Common Interest Realty Associations Conference
Total Credits: 16 including 5 Accounting - Technical, 3 Auditing- Technical, 2 Information Technology - Technical, 4 Specialized Knowledge - Technical, 2 Taxes - Technical
- Average Rating:
- 69
- Categories:
- Accounting and Auditing | Partner Produced | Tax
- Faculty:
- Julia E. Mercier | Justin Thames, DPL | Vicki H. Meyer | Cecil "Pat" Patterson Jr., CPA, MBA | Monte Kane | Chris DeMayo, CPA | Anurag Sharma | Erik Halluska | Tom Durkee | Jeffrey Rembaum | Steve Braten | Kevin Payne | 5 more....
- Course Levels:
- Update
- Duration:
- 16 Hours
- License:
- Product Setting: Expires 40 day(s) after program date.
Description
Letter From Julia Mercier - Conference Chair
Common Interest Realty Associations can add special challenges and complexities to a CPA’s practice. We have gathered a range of speakers to discuss the most relevant and up-to-date information available regarding these communities. Speakers include regulators, attorneys, reserve specialists and CPAs specializing in this industry to provide a variety of resources and discussions. We strive to bring you topics to help you improve and grow your practice.
This CIRA Conference is two days of topics from speakers who interact regularly with condo associations, HOAs and timeshares. On Thursday, we have general sessions that cover trends and industry changes. On Friday, we break into smaller groups and provide detailed discussions related to audit procedures and disclosures; developer turnover issues; Florida-specific legislative updates; and risks arising from storms. We also provide updates to the Auditing and Accounting Standards; peer review issues; and tax law changes.
The CIRA Committee hopes you will find this conference to be informative and interactive.
Julia Mercier, CPA, CAM
Thursday, November 15, 2018
8:15 - 8:25 am - Opening Remarks; Julia Mercier
8:30 - 9:20 am - Keynote Presentation: FICPA Legislative Update (1 TB); Justin Thames
9:20 - 10:10 am - Tax Reform Update on Real Estate (1 TB); Vicki Meyer
10:10 - 10:30 am - Break
10:30 - 11:20 am - SSAE 18 Attestations and CIRA Implications (1 AA); Pat Patterson
11:20 -12:10 pm - Fraud HOA & Condos (1 TB); Monte Kane
12:10 - 1:00 pm - Lunch Break
1:00 - 1:50 pm - Getting to know Bitcoin and the Blockchain - An Introduction to the World of Crypto-Currency (1 TB); Chris DeMayo
1:50 - 2:40 pm - Are You Cyber Secure? (1 TB); Anurag Sharma
2:40 - 3:30 pm - Revenue Recognition for Common Interest Realty Associations (1 AA); Erik Halluska, Tom Durkee
3:30-3:50 pm - Break
3:50 - 5:30 pm - Ask the Expert/Q&A (2 TB); Jeffrey Rembaum, Steve Braten, Kevin Payne
Friday, November 9, 2018
7:55 - 8:00 am - Administrative Remarks
8:00 - 8:50 am - Say What? Unique Disclosures for CIRAs (1 AA); Dave Hochsprung
8:55 - 9:45 am - The Beginners Guide to CIRA Taxation (1TB); Kevin Payne
9:45 - 10:00 am - Break
10:00 - 10:50 am - Getting Coverage for Your Client's Losses in the Wake of the Next Storm (1 TB); Andrea DeField
10:50 - 11:40 am - All Things Reserves (1 AA); Pat Gordon, Alan Jowers
11:40 - 12:40 - Lunch Break
12:50 - 2:30 - GAAP, GAAS and SSARS UPDATE (2 AA); Bruce Nunnally
2:30 - 2:45 - Break
2:45 - 3:35 pm - Top Ten Peer Review Deficiencies (1 AA); Dave Holland
Basic Course Information
Learning Objectives- Examine the opportunities and threats posed by today's digital world
- Recognize the implications of recent court decisions on association governance
- Evaluate key insurance risk areas for CIRA employees, lenders and sub-contractors
- Discuss peer review issues related to CIRAs
Major Subjects
- Accounting
- Auditing
- QuickBooks
- Fraud
- Insurance
- Peer Review
- Tax
Course Materials
| Important CPE Credit Information_READ BEFORE WEBCAST UPDATED (0.47 MB) | Available after Purchase | ||
| CIRA Conference EZM (9.59 MB) | Available after Purchase | ||
Faculty
Justin Thames, DPL Related Seminars and Products
Director of Governmental Affairs
Florida Institute of CPAs
Justin Thames joined the FICPA in June 2011 as the Governmental Affairs Manager and was promoted to Director of Governmental Affairs in July 2015. In this role, Justin is responsible for leading the Governmental Affairs Department in regulatory and lobbying activities including; developing creative strategies to accomplish the legislative and regulatory objectives, meeting with state legislators and advocating on behalf of the profession in public hearings. Justin also administers the activities and issues of the Florida CPA Political Action Committee, Inc. program, and is responsible for PAC fundraising, interviewing candidates running for the state legislature, and making recommendations to PAC Trustees on which candidates to support.
He is a graduate of Leadership Florida Connect Program, a member of the Florida Association of Professional Lobbyist and has received his Designated Professional Lobbyist (DPL) designation. Prior to joining the FICPA, Justin was employed by the League of Southeastern Credit Unions as the Grassroots and Political Action Coordinator. After briefly attending the University of Mississippi, Justin returned to Florida where he graduated from Florida State University in 2006.
Vicki H. Meyer Related Seminars and Products
CPA, President
Meyer Consulting, PLLC
Vicki H. Meyer, CPA, President of Meyer Consulting, PLLC, has over 30 years of tax consulting, general business consulting, and compliance experience involving corporations, partnerships and high net worth individuals in a variety of industries. She also provides litigation support services for contract disputes and valuations, due diligence analysis, and quality control support and peer reviews of tax departments of mid-size CPA firms (revenues up to $60M).
Vicki is a member and past chair of the Florida Institute's (FICPA) Federal Taxation Committee. She is a member of the AICPA Partnership Technical Resource Panel. She has also worked on various AICPA task forces, including the Section 469 task force, Return Due-Date task force, and Carried Interest taskforce, having presented to staffers of the Joint Tax Committee of Congress.
Vicki is a published writer and frequent lecturer of technical tax and practice management issues.
Cecil "Pat" Patterson Jr., CPA, MBA Related Seminars and Products
Partner/Owner
Patterson CPA Group, Inc.
Cecil Patterson, (Pat), is an award-winning, nationally recognized author, speaker, and discussion leader for continuing education courses and numerous state societies. He has experience at the local and national CPA-firm level and as an adjunct university professor. Pat holds an MBA from the University of North Florida and is a CPA with Patterson CA Group, Inc. His firm provides accounting, tax preparation and tax planning services, wealth management services, and consulting for businesses and other professional firms. The AICPA has recognized the firm for work in the “virtual office” field. Pat has served on the AICPA Council, the FICPA Council, and the FICPA Educational Foundation Board of Trustees.
Additional Info
Basic Course Information
PrerequisitesKnowledge of the Common Interest Realty Association (CIRA) Industry
Advanced Preparation
None
Designed For
CPAs with an interest in CIRA accounting and auditing issues, including those in public practice, real estate management and accounting; professional employees in the CIRA industry; residents, officers and board members; and professionals with an interest for clients, friends or relatives who are connected with CIRAs.
Original Recording Date
11/15/2018
Course Developer
FICPA
Date Added to Catalog
11/07/2018
Additional Information
Complaint Resolution PolicyPlease 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 submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Instructional Delivery Method
Group Internet Based
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