FSEA Continuing Education Provider Information
The Florida Society of Enrolled Agents is an IRS approved Continuing Education Provider (Provider #: W3826). Continuing education credit is only given for full contact hours or multiple thereof. A contact hour is 50 minutes in length excluding breaks. If leaving an education session early it is the attendee’s ethical responsibility to advise FSEA so that the number of credit hours earned can be decreased for accurate CE certificate reporting. As an IRS Approved CE Provider FSEA is responsible for submitting each attendee’s completed CE hours to the IRS on each attendee’s behalf within 60 days’ post event. The IRS requires FSEA to report program completion to them via the attendee’s preparer tax identification number (PTIN) and it is the attendee’s responsibility to ensure that FSEA has that information in order to receive IRS CE credit. Not all FSEA education qualifies for IRS CE; please see individual education descriptions to see if IRS CE is provided.
NAEA Continuing Education Requirements.
NAEA requirements for membership exceed the Internal Revenue Service’s standards: members, associates, and academic associates must acquire 30 hours of CE per calendar year. Members who are on “inactive retired status” under Circular 230 qualify for NAEA Emeritus status and are exempt from the education requirement.
Enrolled Agent Renewal Requirements
IRS requirements for continuing education differ from NAEA’s requirements. In order to maintain the license, enrolled agents must complete 72 hours within a 3-year cycle based on the last digit of their social security number. The IRS CE reporting period is by the calendar year, January 1 through December 31. The IRS enforces a 16-hour minimum per year and requires 2 hours of Ethics per year.
Education – Seminar Policies
Registrations will be processed in the order they are received, provided payment accompanies the registration and space is available. The deadline for the early-bird discount will be enforced. Participants are encouraged to register early to receive the best price. You are considered registered when payment is received.
Your registration confirmation will be sent to the email address in your FSEA account. Please bring your confirmation ticket to the event. If you do not receive a confirmation prior to the workshop date, please call us to verify your registration.
Certificates will be provided at the conclusion of the program. Duplicate copies are available upon request at a cost of $25.00.
To obtain a certificate of completion for CE earned contact FSEA. In order to review your CE reported to the IRS, please log into the PTIN System. FSEA reports CE quarterly in the first three-quarters of the year and at the end of the fourth quarter.
For additional information regarding administrative policies such as complaints, please contact Ali Schneider, QAS, CMEM, EVP at 855-363-3732.
Cancellation and Refunds
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 with 15 days of notification.
FSEA reserves the right to cancel workshops or events for any reason, at any time. In the rare case of a cancellation, we are not responsible for travel or hotel expenses for attendees. For more information regarding administrative policies on issues such as complaints and refunds, please contact FSEA at (855) 364-3732.
Registrants who are “no shows” will not be entitled to a refund.
For the comfort and health of all attendees, all events are smoke-free.
If you require special assistance, auxiliary aids, or other reasonable accommodations to fully participate in this event, please email firstname.lastname@example.org or indicate your special needs when registering online or on the registration form.
By participating in our event, you grant the Florida Society of Enrolled Agents (FSEA) and its employees, agents and assigns the right to use your name, photograph, voice, or other likeness for business purposes. In the event that we individually and specifically interview you, film you and record your words, FSEA will seek your express permission to use the corresponding footage. All photographs, recordings, and quotes shall become the property of FSEA and may be displayed, distributed or used by FSEA for any purpose, and in any media, whether print, electronic or on the FSEA website and without payment of any royalty to you.
Explanation of Levels
We acknowledge that tax professionals vary greatly in their experience and in the type of tax returns that they prepare. We have described sessions according to the following guidelines:
Intermediate – An intermediate level is most appropriate for the professional knowledgeable in the subject area. This level deals with less common tax situations and may include a more in-depth presentation of topics.
Advanced – An advanced level is designed for professionals with specialized knowledge or experience in the subject area. This level would also be appropriate for the experienced professional pursuing the knowledge to deal with more complex issues.
Update – An update level provides a general review of new developments. This level is for professionals with a background in the subject area that desire to remain current.
If you have any special needs while attending an event, please send a letter to the NAEA Education Director asking for accommodations.