MaSEA 1040 Tax Update Woburn

Stay on top of the latest tax changes! Earn 8 hours of IRS-Approved CPE Credit!

It's our most popular education event! We continue to offer convenience to accomodate your schedule. The same program is offered twice on two dates- one in the Boston area and another in the Western Mass. area. Both are open to anyone needing tax update information!

Join us for the Woburn session, Saturday, Jan. 9!

The event is always a sell-out! Get your guaranteed seat and the early rate discounts. DON'T DELAY -- register today. Space is limited.

AGENDA

7:00 AM-8:00 AM Continental Breakfast & Registration

8:00 AM-12:00 PM 1040 UPDATE (4 hours)
The annual Tax Update will prepare you for the upcoming tax season. We will cover, among other things, the Affordable Care Act, tax legislation that was tacked onto other bills, new IRS regulations that made changes that affect taxpayers and tax professionals, and procedures that have changed due to ID Theft. Time is also set aside to cover MA tax season changes.

9:45 AM-10:00 AM BREAK

12:00 PM-1:00 PM LUNCH

1:00 PM-2:50 PM Divorce(2 hours)
Your client is stressed to the limit with a major life changing event. Tax planning is essential, such as property transfers incident to divorce, ramifications of alimony, treatment of medical deductions and the injured and innocent spouse petitions. Lastly, different credits apply qualifying children differently. Let’s help out our clients when we can really make a difference.

2:50 PM-3:05 PM BREAK

3:05 PM-5:00 PM Business Credits and Deductions(2 hours)
There are many business credits that are overlooked. Growing businesses are focused on, well, growing their business. As their tax professional, you can look like a star by saving them money through the use of these business credits and deductions. We'll cover the common like home office and retirement deduction as well as the less common like domestic production activity deduction and R&D credits.

- Home office
- Retirement deduction
- Health insurance deduction, spousal & family allowances, and the credit for starting an HSA
- Work opportunity credit (if Congress decides to extend it, which I doubt)
- Research & development
- Domestic production activity deduction (DPAD)
- New markets tax credit
- Employer provided child care
- Disabled access credit
- Social security tax credit on tips
- Pension Plan Startup
- Alternative vehicles
- Empowerment zone employment

COST

• $205 Per Non-Member (Early Rate. After 12/24: $240)

• $165 Per MaSEA on NAEA Member (Early Rate. After 12/24: $200)

• Continental Breakfast and Lunch Included in Fee

• Room Rate: $89 plus tax - Special Rate (until Dec. 19th)

(Eight CPE Credit Hours toward IRS Requirements.)

LOCATION

We are at the Crown Plaza (formerly Holiday Inn Select) in Woburn, Mass. If you are planning on staying overnight, be sure to book your rooms early. We have reserved a block of rooms at the hotel under “Enrolled Agents”.

Hotel Tel. No: 1-781-935-8760

Mention: Mass. Society of Enrolled Agents

Our Speakers

Judith Kellogg, EA
Judith is an enrolled agent and owner of Special K Tax & Accounting specializing in individual, small business and corporate tax preparation. She is a National Tax Practice Institute Fellow and current member of the MaSEA education committee. Judith has worked as a controller, CFO, and treasurer for various corporations. Seasonally, she works as a software quality assurance specialist for a do it yourself retail software product. Judith holds a Bachelor’s degree in Business Administration and a Master’s of Science in Management specializing in Finance.

Terry Anderson, EA, MST
Terry received her EA in 2001 and MST in 2009. In addition to presenting at MaSEA meetings and Tax Update, Terry presents for the "The Sidney G. Kotzen Institute of Continuing Professional Education for Accountants" (at Northern Essex Community College). She has been teaching modules of the SEE review course administered by the MASEA for over 10 years; specifically part 2 - sole proprietors, partnerships, corporations, non-profits, and estate and trust taxation. She also teaches the same module for the SEE course currently being given at Northern Essex Community College. Prior to that she taught an introductory tax course for H&R Block as well as advanced courses. She is currently a member of the MaSEA education committee. During the tax season, in addition to having her own tax practice, she is a tax expert for Intuit's Ask a Tax Expert program.

Mary Dupuis, EA
Mary became an Enrolled Agent in 1981. She has been a tax professional for over 30 years, taught H&R Block courses for 15 years and currently teaches the SEE preparation course for MASEA. Mary is a Quality Assurance Analyst for H&R Block personal tax software. She is a member of MASEA.

Cathy Capuano, EA
Cathy became an enrolled agent in 1996. She has been a tax professional for over 25 years, taught H&R Block courses for 15 years. Cathy currently is a tax research specialist for H & R Block Tax Institute. Her practice spans trust, corporate and individual returns. She is a member of MASEA.

Beth Logan, EA
Beth has a tax practice and consulting company in Chelmsford. She focuses on helping individuals and small businesses. She teaches tax classes to lay persons at various venues. In the lulls between tax seasons, she researches tax topics including attending BitCoin conferences, dialoguing with EAs in states with medical marijuana, discussing annuities with financial planners, and much more. Her other work time is spent helping small businesses grow as a management consultant and advising on financial decisions which can impact their taxes. She has an MBA from the University of Maryland and two engineering degrees from Georgia Institute of Technology.

Catherine G. White, EA
Catherine is a Massachusettes native - born in Worcester, raised in Quincy, and graduated from MIT. Growing up with an accountant for a father, she put herself through college working as a bookkeeper. After a dozen or more years in engineering, she switched tracks to become a "money engineer" and got her EA certification in 2004. She has owned her own tax and accounting practice since 1997. Additionally, Catherine coordinates an ever-increasing schedule of lectures, talks, study groups, and events - all centered on teaching the amazing document that is the Supreme Law of the Land; the US Constitution. You can read articles and watch videos of her at her website, www.constitutiondecoded.com.