1040 Tax Update
With Gregory Zakarian, Beth Logan, Mary Ellen Fillo, Jill Lockhart, Paul Massa, Amit Johar & Scott Franklin
When: January 7, 9AM-2:30PM
Where: Via ZoomOrganized and sponsored by the Massachusetts Society of Enrolled Agents, it's the most popular MaSEA education event of the year, with two virtual dates to accommodate your schedule and CPE needs. MaSEA leadership will present the 1040 Update to prepare tax professionals for the upcoming 2022 filing season. Participants will learn the major details of the Inflation Reduction Act , CARES and SECURE Acts, specifically the changes to refundable credits, COVID-related deductions, credits and income deferrals, and IRAs. Topic Materials will be distributed in a PDF format.
Attendees will received 3 hours of IRS-approved CE and 1 NAEA credit. The program will also include 45 minutes of MA updates and 15 minutes of CT updates.
Additional “New Tax Law Update” may be all that is necessary for this 2023 filing season. Those who register for the January program will earn 2023 IRS CE and might have access to new tax law updates. Folks are able to register for both programs by paying two fees.
*MaSEA members, please use the email address that was used to create your NAEA membership to ensure that you receive the membership discounted price.*
*NAEA members who are non-MASEA members must include an NAEA number in the registration field or your registration will be cancelled.
About Our Presenters
Amit Johar, EA graduated from Bridgewater State University with a Finance degree and immediately started his first small business and has been involved in startups and small business operations since then. He understands the day to day challenges that hamper small business growth. He earned a Financial Planner Certificate from Boston University.
His consulting with clients has seen dramatic increases in financial results. He is a past MaSEA President and an active NAEA leader.
Paul Massa, EA has over 40 years of Tax Preparation experience and 30 as an enrolled agent. He prepares individual, small business, and Estate tax returns. He is an enrolled agent, a past vice-president of CTSEA, and MASEA member. Paul has led AMT, 4797 and QBI presentations. A private pilot, Paul supports his aviation habit by doing taxes. He runs the Rocky Hill office of MGroup Tax Advisors, a collaborative partnership of five EA’s. He is a New England Air Museum volunteer.
Gregory Zakarian, EA is an experienced lecturer and instructor with H&R Block. He served as Office Manager and a Tax Advisor at the Natick Block Advisors office.
Beth Logan, EA is an Enrolled Agent, a past-President of the Mass Society of Enrolled Agents, and has a tax practice in Chelmsford, MA. Beth is the chair of the NAEA Education Committee. She is a published author. “Divorce and Taxes After Tax Reform” was the first book to cover TCJA divorce issues. When she isn’t helping clients with taxes, she consults to small businesses and teaches classes to EA’s and laypersons. She has an MBA from the University of Maryland, College Park, and two electrical engineering degrees from the Georgia Institute of Technology.
Scott Franklin, EA has a law degree from UMichigan and mortgage loan experience. He has a tax practice in Wellesley. Scott is extremely proficient with the tax issues of stock options, small business and rental property taxes. He provides elder care tax services that encompass gifting, trusts and estate planning. He also is a fine furniture maker.