sales and Use Tax - After the Wayfair Supreme Court Ruling: Panel Discussion (Credits: 1.0 TB)
4:20pm-5:10pm

Cathryne F. Newport, CFST,CPA
Deloitte Tax LLP
Tampa, FL
AND
Karen A. Lake, CPA
Associate Director / Berkowitz Pollack Brant Advisors and Accountants, LLP
Ft Lauderdale, FL
AND
Erik S. Harris, CPA
Executive Director / Ernst & Young LLP
Boca Raton, FL
AND
James H. Sutton Jr, CPA, Esq., LLM
Shareholder / Moffa, Sutton & Donnini, PA
Tampa, FL
AND
Brian Howsare, JD
Manager - Indirect Tax / Grant Thornton LLP
Tampa, FL
On June 21, 2018, the U.S. Supreme Cut issued its opinion is South Dakota v Wayfair, a landmark sales and use tax nexus case that called physical presence rule of Quill “unsound and incorrect”. The case has implications for many companies including on-line and off-line remote sellers,  small businesses, technology providers, digital product providers, service businesses, and foreign in-bound retailers to name a few.  During this session the panel will discuss: (1)  Background  (2) Considerations for Sellers (3) Where do we collect? (4) Florida Department of Revenue position (5) Is Wayfair apply retroactively? (6) Is there an impact on historical exposure (7) Notice and reporting Requirements (8) Financial statement reporting (9) Foreign businesses and (10 Next Steps


Breakout 22: Social Security Strategies (Credits: 1.0 TB)
4:20pm-5:10pm

James P. Clemensen, CFP
Wealth Advisor / Biel Fisette Iacono, LLP
Dallas, TX
Strategies to maximize household Social Security benefits through understanding retirement, spousal, and survivor benefits.


Breakout 23: Midyear 2018 Economic & Global Market Outlook (Credits: 1.0 TB)
4:20pm-5:10pm

Randall T. Coleman, CFP®
Senior Vice President, Wealth Management Advisor, Portfolio Manager / Merrill Lynch
Rockledge, FL
This course is based upon views from The Merrill Lynch Global Wealth & Investment Management Chief Investment Office.
Objectives include: 
1.  Provide a timely macro economic outlook 
2.  Discuss current market dynamics & investment trends
3.  Explore 5 investment themes for a transforming world


Vendor Reception
5:00pm-6:30pm
Thursday, September 27, 2018
Registration & Continental Breakfast
6:30am-8:10am
Thursday Morning Early Bird Session

Early Riser: Active Shooter Training Awareness Training (Credits: 1.0 TB)
7:00am-7:50am

Ira Marrich
Strategic Investigations Division Detective / Broward County Sheriff's Office
Ft Lauderdale, FL
Active Shooter Awareness Training - Active shooter awareness presentation by a detective from the Broward County Sheriff's Office Strategic Investigations Division including tips and ideas on how to respond to an active shooter.


Thursday Morning Keynote

Keynote: Is There a Future For CPAs After Auditing & Tax? Will Artificial Intelligence (AI) Affect Your Practice or Company? (Credits: 1.0 AA)
8:10am-9:00am

Theodore J. Sarenski, CPA/PFS*, CFP, AEP
CEO / Blue Ocean Strategic Capital, LLC
Syracuse, NY
 Will Artificial Intelligence (AI) affect your CPA practice?


Thursday Morning Concurrent Breakout Sessions (Select One)
9:10am-10:00am

Breakout 24: Cloud, Analytics, and Digital Business Transformation (Credits: 1.0 TB)
9:10am-10:00am

Mario R. Nowogrodzki, CPA, CITP
Principal / Mendelson Consulting, Inc
Pembroke Pines, FL
The pace of business is ever-increasing, and the volume and types of information simply continues to grow. Business intelligence powered by automation, cloud, big data, and analytics is the foundation for growth and success in today’s economy. Accounting professionals must center themselves on these transformative technologies, leveraging them to the benefit of their clients and their own practices to remain competitive and relevant in the market.


