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CPE opportunity: "The COVID Tax Court"
With Keith Fogg
When: 10:00 AM - 11:00 AM, Thursday, October 22
Where: Via Zoom
US Tax Court procedures have changed during this pandemic. First, there was the shutdown and delays. Now there are online calendar calls and trials. Get the latest developments and procedures of “ZoomGov,” how the Tax Court will operate in Boston on November 2. Anyone attending the Boston Calendar Call on November 2 needs this presentation.
Attendees will receive one IRS CPE at no cost to MaSEA members. Non-members will pay a $25 registration fee. EA’s attending agree to join the New England Low Income Tax Clinic EA Pro Bono Panel. Panelist will accept one representation case with guidance and support of the LITC staff, tax attorneys and law professors. Expand your tax technical experience and help to change someone’s life.
About Our Speaker: Keith Fogg
Keith Fogg is a professor of law at the Harvard Law School and Low Income Tax Clinic Founder & Director. He taught law at Villanova after decades of employment with the IRS Office of Chief Counsel, where he served as District Counsel in Richmond and National Office Brach Chief. He has received numerous prestigious honors. Keith is the editor of the ABA publication, “Effectively Representing Your Client Before the IRS” and maintains the blog site, ProcedurallyTaxing.com.
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October Monthly Meeting
"International Update, Foreign Self-Employment and Exclusion Situations"
With Jean Mammen, EA
When: 5:00 PM - 7:00PM, Thursday, October 22
Objectives
Form 2555 – Physical Presence Test for FEIE (2019, 2020 filing))
Form 8843 – Using medical exception to avoid meeting the Substantial Presence Test (2019)
Understand how mirroring Form 1040 and Form 1040-NR and efiling may simplify bringing filers into compliance with USCIS and IRS rules.
Must SE tax be paid? To whom? (IRC and ISSA)
Form 1040 with Form 2555 when there is a Schedule C
Where and how to enter SE income and exclusions on Form 2555
How SE tax interacts with income tax on Form 1040
Form 1040-NR and SE tax rules when there is a Schedule C
About Our Speaker: Jean Mammen, EA FSO (ret.)
Jean Mammen is the author of “1040NR? or 1040? U.S. Income Tax Returns for Visa Holders + International Organization and Foreign Embassy Employees”, 7th Classic Edition. She writes blog posts, seminars, and webinars on a variety of international topics affecting individuals.
Her website, www.1040nror1040.com , includes “Sample Returns” – Three case studies, one for a simple Form 1040-NR return, and two J1 visa holders qualifying for a treaty income exclusion, One is a second year filer on Form 1040-NR, one a third year filer on Form 1040.
Her specialty is the income tax concerns of international individuals with a U.S. income tax filing requirement. Jean’s perspective comes from spending 30 years among people who live or work outside their country of citizenship. She was a Peace Corps Volunteer and a Foreign Service Officer.
Jean is an Enrolled Agent and a member of NAEA and NATP.
CPE opportunity: "Innocent Spouse Benefits"
With Audrey Patten
When: 1:00 PM - 2:00PM, Thursday, October 27
When successful, Innocent Spouse is a significant benefit to the married filing jointly taxpayer. However, getting there is not without jumping several hurdles. There are often differences between the IRS and taxpayer about what satisfies mandated qualifying conditions. Attendees will have a solid foundation to proceed with successful innocent spouse claims.
Attendees will receive one IRS CPE at no cost to MaSEA members. Non-members will pay a $25 registration fee. Participants agree to join the New England Low Income Tax Clinic EA Pro Bono panel. Panelists agree to accept one LITC representation case with the support and guidance of LITC staff, tax attorneys and law professors.
About Our Speaker: Audrey Patten
Audrey Patten is a clinical instructor and attorney in the Federal Tax Clinic at the Legal Services Center at Harvard Law School (LSC), where she represents low-income taxpayers before the Internal Revenue Service, the United States Tax Court, and the Massachusetts Department of Revenue. Before joining the tax clinic, Patten worked as an attorney in the Predatory Lending Clinic at LSC, where she represented low-income clients, particularly survivors of domestic violence, in state and federal consumer law and bankruptcy cases as part of a medical – legal partnership with Brigham & Women’s Hospital. Audrey started her legal career at Northeast Legal Aid in Lowell, MA as an attorney in the Family Law/Domestic Violence unit.
MaSEA Virtual Social Cocktail Gathering
When: Oct. 29, 7:00 PM - 8:30 PM
Where: Zoom
Join the Massachusetts Society of Enrolled Agents as we host a virtual cocktail social. Meet members from across the state. Share how you have been dealing the effects of the COVID-19 pandemic and more. A Zoom link will be provided to all registrants prior to the start of the event.
When: Nov. 12, 7:00 PM - 8:30 PM
November Monthly Meeting
Details Coming Soon
When: Dec. 3, 7:00 PM - 8:30 PM
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