Emerald Coast CPE Retreat 2014

Whether you’re

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

relax and learn.

The Emerald Coast CPE Retreat is our newest event and is a collaboration between the Florida Institute of CPAs and the Alabama Society of CPAs. Earn up to 8 credit hours and network with CPAs from Florida and Alabama, all while taking in a majestic view of the world-renowned sugar sands and glistening waves. Whether you are planning a getaway to the beach this summer or are 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.

#EmeraldCoastCPE

e c n la g a ta e c n e r fe Con Friday

June 27

CPE Credit This conference qualifies for 4 Accounting & Auditing (AA) and 4 Technical Business (TB) hours of CPE credit and is subject to change. CPE credit is subject to approval by the Florida Department of Business and Professional Regulation and the Alabama State Board of Public Accountancy.

Conference schedule 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, CGMA Partner | Johnson, Feigley, Newton & Brand LLP Athens, Ala. This session will look at what is going on with professional standard setters, including the AICPA and the FASB. It also will re-visit the clarified auditing standards.

9-9:50 a.m.

Friday June 27 11-11:50 a.m.

Shareholder | Spoor + Associates, PA St. Petersburg, Fla. This session will highlight the importance of special needs trusts in estate and life planning. We’ll explore various types of trusts and examine eligible distributions to the beneficiary.

11:50 a.m.-12:40 p.m. Lunch 12:40-2:20 p.m.

Federal Tax Litigation and Expert Witnesses (1 TB) Michael A. Gregory, ASA, AVA, MBA

The Exposed Clarified Compilation and Review Standards (1 AA) Michael Brand, CPA, CGMA

Current Developments and Issues in S Corporations and in Mergers and Acquisitions (2 TB) Jennings Pitts, CPA Senior Manager | Bennett Thrasher LLP | Atlanta, Ga. and Zack Leder, CPA Senior Manager | Bennett Thrasher LLP | Atlanta, Ga. A presentation focusing on current issues and developments involving taxation of S corporations and recent considerations in tax structuring of mergers and acquisitions.

Chief Manager | Michael Gregory Consulting Roseville, Minn.

Learn how the IRS approaches litigation with expert witnesses from either inside the IRS or from external experts. Whether you are an expert, work with experts, or need an expert, this commentary will provide you with insight.

10:10-11 a.m.

What’s So Special About a “Special Needs Trust”? (1 TB) Frederick G. Spoor, CGMA, CPA, PFS

2:40-3:30 p.m.

Documentation — What do the Standards Require? (1 AA) Michael Brand, CPA, CGMA Partner | Johnson, Feigley, Newton & Brand LLP Athens, Ala. We all know that we have to document, but what do the professional standards require? What will my peer reviewer want to see?

Partner | Johnson, Feigley, Newton & Brand LLP Athens, Ala. Take a look at what the ARSC exposed in 2013 regarding compilation and review standards.

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, CGEIT Partner, Director of Consulting Services | Carr, Riggs & Ingram, LLC | Enterprise, Ala. A recap of a recent fraud and how auditors paid millions in legal actions because of a fraud.

Conference info Conference Site

CPE Policies You May Need to Know

Florida State University Panama City Campus

CPE policies may be found on our website at www.ficpa.org/policies or on the registration confirmation sent upon completion of registration.

4750 Collegiate Dr. Panama City, FL 32405 (850) 872-4750

Conference EZMaterials •

Suggested Accommodations Hampton Inn & Suites Panama City Beach – Pier Park Area 13505 Panama City Beach Pkwy.

Panama City Beach, FL 32407 (850) 230-9080 Room Rate: $159 Hotel Cutoff Deadline: Saturday, May 31, 2014 For reservations, please contact the hotel directly at (850) 230-9080. Be sure to mention the Emerald Coast CPE Retreat (ECCR) to receive the special group rate.

OR

•

• •

Available in Advance – Download the EZMaterials PDFs to your laptop, tablet or other device seven days before the event.

Searchable – Save time by jumping right to a subject – no more flipping through pages or reading extra.

Portable –Upload your materials to the cloud or save to a flash drive and access anywhere.

Green – Help preserve our beautiful planet by saving paper.

More convenient, greener and so much EZer.

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

Registration

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

ASCPA and FICPA*

Four Ways to Register

Pricing

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 a credit card order.

Mail a completed registration form to: Continuing Professional Education, FICPA, P.O. Box 5437, Tallahassee, FL 32314-5437.

Emerald Coast CPE Retreat (ECCR)

Price $265 $320

Early Bird Price* Regular Price (as of 06/17/2014) The FICPA is not responsible for checks or registrations delayed or lost in the mail. *Save Money! Take advantage of the Early Bird Price if you register more than 10 days in advance and save $55 off the regular price.

Total $

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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:

Name ASCPA Member No.

FICPA Member No.

m VISA

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Address City

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(3 or 4 digit code located on the credit card)

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.

Cardholder Name Signature

Exp. Date

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

Pick Your Pearl!

Alabama: www.ascpa.org | (800) 227-1711 | (334) 834-7650 Florida: www.ficpa.org/cpe | (800) 342-3197 | (850) 224-2727 P.O. Box 5437 • Tallahassee, Florida 32314