| 7:00 – 7:45 AM | Registration and Sign In |
| 7:00 – 8:00 AM | Breakfast – Provided |
| 7:55 AM | Welcome to ConventionPresident Jackie Pointer, EA |
| 8:00 – 9:40 AM | How to Prepare the Various Annual 990 Tax Return Forms (2 CE)Leonard Steinberg, EA |
| 9:40 – 10:00 AM | Break |
| 10:00 – 11:40 AM | Preparer Due Diligence: Avoiding Penalties & Protecting Your Practice (2 CE)Jason Daughtery, EA |
| 11:50 AM – 12:50 PM | Lunch – Provided |
| 12:50 – 2:50 PM | Systems Over Stress: Automating Tax Preparation from Start to FinishNayo Carter-Gray, EA |
| 2:55 – 3:30 PM | Board Meeting / Annual Meeting of Members |
| 3:30 PM | On Your Own |
| 7:00 – 8:00 AM | Breakfast – Provided & Sign In |
| 7:55 – 8:00 AM | HousekeepingPresident Jackie Pointer, EA |
| 8:00 – 9:40 AM | How to Prepare an Effective IRS Form 1023 for Nonprofit Tax-Exempt Status (2 CE)Leonard Steinberg, EA |
| 9:40 – 10:00 AM | Break |
| 10:00 – 11:40 AM | Tax Preparation Upon Death of a Taxpayer (Final 1040 & 1041) (2 CE)Larry Pons, CPA/PFS, CFP, EA, USTCP, AEP |
| 11:50 AM – 12:50 PM | Lunch – Provided |
| 1:00 – 2:40 PM | Representing Preparers in Due Diligence Examinations (2 CE)Jason Daughtery, EA |
| 2:40 – 5:30 PM | On Your Own |
| 5:30 – 6:30 PM | Cocktail Hour |
| 6:30 – 8:30 PM | GalaInstallation of 2026 Officers • Awards • 50/50 • Scholarship Raffle |
| 8:30 – 10:00 PM | DJ / Dance / Socialize |
| 7:00 – 8:00 AM | Breakfast – Provided & Sign In |
| 7:55 – 8:00 AM | HousekeepingPresident Ericka Williams, EA |
| 8:00 – 9:40 AM | 1041 Trust Spotlight and Case Study (2 CE)Larry Pons, CPA/PFS, CFP, EA, USTCP, AEP |
| 9:40 – 10:00 AM | Break |
| 10:00 – 11:40 AM | Liens, Levies, and Seizures: IRS Collection Enforcement (2 CE)Jason Daughtery, EA |
| 11:50 AM – 12:50 PM | Lunch – Provided |
| 1:00 – 2:40 PM | Ethics (2 CE)Larry Pons, CPA/PFS, CFP, EA, USTCP, AEP |
| 2:40 – 3:00 PM | Convention Wrap-Up / HousekeepingPresident Ericka Williams, EA |
| 430 – 5:30 PM | Board OrientationPresident Ericka Williams, EA |
Leonard Steinberg is the Principal of Steinberg Enterprises, LLC. Mr. Steinberg specializes in small business, trusts and estates, and nonprofit organizations.
The organization prepares all types of business and personal tax returns (e.g. Proprietorship, Partnership, S-Corp and C-Corp, Exempt Organizations, Payroll, Sales and Use, Estates and Trusts).
Mr. Steinberg represents clients and specializes in all tax matters before the Internal Revenue Service, including Audits, Appeals, Collection Issues, Offers in Compromise, and Bankruptcy filings.
Mr. Steinberg’s nonprofit experience has included controller positions for the Nonprofit Finance Fund, the Association for Children with Down Syndrome, and the Pride of Judea Mental Health Center. Mr. Steinberg also served as the interim Chief Financial Officer for the National Executive Service Corps.
As a federally licensed Enrolled Agent (EA), he was involved with current tax issues through his appointment to the Federal Taxpayer Advocacy Panel from 2001 through 2004, representing individuals and small businesses for the State of New Jersey. He was Chairman of the Small Business/Self-Employed Subcommittee. Mr. Steinberg was also a member of the Small Business Advisory Committee (SBAC) of the Financial Accounting Standards Board (FASB).
Mr. Steinberg has testified before the House of Representatives Committee on Small Business and the Subcommittee on Regulatory Affairs, three times since 2006.
Mr. Steinberg received his B.A. degree in Economics, his M.B.A. in International Business and Finance, and an additional degree in Accounting.
Mr. Steinberg is a member of the following organizations: the National Association of Enrolled Agents (an NTPI Fellow and served as President of the New Jersey Chapter), the National Association of Tax Practitioners; National Society of Tax Professionals.
Mr. Steinberg has taught Accounting, Bookkeeping, Nonprofit Management and Internal Controls at Mercer County Community College (New Jersey). He has also lectured nationally in the subject areas of Internal Controls, Nonprofit Management, and Federal taxation to local organizations.
PROFESSIONAL AFFILIATIONS
Enrolled Agent, Licensed by the U.S. Treasury Department
Financial Accounting Standards Board (FASB), member of the Small Business Advisory Committee – 2006 to present
US Department of the Treasury appointee to the Taxpayer Advocacy Panel (TAP) of the IRS (2001-2004). Chairman of the Small Business/Self Employed Payroll Tax Committee
National Association of Enrolled Agents, President (2006-2008), New Jersey Chapter
IRS, New Jersey Practitioner’s Liaison Committee member (2005 – present)
Fellow of the National Tax Practice Institute
National Association of Tax Practitioners
National Society of Tax Practitioners
TEACHING EXPERIENCE
Instructor in Accounting, Bookkeeping (profit and nonprofit) and Tax at Mercer County Community College, 2006-2008.
