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Zoom Through MA DOR Tax Changes
With Taxpayer Advocate Dana Ackerman
June 2, 2020
(North Reading Roundtable)
1PM - 3PM
MaSEA Offers members five zoom calls with MA DOR Taxpayer Advocate Dana Ackerman. This RSVP is specifically for North Reading Roundtable on June 2. Among the issues to be covered are the new commissioner, 2020 filing season status, updates on DOR operations (collections, appeals, audits), COVID-19 relief provisions, COVID-19 telecommuting TIR 20-5, E-Sig DD 20-1, new vape tax and new federal tax form 1099 NEC. There is ample time for questions.
Recent successes with Zoom Tax Talk Round Tables have allowed MaSEA to broaden the Tax Talk Distancing Forums. Once you register for this session you will receive an invite prior the start time. There is no fee. Registrants earn two NAEA member CE credits and no IRS CPE credit. Sessions run from 1PM to 3PM.
In normal times, Dana would traipse the Commonwealth to appear in person. These zoom sessions are logically geographic suggested gatherings and not enforced. It is hoped to provide some participation balance this way.
June 4, 2020
(Waltham Dinner Crowd & NNE Members)
MaSEA Offers members five zoom calls with MA DOR Taxpayer Advocate Dana Ackerman. This RSVP is specifically for the Waltham Dinner Crowd and NNE members on June 2. Among the issues to be covered are the new commissioner, 2020 filing season status, updates on DOR operations (collections, appeals, audits), COVID-19 relief provisions, COVID-19 telecommuting TIR 20-5, E-Sig DD 20-1, new vape tax and new federal tax form 1099 NEC. There is ample time for questions.
MaSEA 2020 Annual Meeting Notice
CALL TO THE ANNUAL MEETING
April 25, 2020
In accordance with the Bylaws of the Massachusetts Society of Enrolled Agents, Inc., Article VI, Section 6.02a, I, Beth Logan EA, call all members in good standing to the society's Annual Meeting on Thursday June 11, 2020 via Zoom. The Annual Meeting shall convene at 4:00 PM.
1. Introduction of Current Officers, Directors, and Past President
2. Secretary's Report
3. Treasurer's Report
4. Committee Reports (except Nominating)
5. Old Business
6. New Business
a. By-Law Change
b. Report of the Nominating Committee for Election of Officers and Directors
c. Election of Officers and Directors
7. Swearing in of officers
8. Awards and thank you’s
The 4pm Annual Meeting is followed by the installation of officers and directors. We are sorry that the current situation prevents us from physically meeting. MaSEA continues to work to support all members.
I encourage members to attend the annual meeting, celebrate the accomplishments of the year gone by and welcome our newly elected Board of Directors. The current board worked well this year to better serve the membership. The group kept a focus on the best interests of the Society. The MaSEA Board of Directors is excited to share the details of several grEAt upcoming FY21 planned events. We look forward to seeing you. The complete agenda and registration information will be on our MaSEA website.
Note that the Annual Meeting itself is free to all members. Please register before June 6th for the annual meeting to assist us with the webinar system. Information on the webinar and how to operate the system will be sent out in advance of the meeting. Please log on around 3:55 pm to make sure everything is working. We are sorry that we will not be holding education events on this day but please watch for new programs in the near future.
The nominating committee consisted of Immediate Past President John Warren, EA, Past President Shanti Patel, EA and former Director Judy Kellogg, EA. The committee found and recruited the most qualified candidates for officer or director positions for the upcoming governance year of 2020-2021. We thank John Warren, EA and Mark Lawless, EA for their services on the board.
Following is the slate of candidates, for year 2020-2021, recommended by the committee.
PRESIDENT Amit Johar, EA
1ST VICE PRESIDENT Nando Pellegrino, EA
2ND VICE PRESIDENT Paul Hewick, EA
TREASURER John Pearson, EA
SECRETARY Lisa Wright, EA
Marilyn Brodeur, EA 1st of 2 years
Nate Zielonka, EA 2nd of 2 yearsJessica Prince, EA 1st of 2 years
Nancy Lam, EA 1st of 2 years
Mamta Chowdhary, EA 1st of 2 years
Beth Logan, EA, will serve as immediate past president.
Note that Vincent Valvo of AmBiz to continue as Executive Director. Navi Persaud is our support at AmBiz.
It has been an enormous pleasure and privilege to serve as your president last year and I look forward to seeing many of you (albeit, on screen) on Thursday June 11th.
Beth Logan, EA MaSEA President
Special Enrollment Exam Preparation
Want to become an Enrolled Agent?
Consider taking MaSEA's SEE Prep course taught by expert MaSEA members.
Click Here To Register
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.
When and Where
Online Via Zoom
Time 7:00-8:30 p.m.
Part 1: July 23, 30
Part 2a: Aug. 6, 13
Part 2b: Aug. 20, 27
Part 3: Sept, 3, 10
Individual Income Tax
Mike Rhodes, EA
3 hours of class time, 2 IRS CE credits
Part 2a & 2b
Business, Estates, Trusts and Non-Profits
Part 2a: Dave LaRochelle, EA
Part 2b: Scott Franklin, EA
6 hours of class time, 4 IRS CE Credits
Representation and Ethics before the IRS
Judith Kellogg, EA
3 hours of class time, 2 IRS CE Credits
Complete Course Price $725
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