Upcoming Events

Tuesday, October 3, 2017

Title: Less Traveled Roads of Subchapter J (Estates and Trusts)
Speakers: Barbara Landau, J.D., LL.M., Associate Professor, Nova Southeastern University; James I. Ridley, J.D., LL.M., Adjunct Professor, Nova Southeastern University
Where: Colony West Country Club, 6800 N Pine Island Rd, Tamarac, FL 33321
Time: 11:30 AM – 2:00 PM. Networking and full Lunch starts at 11:30 AM
CPE: 2 hour of credit
Fees: $30.00 for Members & Associates; $40.00 for Guests. Fee includes complimentary full Lunch.
Guest Fee: $40 for guests.

Click here to register

Tuesday, November 7, 2017

Title: Save the Date: IRS Liaison — Topic TBD
Speakers: Karen L. Russell, Senior Stakeholder Liaison, IRS
Where: Colony West Country Club, 6800 N Pine Island Rd, Tamarac, FL 33321
Time: 11:30 AM – 2:00 PM. Networking and full Lunch starts at 11:30 AM
CPE: 2 hour of credit
Fees: $30.00 for Members & Associates; $40.00 for Guests. Fee includes complimentary full Lunch.
Guest Fee: $40 for guests.

Tuesday, December 5, 2017

Title: FL Sales & Use Tax including Audits
Speakers: James H Sutton, Jr., CPA, Esq.
Where: Colony West Country Club, 6800 N Pine Island Rd, Tamarac, FL 33321
Time: 3:00 PM – 6:00 PM. Following 2-hour educational session, please join us for a 1-hour networking event.
CPE: 2 hour of NAEA practice management credit
Fee: $30.00 for Members & Associates; $40.00 for Guests. Fee includes complimentary full Lunch.
Guest Fee: $40 for guests.


Past Events

Tuesday, August 1, 2017

Title: Audit Appeals and Reconsideration – Getting the IRS to Adjust Incorrect Assessments
Speakers: Steven N. Klitzner, P.A.
Where: Colony West Country Club, 6800 N Pine Island Rd, Tamarac, FL 33321
Time: 11:30 AM – 2:00 PM. Networking and full Lunch starts at 11:30 AM
CPE: 2 hour of credit
Fee: $30.00 for Members & Associates; $40.00 for Guests. Fee includes complimentary full Lunch.

Tuesday, June 6, 2017

Title: How to Prepare an Offer in Compromise case like a Pro
Speakers: Irina Bobrova, MST, EA, CAA, NTPI Fellow
Where: Colony West Country Club, 6800 N Pine Island Rd, Tamarac, FL 33321
Time: 11:30 AM – 2:00 PM. Networking and full Lunch starts at 11:30 AM
CPE: 2 hour of credit
Fee: $30.00 for Members & Associates; $40.00 for Guests. Fee includes complimentary full Lunch.

Tuesday, May 2, 2017

Title: Mastering Advanced Section 1031 Exchanges
Speakers: Brenda Muller, Florida Division Mgr, Asset Preservation, Inc; Daniel Raupp, Managing Partner of Fortitude Investment Group
Where: Colony West Country Club, 6800 NW 88th Ave, Tamarac, FL
Time: 11:30 AM – 2:00 PM. Networking and full Lunch starts at 11:30 AM
CPE: 2 hour of credit
Fee: $30.00 for Members & Associates; $40.00 for Guests. Fee includes full Lunch.

Tuesday, February 7, 2017

Title: Maximizing Tax Deductions Through Customized Retirement Plans
Speaker: William H. Black, Jr
Where: Colony West Country Club, 6800 NW 88th Ave, Tamarac, FL
Time: 7:45 AM – 9:00 AM. Networking and full breakfast starts at 7:45 AM
CPE: 1 hour of credit
Fee: $25.00 for Members & Associates; $35.00 for Guests. Fee includes full breakfast.

Tuesday, December 6, 2016

Title: Disposition of Business Assets
Speaker: Walter Sammis, EA
Where: Colony West Country Club, 6800 NW 88th Ave, Tamarac, FL
Time: 11:30 AM – 2:30 PM. Networking Luncheon starts at 11:30 AM
CPE: 2 hours of credit
Fee: $30.00 for Members & Associates; $40.00 for Guests. Fee includes lunch.

Tuesday, November 1, 2016

Title: Sherlock Holmes, EA and the Case of the Foreign Client
Speaker: Ron Minerd, EA, International Tax Advisor
Where: Colony West Country Club, 6800 NW 88th Ave, Tamarac, FL
Time: 11:30 AM – 2:30 PM. Networking Luncheon starts at 11:30 AM
CPE: 2 hours of credit
Fee: $30.00 for Members & Associates; $40.00 for Guests. Fee includes lunch.

