It's Time For The 2018 SEE Prep Course 

 

IRS Enrolled Agent Course

Special Enrollment Exam Prep Course -- Summer 2018- NOW OFFERED IN TWO LOCATIONS

This Special Enrollment Exam Test Prep Program is offered by members of the Massachusetts Society of Enrolled Agents at the Fall River Comfort Inn in Fall River, MA. and the Bedford Plaza Hotel in Bedford, MA. It is designed to provide students with an in-depth tax education on all relevant tax topics which include, but are not limited to: tax research, representation before the Internal Revenue Service, ethics, individual taxation, partnerships, and corporations. 

Course teaching methods include but are not limited to: classroom lecture, on-line study and testing, and course textbook work.

Reasons to Consider Participating in this Program

• The curriculum allows Enrolled Agent candidates the opportunity to review and comprehend the material as well as the exam question format.

• This course, with its weekly assignments and structured presentation, offers a sensible way to prepare for the Special Enrollment Exam. The program format is designed to cover the necessary material in a timely and orderly manner.

• This course is taught by Enrolled Agents who have been through the rigors of the exam and can offer helpful tips to prospective Enrolled Agents. Their extensive tax preparation experience makes the instructors excellent resources for clarifying difficult concepts.

• The breaks built into the course schedule allow candidates to review each part and take the exam part before continuing the program.

MaSEA Opportunities for SEE Students

Networking with hundreds of area enrolled agents
Best tax education programs in Massachusetts
MaSEA Associate status
MaSEA Brown Bag Lunch & Learn events
Admission to the MaSEA Mentorship Program
Visits to US Tax Court with MaSEA members
Lower cost member rates for MaSEA 2018 & 2019 events
One free MaSEA Monthly Dinner Meeting
Volunteer positions at MASEA activities

 

IRS CPE Credits

Students attending every class of any part earn IRS CPE credits toward their Annual Filing Season Program commitment.

Part 1 – Nine hours of class time, 5 IRS CE credits

Parts 2A & 2B – Eighteen hours of class time, 5 IRS CE credits

Part 3 – Nine hours of class time, 2 IRS CE credits

Total IRS CPE credits to be earned by students – 12.

 

2018 SEE Course Dates for Fall River

Classes are held on Wednesday evenings from 5:30pm to 9pm are organized in four parts. Each part consists of three classes.

Part 1 - Wednesdays on June 13, 20 and 27

Part 2A – Wednesdays on August 8, 15 and 22

Part 2B – Wednesdays on August 29, September 5, 12

Part 3 – Wednesdays on July 11, 18, and 25

 

Location

Fall River Comfort Inn, 360 Airport Rd, exit 8A off Route 24, 520-257-4590

 

Cost

Part 1 - $325 – Individual Income Tax

Parts 2A & 2B – $725 – Partnerships, Corporations, Estates, Trusts and Non-Profits

Part 3 - $325 – Representation and Ethics before the IRS

Complete Course, all four parts - $1125

 

Course Instructors

Part 1 – Elaine LeBeau, EA & Jessica Prince, EA

Part 2A – Scott Franklin, EA & Lisa Wright, EA

Part 2B – Noreen Cahalane, EA & David Fazio, EA

Part 3 – Jan Nolan, EA &  John Warren, EA 

 

 

Course Details

Part 1:    June 13, 20, 27

Elaine LeBeau, EA & Jessica Prince, EA

Elaine LeBeau, EA is an experienced educator and tax specialist. She is integral to the success of MJ Tabs in Fairhaven. She has an accounting degree from UMass-Dartmouth. Elaine has many years of experience of a tax professional at HR Block and as a controller at Burns Tools.

Jessica Prince, EA is a principle officer at MJ Tax and Business Services in Fairhaven. The business provides tax preparation, payroll services, bookkeeping and business consulting

Part 3:  July 11, 18, 25

Janice Nolan, EA & John Warren, EA

Jan Nolan, EA is the owner of a well established tax business in Attleboro. She 25 years of tax experience. She’s had careers as a software engineer and high school math teacher. Jan has a master of science degree in computer science from BU and a BA in math from UMass-Dartmouth. She completed a post graduate program in accounting at Bryant.

John Warren, EA manages the Medford Tax Experts, a consortium of tax professionals. He has almost four decades of tax preparation experience. John is an NTPI fellow and current president of the MA Society of Enrolled Agents. He has computer programming experience in the software design of corporate tax applications. He verifies tax software compliance for a do-it-yourself retail software product. He prepares individual, small business and non-profit tax returns. John is co-hosts the Cape Cod TV series, “The Tax Experts” and conducts multiple presentations across the Commonwealth during the summer and fall.

Part 2A:  August 8, 15, and 22

Scott Franklin, EA & Lisa Wright, EA

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.

Lisa A. Wright, EA, MST, is the owner of Bookswright™ Advisors, LLC. She earned her Master of Science in Taxation at Suffolk University along with a Graduate Diploma in Professional Accounting. She also graduated from East Stroudsburg University in Pennsylvania with a Bachelor of Science in Hospitality Management and a Bachelor of the Arts in German.

Part 2B:  August 29, September 5 & 12

Noreen Cahalane, EA & David Fazio, EA

Noreen Cahalane, EA, MST is a tax professional with both Big 4 Public Accounting experience and corporate industry experience. She is a senior tax manager with over 15 years of experience. Her expertise includes technical tax accounting, domestic and international tax compliance, project management, tax due diligence, tax controversy, uncertain tax positions, internal controls, IRC 382 NOL analysis, R&D credit, Subpart F, transfer pricing, tax automation, tax research and restructuring/tax planning. She earned her Master of Science in Taxation at Bentley University.

David Fazio is an Enrolled Agent in a solo practice.  His practice is a mix of almost individual, trusts, partnerships, non-profits and S and C corporations returns. David provides accounting and payroll services. David earned the EA credential back when the IRS administered the exam themselves for 2 days once a year. There were no calculators or reference materials allowed in 2001. David lectures on tax topics for seniors at the West Bridgewater Council on Aging and for student-entrepreneurs at Blue Hills Regional Technical School. 

 

 

 

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