Massachusetts/Rhode Island Chapter


Chapter President

Walter Matisewski, CPA
1011 Smithfield Avenue
Lincoln, RI 02865-2708

Phone: 401.726.2727

For other information published by this Chapter, click here (this link opens an outside website maintained by the MA/RI Chapter but not on the NATP website). 

Chapter Announcements

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Chapter Discussions

Picture Placeholder: Arthur Dicker
  • Arthur Dicker
02/11/2015 12:39 PM

Massachusetts - VALIC retirement system
 Arthur Dicker 

​I am a NY preparer with a Mass client.  She retired from state employment, now gets 5 1099-Rs from VALIC.  She thinks one is for her 403(b) and 4 are for a 403(a) (which I have not heard of).  she thinks the 403(a) payments are exempt from Mass income tax.

Any Mass preparers out there know about this?

Thank you,   

2/11/2015 12:39 PMNo
Picture Placeholder: Julie Wrobel-Eckard, EA
  • Julie Wrobel-Eckard, EA
111/2/2014 1:40 PM

I picked up 2 of the Boston Marathon Bracelets you had in Orlando.  My brother in law runs marathons & I gave him one to wear when he runs.  He has a friend who would like to wear one at the Richmond Marathon in 2 weeks.  Do you have any left? If so can I get one?


Julie Eckard

Joseph F Gniadek, AFSP EA MST1/2/2015 3:53 PMNo
Picture Placeholder: Paul R Grenier, RTRP
  • Paul R Grenier, RTRP
12/8/2014 6:45 AM

​Has any one experienced a significant delay in the acknowledgement of MA filed returns via Intuit?

Robert J Wiedeman8/11/2014 10:41 AMNo
Picture Placeholder: Robin Daiell, EA
  • Robin Daiell, EA
06/30/2014 9:03 AM

Hello. There is a fabulous-looking 2-day seminar on Decedents on Aug 18-19 in Concord, NH. If another woman is thinking about going, and would like to share a room ($109/night+tax), please let me know.

You would think that NATP would be able to get more than a $10 discount on rooms (I can do that with AAA).

6/30/2014 9:03 AMNo
Picture: Megan Sonicksen
  • Megan Sonicksen
212/6/2013 10:30 AM

With tax season fast approaching, remember your Chapter discussion board can be a great resource for state and local tax issues as well as utilizing the state tax volunteers.

Megan Sonicksen, NATP Tax Communications​
Megan Sonicksen2/4/2014 2:58 PMNo
Picture Placeholder: Megan Sonicksen
  • Megan Sonicksen
19/30/2013 8:00 AM

Please use this discussion board for discussions specifically relating to the Chapter, state or local tax discussions.

For general discussion items relating to business management, federal tax or education, please use the discussion board located under Member Center>Community.

Dorothy T Atchison, EA RTRP11/14/2013 7:06 PMNo
Picture Placeholder: Michelle J Morris, CFP EA
  • Michelle J Morris, CFP EA
010/22/2013 2:09 PM

10/22/2013 2:09 PMNo
Picture Placeholder: Timothy B Hardy, EA
  • Timothy B Hardy, EA
110/18/2013 5:24 PM

​Is it too late to register for the October 29th seminar?  I want to register myself and my mother.

Pamela Marcinowski, EA10/22/2013 1:38 PMNo
Picture Placeholder: Mark B Goldberg, RTRP
  • Mark B Goldberg, RTRP
110/8/2013 1:36 PM

Can someone please post the seminar schedule .

Jeffrey N Schweitzer10/10/2013 10:43 AMNo

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