• Events

    BDO events bring our community together in an online and offline setting
    to connect with each other and share insights into the topics and trends.

2016 Year-End Accounting and Tax Update - Miami

December 01, 2016
8:00 AM to 4:00 PM EST

Rusty Pelican
3201 Rickenbacker Causeway
Key Biscayne, FL 33149
get directions

  • Summary
  • Agenda
  • CPE Information

Registration for this event is now closed. Please contact BDOeventssouthflorida@bdo.com with any questions.

BDO USA, LLP invites you and your colleagues to our CPE-qualified Accounting and Tax Update. This event will highlight timely, comprehensive updates and provide key takeaways on accounting and financial topics that directly impact both public and private companies.

Take advantage of this unique opportunity to ask meaningful questions of subject matter leaders and join in discussions specific to your business and operational challenges.

Specific topics to be covered include:
  • Accounting and financial reporting update
  • Tax updates, proposed legislation and trends that may have an impact on you or your company
  • Cyber Risk
  • Insights into mergers and acquisitions
8:00 AM to 8:30 AM Registration and Breakfast
8:30 AM to 8:40 AM Welcome / Introduction Alfredo Cepero, BDO
Madeline Elias, BDO
8:40 AM to 9:30 AM A&A Update Angela Newell, BDO
9:30 AM to 10:20 AM Federal Tax Update Doug Bekker, BDO
10:20 AM to 10:30 AM Break
10:30 AM to 11:20 AM International and State Nexus Monika Loving, BDO
Katherine Gauntt, BDO
11:20 AM to 12:20 PM Panel: Mergers and Acquisitions
Stephen Sonenshine, BDO
Greg Baty, Trivest Partners 
Jim Cassel, Cassel & Salpeter
Dan Jacobson, Akerman 
Kristin Adams, AON
12:20 PM to 1:20 PM Lunch
1:20 PM to 2:10 PM Alternative Liquidity Strategy for Business Owners Jay Powers, BDO
2:10 PM to 3:00 PM
Understanding Your Cyber Risk Through Private and Public Collaboration and the
Use of Threat Intelligence

John Riggi, BDO
Nolan Wilson, AON
Otto Campo, Comvest Partners
Dr. Tejay, St. Thomas University
3:00 PM to 3:10 PM Break
3:10 PM to 4:00 PM Wealth Advisory and Family Office
Maria Blet, BDO
Harriet Brackey, BDO
Neil R. Chrystal, Dunwody White & Landon, P.A. 
Jared Kornfeld, ASH Brokerage
CPE breakdown:
  • 1.0 CPE credit in the field of Accounting
  • 3.0 CPE credit in the field of Tax
  • 2.0 CPE credits in the field of Specialized Knowledge and Applications 
  • 1.0 CPE credits in the field of Economics 
Upon completion of this seminar, participants will be able to: 
  • Describe the current state of the financial markets, our economic outlook and impact to portfolios Learn the different target points that impact personal financial and retirement planning and what you should focus on first Understand components of a cybersecurity risk management program, including your role in an organization's governance and operating model.  Gain insights into optimizing cybersecurity strategies, making sure limited resources are deployed in the right areas to mitigate risk. Receive an update on the ever-changing regulatory landscape.
  • Review the major developments in federal income taxation for individuals, corporations, and other businesses   Update participants concerning 2016 tax developments emphasizing practical solutions to problems and tax planning opportunities.
  • Identify the recent changes in the FASB standards  Discuss current ongoings of private and public company reporting standards  Understand any implications new standards have for year-end financials
Delivery: Group Live
Prerequisites: None
Advanced Prep: None
Credits: 7 total CPE credits available
Program Level: Basic
BDO USA, LLP 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