Florida Society of Enrolled Agents upcoming events

FSEA Monthly Roundtable (October 2026) (13 Oct 2026)

Tue, 13 Oct 2026 16:00:00 GMT

Do you have a tax question?

Practice Management Problem you would like to discuss?

Join our FREE one-hour member meeting where you can connect online and have the opportunity to ask questions.

Facilitator: Amber Peitzmeier, EA (FSEA Treasurer)

Optimize Tax Planning Using Defined Benefit Plans (26 Oct 2026)

Mon, 26 Oct 2026 17:00:00 GMT

Join us for an educational webinar presented by Business Benefits Consultants, an FSEA Silver Sponsor, featuring David Podell.

This presentation will cover the benefits of using cash balance and defined benefit plans as a tax strategy for small business owners.

We will cover the following:

Why these plans are different from traditional retirement plans that are being used in the market.
Discussion around the different plan designs and options that exist.
The type of business or solo proprietor that fits the ideal profile to take advantage of these solutions.
A breakdown on limits and IRS guidelines.
How a team of professionals can be aligned to make the plan a success.
Case studies that include combining your clients’ current plans with additional benefits.

Speaker: David Podell, Business Benefits Consultants

About the Speaker: David Podell started Business Benefits Consultants when he identified a niche space that was filled with complexity and a need for expertise in the Tax Mitigation space. David has lectured extensively and is a sought-out specialist in Defined Benefit and Cash Balance Plans. He has been featured in FORBES, American Institute of CPA’s, CPA Practice Advisor, and multiple small business journals. David has become an acclaimed speaker and educates the accounting industry as a certified CPE Sponsor. His firm is commissioned by Tax Strategist and Financial Advisors, to provide an outsourced solution that allows those professionals to implement and manage these plans for their clients.

FSEA Monthly Roundtable (November 2026) (10 Nov 2026)

Tue, 10 Nov 2026 17:00:00 GMT

Do you have a tax question?

Practice Management Problem you would like to discuss?

Join our FREE one-hour member meeting where you can connect online and have the opportunity to ask questions.

Facilitator: Tamara Smith, EA (FSEA Vice President)

FSEA Monthly Roundtable (December 2026) (8 Dec 2026)

Tue, 08 Dec 2026 17:00:00 GMT

Do you have a tax question?

Practice Management Problem you would like to discuss?

Join our FREE one-hour member meeting where you can connect online and have the opportunity to ask questions.

Facilitator: Jackie Pointer, EA (Immediate Past President)

FSEA Board Meeting - Virtual (May 19, 2027) (19 May 2027)

Wed, 19 May 2027 20:30:00 GMT

Board Meeting Announcement for FSEA Members

Calling all members of FSEA!

We are pleased to announce the upcoming FSEA Board Meeting, to be held on May 19 at 4:30 p.m. via Zoom Meeting. This is a crucial opportunity for members to stay informed about the organization's progress, engage in important discussions, and contribute to our shared vision for the future.

What to Expect:

1. Review of past accomplishments: We will present an overview of the organization's recent achievements, highlighting major milestones and the impact of your membership.
2. Financial update: Get a transparent look at our financial standing and learn how your contributions are being used to fulfill our mission.
3. Strategic initiatives: Hear about our strategic plans for the future and how you can be involved in shaping our direction.
4. Open discussion: This is your chance to ask questions, share your ideas, and provide valuable feedback to the Board.
5. Election process of new board members (if applicable): We will discuss our Call for Nominations for new board members to ensure a diverse and representative leadership team.

Why You Should Attend:

1. Stay informed: This is your chance to hear firsthand about the organization's progress and be a part of the decision-making process.
2. Share your voice: Your input matters. This meeting is an open forum for you to express your concerns and suggestions.
3. Connect with other members: Network with fellow members who share your passion for our mission.
4. Make a difference: Your participation strengthens our organization and empowers us to achieve even greater impact.