Friday, October 12, 2018

Massachusetts / Rhode Island NATP Chapter Annual Meeting & Educational Seminar October 23rd 2018 - Less Than Two Weeks Away!

Massachusetts / Rhode Island NATP Chapter Annual Meeting & Educational Seminar October 23rd 2018

Join the Massachusetts / Rhode Island NATP Chapter on Tuesday, October 23rd, 2018 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 Continuing Education  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 22nd, please print the form (see link above) and register at the door.

Registration 7:30 am to 7:45 am (Continental Breakfast Included)
Education 7:45 am to 5:00 pm
Annual Meeting Prior to Lunch (Lunch Included)

CE Credits -
2 Ethics
1 Federal Tax Law Topics
4 Federal Tax Law Update

Speaker - Cheryl Morse, EA


Divorce & Changes to Alimony

Diability Tax Benefits

Education Credits

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.

Speaker - Shelley Honeycutt

Education Debt

Shelley started her career in college admissions in the 1990’s. She enjoyed helping people and at the time could not imagine doing any other job. Shelley worked for two prominent Universities in Massachusetts and helping students achieve their educational goals was incredibly rewarding to her. Learning how to determine which students would be most academically successful was also very interesting. She learned a lot about college readiness and the state of high school education in our country during these years. She is the owner of College Advisors NE.

Speaker - William Delaney, EA, ATA

Ethics in Today's Topsy Turvy World

Bill received his BS in Accounting from Northeastern University in 1973 and then went on to receive his MS in Taxation from Bentley University in 1977. Bill has been in practice for years in Westwood MA and is the current Treasurer and Past President of our Chapter. He has held numerous speaking engagements over the years and has been published all over the place. He has also won numerous awards.

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