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IRS Liaison and Education Seminar – Lakeland

January 12, 2018 @ 8:00 am - January 13, 2018 @ 4:40 pm

Earn up to 16CE at this 2-day IRS Liaison and Education Seminar in Lakeland

NAEA Members: Day 1 or Day 2 – Just $189.00, Both days $298.00

Non-Members: Day 1 or Day 2 – $245.00, Both days $359.00 

About IRS Liaison and Education Seminar:

About the Seminar:

  • You may register for day 1, day 2 or both days. Sessions cannot be purchased separately or without meals
  • Your fee includes: Continental breakfast, 2 breaks, and buffet lunch each day
  • The workshops are paperless and a link to the handouts will be provided by email
  • If you are registering during early registration and pay by check, it must be received by November 24 or it will be considered a regular fee
  • Guest luncheon is available
  • Please print the registration ticket as you will need it at sign in
  • For cancellation and other policies visit the FSEA website, Education –  Information

Speakers and Topics:

IRS Presentation:

  • Karen L. Russell, Senior Stakeholder Liaison, Communication & Liaison Outreach (C&L) Field Operations –  2CE
  • Panel Discussion – Collection, Appeals, Exam, CI or Taxpayer Advocate – 2CE


Karen Russell, Senior Stakeholder Liaison, Communication & Liaison Outreach (C&L) Field Operations 

Karen Russell represents the IRS at educational and taxpayer outreach events working with tax professionals, industry, and small business owners.

Russell has been employed with the IRS since 1986 – spending 15 years at the Atlanta Service Center working in the Quality Assurance, Under-reporter, Examination, Criminal Investigation and Collection Branches.  She relocated to South Florida in 2001 to work in the Ft. Myers Taxpayer Assistance Center.  In 2007, she accepted a position in Maryland as a Tax Analyst in the Individual Master File E-File Branch and spent 2 years in HQ before accepting a Liaison position in 2009.  She regularly speaks at organization meetings, conferences, seminars and workshops, both face-to-face and via webcast, on tax-related topics that are relevant to the given tax professional or small business audiences.

Ronald Minerd, EA has had a diverse career which included tax accountant, tax software developer, business process consultant, and chief operating officer for a medical education company. He is a serial entrepreneur and a founder with a number of start-up companies including an “Inc. 500 fastest growing company”. Ron earned a Bachelor’s Degree in Accounting from Michigan State University. Currently, Ron is an Enrolled Agent specializing in international tax accounting for overseas clients.

  • Digital Barbarians at the Gate and The Art of War- 2CE

Accountants are now facing incessant attacks from cyber pirates who want to steal their client’s data or hold it for ransom. Various tactics are used from phishing emails to breaches of firewalls. Using lessons from the “Art of War”, this session will focus on: the types of threats, tools to prevent and detect breaches, EA’s legal responsibilities to protect data, and what to do if you are breached.

  • The Foreign Tax Credits for Individuals: Is it Quantum Computing? – 2CE

The foreign tax credit is a myriad collection of complex regulations and calculations. Fortunately, tax software can process the calculations, but EA’s must understand the law. This presentation will review the regulations applicable to individual tax returns and provide some real-world applications.


Steven N. Klitzner is a Miami attorney who practices exclusively in the area of IRS Problem Resolution.  A 1979 graduate of the University of Miami School of Law, he has been a solo practitioner since 1993.

Steve is admitted to the United States Supreme Court, United States Tax Court, United States Court of Appeals for the Fifth Circuit, and the United States District Court for the Southern District of Florida.  He has been awarded an AV rating by Martindale-Hubbell Law Directory, the highest rating of the publication, and a 10.0 rating by Avvo.He also has been selected as an outstanding attorney by Super Lawyers. He is a charter member of the American Society of Tax Problem Solvers, a member of its Continuing Professional Education Committee, and a recipient of the organization’s Top Practitioner Award.

He is a member of the Advisory Board and a Consulting Member of the Tax Freedom Institute, an association of tax professionals in defense of taxpayer rights. He frequently lectures around the country, speaking to attorneys, certified public accountants, and enrolled agents in the areas of collections, audits, and appeals.

  • The Audit Case From Hell – 4CE

Steven Klitzner takes you from start to finish of the worst IRS audit case possible. Along the way, he will discuss all of the obstacles you encounter and decisions that you make, including Summons, Conflict of Interest, Innocent Spouse, Mediation, and Tax Court. Steve will give you insight on how to successfully work with the Revenue Agent, Manager, Appeals Officer, and IRS Counsel to get the best result for your client.

Jeffrey A. Schneider, EA, CTRS, NTPI Fellow is the principal at SFS Tax Problem Solutions. He is an Enrolled Agent, (EA), and a Certified Tax Resolution Specialist and an NTPI Fellow.

Jeffrey has been in the field of taxation for over 35 years beginning his career in the public sector and transitioned into private practice in 1999 when he founded SFS Tax & Accounting Services. He quickly discovered his passion for helping people that have tax problems and he handles both state and federal tax cases such as non-filers, penalty abatement, federal and state audits etc.

He is a speaker for many professional organizations, shares his expertise at local expos and for organizations on a wide variety of tax & business topics; such topics as; Time Management, What the Realtor Needs to Know About Liens and Levies, Ready to Take Social Security; How will it Affect Your Tax Situation? and Tax and Financial Issue: Its Impact on Divorce. Jeffrey will customize programs for individual industries and programs. He is often quoted in the press and has appeared on television as a tax expert and has hosted an internet TV show.

  • Ethics – 2CE

This course will cover Ethical Decision Making, General Ethical Obligations, IRS Regulations of Return Preparers, Circular 230 and Case Studies.

  • Taxation of Fringe Benefits – 2CE

This session will cover: How to determine whether specific types of benefits or compensation are taxable, Procedures for computing the taxable value of fringe benefits, Rules for withholding Federal income tax, social security, and Medicare taxes from taxable fringe benefits, Reporting of the taxable value of benefits on Forms W-2 and 1099- MISC, How to contact the Internal Revenue Service with questions regarding taxation and reporting requirements.

Lakeland Agenda 2018

Hotel Information:

Call 863-647-3000 to reserve your room at the FSEA special rate of $65.00.



Ali Schneider, QAS, CMEM, EVP


Imperial Swan Hotel & Suites
4141 Florida Ave S
Lakeland, FL. 33813
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