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2015 ACPEN Signature Series

ACPEN Signature courses are the flagship CPE events of ACPEN, and the top of the line in CPE programing. 

Signature courses, begin in May each year, continue monthly throughout the year, and are replayed for live credit several times, including in December and January. 

Each showcases important and timely CPE topics, using enhanced production techniques, and are delivered by panels of national experts, practitioners, and representatives of regulatory and standard setting bodies.

To see what courses are included in this year, please click on the ACPEN Signature category below. 

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FICPA Tax & Financial Planning Conference - Day 2


  • Length: 7 Hours
  • NEW! Tax & Financial Planning Conference - Day 2

    Friday, December 7, 2012

    We're blending the best as we combine the "Estate and Financial Planning" and "Federal Taxation" Conferences into one bigger event. Financial planning is expected to grow much faster than other occupations over the next few years - retiring Baby Boomers combined with shortfalls in pension funds means these two skills are in high demand.

    Don't miss this opportunity to spice up your knowledge, excel in the market and get the CPE credit you need!

    AGENDA (all times displayed are EST)

    8:00 - 9:40 am - The Top Ten International Tax Issues For CPAs and How To Handle Them In Practice (Credits 2 TB)
    Leslie A. Share, Esq, Shareholder / Packman, Neuwahl & Rosenberg, PA, Coral Gables, FL
    Jeffrey A. Neiman, Attorney / Law Offices of Jeffrey A. Neiman, Ft Lauderdale, FL
    Charles Rubin, Attorney/Managing Partner / Gutter Chaves Josepher Rubin Forman Fleisher PA, Boca Raton, FL
    This presentation will be a combination individual speaker review and panel discussion in connection with the most important "inbound" and "outbound" international tax issues currently encountered by CPAs. The speakers will also analyze how to determine and handle the related U.S. tax and compliance considerations, along with the appropriate methods of dealing with current and prospective clients and other professionals once such issues become apparent.

    9:55 - 10:45 am - Bankruptcy, Insolvency and Taxation (Credits 1 TB)
    Samuel C. Ullman, Partner / Bilzin Sumberg Baena Price & Axelrod LLP, Miami, FL
    This presentation will address, with respect to bankrupt and insolvent persons and entities, the creation of a new taxable entity, reporting requirements, return filing requirements, prompt determinations, tax discharges, tax liens and tax preferences.

    10:50 - 11:40 - Best Practices on Handling the Estate Tax Audit (Credits 1 TB)
    Ricardo D. Bazzani, CPA, Senior Manager / Berkowitz Pollack Brant Advisors and Accountants, LLP, Ft Lauderdale, FL
    This presentation will provide best practices on how to handle an examination of the Estate Tax Return. We will discuss what issues a practitioner should expect in an exam, what the IRS is really looking for, and what your client is expecting. If you prepare a lot of estate tax returns, or you do a lot of estate tax planning, you cannot afford to miss this session.

    12:45 - 1:35 pm - Criminal Tax & Controversy Survey and Update (Credits 1 TB)
    Brian Phillips, Founding Shareholder / A. Brian Phillips, P.A., Orlando, FL
    The course will focus on updates and developments in the Criminal Tax Controversy area.  Old standbys such as eggshell audits, "badges of fraud," and garden variety tax avoidance schemes will be addressed.  In addition, newer areas of focus such as Summons Enforcement, Offshore Accounts/FBAR, and Bank Secrecy Act developments will be highlighted.

    1:35 – 3: 15 pm - Health Insurance Law - Individual and Employer (Credits 2 TB)
    James J. Moore, Senior Account Manager / Solstice Benefits, Inc., Plantation, FL
    The Patient Protection and Affordable Care Act (PPACA) has seen numerous changes and a Supreme Court Ruling since March 23rd, 2010. We will review the changes and show how it will impact you and your clients in 2013 and beyond.

Basic Course Information

  • CPE Credits: 7
  • Program Level (Basic, Update, Intermediate, Advanced, Overview): Update
  • Prerequisites: None
  • Advanced Preparation: N/A
  • Designed For: CPAs with an interest in taxation or financial planning
  • Producer: Florida Institute of CPAs
  • Field of Study 1: Technical Business (7 hours)

Learning Objectives

  • Learning Objectives: *The Tax and Financial Planning Conference seasons your federal taxation skillset. We'll also pepper in long-term care insurance, asset protection and other popular financial and estate planning topics

Major Subjects


  • Course Developer: Florida Institute of CPAs
  • Faculty and Production Information

    Course Materials

    • Course Materials
      • FIFT Webcast Combined PPTs (0)
      • FIFT Electronic Manual (0)
      • Important CPE Credit Information_2012 (0)
      • Four International Tax Issues ficpa 1212 (0)
      • Ullman - Bankruptcy, Insolvency and Taxation (0)
      • Jim Moore (0)

    Additional Information

    • Course Registration Requirements: Online Registration
    • Refund/Cancellation Policy: Please contact the ACPEN help desk - 1-800-747-1719 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
    • Complaint Resolution Policy: Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
    • Official Registry Statement: Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org
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