October 4, 2016

Title: International Tax Aspects on FBAR
Speaker: Todd S. Marrazzo MBA EA, IRS Examiner (retired)
Where: Colony West Country Club, 6800 NW 88th Ave, Tamarac, FL
Time: 11:30 AM – 2:30 PM. Networking Luncheon starts at 11:30 AM
CPE: 2 hours of credit
Fee: $30.00 for Members & Associates; $40.00 for Guests. Fee includes lunch.

September 13, 2016

Title: Substantiating Deductions
Speaker: Jeffrey Schneider, EA, CTRS NTPI Fellow
Where: Colony West Country Club, 6800 NW 88th Ave, Tamarac, FL
Time: 11:30 AM – 2:30 PM. Networking Luncheon starts at 11:30 AM
CPE: 2 hours of credit
Fee: $30.00 for Members & Associates; $40.00 for Guests. Fee includes lunch.

August 2, 2016

Title: 2016 IRS Practitioner Updates
Speaker: Chris Merrill, Sr. Stakeholder Liaison, IRS
Where: Colony West Country Club, 6800 NW 88th Ave, Tamarac, FL
Time: 11:30 AM – 2:30 PM. Networking Luncheon starts at 11:30 AM
CPE: 2 hours of credit
Fee: $30.00 for Members & Associates; $40.00 for Guests. Fee includes lunch.

July 12, 2016

Title: Foreign Account Compliance – What To Do With Dirty Accounts
Speaker: Datan Z. Dorot & Elysa Merlin Lankri, Attorneys, Dorot & Bensimon PL
Where: Colony West Country Club, 6800 NW 88th Ave, Tamarac, FL
Time: 11:30 AM – 2:30 PM. Networking Luncheon starts at 11:30 AM
CPE: 2 hours of credit
Fee: $30.00 for Members & Associates; $40.00 for Guests. Fee includes lunch.

June 7, 2016

Title: The IRS Examination Process From A-Z
Speaker: Todd S. Marrazzo MBA EA, IRS Examiner (retired)
Where: Colony West Country Club, 6800 NW 88th Ave, Tamarac, FL
Time: 11:30 AM – 2:45 PM. Networking Luncheon starts at 11:30 AM
CPE: 2 hours of credit
Fee: $30.00 for Members & Associates; $40.00 for Guests. Fee includes lunch.

May 3, 2016

Title: Decisions, Decisions, Decisions – The Best Strategies For Resolving IRS Problems
Speaker: Steven N. Klitzner, P.A.
Where: Colony West Country Club, 6800 NW 88th Ave, Tamarac, FL
Time: 11:30 AM – 2:30 PM. Networking Luncheon starts at 11:30 AM
CPE: 2 hours of credit
Fee: $30.00 for Members & Associates; $40.00 for Guests. Fee includes lunch.

April 19, 2016

Title: After Tax Season: New Issues, Court Cases and IRS Rulings
Facilitators: Amanda Donahoe, Senior Dist. Manager, ADP & Brian Nentwig, Sales Executive, ADP
Where: Colony West Country Club, 6800 NW 88th Ave, Tamarac, FL
Time: 11:30 AM – 1:30 PM. Networking Luncheon starts at 11:30 AM
CPE: 1 hour of credit
Fee: $25.00 for Members & Associates; $35.00 for Guests. Fee includes lunch.

Click here to Register

February 23, 2016

Title: Did You Know?  Tax Tips For Tax Season
Categories: Federal Tax Matters
Speakers: George Ferguson, EA; William Gregorio, EA; LaVonne Iverson, EA; Ronald Minerd, EA
Where: Colony West Country Club, 6800 NW 88th Ave, Tamarac, FL
Time: 7:30 AM – 9:00 AM. Networking Breakfast starts at 7:30 AM
CPE: 1 hour credit
Fee: $25.00 for Members & Associates; $35.00 for Guests. Fee includes breakfast.

December 1, 2015

Title: Counseling the Foreign Client on Investments in U.S. Real Property
Categories: Federal Tax Law
Speakers: Daton Z. Dorot, Esq. & Giev Justin Askari, Esq.
Where: Colony West Country Club, 6800 NW 88th Ave, Tamarac, FL
Time: 11:30 AM – 2:30 PM. Networking Luncheon starts at 11:30 AM
CPE: 2 hours of credit
Fee: $30.00 for Members & Associates; $40.00 for Guests. Fee includes lunch.

November 3, 2015

Title: Essentials of Fiduciary Taxation or Making the right decisions when preparing Form 1041
Categories: Federal Tax Law
Speaker: Sarah Kedzierski, EA
Where: Colony West Country Club, 6800 NW 88th Ave, Tamarac, FL
Time: 11:30 AM – 2:30 PM. Networking Luncheon starts at 11:30 AM
CPE: 2 hours of credit
Fee: $30.00 for Members & Associates; $40.00 for Guests. Fee includes lunch.

October 6, 2015

Title: Maximizing Tax Deductions Through Customized Retirement Plans
Categories: Federal Tax Law
Speaker: William Black Jr, President, W. H. Black & Company
Where: Colony West Country Club, 6800 NW 88th Ave, Tamarac, FL
Time: 11:30 AM – 1:30 PM. Networking Luncheon starts at 11:30 AM
CPE: 1 hour of credit
Fee: $25.00 for Members; $35.00 for Guests. Fee includes lunch.

