2026 MA RI Chapter Fall Seminar and Annual Chapter Meeting Event - Southbridge, MA
In-Person Event
Cut through the trust hype with a practical two-part deep dive into why trusts are used how they are taxed and what it really takes to handle trust income reporting and Form 1041.
8:00 AM - 5:00 PM ET
Southbridge, MA
CLICK HERE TO REGISTER
Description
This event will contain the following sessions:
- Nuts and Bolts of Trusts and the Tax Return (Part 1)
- Nuts and Bolts of Trusts and the Tax Return (Part 2)
Schedule
- Event starts at 8:00 a.m. local time and lasts until 5:00 p.m. Check-in opens at 7:00 a.m.
- The chapter's annual meeting will be held from 11:45 a.m. - 12:15 p.m.
Additional information
- Materials: electronic materials will be available in My Courses prior to the event.
- Print materials are available to purchase for a $50 fee.
- Meals: Meals are included with registration.
- This event is hosted by the NATP Massachusetts/Rhode Island chapter.
Instructor(s)
Kathryn Keane, EA
Details
- Advanced preparation
- None
- Delivery method
- Group Live
- Event date
- Oct 27, 2026
- Event time
- 8:00 AM - 5:00 PM ET
- Location
- Southbridge Hotel & Conference Center
14 Mechanic St
Southbridge, MA 01550-2570 - Cancellation policy
Cancellations must be submitted to NATP by October 20, 2026, and are subject to a $25 fee.
CPE
| Governing body | CPE credits | Designation | Field of study |
|---|---|---|---|
| IRS | 8 | AFSP | Federal Tax Law Topic |
| IRS | 8 | EA | Federal Tax Law Topic |
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