1040 Tax Update
With Gregory Zakarian, Mary Ellen Fillo, Paul Massa, Amit Johar & Scott Franklin
When: January 6, 9AM-4:30PM
Where: enVision Hotel & Conference Center Mansfield-Foxboro 31 Hampshire Street Mansfield, MA 02048
Organized and sponsored by the Massachusetts Society of Enrolled Agents, it's the most popular MaSEA education event of the year, with a virtual date in December and an in-person date in January to accommodate your schedule and CPE needs. MaSEA leadership will present the 1040 Update to prepare tax professionals for the upcoming 2023 filing season. Participants will learn the major details of the Inflation Reduction Act, CARES and SECURE Acts, specifically the changes to refundable credits, COVID-related deductions, credits and income deferrals, and IRAs. Topic Materials will be distributed in a PDF format.
Attendees will received 4 hours of IRS-approved CE. The program will also include 2 hours of MA updates.
Those who register for the January program will earn 2024 IRS CE and might have access to new tax law updates.
*Pricing includes breakfast from 8AM to 9AM.*
*MaSEA members, please use the email address that was used to create your NAEA membership to ensure that you receive the membership discounted price.*
*NAEA members who are non-MASEA members must include an NAEA number in the registration field or your registration will be cancelled.
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Event Schedule
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Time
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Description
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8:00 am – 9:00 am
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Breakfast
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9:00 am – 10:30 am
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Welcome & Federal
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10:30 am – 10:45 am
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1st Break
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10:45 am – 12:00 pm
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Federal Part II
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12:00 pm – 12:45 pm
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Lunch
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12:45 pm – 2:00 pm
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Federal Part III
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2:00 pm – 2:15 pm
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2nd Break
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2:15 pm – 4:15 pm
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Massachusetts Update
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4:15 pm – 4:30 pm
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Closing Remarks & Thank You
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About Our Presenters
Amit Johar, EA graduated from Bridgewater State University with a Finance degree and immediately started his first small business and has been involved in startups and small business operations since then. He understands the day to day challenges that hamper small business growth. He earned a Financial Planner Certificate from Boston University.
His consulting with clients has seen dramatic increases in financial results. He is the current MaSEA President and an active NAEA leader.
Paul Massa, EA has over 40 years of Tax Preparation experience and 30 as an enrolled agent. He prepares individual, small business, and Estate tax returns. He is an enrolled agent, a past vice-president of CTSEA, and MASEA member. Paul has led AMT, 4797 and QBI presentations. A private pilot, Paul supports his aviation habit by doing taxes. He runs the Rocky Hill office of MGroup Tax Advisors, a collaborative partnership of five EA’s. He is a New England Air Museum volunteer.
Gregory Zakarian, EA is an experienced lecturer and instructor with H&R Block. He served as Office Manager and a Tax Advisor at the Natick Block Advisors office.
Scott Franklin, EA has a law degree from UMichigan and mortgage loan experience. He has a tax practice in Wellesley. Scott is extremely proficient with the tax issues of stock options, small business and rental property taxes. He provides elder care tax services that encompass gifting, trusts and estate planning. He also is a fine furniture maker.
