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April Ethics
With James Everett
When: April 24, 5PM-7PM
Where: Via Zoom
A professional responsibility course with regard to income tax preparation. The seminar touches upon the sources of professional responsibility with regard to tax return preparation (i.e. circular 230, §6694, §7525 etc). James Everett will discuss the definition of “preparer”- both signing and non-signing. He will discuss return positions and substantial authority versus reasonable basis (and when disclosure is required). He will also cover what can be relied upon when preparing the return (client info, 3rd party, other advisors etc) and get into the preparer penalty under §6694 and denial to practice in the eFile program.
*REGISTRATION CLOSES ON Tuesday, April 23 AT 4:00PM*
*Please Note, if you have signed up for the MaSEA CE Special, you will automatically be added to this event and receive a confirmation during the week of 04/12/2024. This course is non-refundable and will not be recorded. Please plan accordingly.*
*MaSEA members, please use the email address that was used to create your NAEA membership to ensure that you receive the membership discounted price.*
Reading Trust & Estate Documents For Tax Practitioners
With Polly Tatum
When: May 15, 5PM-9PM
Where: Hilton Garden Inn Waltham & Zoom
Polly Tatum will discuss Holistic Elder Law Strategies -Elder law encompasses a wide range of legal and financial considerations that are crucial for individuals as they age. Enrolled agents play a vital role in advising clients on tax-related matters, making them valuable allies in the elder law planning process. This presentation will delve into the intricacies of elder law planning and provide enrolled agents with a comprehensive understanding of the key issues and strategies involved.
*REGISTRATION CLOSES ON Tuesday, May 14 AT 4:00PM*
*Please Note, if you have signed up for the MaSEA CE Special, you will automatically be added to this event and receive a confirmation during the week of 05/06/2024. This course is non-refundable and will not be recorded. Please plan accordingly.*
About Our Speaker
Polly Tatum
Attorney Polly A. Tatum is a domestic relations attorney with a concentration on in same-sex adoptions and a trained professional mediator in private practice in Worcester, MA. She has completed second parent adoptions for couples throughout Massachusetts, as well as other states, and assisted numerous families through the divorce and family media on process.
Tatum is the former incoming President of the Worcester County Bar Association and a former Board Member of the Massachusetts Council on Family Mediation.
Tatum was a former Assistant City Solicitor for the City of Worcester and has vast professional experience in human services. Specifically, she has more than 20 years of experience as a social worker, case manager, and attorney/mediator in the field of child welfare.
Tatum has a B.S. degree in Human Services from New Hampshire College and a J.D. degree from Massachusets School of Law. She also has an LLM from Western New England School of Law. She has been frequently appointed by the probate and family court in the capacity of guardian ad litem to handle a variety of custody and paren ng disputes.
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