Breakout 25: CIRA Update (Credits: 1.0 AA)
9:10am-10:00am

Cecil Patterson Jr., CPA,MBA
Partner/Owner / Patterson CPA Group, Inc.
Ponte Vedra Beach, FL
This session will be on changes to GAAP, GAAS, and SSARS that impact CIRA engagements. Included will be changes to the Florida Statutes and FACs which have an effect on the engagements.


Breakout 26: The Marine Industry Economic Impact (Credits: 1.0 TB)
9:10am-10:00am

Phil Purcell
CEO/President / Marine Industries Association Of South Florida
Ft Lauderdale, FL
Presentation of the local, regional, and state economic impact of the marine industry and the entrepreneurs it attracts, the importance of the refit and repair economy to South Florida, and the economic contribution of an individual mega yacht.


Breakout 27: Tax & Estate Planning for Wealthy Multinational Families (Credits: 1.0 TB)
9:10am-10:00am

Eduardo R. Arista, CPA,Esq.
Arista Law
Miami, FL
Structuring U.S. investments, pre-inmigration considerations and planning for foreigners with estate U.S. descendants.


Thursday Morning Concurrent Breakout Sessions (Select One)
10:30am-11:20am

Breakout 28: Proving the Value-Due Diligence in M&A (Credits: 1.0 AA)
10:30am-11:20am

C. Brett Cooper, ABV,ASA,CPA
Director Valuation & Advisory / Rivero, Gordimer & Co, PA
Tampa, FL
This session will provide insight into the areas of due diligence for a Merger or acquisition, the areas in which it should be preformed, how it ties into the ultimate price paid in the transaction.  We will touch on fraud and how it is typically addressed in the financial due diligence engagement. 


Breakout 29: Affordable Care Act - Employer Provisions Still Apply (Credits: 1.0 TB)
10:30am-11:20am

Ellen L. Joseph, CPA
Managing Member / Ellen L Joseph CPA Chartered
Jupiter, FL

The TCJA eliminated the penalty provisions of the Affordable Care Act’s “individual mandate.” However, the
“employer mandate” remains law. Learn how to identify which employers are subject to this mandate, what is
required, and penalties for failure to comply.


Breakout 30: Managing Multi-Generational Workforce (Credits: 1.0 BE)
10:30am-11:20am

Raymond Monteleone, CPA
President and Founding Member / Paladin Global Partners
Ft Lauderdale, FL
Leadership has become more challenging.  We now need to manage 4 or possibly 5 generations in our organizations.  All with differing views on the workplace and life - the New Reality!!
- Traditional
- Baby Boomer
- Gen X
- Millennial
- Student of today (if you have interns)


Breakout 31: How to Position Your Firm to Better Respond to a Disaster with Proper Strategic Planning (Credits: 1.0 TB)
10:30am-11:20am

Ilan Sredni
CEO / Palindrome Consulting
Hollywood, FL
With proper planning, a disaster does not need to put your business at risk.  We will discuss the proper way to create a business continuity plan and Disaster recovery plan.


Thursday Lunch
11:20am-1:00pm
Thursday Afternoon Concurrent Breakout Sessions (Select One)
1:00pm-1:50pm

Breakout 32: Blockchain and Artificial Intelligence in business (Credits: 1.0 AA)
1:00pm-1:50pm

Stephane J. Grand, Ph.D., MBA, MALD
Managing Partner / S.J. Grand Financial and Tax Advisory
Beijing

Are "Blockchain" and "Artificial Intelligence" more than buzzwords?  How can you make them work for you in your business and see real, measurable benefits? Stephane Grand, a leading practitioner, managing partner of an accounting firm and tech veteran, will explain what those concepts are and how to implement them in your business for real profit.


Breakout 33: Retirement Planning - What You & Your Clients Need You To Tell Them on Medicare, H.S.A., Long Term Care and More (Credits: 1.0 TB)
1:00pm-1:50pm

Terry L. Seaton, CPA, PFS, CFP™
Owner-President / Seaton Financial Advisors, LLC
St Augustine, FL
Current and future retirees face a multitude of important decisions that will impact their financial success and happiness in retirement.  This presentation will address many of these important decisions and offer guidance for advising your clients.  Topics will include Medicare, H.S.A., Long Term Care and more.


