Practice Management Workshop

When

Friday September 16, 2016 at 1:00 PM EDT
-to-
Sunday September 18, 2016 at 1:00 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 2016

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The FSEA Practice Management Workshop is a one of a kind workshop that will help you to develop the business that you want by providing you with the education and tools you need to strengthen and grow your practice.

At this workshop, you will have the opportunity to network and socialize with your peers, discuss the problems, challenges and successes you face daily in your practice, as well as hearing a wide variety of presentations from seasoned professionals. Shareshop and the ever popular, "Ask Your Burning Questions" will take center stage on Sunday morning.

The sessions planned for this year will provide business owners with valuable information and provide greater insight into their day to day practices.

  • Digihead in the Clouds? Down-to-Earth Ideas to Protect You and Your Client from Cyber Bullies - Ron Minerd, EA
  • The Process of Transitioning into or out of Business - Shelly Stansfield & Shaun Thornton, Murphy Business Systems
  • Understanding the Employment Law Game in 2016 - Emplyment Attorney, Don McManus
  • Growing Your Business Through Networking - Mike Mulleady
  • Is Your Personal Brand Costing Your Practice Money? - Faith James
  • Writing a Business Plan - Attorney, Suzanne Meehle, The Meehle Law Firm
  • What Is My Business Worth? How to Answer the Question Every Business Owner Asks - Matthew Fitzgibbon, Fitzgibbon Alexander
  • ***Special Saturday Lunch and Learn Session- PR/Online Marketing - Kevin Bonura, Dex Media

***Sessions qualify for NAEA education credit, not Circular 230

The workshop is only for 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 (A 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 until your criteria assessment review has been completed. Please respond to all of the practice experiences on the registration form. Seating is limited to the first 25 members that are looking to expand their business knowledge and grow their practices. Four (4) breaks, one (1) lunch and Saturday dinner is included.

REGISTRATION IS ONLY $239.00  

Online registration closes on September 12. 


Hotel Information

  • Contact the Embassy Suites Orlando Airport directly to reserve your room at the special FSEA rate of $124.00 by Tuesday, 08/30/16. We have a very limited number of rooms reserved and may not be able to add additional guest rooms. Register online today!
  • Call 407-888-9339. 
  • Your hotel rate includes breakfast and an evening reception.

Disclaimer and Polices For Events

  • Early registration is 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 unless you do not meet the program criteria
  • No refunds for no-shows or non-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 08/01/2016