17th Annual New England
Enrolled Agents Conference

Co-sponsored by the Massachusetts Society of Enrolled Agents and
The Northern New England Society of Enrolled Agents. 

Register Now! 

Keep yourself at your professional best! Join us for the 17th Annual Conference of New England Enrolled Agents. This high-profile educational and networking event will take place at the Crowne Plaza in Natick, Mass., from Wednesday October 23rd to Friday October 25th. This is your opportunity to become an even better enrolled agent!

For our special event room rates of $169 per night please follow this link, or call the hotel directly, 508-653-8800. Check in will be on October 23rd and check out will be on October 25th. Please make reservation before the discount ends on October 9th.

Earn 12 IRS CPE credits and an additonal 2 NAEA credits!

Agenda:

Wednesday, October 23 

3:00 pm- Registration and Check-in

4:00 pm- Bob Kerr, NAEA Executive Vice President provides updates and insights from Washington DC.

4:45 pm- Social and Networking time

5:30 pm- Dinner

6:30 pm– Estate Planning in Practical Terms (2 CPE) – Julie Ladimer, Ladimerlaw.com, Boston Magazine award recipient and Framingham attorney in matters of Estate Planning, Elder Care, Probate and Medicaid. Julie is a valuable resource for your network of necessary professionals. Follow her frequent blogs on her website is recommended for all. Julie explains the differences between wills and trusts, the process of probate, the techniques to protect accumulated assets.

 

 Thursday, October 24

7:00 am- Hot Breakfast

8:00 am- Medicaid Train wrecks (2 CPE) – Patrick Curley and Lucy Budman, CurleyLawFirm.com. Lucy and Patrick are among the few Certified Elder Law Attorneys in New England. Both are active members of The National Academy of Elder Law Attorneys and have been selected for inclusion to MA Super Lawyers. After learning how to plan and organize own’s affairs and wealth, find out what NOT to do and what can be done at the last minute. When a taxpayer needs to put a parent in the nursing home and liquidate all property, call Lucy & Patrick in Wakefield, MA.

9:45 am- break

10:00 am- TAS Updates, plus more! (2 CPE) – Bob Allen, IRS taxpayer Advocate for MA. Nina Olsen, practically the only IRS Taxpayer Advocate in history has retired. Get the latest changes and inside betting on whom Treasury Secretary Mnuchin will appoint. Bob also is available to resolve your worst tax representation nightmares on site. Bring the details of those clients who haunt you in matters of Innocent/Injured Spouse, exam, appeals, collections and problematic unresolved filings. Tax education and tax resolution. Bob brings it all the NE Fall EA Conference!

11:45 am- Lunch provided

1:00 pm- Balance Sheets (2 CPE) – Catherine Bostock Hudy, EA. Catherine is a QuickBooks Pro Advisor, taught Tax Compliance at SUNY-Adirondack and is an active NAEA and NNESEA leader. Catherine brings her prior experiences as Plant Controller, Financial Analyst, and Project Leader to the conference to being EA’s up to speed with the do’s and don’ts of balance sheets. Your clients rely on you complete and accurate filing for their business financing.

2:45 pm- break

3:00 pm- New England State Taxes: A panel representing each of the six New England States give attendees the basics of what the states require and identify the odd state specific differences that make each state so special.

CT – Paul Massa, EA

MA – John Pearson, EA

ME – Mike Chambers, EA

VT – Catherine Bostock Hudy, EA

NH – New Hampshire representative

RI – Rhode Island representative

6:30 pm– Optional offsite dinner

 

 Friday, October 25

7:00 am- Hot Breakfast

8:00 am- Kelly Myers brings his IRS career of more than three decades to New England. He is a regular national tax speaker and frequent contributor to the NAEA web board. He has multiple post graduate degrees in accounting and business. His two-part presentation, Untangling passive loss reporting for EA’s (2 CPE). In this session he looks deep into the application of real estate professional standards, implications of available elections, QBI, NIIT, and various tax strategies. This includes reference to relative court cases.

9:45 am- break

10:00 am- Kelly’s Untangling Passive Loss Reporting, part ii (2 CPE)- examines numerous related IRC sections commonly surrounding passive loss and, specifically, real estate professionals. This includes discussions around the shared economy (think Airbnb), self-employment tax, rental of a residence (e.g. vacation home rules), like kind exchanges, and the personal residence exclusion.

12:00 pm– Wrap-up and thank you

 

 

Register Now!