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Upcoming events

    • 20 Apr 2023
    • 5:00 PM - 7:00 PM
    • Zoom
    Register


    Retirement, Taxes, And Strategies

    With Beth Logan & Elizabeth Wilds

    When: April 20, 5PM-7PM

    Where:  Via Zoom

    After reviewing the taxing of Social Security and Railroad Retirement, we will look at strategies to reduce taxes throughout one’s retirement years. Moving to Florida or New Hampshire are not your only options. We’ll also look at two case studies. 

    *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 04/01/2023. 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.*

    Agenda

    5-5:25 PM Social Security

    5:25-5:45 PM Railroad Retirement

    5:45-5:50 PM Medicare

    5:50-6:20 PM Strategies

    6:20-6:40 PM Case Studies

    6:40-7 PM Questions

    About Our Speakers

    Elizabeth Wilds

    Elizabeth Wilds is a financial advisor with Ameriprise Financial serving clients in New Hampshire and Massachusetts. She has been an EA since 1999 and has worked as an estates and trust paralegal and a tax preparer. She has prepared taxes for individuals, non-profits and estates and trusts. She incorporates her past experience in financial plans and recommends subjects for her clients to discuss with their tax preparers in retirement and tax planning.

    Beth Logan

    Beth Logan has been an Enrolled Agent since 2013 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.
    • 23 Jun 2023
    • 6:15 PM - 8:15 PM
    • Zoom
    Register


    MaSEA WooSox Game Outing

    When: June 23, 6:15PM - 8:15PM

    Where:  Polar Park, Worcester, MA


    Join MaSEA for a baseball outing on Friday June 23, 2023. The Worcester Red Sox will be playing the Lehigh Valley IronPigs (AAA Phillies).

    Price: $40, includes game ticket, 2 hour buffet (6:15-8:15pm), and access to private cash bar.

    There will also be fireworks after the game! This is a family event so feel free to bring your family along for the game.



Past events

16 Mar 2023 Share Shop 2023
16 Feb 2023 Small Non-Profits
26 Jan 2023 Partnerships From The 1040 View Point
7 Jan 2023 1040 Tax Update Jan. 2023
15 Dec 2022 Decedent’s Final Return
13 Dec 2022 1040 Tax Update Dec. 2022
4 Dec 2022 MaSEA's 40th Anniversary Party
17 Nov 2022 Student Loans And The Tax Return
27 Oct 2022 MaSEA Virtual Social Cocktail Gathering
20 Oct 2022 Taxpayer Advocate Service
22 Sep 2022 Annual Update From MA Taxpayer Advocate
15 Sep 2022 MaSEA Virtual Social Cocktail Gathering
7 Sep 2022 MaSEA Strategic Planning Meeting
18 Aug 2022 MaSEA Virtual Social Cocktail Gathering
16 Aug 2022 MaSEA CE Special!
21 Jul 2022 MaSEA Virtual Social Cocktail Gathering
9 Jun 2022 MaSEA 2022 Annual Meeting
7 Jun 2022 MA Pensions
1 Jun 2022 SEE Prep 2022
19 May 2022 May Ethics 2022: When To Walk Away
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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