Breakout 34: Tax Fraud: Case Studies (Credits: 1.0 TB)
1:00pm-1:50pm

Anthony Dominicis
Assistant Special Agent in Charge

A review of recent Tax Fraud IRS cases and current issues the IRS is seeing including data breeches and stolen identity.


Breakout 35: A CPA Practice for the Future: The Integrated Tax and Financial Advisory Business, Powered by CPA Financial Planners (Credits: 1.0 TB)
1:00pm-1:50pm

Matthew A. Treskovich, CPA/PFS, CMA, CFP®, AEP®, MBA, CLU, ChFC, FLM
CPS Investment Advisors
Lakeland, FL
Tax compliance is a commodity. Consumers want proactive financial advice from a trustworthy professional. CPA Financial Planners are in the best position to meet this need. This course will cover the basics of combining tax and financial advisory services in a single practice. Learn how to convert tax clients to Personal Financial Planning clients.


Thursday Afternoon Concurrent Breakout Sessions (Select One)
2:00pm-2:50pm

Breakout 36: The New Hedging Standards and Derivatives (Credits: 1.0 AA)
2:00pm-2:50pm

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

The FASB's recent issuance of ASU 2017-12 was intended to make certain targeted improvements to simplify the application of hedge accounting guidance. This session will discuss some of those significant changes and how they might impact an entity's use of derivatives and hedge accounting to better manage risk exposures.


Breakout 37: Asset Protection for Business Owners (Credits: 1.0 TB)
2:00pm-2:50pm

Eduardo R. Arista, CPA,Esq.
Arista Law
Miami, FL
Advance planning techniques to shield assets from legal claims.


Breakout 38: Retirement Planning - What You & Your Clients Need You To Tell Them on IRAs, Asset Protection, Divorce & More (Credits: 1.0 TB)
2:00pm-2:50pm

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

Current and future retirees face a multitude of important decisions that will impact their financial success and happiness in retirement.  This presentation will address many of these important decisions and offer guidance for advising your clients.  Topics will include IRAs, Asset Protection, Divorce, and more.


Breakout 39: IRS Tax Help (Credits: 1.0 TB)
2:00pm-2:50pm

Lawrence Levy
CEO / Levy & Associates
Lathrup Village, MI
This session will discuss what to do if your client owes the IRS.


Thursday Afternoon Concurrent Breakout Sessions (Select One)
3:20pm-4:10pm

Breakout 40: Practical Implementation of Revenue Recognition and Leases (New ASUs) (Credits: 1.0 AA)
3:20pm-4:10pm

Emma Florea
Director - Risk and Transaction Advisory / Morrison Brown Argiz & Farra, LLC
Miami, FL

This session will provide an overview of Revenue Recognition and Leases (New ASUs), ASC 606 revenue recognition model steps, and Implementation considerations.


Breakout 41: Understanding Tax Reform: Opportunities and Strategies!- Part 1 (Credits: 1.0 TB)
3:20pm-4:10pm

Jack M. Winter, CPA/PFS, CFP®
Associate Director of Tax Services / Berkowitz Pollack Brant Advisors and Accountants, LLP
Ft Lauderdale, FL
AND
Andreea Cioara-Schinas, CPA
Berkowitz Pollack Brant Advisors and Accountants, LLP
Ft Lauderdale, FL
AND
Edward N. Cooper
Berkowitz Pollack Brant Advisors and Accountants, LLP
Ft Lauderdale, FL
AND
Richard E. Cabrera, JD, CPA
Senior Manager of Tax Services / Berkowitz Pollack Brant Advisors and Accountants, LLP
Ft Lauderdale, FL
This session is part one of Qualified Business Income, Corporations and Business Deductions, C-Corps Vs Pass-Thru Entities, Real Estate, Domestic High-Net-Worth Individuals, Personal, and Economic Impact.


