About this Event
Join the Florida Chapter of NATP for an unforgettable Seminar at Sea aboard Celebrity Beyond, sailing from Miami, Florida, June 29–July 3, 2027 featuring 12 hours of CE credits with nationally recognized tax educator Thomas A. Gorczynski, EA, USTCP!
Combine professional development with a well-deserved getaway as we enjoy two days of engaging tax education on June 29 and July 2, with plenty of time in between to relax, explore, and connect with fellow tax professionals.
Registration is open and the rates are:
- Early Bird: $395 (now until October 31, 2026)
- General Registration: $420 (November 01 - March 31, 2027)
- Late Registration: $470 (April 01 - June 01, 2027)
See below for the agenda, which includes the seminar topics and descriptions.
IMPORTANT: Your Eventbrite purchase is solely for CLASS REGISTRATION FEE. The dates and pricing shown above for registration apply ONLY TO THE EDUCATIONAL PORTION OF THE EVENT and are separate from the cruise dates, cabin pricing, and other travel costs.
See cruise details below and contact Belle directly for more information.
Cruise Itinerary
June 27: Depart from Miami, FL
June 28: Perfect Day at CocoCay
June 29: Day at Sea - 6 hours of class at The Meeting Place, Deck 4
June 30: Puerto Plata, Dominican Republic
July 1: Grand Turk, Turks & Caicos
July 2: Day at Sea - 6 hours of class at The Meeting Place, Deck 4
July 3: Return to Maimi, FL
Cabin Pricing
Special group rates are available for Seminar at Sea attendees:
- Inside Cabin: $2,191.78 per person
- Oceanview: $2,209.78 per person
- Balcony: $2,560.78 per person
Pricing is based on double occupancy and includes port taxes and fees. Pricing also includes a refundable deposit, classic drink package, free WiFi, and gratuities. For non-refundable, no perk prices, please contact Belle at the below information.
Ready to Book Your Cruise?
To reserve your cabin or for questions regarding cabin availability, pricing, accommodations, or other travel arrangements, please contact our travel advisor:
Belle Mata
Phone: 813-494-6282
Email: [email protected]
Our travel advisor will be happy to assist you with booking your accommodations aboard Celebrity Beyond and answer any questions related to your cruise reservation.
Agenda Day 1
🕑: 09:00 AM - 10:40 AM
Basics of Foreign Asset Reporting (2 CE)
Info: U.S. taxpayers with foreign financial interests face a maze of overlapping reporting regimes — FBAR (FinCEN Form 114), FATCA (Form 8938), and information returns for foreign trusts, gifts, and business interests. This course walks practitioners through when each requirement applies, how the thresholds and filing triggers differ, and where clients most commonly fall into noncompliance. It covers penalty structures and the IRS's current options for taxpayers who missed a filing.
🕑: 11:00 AM - 12:40 PM
Foreign Earned Income Exclusion Overview (2 CE)
Info: The foreign earned income exclusion (FEIE) under §911 provides substantial tax benefits for U.S. taxpayers living and working abroad. However, eligibility rules and calculations are complex and often misunderstood. This course provides a practical overview of the FEIE, covering qualification requirements, the bona fide residence and physical presence tests, the mechanics of Form 2555, and the housing exclusion.
🕑: 02:00 PM - 03:40 PM
Best Practices for Preparing Problem Tax Returns (2 CE)
Info: Not every return is timely filed with perfect information. Practitioners often struggle with missing, unavailable, or incorrect information, or late-filed tax returns – or clients with both! This course reviews both of these situations and how the practitioner can help the client to the best of their ability while maintaining a commitment to accuracy and ethics.
Agenda Day 2
🕑: 09:00 AM - 10:40 AM
Ethical Issues in AI and Technology Use (2 CE)
Info: Artificial intelligence and automation tools are rapidly changing how tax and accounting professionals research issues, draft communications, and manage client data — and existing ethical frameworks weren't written with these tools in mind. This course examines how Circular 230 applies to AI-assisted work, including due diligence, competence, confidentiality, and supervision obligations when using generative AI, automated research tools, and client data platforms. Practitioners will leave with a practical approach to evaluating new technology tools in light of their existing professional responsibilities.
🕑: 11:00 AM - 12:40 PM
Tax Planning for Seniors and Retirees Pt 1 (2 CE)
Info: This course teaches tax professionals practical strategies to reduce tax liability for senior and retired clients. Participants will explore Income-Related Monthly Adjustment Amount (IRMAA) optimization, tax-efficient charitable giving, and recent OBBBA senior deductions. The course examines the mechanics of Health Savings Accounts (HSAs) for retirees, including deductible medical expenses such as long-term care insurance premiums and nursing care. Required Minimum Distribution (RMD) and Roth conversion planning round out multi-year strategies. Beyond mechanics, attendees will gain a structured engagement process for senior tax planning, from discovery to implementation.
🕑: 02:00 PM - 03:40 PM
Tax Planning for Seniors and Retirees Pt 2 (2 CE)
Info: See Part 1 for description.
Event venue & nearby stays
PortMiami, 1015 N America Way, Miami, United States
Concerts, fests, parties, meetups — all the happenings, one place.