September 1, 2015

Title: Practicing Before the IRS – Circular 230 A to Z Rebroadcast – Video Webinar
Categories: 2-hours of Ethics
Speakers: Karen L. Hawkins, Director, IRS Office of Professional Responsibility
Where: Colony West Country Club, 6800 NW 88th Ave, Tamarac, FL
Time: 11:30 AM – 2:30 PM. Networking Luncheon starts at 11:30 AM
CPE: 2 hours of credit
Fee: $30.00 for Members; $40.00 for Guests. Fee includes lunch.

August 4, 2015

Title: Information Security and Cyber Risk Management
Categories: Federal Tax Law and Tax related Matters
Speakers: Ronald P Minerd, EA
Where: Colony West Country Club, 6800 NW 88th Ave, Tamarac, FL
Time: 11:30 AM – 1:30 PM. Luncheon starts at 11:30 AM
CPE: 1 hour of credit
Fee: $25.00 for Members; $35.00 for Guests. Fee includes lunch.

July 7, 2015

Title: (i) FBAR, Form 8938, related international tax forms, and the streamlined filing procedures
(ii) Tax Implications of the Affordable Care Act for 2015 Tax Returns

Speakers: Dr. Daniel N. Erasmus Esq. Ph.D (law) Adv Dip Transfer Pricing EA USTCP & NTPI Fellow
Michael A. Carlisle, EA, NTPI Fellow, FSEA President 2015-2016
Where: Colony West Country Club, 6800 NW 88th Ave, Tamarac, FL
Time: 11:30 AM – 2:30 PM. Luncheon starts at 11:30 AM
CPE: 2 hours of credit
Fee: $30.00 for Members; $40.00 for Guests. Fee includes lunch.

June 2, 2015

Title: Understanding the Final Treasury Regulations Governing the Treatment of Tangible Property
Speaker: Cindy Blumenfeld, Engineered Tax Services
Where: Colony West Country Club, 6800 NW 88th Ave, Tamarac, FL
Time: 11:30 AM – 1:30 PM. Luncheon starts at 11:30 AM
CPE: 1 hour of credit
Fee: $25.00 for Members; $35.00 for Guests. Fee includes lunch.

May 5, 2015

Title: 2014 Tax Issues
Moderator: Chris Merrill, IRS
Where: Colony West Country Club, 6800 NW 88th Ave, Tamarac, FL
Time: 11:30 AM – 1:00 PM. Luncheon starts at 11:30 AM
CPE: 1 hour of credit
Fee: $25.00 for Members; $35.00 for Guests. Fee includes lunch.

April 21, 2015

Title: Open Forum: 2014 Tax Issues
Moderator: Howard Wechsler, EA
Where: Colony West Country Club, 6800 NW 88th Ave, Tamarac, FL
Time: 11:30 AM – 1:00 PM. Luncheon starts at 11:30 AM
CPE: 1 hour of credit
Fee: $25.00 for Members; $30.00 for Guests. Fee includes lunch.

December 2, 2014

Title:  ACA Compliance for Small Business and Individuals
Panelists: Paul Hebert, VP, A.J. Gallagher Co.
Mireya (Mary) Calderon, FSEABC member
Where: Colony West Country Club, 6800 NW 88th Ave, Tamarac, FL
Time: 11:30 AM – 3:30 PM. Luncheon starts at 11:30 AM
CPE: 3 Hours of credit
Fee: $32.00 for Members; $40.00 for Guests. Fee includes lunch and coffee break

November 4, 2014

Title:  Ethics of S-Corporation Tax Preparation
Panelists: Frank Cumberatch, EA, Melody Lavrich, EA, and Roland Schwend, EA
Where: Colony West Country Club, 6800 NW 88th Ave, Tamarac, FL
Time: 11:30 AM – 1:00 PM. Luncheon starts at 11:30 AM
CPE: 1 Hour of credit
Fee: $25.00 for Members; $30.00 for Guests. Fee includes lunch

October 7, 2014

Title:  Five Things Any Business Owner Can do to Immediately Lower Payroll Costs
Speaker: Joe Pintamalli, CPP
Where: Colony West Country Club, 6800 NW 88th Ave, Tamarac, FL
Time: 11:30 AM – 1:00 PM. Luncheon starts at 11:30 AM.
CPE: 1 Hour of credit
Fee: $25.00 for Members; $30.00 for Guests. Fee includes lunch

September 2, 2014

Title:  501(c)(3) Shortened Procedures
Speaker: Nathan Tarler, E.A.
Where: Broward County Library at Young at Art Museum, 751 SW 121 Avenue, Davie, FL  33027
Time: 1:00 PM – 2:00 PM. Luncheon starts at 12:00 PM.
CPE: 1 Hour of credit
Fee: $20.00 for Members; $25.00 for Guests. Fee includes lunch