Breakout 42: Succession Planning: How Your Business Survives Your Retirement (Credits: 1.0 TB)
3:20pm-4:10pm

Raymond Monteleone, CPA
President and Founding Member / Paladin Global Partners
Ft Lauderdale, FL
What you should be thinking about when you are ready to move on...while always keeping your financial security as the primary goal: 
- Transferring the business to your Family
- Employees buying the business
- Looking for an outside buyer


Breakout 43: How to Prevent EMail Fraud From Happening to You or Your Clients (Credits: 1.0 TB)
3:20pm-4:10pm

Keith Givens, CPA
Supervisory Special Agent / FBI
Maitland, FL
This presentation will discuss fraud 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 threat.  The presentation will also discuss ways to present BEC and what to do if you or your clients are a victim of the fraud.


Thursday Afternoon Concurrent Breakout Sessions (Select One)
4:20pm-5:10pm

Breakout 44: Employee Benefit Plans Audit and Accounting Update (Credits: 1.0 AA)
4:20pm-5:10pm

Beth L. Garner
Partner / BDO USA, LLP
Atlanta, GA

This course is designed to provide experienced auditors of employee benefit plans with an overview of relevant guidance expected to impact EBP audits. The training will cover continuing audit and accounting guidance as well as new and pending developments.


Breakout 45: Understanding Tax Reform: Opportunities and Strategies!-Part 2 (Credits: 1.0 TB)
4:20pm-5:10pm

Jack M. Winter, CPA/PFS, CFP®
Associate Director of Tax Services / Berkowitz Pollack Brant Advisors and Accountants, LLP
Ft Lauderdale, FL
AND
Andreea Cioara-Schinas, CPA
Berkowitz Pollack Brant Advisors and Accountants, LLP
Ft Lauderdale, FL
AND
Edward N. Cooper
Berkowitz Pollack Brant Advisors and Accountants, LLP
Ft Lauderdale, FL
AND
Richard E. Cabrera, JD, CPA
Senior Manager of Tax Services / Berkowitz Pollack Brant Advisors and Accountants, LLP
Ft Lauderdale, FL

This session is part two of Qualified Business Income, Corporations and Business Deductions, C-Corps Vs Pass-Thru Entities, Real Estate, Domestic High-Net-Worth Individuals, Personal, and Economic Impact.


Breakout 46: Domestic Asset Protection Update Planning and Due Diligence (Credits: 1.0 TB)
4:20pm-5:10pm

Denis A. Kleinfeld, CPA, JD
Attorney / Kleinfeld Legal Advisors, PA
N Miami Beach, FL
The protection of a client's hard earned business, investment and personal assets from risk of loss is their primary concern.  This course will provide you with the fundamental strategies and tactics used by wealth protection experts; and what customer due diligence you must obtain to protect yourself.


Breakout 47: CPAs Civil and Criminal Liability in Tax Practice - Best Practices (Credits: 1.0 TB)
4:20pm-5:10pm

Joseph A. DiRuzzo III, CPA,Esq.
Attorney / DiRuzzo & Company
Ft Lauderdale, FL
An overview of the criminal provisions in Titles 18, 26 and 31 of the United States Code and
the federal sentencing guidelines; applicable privileges and exceptions thereto.


Friday, September 28, 2018
Registration & Continental Breakfast
6:30am-8:00am
Friday Morning Early Bird Session

Early Riser: Doing business in China (Credits: 1.0 AA)
7:00am-7:50am

Stephane J. Grand, Ph.D., MBA, MALD
Managing Partner / S.J. Grand Financial and Tax Advisory
Beijing
Why is doing business in China so different from doing business anywhere else?  How to manage negotiations and due diligence in the Middle Kingdom?  You will hear all about it from a seasoned Western business executive with cultural perspective and over 20 years of experience of this challenging market.


Ethics (4 Hour Session 8:00am-12:00pm)
If Selected, do not register for any other sessions during this time

Breakout 48: Ethics-Protecting the Integrity of Florida CPAs (4980) (Credits: 4.0 ET)
8:00am-12:00pm

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

CPAs often face difficult, unusual, and challenging situations when dealing with clients, employers, and regulatory authorities.  The objective of this course is to remind you that a framework exists that you can refer to for guidance to determine the expectations for your behavior as a Florida CPA.  That framework is based on the Florida Statutes, the Rules of the Florida Board of Accountancy, and the AICPA Code of Professional Conduct.  Through interactive dialogue and discussion we will focus on the application of specific rules and requirements within that framework and recent trends in business and professional ethics.  

