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Upcoming events

    • 19 May 2022
    • 5:00 PM - 7:00 PM
    • Zoom
    Register


    MaSEA May Ethics: When To Walk Away

    With Karen Ceppetelli, Beth Logan And Ron Pallisco

    When: May 19, 5PM-7PM

    Where: Via Zoom

    We’re going to focus on sections 10.34 d and 10.35 of Circular 230 and other relevant parts. We’ll address these by telling real stories of clients that came to us that we said “no, I’m sorry, I won’t do your taxes” and stories of “why did I say yes to doing that guy’s taxes?” Participants will be invited to tell their own stories and ask questions. Participants will receive 2 IRS CE credits for attending the course and completing the required poll questions throughout the duration of the webinar.

    *Please Note, if you have signed up for the MaSEA CE Special, you will be automatically registered for this course during the week of April 28.*

    *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, please provide your NAEA number when registering or your registration will be cancelled. 

    About Our Speakers

    Karen Ceppetelli

    Karen Ceppetelli is the founder and owner of Acorn Business Advisors.  Started in 2001 to help the friend-of-a-friend with her business bookkeeping. The business has continued helping business owners with their bookkeeping and expanded to include accounting, tax planning and preparation. Clients range from retailers, restaurants, specialty foods, legal, medical and construction contractors.

    Karen is an Enrolled Agent (EA) with the IRS with a Bachelor’s in Accounting.  She has extensive experience in personal, partnership, corporate and sales taxes. Memberships and continued education with various organizations such as the AICPA, Intuit ProAdvisor and National Association of Enrolled Agents allows Karen to stay up to date with current business trends and tax laws.

    Karen enjoys teaching with the Center for Women in Enterprise, speaking at SBA, Chamber of Commerce and other organization events, as well as volunteering many years with the AARP Tax Aide Program. She enjoys her time as a Library Trustee, reading, hiking, biking, horseback riding, wine and traveling while living in Grafton, MA.

    Ron Pallisco

    “I have been an accountant for longer than I care to admit to,” says Pallisco. He is a graduate of Bryant University and has a bookkeeping and tax practice in Westborough. He has serviced the small business community for the past 30 plus years.   

    Beth Logan

    Beth Logan is an Enrolled Agent with a tax practice and business consulting company. She teaches tax classes to lay persons and other tax professionals. She is a nationally published author on taxes, including Divorce and Taxes After Tax Reform. In the lulls between tax seasons, she helps small businesses grow and advises businesses and individuals on financial decisions that can impact their taxes. She has an MBA from the University of Maryland and two engineering degrees from Georgia Institute of Technology.

    • 1 Jun 2022
    • 31 Aug 2022
    • 12 sessions
    • ONLINE
    Register


    Special Enrollment Exam Preparation

    Want to become an Enrolled Agent?

    Consider taking MaSEA's SEE Prep course taught by expert MaSEA members.

    Why Take SEE Prep with MaSEA?

    • The curriculum allows Enrolled Agent candidates the opportunity to review and comprehend the material as well as the exam question format.

    • This course, with its weekly assignments and structured presentation, offers a sensible way to prepare for the Special Enrollment Exam. The program format is designed to cover the necessary material in a timely and orderly manner.

    • This course is taught by Enrolled Agents who have been through the rigors of the exam and can offer helpful tips to prospective Enrolled Agents. Their extensive tax preparation experience makes the instructors excellent resources for clarifying difficult concepts.

    • The breaks built into the course schedule allow candidates to review each part and take the exam part before continuing the program.

    If you need structure and

    assistance with a

    multiple-choice tax exam,

    you need the MaSEA SEE Prep Program


    When and Where

    Location: 

    Online Via Zoom

    Time 6:30-9:00 p.m.

    Dates:

    Part 1: June 1, 8, 15 - Individual Tax

    Part 2a: June 29, July 6, 13 - Partnerships

    Part 2b: July 20, 27, Aug. 3 - Corps & Other Entities

    Part 3: Aug. 17, 24, 31 - Representation, Responsibilities & Ethics


    Part 1 - Individual Income Tax

    June 1, 8, 15

    6:30 to 9:15pm

    Teachers:

    Marilyn Brodeur, EA & Paul Massa, EA

    7 hours of class time                                    

    3 AFSP IRS CE credits in Tax Topics

    Early Bird Price: $350 before May 25th

    $400 after June 1st

    Parts 2a & 2b - Businesses, Estates, Trusts and Non-Profits

    Part 2a June 29, July 6,13

    Part 2b July 20, 27 and Aug 3

    6:30 to 9pm

    Teachers:

    Part 2a Partnerships: Amit Johar, EA & Greg Zakarian, EA

    Part 2b Corporations: Scott Franklin, EA &             Jill Lockhart, EA

    15 hours of class time, 3 IRS AFSP CE credit in tax topics

    Early Bird Price: $750 before June 1,

    $800 after June 1st

    Part 3 Representation, Responsibilities & Ethics

    Aug 17, 24, 31

    6:30 to 9pm

    Teachers:

    Judith Kellogg, EA & Mason Klinck, EA

    6 hours of class time, 2 IRS AFSP CE Credits in Ethics

    Early Bird Price: $350 before Aug 4th

    $400 after Aug 4th

    The emphasis of the MaSEA SEE Prep program is succeeding with the exam. This program is only intended for the tax professionals seeking the US Treasury EA credential. The program is not an introductory training in tax. Consider the investment of time and intensity a boot camp. Students receive access to online GLEIM materials and published soft cover books.

