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• MaSEA's 40th Anniversary Party

  • When
    4 Dec 2022
  •  
    12:00 PM - 4:00 PM
  • Location
    GlenPharmer Distillery

  
  

  MaSEA's 40th Anniversary Party

  When: December 4, 12PM-4PM

  Where: GlenPharmer Distillery

  860 West Central Street

  Franklin, MA

  Come celebrate 40 years of MaSEA with live music and a luncheon. There will also be a cash bar for those who'd like to grab a drink or two. The cost per attendee will be $40 and is open to members and guests. Please be sure to register by November 25 so that we have a full count of who will be attending. For more information, please email Cindy Goldman at Goldmantax@outlook.com. 

  
  

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• 1040 Tax Update Dec. 2022

  • When
    13 Dec 2022
  •  
    11:00 AM - 4:30 PM
  • Location
    Zoom

  Register

  
  

  1040 Tax Update

  With Gregory Zakarian, Beth Logan, Mary Ellen Fillo, Jill Lockhart, Paul Massa, Amit Johar & Scott Franklin

  When: December 13, 11AM-4:30PM

  Can't make it on December 9? We're doing it all again on January 7! Click here.
  

  Where:  Via Zoom

  Organized 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.
  
  The same program is offered before 2021 ends and just as 2022 begins. Attendees will received 3 hours of IRS-approved CE. The program will also include 45 minutes of MA updates and 15 minutes of CT updates.
  
  Every effort is made to make the two programs identical, but anything signed by the President in December is NOT part of the December 13 presentation. Those registering for the December program want a jump start on organizers, tax season preparations and 2022 IRS CE. They may require an additional “New Tax Law Update” to learn 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 the current 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.

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• Decedent’s Final Return

  • When
    15 Dec 2022
  •  
    5:00 PM - 7:00 PM
  • Location
    Zoom

  Register

  
  

  Decendent's Final Return

  With Cynthia Goldman

  When: December 15, 5PM-7PM

  Where: Via Zoom

  You know your long time client well and understand their tax return, but upon death, some parts of the return will be different. This class will discuss those differences, how to allocate nominee income, income in respect of a decent, form 1310, revocable trusts in year of grantors death, and more.

  Attendees will receive 2 IRS CE credits for attending this course. You will be required to answer poll questions in order to receive credit. If you do not answer the sufficient amount of questions, you will NOT receive credit. 

  *Please Note, if you have signed up for the MaSEA CE Special, you will automatically be added to this event and receive a confirmation during the week of 12/01/2022. This course is non-refundable and will not be recorded. Please plan accordingly.*
  

  *MaSEA members, please use the email address that was used to create your NAEA membership to ensure that you receive the membership discounted price.*

  About Our Speaker

  Cynthia Goldman received her BS from Northeastern University in 1985 and her MS in taxation from Bentley in 1993. She has been an enrolled agent since 1993. She is the owner of Goldman Tax Services when she focuses mostly on trusts, estates, and individual income taxation. Cindy is an MaSEA member and the Sunshine Committee chair.

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• 1040 Tax Update Jan. 2023

  • When
    7 Jan 2023
  •  
    9:00 AM - 3:30 PM
  • Location
    Zoom

  Register

  
  

  1040 Tax Update

  With Gregory Zakarian, Beth Logan, Mary Ellen Fillo, Jill Lockhart, Paul Massa, Amit Johar & Scott Franklin

  When: January 7, 9AM-3:30PM

  Where:  Via Zoom

  Organized 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.
  
  The same program is offered before 2021 ends and just as 2022 begins. Attendees will received 3 hours of IRS-approved CE. 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 the current 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.

  Show details