Emerald Coast CPE Retreat 2014

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Whether you're planning a getaway or just saving the drive with CPE close to home, Emerald Coast CPE Retreat is your chance to relax and learn.

Transcript of Emerald Coast CPE Retreat 2014

Page 1: Emerald Coast CPE Retreat 2014
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Friday June 27

Conference at-a-glanceCPE CreditThis conference qualifies for 4 Accounting & Auditing (AA) and 4 TechnicalBusiness (TB) hours of CPE credit and is subject to change. CPE credit is subjectto approval by the Florida Department of Business and Professional Regulationand the Alabama State Board of Public Accountancy.

or just saving the drive with CPE close to home, Emerald Coast CPE Retreat is your chance to

The Emerald Coast CPE Retreat is our newest event and is a collaboration between the FloridaInstitute of CPAs and the Alabama Society of CPAs. Earn up to 8 credit hours and network withCPAs from Florida and Alabama, all while taking in a majestic view of the world-renowned sugarsands and glistening waves. Whether you are planning a getaway to the beach this summer orare a Florida local, the Emerald Coast CPE Retreat is your chance to relax and learn in style.

Register Today!Don’t miss your chance to attend this truly unique event.

Whether you’re

planning a getaway to the beach

relax and learn.

#EmeraldCoastCPE

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7:30-8 a.m. Registration and Continental Breakfast

8-8:10 a.m. Introduction and Opening Remarks

8:10 a.m.-9 a.m. What's Going on with the Standard Setters? (1 AA)Michael Brand, CPA, CGMAPartner | Johnson, Feigley, Newton & Brand LLP Athens, Ala.This session will look at what is going on withprofessional standard setters, including the AICPA andthe FASB. It also will re-visit the clarified auditingstandards.

9-9:50 a.m. Federal Tax Litigation and Expert Witnesses (1 TB)Michael A. Gregory, ASA, AVA, MBAChief Manager | Michael Gregory ConsultingRoseville, Minn.Learn how the IRS approaches litigation with expertwitnesses from either inside the IRS or from externalexperts. Whether you are an expert, work with experts,or need an expert, this commentary will provide youwith insight.

10:10-11 a.m. The Exposed Clarified Compilation and Review Standards (1 AA)Michael Brand, CPA, CGMAPartner | Johnson, Feigley, Newton & Brand LLPAthens, Ala.Take a look at what the ARSC exposed in 2013regarding compilation and review standards.

11-11:50 a.m. What’s So Special About a “Special Needs Trust”? (1 TB)Frederick G. Spoor, CGMA, CPA, PFSShareholder | Spoor + Associates, PASt. Petersburg, Fla.This session will highlight the importance of specialneeds trusts in estate and life planning. We’ll explorevarious types of trusts and examine eligible distributionsto the beneficiary.

11:50 a.m.-12:40 p.m. Lunch

12:40-2:20 p.m. Current Developments and Issues in S Corporations and in Mergers and Acquisitions (2 TB)Jennings Pitts, CPASenior Manager | Bennett Thrasher LLP | Atlanta, Ga.andZack Leder, CPASenior Manager | Bennett Thrasher LLP | Atlanta, Ga.A presentation focusing on current issues anddevelopments involving taxation of S corporations andrecent considerations in tax structuring of mergers andacquisitions.

2:40-3:30 p.m. Documentation — What do the Standards Require? (1 AA)Michael Brand, CPA, CGMAPartner | Johnson, Feigley, Newton & Brand LLPAthens, Ala.We all know that we have to document, but what dothe professional standards require? What will my peerreviewer want to see?

3:30-4:20 p.m. How to Avoid Getting Snake-Bitten by a Fraud (1 AA)Tommie Singleton, Ph.D, CPA, CISA, CFF, CITP,CGEITPartner, Director of Consulting Services | Carr, Riggs &Ingram, LLC | Enterprise, Ala.A recap of a recent fraud and how auditors paidmillions in legal actions because of a fraud.

Conference scheduleFriday June 27

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Conference Site Florida State University Panama City Campus4750 Collegiate Dr.Panama City, FL 32405(850) 872-4750

Suggested AccommodationsHampton Inn & Suites Panama City Beach – Pier Park Area13505 Panama City Beach Pkwy.Panama City Beach, FL 32407 (850) 230-9080Room Rate: $159Hotel Cutoff Deadline: Saturday, May 31, 2014For reservations, please contact the hotel directly at (850) 230-9080. Be sure tomention the Emerald Coast CPE Retreat (ECCR) to receive the special group rate.

OR

La Quinta Inn & Suites Panama City (next to the conference site) 1030 E 23rd St.Panama City, FL 32405 (850) 914-0022Room Rate: $99 Double/$109 KingHotel Cutoff Deadline: Thursday, June 5, 2014For reservations, please call (866) 527-1498. Please use the code “0975GRRANP”when making your reservation to receive the special group rate.

CPE Policies You May Need to KnowCPE policies may be found on our website at www.ficpa.org/policies or on theregistration confirmation sent upon completion of registration.

Conference EZMaterials • Available in Advance – Download the EZMaterials

PDFs to your laptop, tablet or other device sevendays before the event.

• Searchable – Save time by jumping right to asubject – no more flipping through pages orreading extra.

• Portable –Upload your materials to the cloud orsave to a flash drive and access anywhere.

• Green – Help preserve our beautiful planet bysaving paper.

More convenient, greener and so much EZer.

Group Discounts AvailableRegister five or more people from the same organization and receive special groupdiscounts! Restrictions may apply. For more information, visit www.ficpa.org/policies.

Registration

Check one or both: m ASCPA m FICPA m Both

Name

ASCPA Member No. FICPA Member No.

Firm

Address

City State ZIP

Telephone ( )

E-Mail

m Check here if registration reflects an address change.

m In accordance with ADA requirements, if you are disabled and require special services,please check here. Someone from our office will contact you.

Contact Information

Four Ways to Register Pricing

ASCPA and FICPA*

The FICPA is not responsible for checks or registrations delayed orlost in the mail.*Save Money! Take advantage of the Early Bird Price if you registermore than 10 days in advance and save $55 off the regular price.

*Both ASCPA and FICPA registrations are being processed by FICPA.

Cardholder Name

Signature Exp. Date

m Check enclosed made payable to “FICPA” in the amount of $ . m Please charge my company-issued credit card:m Please charge my personal credit card:

m VISA m MasterCard m American Express m Discover

Card Validation Code:(3 or 4 digit code located on the credit card)

Method of Payment

Conference info

Emerald Coast CPE Retreat (ECCR) PriceEarly Bird Price* $265

Regular Price (as of 06/17/2014) $320

Total $

Internet registration can be placed at www.ficpa.org/cpe.Fax a completed registration form with credit card information to the FICPA at (850) 681-2433.Call the FICPA Member Service Center at (800) 342-3197, or (850) 224-2727 to place acredit card order.Mail a completed registration form to: Continuing Professional Education, FICPA, P.O. Box 5437,Tallahassee, FL 32314-5437.

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Alabama: www.ascpa.org | (800) 227-1711 | (334) 834-7650Florida: www.ficpa.org/cpe | (800) 342-3197 | (850) 224-2727

P.O. Box 5437 • Tallahassee, Florida 32314

Pick Your Pearl!