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Massachusetts/Rhode Island Chapter

Chapter President

 Louis Vastano
470 E Greenwich Ave.
West Warwick, RI 02893-3362

Phone: 401-823-5216

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: Jeffrey N Schweitzer, AFSP,ATP
  • Jeffrey N Schweitzer, AFSP,ATP
36/9/2015 1:31 PM

Massachusetts / Rhode Island NATP Chapter Annual Meeting & Educational Seminar October 27th 2015

Join the Massachusetts / Rhode Island NATP Chapter on Tuesday, October 27th, 2015 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 8 CE Hour opportunity including continental breakfast, snacks, lunch, vendors and great networking opportunities. This seminar is limited to the First 100 Registrants!

For registration info, please visit our chapter website  - http://www.massrinatp.org/

Speaker - Kathryn M. Morgan, EA, Fellow NTPI

Topics - 

Tax Research Tips & Techniques for Citations, Court Cases & Basis Reconstruction

Good research is necessary to keep up with the ever-changing tax laws and practical procedures. This course will include research methodology, tips and techniques.  Case studies will demonstrate research methods and locations as well as due diligence procedures for reconstructing basis in capital assets. Participants will learn the hierarchy of citation authority as well as the standards of reliance on opinions when working with tax positions. IRS #JSAQG-T-00016-15-I

Notice of Deficiency: It’s NOT The End Of The World!  Judicial Review, Collections Appeals and Collections Due Process

This presentation will discuss the actions that need to be taken when a client receives a Statutory Notice of Deficiency from the IRS. A thorough review of the timing aspects of appeals and Tax Court filings will be covered as well as case reviews of each option. (IRC §6212)  Participants will learn how to use the IRS Collections Appeal Program (CAP) or the Collection Due Process (CDP) program to their client’s benefit; the pros and cons of both programs; and Judicial Review procedures and restrictions.  We will also briefly review the integration of the collections and exams sides of this topic. IRS #JSAQG-T-00017-15-I 

Living Off The Grid:  Bringing Your Client Back Into Compliance

In this course, we will tackle the long term non-filer, (I.R.M. Sec. 4.19.17) taxpayers who live by working in an “under the table” environment.  We will learn the types of situations that make non-filers need to get compliant; what options for getting and remaining compliant the taxpayer has; how far back the taxpayer needs to go to get compliant; and review payment options for taxpayers who have large balances once the returns are filed.  IRS #JSAQG-T-00018-15-I

Identity Theft: Everyone Can Become A Victim!

Identity Theft: It’s a worldwide crime wave and it can affect every aspect of a taxpayer’s life.  We will discuss how to keep clients safe from this crime, what to do if they are a victim, steps the IRS is taking to help prevent identity theft, and ways to speed the process through the IRS Identity Protection Specialized Unit to get the clients back on track in a timely manner.  IRS #JSAQG-T-00019-15-I 

Special Offer for the January 7, 2016 State Update Seminar
Sign up on October 27, 2015 and pay by November 9, 2015 for ½ Price ​
Nicole Green, EA,CAA9/21/2015 9:19 AMNo
Picture Placeholder: Arthur Dicker, CFP(R),ATT
  • Arthur Dicker, CFP(R),ATT
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, MST,EA,AFSP1/2/2015 3:53 PMNo
Picture Placeholder: Paul R Grenier, AFSP
  • Paul R Grenier, AFSP
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. rdaiell@att.net

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, EA11/14/2013 7:06 PMNo
Picture Placeholder: Michelle J Morris, EA,CFP(R)
  • Michelle J Morris, EA,CFP(R)
010/22/2013 2:09 PM

10/22/2013 2:09 PMNo
Picture Placeholder: Timothy B Hardy, EA,AFSP
  • Timothy B Hardy, EA,AFSP
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, AFSP
  • Mark B Goldberg, AFSP
110/8/2013 1:36 PM

Can someone please post the seminar schedule .

Jeffrey N Schweitzer, AFSP,ATP10/10/2013 10:43 AMNo
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