EDUCATION GUIDE
2023-2024
WHATS INSIDE
UPDATED EDUCATION LISTING
NEW BEACH RETREAT EVENT
2023 BUSINESS BUILDERS CONNECTION CONFERENCE
WE MOVED! MSATP HEADQUARTERS 10451 MILL RUN CIR, STE 625 OWINGS MILLS, MD 21117 CONTENTS 3 SOCIALEVENTS 4 BEACHRETREATEVENT 5 SEMINARPRICINGUPDATE 6 SEMINARSCHEDULE 8 SEMINARLISTING 12 LOCATIONSANDHOTELRATES 13 2023-24'REGISTRATIONFORM 14 BUSINESS BUILDERSTHINKTANK 15 MSASCHOLARSHIPFOUNDATION 16 CORPORATESPONSORSAPPROVEDLICENSING 17 AUTHORITIES
location has changed, but our mission remains the same To create a tight-knit environment in which our solo, small, and mid-sized accounting, tax, and financial service businesses can thrive.
Our
NOTE FROM THE EDUCATION CHAIRS
ROBERT MEDBERY, CPA & HANNAH COYLE, EA
THE MARYLAND SOCIETY OF ACCOUNTING & TAX PROFESSIONALS IS PROUD TO CONTINUE SERVING OVER 7,000 PROFESSIONALS. WE RECOGNIZE THAT OUR INDUSTRY IS CONSTANTLY EVOLVING, AND WE ARE COMMITTED TO PROVIDING YOU WITH THE LATEST AND MOST ACCURATE GUIDANCE. WE UNDERSTAND THAT YOU NEED QUICK AND RELIABLE RESPONSES TO BETTER SERVE YOUR CLIENTS, AND WE ARE DEDICATED TO DELIVERING THAT TO YOU.
WE WANT TO EXPRESS OUR SINCERE GRATITUDE FOR YOUR SUPPORT THESE PAST FEW YEARS. YOUR TRUST IN US HAS ENABLED US TO FULFILL OUR MISSION OF PROVIDING TOP-NOTCH EDUCATION AND RESOURCES TO OUR MEMBERS. WE ARE EXCITED TO CONTINUE THIS JOURNEY WITH YOU IN THE COMING YEAR AND BEYOND!
OUR UPCOMING EVENTS AND SEMINARS WILL PROVIDE YOU WITH THE OPPORTUNITY TO LEARN FROM INDUSTRY EXPERTS, NETWORK WITH PEERS, AND GAIN INSIGHTS INTO THE LATEST TRENDS. IF YOU HAVE ANY QUESTIONS OR NEED ASSISTANCE, PLEASE FEEL FREE TO REACH OUT TO US AT INFO@MSATP.ORG OR BY CALLING (800) 922-9672.
THANK YOU FOR ALLOWING US TO SERVE YOU, AND WE LOOK FORWARD TO YOUR CONTINUED SUCCESS IN 2023 AND BEYOND!
HANNAH
EDUCATION CHAIRS, 2023-24
ROBERT MEDBERY, CPA
COYLE,EA
MEET THE LINEUP
Wednesday, June 7
This ultra-practical course is full of up-to-date SSARS 26 material and SSARS 21. Walk through a rapid review of the latest SSARS and alerts, plus a discussion of the requirements for prepared financial statements and disclaimers.
Designed to equip accounting professionals with the skills and knowledge to manage and grow their accounting practice successfully. This conference will cover various topics essential to any accounting practice’s success, including the client onboarding experience, finding a niche in cannabis accounting, pricing for solo and small firms, and implementing advisory services.
June 6 1:00 - 4:00 PM 3 CPE 8 AM - 4:15 PM 8 CPE
June 8 8 AM - 4:45 PM 8 CPE
Tuesday,
Thursday,
Speaker SalimOmar,CPA MarketingExpertforCPA's
Speaker
Salim Omar on a transformativejourney where you'll discover the untapped potential of attracting the right clients, building a team, and streamlining systems to supercharge your revenue and attract more clients than ever before!
Speakers BillLeonard,CPA DawnBrolin,CPA,CFE NaomiGranger,CPA,MBA MarkStovel,CPA Join
OCEAN CITY, MD
4
TaxSpeaker
NEW SEMINAR & WEBINAR PRICING
DUE TO THE INCREASE IN COST OF FACILITIES, SPEAKERS, AND MANUALS, MSATP SEMINAR AND WEBINAR PRICING HAS CHANGED THIS YEAR. ADDITIONALLY, AT THE REQUEST OF OUR ATTENDEES, WE HAVE LOWERED THE COST OF WEBINAR ATTENDANCE IN COMPARISON TO SEMINAR PRICING. THE CHART BELOW REFLECTS THESE CHANGES — PLEASE NOTE THAT MINI AND EXPRESS SEMINAR PRICING HAS REMAINED THE SAME.
