Tuesday, January 30, 2024

Thursday, January 4, 2024

Message From Our Outgoing Chapter President

A good leader knows what is best for an organization and when it is time to let someone else lead. After serving as your President of MARI NATP Chapter for the past 5 years, it is now time for me to step aside and give someone else the opportunity to bring new ideas, enthusiasm, expertise and creative energy to the leadership of our chapter.

Please know that I have thoroughly appreciated and enjoyed the opportunity to serve all of you members. I am proud of our collective achievements in the past 5 years. Working alongside of the other board members for the past 5 years has helped me improve my leadership and decision-making skills immensely. I thank each and every one of them from the bottom of my heart. I remain passionate about the work this chapter does and I will be continuing to serve on the board of directors.

Lastly, a big THANK YOU to all the members for your support over the past 5 years. I am grateful for your friendship, partnership and dedication to our chapter. I hope to see all of you in January at our State tax update.

Ronald Fisher, EA

Massachusetts/Rhode Island NATP Chapter Outgoing President

Tuesday, November 28, 2023

2024 Annual State Update Seminar (MA/RI/CT/NY PLUS Federal Updates)

Massachusetts / Rhode Island NATP Chapter Annual State Update Seminar - January 4th 2024

Join the Massachusetts / Rhode Island NATP Chapter on Thursday, January 4th, 2024 for our Annual State Update Seminar. This all day event will be held at the Southbridge Hotel & Conference Center, Southbridge MA. Registration details are below, and are handled online directly by National NATP. A link to the registration website is listed below. Please take a look at the details on our speakers and topics provided in this great update opportunity including continental breakfast, snacks, lunch, and great networking opportunities PLUS 3 CE Credit Hours. Registration is from 7:00am to 8:00am & Education is from 8:00am to 5:00pm.
  • Register online with credit card.

Massachusetts State Tax Update presented by Massachusetts Department of Revenue.

Rhode Island State Tax Update presented by Rhode Island Division of Taxation.

Connecticut State Tax update presented by a representative.

New York State Tax Update presented by Kathryn Keane of New York NATP Chapter.

Federal Tax Update presented by Kathryn Keane & Sharon Cummings of MA/RI NATP Chapter. (3 Hours of CE Credits)

Monday, November 27, 2023

IRS PTIN Renewal Underway

IRS reminds TaxPros that it’s time to renew their Preparer Tax Identification Numbers. If you have a 2023 PTIN, the online renewal will take about 15 minutes to complete. Get started at irs.gov/ptin

Friday, November 17, 2023



Estate Tax Law Change FAQs Available

FAQs regarding recent law changes to the estate tax have been added to the website. The changes are related to decedents dying on or after January 1, 2023. Changes in the new law include providing a credit of up to $99,600, eliminating the tax on estates valued at $2 million or less, and reducing the tax on estates valued at more than $2 million. Senior Circuit Breaker Tax Credit Max Doubles for TY23New credit and threshold amounts are outlined in the newest TIR related to the Senior Circuit Breaker tax credit. For tax year 2023, the maximum credit amount is $2,590. Learn more about the updates by reviewing the TIR and the Senior Circuit Breaker FAQ page. MeF Shutdown This SaturdayAt the end of every tax season, the IRS shuts down the Modernized e-File (“MeF”) system for maintenance. This year, the shutdown begins on Saturday, November 18, 2023, to prepare the system for the upcoming filing season. During the shutdown, DOR will not receive any state or federal e-filed returns. Paper forms can be filed during this time until electronic filing reopens. Although the IRS has not announced a date for reopening MeF for personal income, it generally occurs in mid- to late January. Time to Submit the Annual Certification of Entity Tax Status ApplicationThe application for the Annual Certification of Entity Tax Status is available and open until the April 1, 2024 deadline. Each year, a list is compiled from the applications of corporations and businesses treated as corporations for review by Boards of Assessors throughout the state to determine specific property tax exemptions. You’ll find more details on the annual certification information page. DOR is HiringWe have some openings in our ranks here at DOR. As you may remember from earlier this fall, we are currently hiring Seasonal Tax Examiners to get us ready for the 2023 tax season. We also have two legal positions open for a new Tax Counsel and a Counsel II-Enforcement Attorney. Take a look at the job descriptions and share the opportunities with your network.