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Upcoming events

    • 4 Dec 2022
    • 12:00 PM - 4:00 PM
    • GlenPharmer Distillery


    MaSEA's 40th Anniversary Party

    When: December 4, 12PM-4PM

    Where: GlenPharmer Distillery

    860 West Central Street

    Franklin, MA

    Come celebrate 40 years of MaSEA with live music and a luncheon. There will also be a cash bar for those who'd like to grab a drink or two. The cost per attendee will be $40 and is open to members and guests. Please be sure to register by November 25 so that we have a full count of who will be attending. For more information, please email Cindy Goldman at Goldmantax@outlook.com. 


    • 13 Dec 2022
    • 11:00 AM - 4:30 PM
    • Zoom
    Register


    1040 Tax Update

    With Gregory Zakarian, Beth Logan, Mary Ellen Fillo, Jill Lockhart, Paul Massa, Amit Johar & Scott Franklin

    When: December 13, 11AM-4:30PM

    Can't make it on December 9? We're doing it all again on January 7! Click here.

    Where:  Via Zoom

    Organized and sponsored by the Massachusetts Society of Enrolled Agents, it's the most popular MaSEA education event of the year, with two virtual dates to accommodate your schedule and CPE needs. MaSEA leadership will present the 1040 Update to prepare tax professionals for the upcoming 2022 filing season. Participants will learn the major details of the Inflation Reduction Act , CARES and SECURE Acts, specifically the changes to refundable credits, COVID-related deductions, credits and income deferrals, and IRAs. Topic Materials will be distributed in a PDF format.

    The same program is offered before 2021 ends and just as 2022 begins. Attendees will received 3 hours of IRS-approved CE. The program will also include 45 minutes of MA updates and 15 minutes of CT updates.

    Every effort is made to make the two programs identical, but anything signed by the President in December is NOT part of the December 13 presentation. Those registering for the December program want a jump start on organizers, tax season preparations and 2022 IRS CE. They may require an additional “New Tax Law Update” to learn all that is necessary for this 2023 filing season. Those who register for the January program will earn 2023 IRS CE and might have access to new tax law updates. Folks are able to register for both programs by paying two fees

    *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 who are non-MASEA members must include an NAEA number in the registration field or your registration will be cancelled.

    About Our Presenters

    Amit Johar, EA graduated from Bridgewater State University with a Finance degree and immediately started his first small business and has been involved in startups and small business operations since then. He understands the day to day challenges that hamper small business growth. He earned a Financial Planner Certificate from Boston University.
    His consulting with clients has seen dramatic increases in financial results. He is the current MaSEA President and an active NAEA leader.

    Paul Massa, EA has over 40 years of Tax Preparation experience and 30 as an enrolled agent. He prepares individual, small business, and Estate tax returns. He is an enrolled agent, a past vice-president of CTSEA, and MASEA member. Paul has led AMT, 4797 and QBI presentations. A private pilot, Paul supports his aviation habit by doing taxes. He runs the Rocky Hill office of MGroup Tax Advisors, a collaborative partnership of five EA’s. He is a New England Air Museum volunteer.

    Gregory Zakarian, EA is an experienced lecturer and instructor with H&R Block. He served as Office Manager and a Tax Advisor at the Natick Block Advisors office.

    Beth Logan, EA is an Enrolled Agent, a past-President of the Mass Society of Enrolled Agents, and has a tax practice in Chelmsford, MA. Beth is the chair of the NAEA Education Committee. She is a published author. “Divorce and Taxes After Tax Reform” was the first book to cover TCJA divorce issues. When she isn’t helping clients with taxes, she consults to small businesses and teaches classes to EA’s and laypersons. She has an MBA from the University of Maryland, College Park, and two electrical engineering degrees from the Georgia Institute of Technology. 

    Scott Franklin, EA has a law degree from UMichigan and mortgage loan experience. He has a tax practice in Wellesley. Scott is extremely proficient with the tax issues of stock options, small business and rental property taxes. He provides elder care tax services that encompass gifting, trusts and estate planning. He also is a fine furniture maker.