DON’T FORGET AS A MEMBER YOU CAN RECEIVE 2 HOURS OF FREE ETHICS. PLEASE CALL THE OFFICE FOR MORE DETAILS.
*WHEN APPLICABLE, MINI AND EXPRESS SEMINAR PRICING ALSO REFLECTS WEBINAR PRICING.
**REGISTRATION RECEIVED FOURTEEN DAYS PRIOR TO EVENT.
BY PHONE (800)922-9672 BY VISITING MSATP.ORG/SEMINARS BY FAX (443)881-4146 BY MAIL 10451 MILL RUN CIR, STE 625 OWINGS MILLS, MD 21117 4 WAYS TO SIGN UP FOR EDUCATION
2 DAY SEMINAR 1 DAY SEMINAR 2 DAY WEBINAR 1 DAY WEBINAR MINI* (4 HR) MINI* (3 HR) EXPRESS* (2 HR)
STANDARD SEMINAR PRICING LATE REGISTRATION PRICING** S L S L MEMBER NON-MEMBER MEMBER NON-MEMBER MEMBER NON-MEMBER MEMBER NON-MEMBER MEMBER NON-MEMBER MEMBER NON-MEMBER MEMBER NON-MEMBER $550 $700 $525 $675 $400 $550 $435 $585 $325 $475 $185 205 $160 $175 $125 $135 $375 $525 $410 $560 $300 450 $160 $180 $135 $150 $100 $110 KEY Parentheses ()=CPE Hours *Per Maryland Individual Tax Preparer Board Items in BOLD are offered as webinars 5
2023
9/20-21/23TaxSpeaker Business Tax In Depth (16) The Highlands, Germantown8 am – 4:15 pm 9/20-21/23TaxSpeaker Business Tax In Depth (16)Group Internet Based, Webinar8 am – 4:15 pm 11/8/23Maryland Tax Update (4) * Group Internet Based, Webinar1 pm – 5 pm 11/20-21/23TaxSpeaker 1040 In Depth (16) Group Internet Based, Webinar8 am – 4:15 pm 11/20-21/23TaxSpeaker 1040 In Depth (16) The Highlands, Germantown8 am – 4:15 pm
5/23/23 Cybersecurity: How to Protect Your Practice & Your Clients Information(4)-Member Discount Group Internet Based, Webinar1 pm – 5 pm 6/06/23How to Scale Your Practice The Grand Hotel, Ocean City1 pm – 4 pm 6/06/23How to Scale Your Practice Group Internet Based, Webinar1 pm – 4 pm 6/08/23Practice Management (8) The Grand Hotel, Ocean City 8am– 4:45 pm 6/08/23Practice Management (8) Group Internet Based, Webinar 8am– 4:45 pm 6/22/23Enrolled Agent Ethics (2) Group Internet Based, Webinar10 am – 12 pm 6/22/23Maryland CPA Ethics (4) Group Internet Based, Webinar1 pm – 5 pm 6/20/23 Cybersecurity- How to Protect Your Practice & Your Clients Information(4)-Member Discount Group Internet Based, Webinar1 pm – 5 pm 6/07/23 TaxSpeaker Preparations, Compilations & Reviews (8) The Grand Hotel, Ocean City8 am – 4:15 pm 6/07/23 TaxSpeaker Preparations, Compilations & Reviews (8) Group Internet Based, Webinar8 am – 4:15 pm 10/25/23TaxSpeaker Business Tax Update (8) Princess Royale, Ocean City8 am – 4:15 pm 10/26/23TaxSpeaker 1041’s for Trust and Estates (8)Princess Royale, Ocean City8 am – 4:15 pm 10/18/23Gear Up Estates and Trusts (8) Group Internet Based, Webinar8 am – 4:15 pm 10/19/23Enrolled Agent Ethics (2) Group Internet Based, Webinar10 am – 12 pm 10/19/23Maryland CPA Ethics (4) Group Internet Based, Webinar1 pm – 5 pm 10/25/23TaxSpeaker Business Tax Update (8) Group Internet Based, Webinar8 am – 4:15 pm 10/26/23TaxSpeaker 1041’s for Trust and Estates (8)Group Internet Based, Webinar8 am – 4:15 pm
OCTOCT SEPSEP NOVNOV 6
SEMINAR SCHEDULE
2024
MAY DATE SEMINAR/WEBINAR LOCATION TIME
JUNEJUNE
SEMINAR SCHEDULE
2023 2024 DEC JAN