    Complete Course Price: Early Bird before May 25 - $999, (after June 1st $1,300)

    No refunds after May 25th.  Before May 25, $25 processing fee may apply.

Past events

21 Apr 2022 Kids! Kiddie Tax And College Tuition/Scholarship
17 Mar 2022 Share Shop 2022
17 Feb 2022 Taxpayer Advocate Service Update 2022
20 Jan 2022 Cryptocurrency Basics
13 Jan 2022 January MaSEA Virtual Social Cocktail Gathering
8 Jan 2022 1040 Tax Update Jan. 2022
16 Dec 2021 Fixing Businesses — Form 3115
9 Dec 2021 1040 Tax Update Dec. 2021
2 Dec 2021 December MaSEA Virtual Social Cocktail Gathering
18 Nov 2021 1041 Trusts Returns
4 Nov 2021 November MaSEA Virtual Social Cocktail Gathering
21 Oct 2021 Interactive Class On Partnership Basis
23 Sep 2021 Taxpayer Advocate Annual Update
19 Aug 2021 Outdoor Talk: First Look At Tax Form Changes
18 Aug 2021 Outdoor Talk: First Look At Tax Form Changes
17 Aug 2021 Outdoor Talk: First Look At Tax Form Changes
16 Aug 2021 MaSEA CE Special!
12 Aug 2021 Outdoor Talk: First Look At Tax Form Changes
29 Jul 2021 Tax Picnic Presentation: Blithewood Park Gazebo
27 Jul 2021 Tax Picnic Presentation: Groff Park
21 Jul 2021 Tax Picnic Presentation: Ferullo Field
14 Jul 2021 Tax Picnic Presentation: Dighton Rock State Park
10 Jun 2021 MaSEA 2021 Annual Meeting
9 Jun 2021 SEE Prep 2021
27 May 2021 May MaSEA Virtual Social Cocktail Gathering
20 May 2021 May 2021 Monthly Meeting: Ethics
22 Apr 2021 Federal Tax Research
15 Apr 2021 MA DOR Zoominar
23 Mar 2021 MA DOR Zoominar
18 Mar 2021 Share Shop 2021
11 Mar 2021 March MaSEA Virtual Social Cocktail Gathering
18 Feb 2021 February Monthly Meeting: Taxpayer Advocate Service Update
11 Feb 2021 February MaSEA Virtual Social Cocktail Gathering
21 Jan 2021 January Monthly Meeting: PPP Loan Forgiveness
9 Jan 2021 1040 Tax Update 2
7 Jan 2021 January MaSEA Virtual Social Cocktail Gathering
7 Jan 2021 Social Security Investor Planning
5 Jan 2021 Planning For Health Care In Retirement
17 Dec 2020 December Monthly Meeting
11 Dec 2020 CPE Opportunity: SBA 504 Loan(s)
10 Dec 2020 1040 Tax Update 1
7 Dec 2020 CPE Opportunity: Cost Segregation
3 Dec 2020 December MaSEA Virtual Social Cocktail Gathering
19 Nov 2020 November Monthly Meeting
12 Nov 2020 November MaSEA Virtual Social Cocktail Gathering
29 Oct 2020 October MaSEA Virtual Social Cocktail Gathering
28 Oct 2020 October Monthly Meeting
27 Oct 2020 CPE Opportunity Innocent Spouse
22 Oct 2020 CPE Opportunity: The COVID Tax Court
17 Sep 2020 September Monthly Meeting
10 Sep 2020 MaSEA Virtual Social Cocktail Gathering
5 Aug 2020 Tax Business Practice Management Zoominar
23 Jul 2020 SEE Prep 2020
23 Jun 2020 June 23 Roundtable With IRS Taxpayer Advocate Bob Allen
18 Jun 2020 June 18 Roundtable With IRS Taxpayer Advocate Bob Allen
11 Jun 2020 June 2020 Annual Meeting
4 Jun 2020 June 4 MA DOR Tax Changes With Dana Ackerman (Waltham Dinner Crowd & NNE Members)
2 Jun 2020 June 2 MA DOR Tax Changes With Dana Ackerman (North Reading Roundtable)
28 May 2020 May 28 MA DOR Tax Changes With Dana Ackerman (413 Round Table, Western MA & CT members)
26 May 2020 May 26 MA DOR Tax Changes With Dana Ackerman (SE Mass – Cape, Bristol & Plymouth counties & RI members)
21 May 2020 May Ethics CE Meeting
21 May 2020 May 21 MA DOR Tax Changes With Dana Ackerman (Worcester Round Table & NNE members)
19 Mar 2020 March CE and Dinner & Share Shop
1 Jan 2020 January Dinner and CE
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