    • 15 Dec 2022
    • 5:00 PM - 7:00 PM
    • Zoom
    Register


    Decendent's Final Return

    With Cynthia Goldman

    When: December 15, 5PM-7PM

    Where: Via Zoom

    You know your long time client well and understand their tax return, but upon death, some parts of the return will be different. This class will discuss those differences, how to allocate nominee income, income in respect of a decent, form 1310, revocable trusts in year of grantors death, and more.

    Attendees will receive 2 IRS CE credits for attending this course. You will be required to answer poll questions in order to receive credit. If you do not answer the sufficient amount of questions, you will NOT receive credit. 

    *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 12/01/2022. 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.*

    About Our Speaker

    Cynthia Goldman received her BS from Northeastern University in 1985 and her MS in taxation from Bentley in 1993. She has been an enrolled agent since 1993. She is the owner of Goldman Tax Services when she focuses mostly on trusts, estates, and individual income taxation. Cindy is an MaSEA member and the Sunshine Committee chair.

    • 7 Jan 2023
    • 9:00 AM - 3:30 PM
    • Zoom
    Register


    1040 Tax Update

    With Gregory Zakarian, Beth Logan, Mary Ellen Fillo, Jill Lockhart, Paul Massa, Amit Johar & Scott Franklin

    When: January 7, 9AM-3:30PM

    Where:  Via Zoom

    Organized and sponsored by the Massachusetts Society of Enrolled Agents, it's the most popular MaSEA education event of the year, with two virtual dates to accommodate your schedule and CPE needs. MaSEA leadership will present the 1040 Update to prepare tax professionals for the upcoming 2022 filing season. Participants will learn the major details of the Inflation Reduction Act , CARES and SECURE Acts, specifically the changes to refundable credits, COVID-related deductions, credits and income deferrals, and IRAs. Topic Materials will be distributed in a PDF format.

    The same program is offered before 2021 ends and just as 2022 begins. Attendees will received 3 hours of IRS-approved CE. The program will also include 45 minutes of MA updates and 15 minutes of CT updates.

    Additional “New Tax Law Update” may be all that is necessary for this 2023 filing season. Those who register for the January program will earn 2023 IRS CE and might have access to new tax law updates. Folks are able to register for both programs by paying two fees.

    *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 who are non-MASEA members must include an NAEA number in the registration field or your registration will be cancelled.

    About Our Presenters

    Amit Johar, EA graduated from Bridgewater State University with a Finance degree and immediately started his first small business and has been involved in startups and small business operations since then. He understands the day to day challenges that hamper small business growth. He earned a Financial Planner Certificate from Boston University.
    His consulting with clients has seen dramatic increases in financial results. He is the current MaSEA President and an active NAEA leader.

    Paul Massa, EA has over 40 years of Tax Preparation experience and 30 as an enrolled agent. He prepares individual, small business, and Estate tax returns. He is an enrolled agent, a past vice-president of CTSEA, and MASEA member. Paul has led AMT, 4797 and QBI presentations. A private pilot, Paul supports his aviation habit by doing taxes. He runs the Rocky Hill office of MGroup Tax Advisors, a collaborative partnership of five EA’s. He is a New England Air Museum volunteer.

    Gregory Zakarian, EA is an experienced lecturer and instructor with H&R Block. He served as Office Manager and a Tax Advisor at the Natick Block Advisors office.

    Beth Logan, EA is an Enrolled Agent, a past-President of the Mass Society of Enrolled Agents, and has a tax practice in Chelmsford, MA. Beth is the chair of the NAEA Education Committee. She is a published author. “Divorce and Taxes After Tax Reform” was the first book to cover TCJA divorce issues. When she isn’t helping clients with taxes, she consults to small businesses and teaches classes to EA’s and laypersons. She has an MBA from the University of Maryland, College Park, and two electrical engineering degrees from the Georgia Institute of Technology. 

    Scott Franklin, EA has a law degree from UMichigan and mortgage loan experience. He has a tax practice in Wellesley. Scott is extremely proficient with the tax issues of stock options, small business and rental property taxes. He provides elder care tax services that encompass gifting, trusts and estate planning. He also is a fine furniture maker.

Past events

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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