TOMORROW!!! 2014 Annual Meeting & Seminar - Register at the Door

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. 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!

Seminar Check in is 7am-7:45am. Seminar runs 7:45-4:40.

• After October 27, please 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.


Bankruptcy

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

HSAs

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