Thursday, August 18, 2016

MA/RI NATP 2016 Annual Meeting & Educational Seminar

Massachusetts / Rhode Island NATP Chapter Annual Meeting & Educational Seminar October 25th 2016

Join the Massachusetts / Rhode Island NATP Chapter on Tuesday, October 25th, 2016 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 is handled online by National. 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!

  • For online registration with credit card, click here.
  • To register by phone, fax or mail, click for the registration form.
  • After October 24th, please print the form (see link above) and register at the door.

Speaker - Cheryl A. Morse, EA

Cheryl Morse has been a tax practitioner since 1982 and an enrolled agent since 1996. She is a manager for Emerging Business Partners, Inc., which prepares over 1500 tax returns in three offices. Cheryl graduated Magna Cum Laude with a B.S. degree in accounting from Bentley College in Waltham, MA.  In addition to speaking for NATP, she works on taxpayer education through various community outreach speaking engagements. She currently represents the Northeast Region as Area 1 Chair of the Taxpayer Advocacy Panel, is a contributor to the development of the IRS EA Examination, and a contributing writer to Forbes.

Education Savings, Deductions, Credits and Tax Issues:

Education and Taxes; it is not as easy as 1-2-3.  This course clarifies who can or should claim the many education benefits, and how to make the most of all the available deductions, credits and savings plans.  Do you know why the "optimize" button on your software does not really work?  We review the education savings plans and point out some pitfalls regarding withdrawals.  We finish up with taxable education benefits and discuss when that might be a good thing. IRS #JSAQG-T-00021-16-I

Elder Issues, SS, IRA, Medical Expenses, Long Term Care, Life Insurance:  

We are all aging, preparer and our clients alike.  It is more important than ever that we understand the issues that affect the "age advantaged" population.     This session is packed with information regarding the various Social Security options including the new changes to "file and suspend", planning for retirement distributions and strategies for handling finances upon retirement.  We review the inevitable cost of medical expenses, including long term care contracts, and finish up with the tax implications of long term care and life insurance payments.  This session is intended as a resource in helping your clients plan for retirement or other life events. IRS #JSAQG-T-00022-16-I

Helping a Delinquent Taxpayer, POA, Notices, Audits, Collections, Penalty/Interest Relief:

As long as there is "death and taxes" there will be delinquent taxpayers.  The requirements of our profession have changed.  In this climate of identity theft helping our clients can be more difficult.  In this session, we discuss the best way to help a client, and how best to protect ourselves when dealing with someone who may be non-compliant in more than one area of his life.  We look at some of the more common notices, such as this year's 1095A Letter and how to get relief for our client. IRS #JSAQG-T-00023-16-I

IRS Notices, Responses, Avoidance:

Is there anything preparers can do to stop the flurry of notices some clients receive?  This part of our day continues with more looks into notices, what prompts them to be issued, and way to best avoid notices in the first place.  IRS #JSAQG-T-00024-16-I

Special Offer for the January 5, 2017 State Update Seminar
Sign up on October 25, 2016 and pay by November 8, 2016 for ½ Price 

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