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Upcoming events

    • 3 Jun 2024
    • 6:00 PM
    • 4 Nov 2024
    • 9:00 PM
    • 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 6:00-9:00 p.m.

    Dates:

    Part 1: June 3, 6, 10, 13, 17, 20, 24, 27 - Individual Tax

    Part 2a/b: July 29 Aug. 1, 5, 8, 12, 15, 19, 21, 26, 28 - Partnerships, Corps & Other Entities

    Part 3: Oct. 21, 24, 28 Nov. 4 - Representation, Responsibilities & Ethics


    Part 1 - Individual Income Tax

    June 3, 6, 10, 13, 17, 20, 24, 27

    6:00PM to 9:00 PM

    Teachers:

    Marilyn Brodeur, EA & Paul Massa, EA

    24 hours of class time                                    

    5 AFSP IRS CE credits in Tax Topics

    Early Bird Price: $625 before May 28th

    $725 after May 28th

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

    Part 2a July 29, Aug. 1, 5, 8, 12

    Part 2b Aug. 15, 19, 21, 26, 28

    6:00PM to 9PM

    Teachers:

    Part 2a Partnerships: Amit Johar, EA & Mason Klinck, EA

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

    30 hours of class time, 5 IRS AFSP CE credit in tax topics

    Early Bird Price: $825 before May 28th 

    $925 after May 28th

    Part 3 Representation, Responsibilities & Ethics

    Oct. 21, 24, 28 Nov. 4, 7

    6:00PM to 9PM

    Teachers:

    Greg Zakarian, EA

    12 hours of class time, 5 IRS AFSP CE Credits in Ethics

    Early Bird Price: $450 before May 28th

    $550 after May 28th

    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 28 - $1,425 (after May 28 $1,625)

    No refunds after May 28. Before May 28, $25 processing fee may apply.

    • 10 Jun 2024
    • 27 Jun 2024
    • 4 sessions
    • West Bridgewater Public Library, Howard Street; Medford Bloomberg Public Library, 111 High Street, Room 5; Forbes Library, 20 West Street, Northampton, Watson Room; Marlborough Library, 35 W Main Street
    Register


    Collection Representation:

    The Process And Options Of IRS & MA DOR Collections

    3 hours, 2 IRS CE

    Monday, June 10, 10am to 1pm – West Bridgewater Public Library, Howard Street

    Wednesday, June 12, 11am to 2pm – Medford Bloomberg Public Library, 111 High Street, Room 5

    Tuesday, June 25, 10:15am to 1:15pm – Forbes Library, 20 West Street, Northampton, Watson Room

    Thursday, June 27, 11:30 to 2:30pm, Marlborough Library, 35 W Main Street


    You can’t really call them taxpayers, because they aren’t paying taxes. You can call them your potential clients, because they desperately need your assistance.

    With this information the Tax Practitioner can take control of the business terms with the potential client and will be better prepared to work out a solution with the taxing authorities. How do you determine the fee without knowing the course of action? You might charge a few hundred dollars to provide certain collection representation services and you might need to assess a fee of a few thousand dollars for other collection representation services. Learn to recognize the differences.

    John Warren EA explores seven practical IRS installment agreement plans and five typical MA DOR payment options. A dozen forms are included. There is an emphasis on preparing the financials for Offers in Compromise and Non-Conventional Payment Plans. 

    Without a handle on all possible collection settlements, the practitioner cannot determine the most favorable resolution.

    After this presentation,

    • You will be able to apply the appropriate pricing strategy to resolve a tax collections dispute.
    • You will recognize easy resolution situations.
    • You will better determine what are the more involved tax resolution situations.
    • You will employ more effective strategies to collaborate with tax authorities.

    Note: This is the last round of small group tax talks as hosted by MaSEA. In the future, the MA Chapter of NAEA will sponsor such events.

Past events

21 Jun 2024 2024 MaSEA WooSox Game Outing
19 Jun 2024 2024 MaSEA Annual Meeting
15 May 2024 S-Corporation Elections and Reasonable Compensation
13 May 2024 2024 The US Tax Court Calendar Call
24 Apr 2024 April Ethics 2024
21 Mar 2024 Share Shop 2024
21 Feb 2024 Repair Regulations & Cash Basis Inventory Rules
17 Jan 2024 Taxation of C Corporations: Theory to Practice
6 Jan 2024 1040 Tax Update January 2024 Live!
20 Dec 2023 2023 Annual Update From MA Taxpayer Advocate
14 Dec 2023 1040 Tax Update Dec. 2023
13 Nov 2023 MaSEA Fall Conference
4 Nov 2023 Practice Management
18 Oct 2023 Social Security And Medicare Basics
5 Oct 2023 Let Me Entertain You
4 Oct 2023 Let Me Entertain You
3 Oct 2023 Let Me Entertain You
2 Oct 2023 Let Me Entertain You
20 Sep 2023 2023 IRS Taxpayer Advocate Service
18 Sep 2023 The US Tax Court Calendar Call
15 Aug 2023 MaSEA CE Special 2023-2024
23 Jun 2023 MaSEA WooSox Game Outing
8 Jun 2023 2023 MaSEA Annual Meeting
5 Jun 2023 SEE Prep 2023
18 May 2023 An Ethics Primer for the Circular 230 Practitioner
20 Apr 2023 Retirement, Taxes, And Strategies
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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