| 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 | Tax Preparation Onboarding (Practice Management)Nayo 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 |
Group Code: 2551FA
Sandestin Group Reservations: 1-800-320-8115
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.
