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SCHEDULE FOR
FIRST DAY: TUESDAY, November 5 & WEDNESDAY, November 6
12:30 – 1:00 p.m. Registration & Networking – Tuesday
1:00 – 2:40 PANEL 1: Tax Law – MA DOR STATE TAX UPDATE
Review of significant TIRS and regulations, tax decisions, available credits, carry overs, etc.
Brian Lynch – Employee Training, DOR
Mirielle Eastman – Taxpayer Advocate, DOR
2:40 – 4:30 PANEL 2: Tax Law – 401(K) – A RETIREMENT PLAN OPTION
Paychex is proud to present a comprehensive panel on 401(k) Recordkeeping. Understand the benefit of implementing a 401(k) plan for your clients and how it can represent a very popular element of a company benefit package. Increasingly popular with small to mid-sized companies, 401(k) plans may be designed for a minimal cost while returning extensive benefits to a business.
Kim Wade – Accountant Business Development Manager, Paychex
Panelist/s – To be announced
7:45 – 8:15 a.m. Registration & Networking – Wednesday
8:15 – 10:10 PANEL 3 Tax Law – CORPORATE TRANSPARENCY ACT
The Corporate Transparency Act took effect January 1, 2024 and along with it came all new reporting requirements for millions of entities. With the filing deadline of January 1, 2025 for existing entities fast approaching, there is much a CPA or Attorney needs to know in order to bring their clients into compliance with the Act’s requirements. This course will take you through the regulations and reporting requirements set forth in the Act, the important dates and deadlines laid out in the Act, help you to determine which entities are considered reporting entities and which qualify for an exception, help you determine who qualifies as a beneficial owner of an entity and is subject to the reporting requirements as well as take you through how to obtain a FinCEN Identification number and complete the required Beneficial Ownership Information filings.
Leo J. Cushing, Esq., LL.M – Cushing & Dolan, PC
10:10 – 12:00 PANEL 4: Tax Law – INTERNATIONAL TAXATION
We shall talk about case law effecting international including the overthrow of Chevron, FBAR litigation and others. We shall also discuss filing issues we are seeing.
Tonya James, Esq. – Partner, Vacovec, Mayotte & Singer, LLP
Yao Tang, Esq. – Partner, Vacovec, Mayotte & Singer, LLP
SCHEDULE FOR
SECOND DAY: THURSDAY, November 7 & FRIDAY, November 8
12:30 – 1:00 p.m. Registration & Networking – Thursday
1:00 – 2:40 PANEL 5: Ethics – ETHICS
Discussion of the changes to the Statements on Standards for Tax Services (“SSTS”). Including discussion of the three new standards covering data protection, reliance on tools and the representation of tax clients before taxing authorities and any updates. Discussion of CIRCULAR 230 and issues which may arise to the Employee Retention Credit and Offers in Compromise.
Timothy Burke, Esq. – Burke & Associates
2:40 – 4:30 PANEL 6: Tax Law – IRS UPDATE – Law, Procedures and Court Cases
Learn about First Time Penalty Abatement, Revised P.O.A procedures, New Required Minimum Distribution Rules, Revised mileage Rates, ERC Current Status, Scams and Alerts. The IRS Strategic Operations Plan, Beneficial Ownership Interests Reporting rules, IRS Collection of Old Bills, CID Activities, Estate and Gift Tax Uncertainty, Private Debt Collection, Impact of Recent US Supreme Court and Lower Court Decisions Impacting your practice and more.
William E. Philbrick, CPA/ABV, MST, CVA, CFF, CGMA – Vice President, Greenberg, Rosenblatt, Kull & Bitsoli, PC
Mary Beth Murphy – Director, North Atlantic Area, Field Collections, SB/SE
Curtis Shoen, CPA – Greenberg, Rosenblatt, Kull & Bitsoli, PC
7:45 – 8:15 a.m. Registration & Networking – Friday
8:15 – 10:10 PANEL 7: Tax Law – 8 SHILDS OF CYBER SECURITY
Unraveling the Mystery of Protecting Your Brand & Keeping Customers; AI security too!; etc.
Michelle Drolet – Founder & CEO, Towerwall
10:10 – 12:00 PANEL 8: Tax Law – S-CORP & PARTNERSHIPS BASIS & AT RISK RULES
This will review calculation of stock and debt basis, negative basis, at risk rules, publicly traded partnership issues including Section 751 recapture rules.
Matthew Brennan, CPA, MST – Partner, Marcum LLP
Workforce Training Express Fund Course #C-11951 Apply for a maximum 100% reimbursement: Express Program – Workforce Training Fund
Registration Form: 2024 NEI Registration Form
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