Practice Management Workshop

When

Friday August 14, 2015 at 1:00 PM EDT
-to-
Sunday August 16, 2015 at 12:00 PM EDT

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Where

Embassy Suites Orlando Airport 
5835 T.G. Lee Boulevard
Orlando, FL 32822
 

 
Driving Directions 

Contact

Ali Schneider, EVP 
Florida Society of Enrolled Agents 
855-364-3732 
evp@fseaonline.org 
 

America's Tax Expert

Practice Management Workshop

   

"The Challenge of Change Continues"........

The Practice Management Workshop offers Enrolled Agents the opportunity to network, discuss the challenges they face on a daily basis and share their success stories. The sessions planned for this year will provide business owners with valuable information and new insight.

The workshop is only for FSEA/NAEA Members (not open to Associates) in good standing that are owners or partners in their own firm (no employee staff or franchise managers) and meet the following criteria (minimum of three out of the below six practice experiences) (in no particular order):

  1. Minimum Annual Gross Revenue of $50,000 (In areas of Accounting, Representation and Tax Preparation.) 
  2.  Annual preparation of at least 100 tax returns (100 count can include 1040 and business returns, including Corporate, Partnership, etc.) - 1040 EZ, trusts, gifts and estate returns do not count towards the 100 count
  3.  Have at least one full-time employee
  4.  Have an office outside of the home
  5.  Use professional tax software (no Turbo-Tax)
  6.  Must be in business year round and have operated your business at least through two tax seasons

Your registration is not guaranteed and your payment will not be processed until your criteria assessment review has been completed. Please respond to all of the practice experiences on the registration form.

Great New Topics and Speakers.........

  • Public relations and Social Media - Jerry Gaddis, EA, NAEA Director
  • Engagement/Disengagement Letters, Conflict of Interest Issus - Taylor Pancake, Attorney at Law
  • Insurance and Your Practice - E&O, General Liability, Workers Comp.-P Chris Sanders, Aegis Insurance Group
  • Internships and Mentoring - Andrew Stadler, EA, NAEA Director, Indiana Affiliate President
  • Succession Planning - James Flick, Attorney at Law
  • Branding & Local SEO Marketing - Mike Campolattano - Purple Moon Media
  • EffectiveTime Management - Jeffrey A. Schneider, EA, CTRS, NTPI Fellow, NAEA Director and 2013 - 2014 FSEA President
  • And "Ask Your Burning Questions"

Click here for the agenda

REGISTRATION IS ONLY $239.00 and seating is limited to the first 25 members that are eager to strengthen their business knowledge and grow their practices. Four (4) breaks, one (1) lunch and Saturday dinner is included. If you wish to pay by credit card, click on the link below, but please complete the registration first by clicking on the button below. The new FSEA fax number is 772-210-1350.

ONLINE REGISTRATION CLOSES ON AUGUST 7.  Contact Ali Schneider, EVP at 855-364-3732 for registation availabilty after August 7.

Click here for credit card payment

If you are paying by check, it must be received prior to 08/07/2015.  The FSEA mailing address appears on the registration form.

Hotel Information

  • Contact the Embassy Suites Orlando Airport directly to reserve your room at the special FSEA rate of $109.00 by 08/07. We have a limited number of rooms reserved and may not be able to add rooms on. Register today!
  • Call 407-888-9339. Your hotel rate includes breakfast and an evening reception.

Disclaimer and Polices For Events

  • Early registration will not be available for this event 
  • All of the speakers and subject matter have been confirmed but are subject to change 
  • Sessions are not offered individually, and the workshop is not available without meals
  • Payment must be made in full at the time of registration

FSEA Refund Policy

  • There is no refund available for this workshop
  • No refunds for no-shows or no-attendance

Americans with Disabilities Act

  • In accordance with the Americans with Disabilities Act, please identify any special needs you require. To ensure that the FSEA can comply with your needs, convey this information the FSEA prior to 08/07/2015