Saturday, September 23, 2017

A Message From Your Chapter President

David Johnson, EA, ATA
Chapter President
During the week of August 7-10, twenty- two of our Chapter members joined me in attending the National conference in Washington, DC.  This was my eighth year attending the annual conference and the education content, as well as, the selection of instructors was superb.  This year’s Conference Charity was KEEN, Greater D.C., which provides one-on-one recreational activities to children, teens and young adults with developmental and physical disabilities at no cost to the participant or their family.  Conference attendees raised $28,162 of which $500 was contributed by the MA/RI Chapter.  Each year our Chapter hosts an evening social get together and eats for attending members from our local Chapter.  This year, we enjoyed a pleasant evening at Open City, Woodley Park.  The conference culminated with a monuments by moonlight trolley tour.  For anyone who may be thinking of attending next year’s conference, it will be held in Anaheim, CA August 6 thru 9.

Now is no better time to register for our Chapter’s Fall Seminar and Annual Meeting scheduled for October 24th at the Holiday Inn, Mansfield, Mass.  This year’s instructor is National speaker Melinda Garvin, EA.  The topics she will be presenting are:

  • Is your Office IRS Audit Proof? : Rules and regulations for office procedures with regards to IRS procedure.
  • 1099-The Tattletale!: 1099 reporting and how to report on behalf of taxpayers
  • Small Business 1099 Reporting: 1099 reporting for small businesses
  • All or Nothing- Strict Substantiation Rules: Substantiation rules and regulations 
  • The HSA Used the Right Way: How to use and report HSA accounts

At the annual meeting portion of the day’s events we will be electing board member seats, whose term expires, from each of the following regions:

       Region 1 (Berkshire, Franklin, Hampshire, and Hampden counties)
       Region 2 (Worcester and Middlesex counties)
       Region 3 (Essex, Suffolk, and Norfolk counties)
       Region 4 (Bristol, Plymouth, Barnstable, Dukes, and Nantucket counties)
       Region 5 (Rhode Island)

I encourage anyone who may have a desire to represent their region to contact our nominating chair, Lou Vastano, JR at    

Just a reminder, our State Tax Update is scheduled for Thursday, January 4, 2018 at the Southbridge Hotel and Conference Center.  The new location for this seminar is 5 miles from our previous location in Sturbridge.

Looking forward to seeing you on October 24th in Mansfield.

Dave Johnson

David L. Johnson, EA, ATA

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