Thursday, July 31, 2014

MA / RI NATP Chapter Annual Meeting & Seminar Details and Registration

2014 Annual Meeting & Seminar

Massachusetts / Rhode Island NATP Chapter Annual Meeting & Educational Seminar October 28th 2014

Join the Massachusetts / Rhode Island NATP Chapter on Tuesday, October 28th, 2014 for our Annual Meeting & Educational Seminar. This all day event will be held at the Holiday Inn in Mansfield, MA. Registration details are below, and will be handled online by National this year. Take a look at the details on our speaker and topics provided in this great 8 CE Hour opportunity including continental breakfast, snacks, lunch, vendors and great networking opportunities. This seminar is limited to the First 100 Registrants!

  • To register by phone, fax or mail, click for the registration form.
  • For online registration with credit card, click here.
  • After October 27, please print the form (see link above) and register at the door.

Speaker - Mary Mellem, EA

Mary has 30 years experience as a Tax Professional and 21 years
experience teaching tax programs throughout the country. She and
her husband operate Ashwaubenon Tax Professionals. Mary holds a
Bachelor Degree in Secondary Education from the University of
Wisconsin in the field of Mathematics and Economics. In 1990, she
received the Enrolled Agent designation. Mary is a member of the
NAEA and the NATP.


Overview of bankruptcy laws and taxes ~ Taxes and their dischargability ~ Preparation of the tax return(s) for the individual who files bankruptcy: Short Years, Carryovers of capital losses, NOLS, and other attributes.  IRS #JSAQG-T-00010-14-I


What are HSAs and who qualifies? ~ How are HSAs established? ~ Contributions to the HSA ~ Distributions ~ Rollover ~ Employment Issues ~ A Hidden IRA.  IRS #JSAQG-T-00011-14-I

Schedule D & Form 8949

Stocks and Bonds ~ Mutual Funds ~ Wash Sales ~ Equity Options (puts, calls) ~ Stock Options.  IRS #JSAQG-T-00012-14-I

Audit Proofing Business Returns

Covers areas IRS has indicated it will be examining and what taxpayers need to have to justify information on tax returns.  IRS #JSAQG-T-00013-14-I

Special Offer for the January 8, 2015 State Update Seminar
Sign up on October 28, 2014 and pay by November 10, 2014 for ½ Price 

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