TEI Florida Annual Meeting & CPE Event (Orlando)

Join your TEI colleagues and various presenters at the Darden Restaurants Corporate Building (1000 Darden Center Dr.) for 9 hours of CPE with networking, insightful discussions, and knowledge sharing over two days.

The meeting is open to all tax professionals. It is free of cost for TEI members and $50 for non-members. The event will include lunch on both days, happy hour on Day 1, and breakfast on Day 2. Registration will be open from 4-1-2026 through 05-10-2026.

The tentative agenda for the meeting is as follows:

Day 1 (May 11)

*12:00 pm- Registration & Check-in; a light lunch will be provided

*1:00-2:00 pm- Current Trends in M&A (Forvis & RSM)

*2:00-3:00 pm- Federal Tax Policy & Effect on Tax Credits (Mickelson & Co)

*3:00-3:20 pm- Break (sponsored by Mickelson & Co)

*3:20-5:00 pm- A&A (Forvis)

*5:30-7:00 pm- Happy Hour at location TBD (sponsored by TEI & Forvis)

Day 2 (May 12)

*8:00-8:30 am- Coffee & light breakfast (sponsored by RSM)

*8:30-9:20 am- Tariff Update (RSM)

*9:20-10:10 am- R&D Update (DST & Massie)

*10:10-10:20 am- Break

*10:20-11:10 am- SALT Update (Forvis)

*11:10 am-12:00 pm- Tax Technology (BDO)

*12:00-12:45 pm- Lunch

*12:45-2:00 pm- Taking Charge of Your Career (Jack Hart, Brewer Morris)

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Host or Publisher TEI Florida