CPE Catalog & Events

Insurance companies can get a bad rap from business owners – but for thousands of small, mid-sized, and large companies (including Fortune 500) the benefits of captive insurance really stack up. They include potential cost savings, greater control over coverage and claims, underwriting profits, and tax benefits that make risk management profitable. Our webinar presenter has worked with captive insurance companies for business owners and NQDC plans for more than 15 years. The Webinar is sponsored by MSI Speaker Bio Jeremy Colombik is Managing Partner of MSI. He is an experienced, licensed CPA and financial professional who has worked with captive insurance companies for business owners and NQDC plans for over 15 years. He is a member of the North Carolina Captive Insurance Association, NCACPA and AICPA. Jeremy frequently works with the North Carolina Department of Insurance Commissioner as well as U.S. Congressmen and Senators in Washington D.C. regarding regulatory and compliance issues. He is a sought-after speaker at state and national conferences as well as a published author for various financial and insurance industry publications. 

Internal Revenue Code (IRC) Section (§) 7216 regulates the use and disclosure of tax return information by preparers. To date, no CPA or tax return preparer has been prosecuted under § 7216 and we hope this Members-Only Webinar helps keep it that way!  SMEs from KMK Ventures will help you navigate the complexities of staying compliant with §7216 disclosure requirements, particularly when offshoring. They will guide you through the essential steps to ensure your offshore operations adhere to IRS regulations. Topics being covered include: • An overview of IRC §7216 consent and disclosure requirements. • Strategies for implementing compliance processes and overcoming challenges. • Establishment of policies around ongoing adherence to IRC regulations. The knowledge shared and options presented may be your “stay out of jail” card in the game of life.  Tune in to earn one free hour of CPE (as a benefit of your FICPA membership).  Sponsored by KMK Ventures US Inc. Event Speakers Dev KothariManaging DirectorDev embodies the entrepreneurial spirit that fuels our success. His visionary leadership has been instrumental in shaping KMK's journey from inception to a thriving enterprise. Dev's passion for innovation and commitment to delivering excellence have been driving forces in our company's growth. With a deep understanding of the industry and a flair for creative marketing strategies, he continues to chart a course for KMK's future success, ensuring that our brand remains at the forefront of our market.  If you are looking to talk about sports, you have found Dev! He has been a state level table tennis champion for over 6 years and played national level table tennis multiple times. He is a CPA from the State of Arizona and a CA. He also holds a degree of B.Com. Bert Wilson Client Success Manager  Bert occupies a pivotal role as our U.S. representative and client success manager, specializing in U.S. tax and accounting services and playing a crucial part in our organizational framework. Bert is passionate about helping businesses and individuals navigate the complexities of tax regulations and accounting processes. His expertise spans areas such as tax compliance, financial reporting, and outsourced accounting solutions. Committed to continuous growth, Bert pursued higher education, earning a Master’s degree in accounting and obtaining his C.P.A. license from the state of Colorado. Bert is dedicated to ensuring that client expectations are not only met but exceeded. Bert prides himself on building strong relationships with his clients, ensuring their unique needs are met with tailored solutions that simplify financial management. Known for his proactive approach, Bert consistently goes above and beyond to ensure his clients achieve their financial goals. Also, serving as a vital link between our clients and the India team, Bert ensures seamless communication and collaboration for our clients. He embodies versatility, being both an early riser and a night owl and harbors a deep affection for a myriad of outdoor sports.  Richard Stumm Business Development Manager  Richard Stumm, C.P.A., of Wellington, Florida, is a highly skilled accounting, finance, and sales professional renowned for his expertise in cash management, financial statement analysis, and team leadership. Currently serving as Business Development Manager with us, Richard has a proven track record of helping businesses streamline their financial processes through strategic offshoring partnerships. He excels in identifying client needs, offering customized solutions, and building long-lasting relationships. Richard’s in-depth knowledge of U.S. tax regulations and outsourced services enables him to guide clients toward greater efficiency and cost savings. Richard holds dual degrees from S.U.N.Y Stony Brook and S.U.N.Y Old Westbury, complemented by C.P.A. certifications in Florida and New York and proficiency in leading financial software tools. 

Too many organizations take a reactive approach to employee retention, losing their best talent before recognizing the problem. This webinar shifts the focus to a proactive strategy that builds a sustainable, talent-centric culture designed to keep your top performers engaged and invested. In this session, we will explore the recent state of employment and the key drivers behind talent loss—ranging from feeling undervalued to burnout. You’ll learn why creating a strong employee experience should be a strategic priority, and how purpose-driven cultures directly impact your bottom line. We will delve into best practices for building an engaged workforce, including crafting a compelling Employee Value Proposition (EVP), conducting stay interviews, and creating a long-term Talent Management strategy. Through real-world examples and interactive exercises, attendees will walk away with practical strategies to build a culture that not only retains talent but also inspires employees to thrive and contribute to the organization’s success.

The Statements on Standards for Tax Services(SSTSs) are enforceable standards on all AICPA members.This webinar will cover the history of the SSTSs and their relation to tax services performed by all AICPA members. This session will include:• The history of the SSTSs and SRTPs• Their relationship to the AICPA Code of Conduct, Circular 230, and other Code Sections and Regulations• How they relate to the current practice environment• Examples of current ethical issues

During this exclusive, members-only webinar, the FICPA Governmental Affairs team, Jason Harrell, Lauren Henderson, and Brayden Harrell, will provide an overview of the results of the 2024 election and their potential impact on the CPA profession. The presentation will provide key insights on the top of the ticket federal races, hotly contested state House and Senate races and voter turnout trends around the state. There’s no need to stay up late or turn to your favorite news channel – the FICPA team has the full inside scoop on everything you need to know about this historic election. The Town Hall is free for FICPA members and is worth one hour of CPE, meaning registration is required. 

Nov. 21 / 11 a.m.-12 p.m. 1 Hours of CPE / Sponsored by National Tax Group  In just one hour, Joe Pagano, Senior Vice President, National Tax Group (NTG) will reveal the identity of a dynamic duo of tax benefit tools– the Internal Revenue Code’s Section 179D and cost segregation studies (CSS)  When used alone, Section179D (Energy Efficient Commercial Buildings Deduction) and CSS (that allows for super-accelerated asset depreciation) are powerful; when working alongside one another – POW – these tax benefit defenders deserve front–page news! Pagano will unmask the true identities of §179D and CSS; share their synergistic powers; identify developers, owners, and investors that will benefit from their significant tax advantages; cover accounting and forms required for both and introduce the role and process your firm plays when providing these services to clients. Register today and learn how 179D and CSS can help increase real estate owners' deduction opportunities on their assets. Speaker Bio Joseph Pagano, is Senior Vice President with National Tax Group (NTG), providing tax credits and incentives to real estate owners and architects throughout the United States. NTG provides a niche group of engineering-based tax incentives that live inside the tax code. By adhering to strict IRS and engineering standards, they help create an unbiased opinion that increases real estate owners' deduction opportunities on their assets. Prior to joining NTG, Joe specialized in trading and selling High Yield bonds at global banking conglomerates where he serviced and covered some of the world's largest mutual, pension and hedge funds.