This course is designed for CPAs in all areas of practice and fulfills the biennial ethics requirements for Florida CPAs.


Friday Morning Concurrent Breakout Sessions (Select One)
8:00am-8:50am

Breakout 49: Social Security Maximization strategies for Individuals, couples, divorcees, and widows (Credits: 1.0 TB)
8:00am-8:50am

Randall T. Coleman, CFP®
Senior Vice President, Wealth Management Advisor, Portfolio Manager / Merrill Lynch
Rockledge, FL

Maximization strategies for individuals, couples, divorcées, and widows.


Breakout 50: Proper Client Engagement Letters: Why It is Important to Have Client Engagement Letters for All Client Engagements, Even for Tax Engage (Credits: 1.0 AA)
8:00am-8:50am

Roy M. Hartman, Esq.
Partner / Sacher, Zelman, Hartman, P.A.
Miami, FL
This presentation will discuss why client engagement letters are a necessity for all CPAs and accountants and how they provide extremely valuable protections for the CPA/accountant.  Mr. Hartman will discuss how to properly draft engagement letters and the needed provisions for same.  Even if the client does not sign the engagement letter, Mr. Hartman will discuss how a CPA/accountant can still be potentially protected.


Breakout 51: Relevance of SOC Reports to Financial Statement Audit (Credits: 1.0 AA)
8:00am-8:50am

Andres Castaneda, CISA, CCSFP
Advisory Services Florida Leader, Principal / Grant Thornton LLP
Ft Lauderdale, FL

Report on Controls at a Service Organization Relevant to User Entities’ Internal Control over Financial Reporting (ICFR) ("SOC 1")
These reports, prepared in accordance with AT-C section 320, Reporting on an Examination of Controls at a Service Organization Relevant to User Entities’ Internal Control Over Financial Reporting, are specifically intended to meet the needs of entities that use service organizations (user entities) and the CPAs that audit the user entities’ financial statements (user auditors), in evaluating the effect of the controls at the service organization on the user entities’ financial statements. During our presentation, we will learn how to leverage the SOC 1 report during the financial statement audit.


Friday Morning Concurrent Breakout Sessions (Select One)
9:00am-9:50am

Breakout 52: Choice of Entity and §199A (Credits: 1.0 TB)
9:00am-9:50am

Brad R. Gould, Esq., CPA
Shareholder / Dean Mead Minton & Zwemer
Ft Pierce, FL
This program will examine the impact §199A on the choice of entity analysis for new and existing businesses.  The presentation includes a case study analysis.


Breakout 53: Top 10 Dos and Don'ts for US Companies Doing Business Internationally (Credits: 1.0 TB)
9:00am-9:50am

Lawrence J. Chastang, CPA, TEP
Chairman-Global Advisory Services / CliftonLarsonAllen, LLP
Orlando, FL
AND
Sherwin P. Simmons II
Principal / AsgardWorldwide
Tampa, FL

Bridging Generations: How a Benefits Strategy Can Help Attract and Retain Great People


Breakout 54: GASB Update (Credits: 1.0 AA)
9:00am-9:50am

Lisa R. Parker, CPA
Project 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.  The session will also explain some of the projects on GASB's current technical agenda and research agenda.


Friday Morning Concurrent Breakout Sessions (Select One)
10:10am-11:00am

Breakout 55: SEC & PCAOB Fraud and Enforcement Actions Against Accountants and Auditors (Credits: 1.0 AA)
10:10am-11:00am

Roy M. Hartman, Esq.
Partner / Sacher, Zelman, Hartman, P.A.
Miami, FL
The SEC announced “Operation Broken Gate” in late September, 2013, to identify auditors who fail to carry out their duties/responsibilities consistent with professional standards, and, thus, put investors at risk due to the possibility of undetected fraud or other financial misstatements.  SEC and PCAOB actions against auditors are on the increase.  This presentation will discuss recent government enforcement actions against auditors/accountants, as well as new trends and developments in such enforcement actions, recent developments at the PCAOB, and any new rules, standards, proposals and alerts issued by the PCAOB.


