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 Bedford

Classes are held on Thursday evenings from 6pm to 9pm are organized in four parts. Each part consists of three classes.

Part 1 - Thursdays on June 7, 21 and 28.

Part 2A – Thursdays on July 12, 19 and 26

Part 2B – Thursdays on August 2, 9 and 16

Part 3 – Thursdays on August 23, 30 and September 6

 

 

Location

Bedford Plaza Hotel, 340 Great Rd, Rt 225 & 4, Bedford, MA 01730, 781-275-6700. This is just off Exit 31B from Rt 128

 

Cost

Part 1 - $325 – Individual Income Tax

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

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

Complete Course, all four parts - $1125

 

Course Instructors

Part 1 – John Pearson, EA & Mike Rhodes, EA

Part 2A – Mason Klinck, EA & Mark Lawless, EA

Part 2B – Terry Anderson, EA & Amit Johar, EA

Part 3 – Beth Logan, EA & Judith Kellogg, EA

 

 

Course Details

Part 1:    June 7, 21, 28
John Pearson, EA & Mike Rhodes, EA

John Pearson, EA has 25 years experience in the financial services industry.  As an Enrolled Agent, John is licensed to represent clients before the Internal Revenue Service. John has an MBA from Northeastern University.  He has been preparing taxes professionally since 2006. John prides himself on resolving complex tax situations and explaining tax law in plain English.

Mike Rhodes, EA earned his EA in 2015 & has started Representation Services through his tax business in 2017. He has worked representation pro bono cases for the Bentley Low Income Tax Clinic in Waltham and continues to volunteer his services as needed.

Mike has been preparing Individual & Business tax returns for 12 years for many different tax agencies including Jackson Hewitt Tax Service, Liberty Tax Service, and Direct Tax Service. He has had his own tax preparation business since 2008.

Mike has taught introductory and return preparer tax courses for Liberty Tax Service this past fall and for Jackson Hewitt Tax Service the last several years.

Part 2A:  July 12, 19, 26

Mason Klinck, EA & Mark Lawless, EA

Mason Klinck, EA has been both a Revenue Agent for the IRS as well as a partnership auditor for the California Franchise Tax Board, with an emphasis on abusive multi-tier tax shelters. In addition he has worked for law and public accounting firms in taxpayer defense, legal research, tax planning and return preparation. His practice now consists of consulting law and CPA firms as well as taxpayer representation. In addition, Mason has managed VITA sites, and done pro bono work for Low Income Taxpayer Clinics in California and Massachusetts. Mason has taught in graduate ltax programs and published in the technical press. He holds two degrees from Oxford as well as a Master of Science in Taxation and an MBA.

Mark Lawless, EA is an Enrolled Agent providing tax preparation services, tax consulting and planning, and taxpayer representation for individuals and small businesses. I also provide business advisory services for demand forecasting and demand planning for medium to large sized corporations. I have served on the Board of Directors of several companies and organizations. I have held business planning and financial executive positions in the automotive, business systems, foodservice, consumer goods, financial services and publishing industries. The companies have included General Mills, Chrysler Corporation, NCR Corporation, Ponderosa Inc., Hanson PLC, National Fire Protection Association, American Hospitality Concepts Inc. and UBS Financial Services Inc.

Part 2B:  August 2, 9, and 16

Terry Anderson, EA & Amit Johar, EA

Terry Anderson, EA received her EA in 2001 and her MST in 2009.  She has been teaching modules of the SEE review course administered by the MASEA for over 10 years; specifically part 2 - sole proprietors, partnerships, corporations, non-profits, and estate and trust taxation.  Prior to that she taught an introductory tax course for H&R Block as well as advanced courses.  She presents on various tax topics at MaSEA meetings and at other venues.  Terry has her own tax practice.

Amit Johar, EA has a tax practice that focuses on tax planning to maximize individual and small business retirement savings. He has a business degree in Finance from Bridgewater State University. He has sold and consulted entrepreneurial start-ups and has experience in the banking industry. He knows the complexities of running a small business focuses his tax practice on small business clients.

Part 3:  August 23, August 30, September 6

Beth Logan, EA & Judy Kellogg, EA

Beth Logan, EA has a tax practice and consulting company in Chelmsford. She focuses on helping individuals and small businesses. She teaches tax classes to lay persons at various venues. In the lulls between tax seasons, she researches tax topics including attending BitCoin conferences, dialoguing with EAs in states with medical marijuana, discussing annuities with financial planners, and much more. Her other work time is spent helping small businesses grow as a management consultant and advising on financial decisions which can impact their taxes. She has an MBA from the University of Maryland and two engineering degrees from Georgia Institute of Technology.

Judith Kellogg, EA owns Special K Tax & Accounting specializing in individual, small business, corporation, trust, and estate tax return preparation. She is an NTPI fellow and is currently a director of the Massachusetts Society of Enrolled Agents (MaSEA) and a member of the National Association of Tax Professionals. She has worked as a corporate controller for Ceverva Networks, Inc., National Transaction Network, Inc. and Computer Telephone Corporation and CFO and Treasurer of Flexwatt Corporation. Judith is currently a seasonal software quality assurance analyst for a large tax preparation software company and has worked as a seasonal tax expert for another software company. She has taught for the Special Enrollment Exam Preparation course and has moderated educational seminars for MaSEA. Judith holds a Bachelor's of Science in Business Administration from the University of Nebraska at Omaha and a Master's of Science in Management from Purdue University specializing in Finance.

 

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