Lecturer in Internal Controls, Nonprofit Management, and Federal Tax Issues for Lorman Education Services.
Instructor in Nonprofit Management, Princeton Adult School, 2002-2004.
Instructor in Social Security and Financial Planning, West Windsor Adult Education, 2002-2003.
Lecturer, Professional Ethics, National Association of Tax Professionals, 2004.
SPEAKING ENGAGEMENTS
Seminar speaker in coordination with the Internal Revenue Service (IRS).
Federal tax seminars and webinars sponsored by the National Association of Enrolled Agents and the National Association of Tax Professionals.
New Jersey Chapter of the Institute of Management Consultants seminars regarding achieving professional and personal success, 2002 through 2019.
Various business presentations sponsored by Jewish Vocational Services, Lorman Education Services and other professional organizations.
CIVIC ACTIVITIES
Princeton Regional Chamber of Commerce Public Policy Committee 2015-2020.
President, Wantagh, NY Scholarship Fund, 1997 to 2002.
Vice President and Member, Wantagh, NY Board of Education, 1984 – 1988.
Board liaison for $10 million dollar district facilities renovation project, 1984-1986.
Board liaison to district’s Budget Advisory Committee, 1984-1988.
Co-Chair, Wantagh, NY Board of Education Budget Advisory Committee, 1982 – 1984.
LAWRENCE K.Y. PON
CPA/PFS, CFP, EA, USTCP, AEP
Mr. Pon is a Certified Public Accountant, Personal Financial Specialist, Certified Financial Planner, Enrolled Agent, United States Tax Court Practitioner, and Accredited Estate Planner in Redwood Shores, CA.
Mr. Pon has been in practice since 1986 and speaks regularly nationwide on tax planning and financial planning topics to tax professionals and financial advisors.
Mr. Pon received his BS in Business Administration with emphases in Accounting and Finance from the University of California, Berkeley and MS in Taxation from Golden Gate University in San Francisco.
Jason H. Daughtry, EA, is a nationally recognized Enrolled Agent with over 30 years of experience representing taxpayers and tax preparers before the IRS. Known for his expertise in tax debt resolution, due diligence compliance, and high-stakes IRS negotiations, he trains practitioners nationwide on advanced tax topics. Jason and his wife, Lisa, own Affirmative Tax Relief and The Income Tax Place, providing IRS representation, practitioner education, and strategic guidance to elevate professional practice.
1. Preparer Due Diligence: Avoiding Penalties & Protecting Your Practice:
This course provides a practical overview of IRC §6695 and due diligence requirements for EITC, CTC, ACTC, AOTC, and HOH claims. Participants learn documentation standards, identify high-risk scenarios, review IRS enforcement trends, and apply real-world examples to build compliant workflows that strengthen professional practice and reduce exposure to preparer penalties.
2. Representing Preparers in Due Diligence Examinations:
Defense Strategies That Work This program teaches practitioners how to represent tax professionals facing IRS due diligence examinations or preparer penalties. Attendees learn how exams begin, what the IRS looks for, how to assess risk, reconstruct records, prepare defensible responses, mitigate penalties, and negotiate outcomes using practical templates, communication strategies, and proven representation techniques.
3. Liens, Levies, and Seizures…Oh My!
A Practitioner’s Guide to IRS Collection Enforcement This course provides a practical overview of IRS collection actions, including liens, levies, seizures, and taxpayer rights. Attendees learn procedures for lien withdrawal, subordination, and discharge; wage and bank levy resolution; appeal options; and strategies to stop enforced collection, using real-world examples to help practitioners confidently navigate IRS collection enforcement.
Systems Over Stress: Automating Tax Preparation from Start to Finish
Learning Objectives
By the end of this session, participants will be able to:
“Making Accounting a Little Less Taxing”® is Nayo Carter-Gray’s goal as owner and founder of 1st Step Accounting LLC. A self-proclaimed techie Nayo decided a virtual accounting practice was the best way to travel and still help small business owners all across the US manage their financial systems. Nayo is an Enrolled Agent, a QuickBooks Online Advanced Certified Pro-Advisor, former Intuit Accounting Council member (2018-2019), named one of the Top 50 Women in Accounting and is currently the chair of the Maryland Board of Individual Tax Preparers.
Group Code: 2551FA
Sandestin Group Reservations: 1-800-320-8115
Thank you to our 2026 Convention Sponsors for supporting Enrolled Agents across Florida.
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Visit unisonglobus.com →The Florida Society of Enrolled Agents (FSEA) is the premier organization representing Enrolled Agents across the state. Dedicated to supporting the highest standards of tax expertise, FSEA provides its members with ongoing education, resources, and advocacy to help them excel in the tax industry.
The mission of the Florida Society of Enrolled Agents is to advance the recognition of Enrolled Agents throughout the State of Florida, to enhance the professional growth of its members by providing quality education and to advocate for taxpayers rights.
The Enrolled Agent, (EA) is the only federally licensed tax professional. The Florida Society of Enrolled Agents (FSEA) is THE professional society representing Enrolled Agents (EAs) in Florida. Licensed by the U.S. Department of the Treasury to represent taxpayers before all administrative levels of the IRS.
