When

Friday, January 6, 2023 at 8:00 AM EST
-to-
Saturday, January 7, 2023 at 4:30 PM EST

Add to Calendar 

Where

Sheraton Tampa Brandon
10221 Princess Palm Avenue
Tampa, FL 33610

$169/night

Parking = free

(813) 623-6363
Driving Directions 

Contact

Michelle Lonsway, EA, EVP
Florida Society of Enrolled Agents
855-364-3732
evp@fseaonline.org
 

FSEA Practice Management Workshop & Tax Update 

Join 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)

  • Early bird:  $175
  • After 11/24:  $200

Cost - Tax Update

  • Early bird:  $175 (FSEA/NAEA members and staff), $225 non-members
  • After 11/24:  $200 members/$250 non-members

Cost - Both events (FSEA/NAEA members only)

  • Early bird: $300
  • After 11/24: $325

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