Agenda
Jun 24 2010 12:00PM
Registration & Networking
Official Registration for the 2010 Annual Conference. Pick-up your conference materials and network with our conference sponsors. Visit with friends and colleagues you have not seen since last year.
Jun 24 2010 1:00PM
Session 1- Conversations in Ethics
This session is drawn from "real-life" situations. It is focused on the most significant ethical issues that face tax practitioners in today’s challenging environment and explores alternative courses of action. Gain insights from placing yourself in situations that require application and understanding of relevant ethical considerations and standards. You will leave this session with a renewed sense of appreciation for the pitfalls faced by every tax practitioner and a heightened sensitivity for the types of ethical dilemmas you could face in the future.
Jun 24 2010 1:00PM
Session 1A - Conversations in Ethics
Jun 24 2010 2:40PM
Afternoon Break with Sponsors and Colleagues
Take a short break with our conference resource partners. Don't forget to check-in at the office. Remember to turn your cell phone back to meeting mode when you're done.
Jun 24 2010 3:00PM
2010 FSEA Annual Meeting and Election of Officers
Attend the final Board of Directors meeting for 2009-2010. Members will be voting on the election of officers for 2010-2011.
Jun 24 2010 4:30PM
Session 2 - Update on Tax Preparer Registration
It's been talked about for some time, and now it is reality. Learn the latest on the Tax Preparer Regitration.
Jun 25 2010 7:45AM
Breakfast
Start the day off with breakfast with your friends and colleagues. Get that first cup of joe.
Jun 25 2010 8:30AM
Session 3 - Engagement Letters
Jun 25 2010 10:10AM
Morning Break with Sponsors and Colleagues
Enjoy that hot cup of Java with our Conference Resource Partners, Colleagues and Friends.
Jun 25 2010 10:30AM
Session 4 - Tax Collections & Offers in Compromise
Jun 25 2010 12:10PM
Luncheon with Colleagues and Sponsors
Jun 25 2010 1:00PM
Session 5 - Tax Issues for the Elderly
The demographic profile of America is rapidly changing. There are currently more Americans over age 65 than under age 25. One person in eight is over 65 years old. The figures for Americans even older are equally astonishing. With the rapid increase in the number of elderly clients, tax practitioners will need to become familiar with the special issues that affect tax compliance and planning for the elderly. In many respects the income tax return of an elderly person is not very different from that of other tax fliers. The differences may be slight: less earned income, more dividends and interest, and fewer itemized deductions. But there are a few issues that the tax practitioner must know when dealing with an elderly client. This session looks at some of the areas of special concern.
Jun 25 2010 2:40PM
Afternoon Break with Sponsors and Colleagues
Take a short break with our conference resource partners. This is your chance to check-in at the office.
Jun 25 2010 3:00PM
Session 6 - Health Care Reform for Tax Professionals
In March, Congress passed two pieces of legislation designed to reform the U.S. health care system. The Patient Protection and Affordable Care Act (PL 111-148) was enacted on March 23, and was quickly followed by the Health Care and Education Reconciliation Act of 2010 (PL 111-152), which amended several portions of the first act, as well as adding new provisions of its own. While the legislation generally deals with the health care system, it contains many revisions to the Internal Revenue Code. Individuals and businesses are affected and are likely to look to their tax professionals for guidance and compliance help. This session explores many of the tax items in the two acts applicable to individuals and businesses.
Jun 25 2010 6:00PM
President's Reception
After a full day of education, join us at the President's Reception. It's a great opportunity to spend some time with your friends and colleagues.
Jun 25 2010 6:30PM
Awards Banquet and Installation of Officers
Join members and their guests for the annual banquet. Michael Nelson, CAE, Executive Vice President of NAEA will deliver our keynote address. Mr. Nelson will also be installing the 2010-2011 officers of FSEA.
Jun 26 2010 7:45AM
Breakfast
Some say it is the most important meal of the day - breakfast is served.
Robert Kerr
Senior Director, Government Relations
National Association of Enrolled Agents
Jun 26 2010 8:30AM
Session 7 - Fire, Ready, Aim: The Regulatory Environment
The federal government faces a sea of red ink. Expiring tax provisions and potential tax legislation will make planning for your clients a huge challenge. This session examines the tax legislation and the legislative process in 2010 and will provide insight on what to expect with regard to future legislation and how it may impact your clients and your practice.
Jun 26 2010 9:30AM
Morning Break with Sponsors and Colleagues
After a full day of education, join us at the President's Reception before going to the Annual Awards Banquet and Installation of Officers Ceremony.
Jun 26 2010 10:00AM
Session 8 - Asset Protection Strategies
Dan Pavek - The Section 105 of the Internal Revenue Code has been around since 1954. Section 105 plans were used primarily by farmers to provide tax reductions to their family members employed on the farm. Today those same Section 105 plans provide valuable tax relief to the small business owner.
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John J. Raymond, Jr. - Protecting the Business Owner and their Family's Assets in Troubled Times. Even if business owners aren't worried about their ability to repay creditors, they should still put protections in place. This session focuses on the tax strategies all tax professionals should be aware of and/or discussing with their business owner clients.
Jun 26 2010 11:00AM
Session 9 A - Creating a Balance Sheet From Nothing
William E. Jones - How to Create a Balance Sheet from Nothing. What does the client bring in for the preparation of a Corporate of Partnership Tax Return? Usually there are just a list of the year-to-date income and expenditures. This session will highlight a process to follow, as well as a set of questions to ask that gets the information you need to create the necessary balance sheet.
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Peter Bullock - Session descrption will be updated soon.
Jun 26 2010 12:00PM
Luncheon with Colleagues and Sponsors
Luncheon is served. Enjoy the surroundings of the Gaylord Palms, join us for lunch.
Jun 26 2010 1:00PM
Session 10 - FOIA Requests: A Wealth of Information
Many are aware that the Freedom of Information Act has been used for years by investigative reporters to extract information out of reluctant federal agencies. Few Circular 230 practitioners, however, are aware that they may use a FOIA request to obtain IRS information on their clients. This seminar explains FOIA requests in detail, with a specific focus on how they are useful in complex representation engagements, what information can be obtained, and how to use this information to a client’s best advantage.
Jun 26 2010 2:00PM
Session 11 - Small Business & Tax Professionals
In these uncertain economic times, many small businesses will be struggling to survive. As a tax professional, you may be the professional who can make a difference in helping small businesses to keep their doors open and even thrive. This session will focus on the tax issues related to small business, healthcare reform and other ways Economic Stimulus Package affects small business.
Jun 26 2010 3:00PM
2010 FSEA Annual Conference Concludes
That's a wrap. Thank you for attending.