Breakout 56: Pass-through entity structures: State tax issues for today and tomorrow! (Credits: 1.0 TB)
10:10am-11:00am

Karen A. Lake, CPA
Associate Director / Berkowitz Pollack Brant Advisors and Accountants, LLP
Ft Lauderdale, FL
AND
Michael K. Hirsch
Berkowitz Pollack Brant Advisors and Accountants, LLP
Ft Lauderdale, FL

This session will address pressing state tax issues facing various types of flow-through entities from a practical standpoint. Amount other pass-though-related topics, this session will take a closer look at what you should know - now and for the future- about intercompany transactions, unitary groups, entity-level taxation, factor flow-though, withholding, and the impact of the new federal partnership tax audit rules from a state prespective.


Breakout 57: Duties, Taxes and Foreign Trade Zones - How to Avoid the high Cost of a Trade War (Credits: 1.0 TB)
10:10am-11:00pm

Gary M. Goldfarb
Chief Strategy Officer / Interport Group of Companies
Miami, FL
A conversation on the effects a Foreign Trade Zone operation can have on Duties, Taxes and other regulatory barriers.


Friday Morning Concurrent Breakout Sessions (Select One)
11:10am-12:00pm

Breakout 58: A & A Wrap Up (Credits: 1.0 AA)
11:10am-12:00pm

Cecil Patterson Jr., CPA,MBA
Partner/Owner / Patterson CPA Group, Inc.
Ponte Vedra Beach, FL
This panel session will wrap up the details from earlier sessions in a panel format. The panel will answer questions from the attendees on their general and/or specific issues.


Breakout 59: Construction Acounting Update (Credits: 1.0 AA)
11:10am-12:00pm

Suzanne L. Cox, CPA, C.I.T.
Saltmarsh, Cleaveland & Gund, CPAs
Tampa, FL
 This session examines the core knowledge necessary to succeed and the key issues impacting construction accounting. Find out what new developments may mean for you, your company, or your clients.  


Breakout 60: Salami Slicing the Fraud Deli Item of choice for Embezzlers: The Why and how to Detect and Deter (Credits: 1.0 AA)
11:10am-12:00pm

R. Kevin Cross, CPA, MST, EA
Fraud lecturer, Author, and Counselor / Account 417, LLC
Roswell, GA
Kevin Cross, is always on the hunt for scandalous, over-the-top, ingenious, and sometimes just plain dumb frauds and is constantly keeping his current list of the "Embezzlement: A True Crime Story" and the "7 Sexiest Frauds"”

If the old adage "it takes one to know one" has an ounce of truth,  then the insights gained from our speaker will hold some valuable lessons for your practice.

Just as the FBI utilizes the knowledge of former criminals, this is your opportunity to glean from a convicted fraudster. 


Friday Afternoon Concurrent Breakout Sessions (Select One)
12:10pm-1:00pm

Breakout 63: Privacy and Cyber Security: an Integral Approach (Credits: 1.0 TB)
12:10pm-1:00pm

Jose Antigua
IT Risk/Assurance Director / Marcum LLP
Ft Lauderdale, FL
Are you prepared for a cyber attack? During this session, executives will learn about privacy/ cyber security risks from the financial, operational, reputational and compliance perspective. Session outlines hacking techniques, risk sources and recommendations to address sources of vulnerabilities: people, process and technology. 


Breakout 61: Yellow Book and Single Audit Update (Credits: 1.0 AA)
12:10pm-1:00pm

Yvonne M. Clayborne, CPA, CAM
Partner / Carr, Riggs & Ingram, LLC
Melbourne, FL
An update on the GAO's Yellow Book and an update of the Federal Single Audit, including lessons learned on the implementation of the Uniform Guidance.


Breakout 62: Healthcare Hot Topic (Credits: 1.0 TB)
12:10pm-1:00pm

Venson Wallin, CPA, CGMA, CFE, CHC, CHFP, FHFMA, HCISPP
Managing Director / BDO Seidman, LLP
Richmond, VA
This session will address key accounting and auditing issues that participants need to keep top of mind that could impact their reporting to key regulators, lenders and investors. 



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