FSEA Practice Management Workshop & Tax Update 

EAJoin us for a day of Practice Management, a day of Tax Update, or both!

Practice Management Workshop (8 NAEA CE)

• Friday, January 6, 2023 8:00-4:30 p.m. (lunch and snacks included)
• Facilitators: Michael Carlisle, EA, NTPIF; Michelle Lonsway, EA; Twila Midwood, EA, NTPIF; Richard Vitraelli, EA, USTCP, NTPIF
• Dual track:

Small Business track (sole practitioner with up to 1 full-time or 2 part-time employees)   *Limited to 25 participants   Topics include: Our Professional Value Time Management Client Relation Management Managing Work Flow & Checklists Research & Resources Marketing Burning Questions

Medium-to-Large Business track (2+ employees)   *Limited to 25 participants   Topics include: HR/Employees Time Management Succession Planning Remote vs. Onsite work Burning Questions

All Together Now (combined sessions)   Topics include: Cybersecurity Tools & Software Recordkeeping & Retention Policies

Tax Update (8 IRS CE)

• Saturday, January 7, 2023 8:00-4:30 p.m. (lunch and snacks included)
• Instructors:  Michael Carlisle, EA & Wini Stowe, EA
• Line-by-line updates on Form 1040, will include Form 7203
  

Cost - PMW  (FSEA/NAEA members only)

• FSEA/NAEA members only  $175

Cost - Tax Update

• $175 (FSEA/NAEA members and staff), $225 non-members

Cost - Both events (FSEA/NAEA members only)

• FSEA/NAEA members only: $300

This event will be in-person only; no hybrid option will be available.

Refund/Cancellation Policy:  Requests for refunds/cancellations must be received in writing at least 30 days before the program date to receive a refund unless otherwise noted on the events page.  No refunds will be granted within 30 days unless there are extenuating circumstances explained in writing.  Refunds will be processed within 15 days of notification.  Submit your request for refund to
evp@fseaonline.org.  FSEA President will have final say on cancellations which
are due to special circumstances.

Accommodations:

For disability accommodations, please contact Michelle Lonsway, EA, EVP as soon as possible.  evp@fseaonline.org

Hotel Reservations:

Rate: $169/night

Hotel reservations can be made online or by calling the hotel directly and asking for the FSEA rate.  Cut off date for FSEA rate is 12/23/22.  Sheraton Tampa Brandon: (813) 623-6363

 

Register Now!