TIME 12/5-6/23TaxSpeaker 1040 In Depth (16) Ocean City Fontainebleau Hotel8 am – 4:15 pm 12/13-14/23Gear Up 1040 In Depth (16) Crowne Plaza, Greenbelt 8 am – 4:15 pm 12/19/23TaxSpeaker Federal Tax Update (8) Turf Valley, Ellicott City 8 am – 4:15 pm 1/3-4/24TaxSpeaker 1040 In Depth (16) Martin’s West, Baltimore 8 am – 4:15 pm 1/3-4/24TaxSpeaker 1040 In Depth (16) Group Internet Based, Webinar 8am–4:15 pm 1/9-10/24TaxSpeaker 1040 In Depth (16) The Highlands, Germantown8 am – 4:15 pm 1/9-10/24TaxSpeaker 1040 In Depth (16) Group Internet Based, Webinar 8am–4:15 pm 12/19/23TaxSpeaker Federal Tax Update (8) Group Internet Based, Webinar8 am – 4:15 pm 12/20/23Payroll Update (2) Group Internet Based, Webinar1 pm – 3 pm 12/5-6/23TaxSpeaker 1040 In Depth (16) Ocean City Fontainebleau Hotel8 am – 4:15 pm 12/7/23Maryland Tax Update (2) * Group Internet Based, Webinar1 pm – 3 pm 12/13-14/23Gear Up 1040 In Depth (16) Group Internet Based, Webinar8 am – 4:15 pm 7 PAGE 45
DATE SEMINAR/WEBINAR LOCATION
SEMINAR LISTING 2023 2024 SEMINAR TITLE DETAILS FACILITATORS DELIVERY Dawn Brolin, CPA, CFE Mark Stovel, CPA Naomi, Granger, CPA, MBA Group Live, Group Internet Based Practice Management Program Level: Update Hours: 8 Prerequisites: KnowledgeofAdministrativePractices Food Included: Continental Breakfast, Pricing: Member $375 (Seminar) | $300 (Webinar) Two Breaks, Lunch Non Member $525 Seminar) | $450 (Webinar) CPA
ORGANIZATION SEMINAR TITLE DETAILS Program Level: Update FoodIncluded: Beverages Hours: 3 Prerequisites: KnowledgeofBrandingandSocialMedia CPA Pricing: Member $135 | Non-Member $150 FACILITATORS DELIVERY Salim Omar, CPA How to Scale Your Practice SEMINAR TITLE DETAILS Program Level: Update FoodIncluded: N/A CPA Hours: 4 Prerequisites: KnowledgeofCybersecurityPolicies Pricing: Member$80|Non-Member$180 FACILITATORS DELIVERY Stephen Reyes Group Internet Based Cybersecurity- How to Protect Your Practice and Your Clients Information ACCOUNTING SEMINAR TITLE DETAILS CPA Program Level: Update Hours: 8 Prerequisites: KnowledgeofAccountingStandards Food Included: Continental Breakfast, Pricing: Member $375 (Seminar) | $300 (Webinar) Two Breaks, Lunch Non Member $525 Seminar) | $450 (Webinar) FACILITATORS DELIVERY BillLeonard,CPA Group Live, Group Internet Based TaxSpeakerPreparations,CompilationsandReviews Group Live, Group Internet Based COMMUNICATIONS & MARKETING INFORMATION
ICON KEY CPA EA AFS MD Certified Public Accountant Enrolled Agent Annual Filing Season Program MD Registered Tax Preparers 8
BUSINESS MANAGEMENT &
TECHNOLOGY
REGULATORY ETHICS
TAXES
DETAILS
2023 2024 CPA EA AFS MD ICON KEY Certified Public Accountant Enrolled Agent Annual Filing Season Program MD Registered Tax Preparers SEMINAR LISTING SEMINAR TITLE DETAILS FACILITATORS DELIVERY Gary Bulmash, CPA Group Internet Based Maryland CPA Ethics Program Level: Update FoodIncluded: N/A CPA Hours: 4 Prerequisites: KnowledgeofRegulatoryEthics Pricing: Member$160|Non-Member$180
TITLE
FACILITATORS DELIVERY Bob Jennings, CPA, EA Mark Mirsky, CPA Group Live, Group Internet Based TaxSpeaker Business Tax In Depth Program Level: Update Hours: 16 Prerequisites: KnowledgeofTaxLawRegulations Food Included: Continental Breakfast, Two Breaks, Lunch EA CPA MD AFS Pricing: Member $525 (Seminar) | $410 (Webinar) Non Member $675 (Seminar) | $560 (Webinar)
SEMINAR
DETAILS
SEMINAR TITLE
FACILITATORS DELIVERY Charles Burdoin, CPA- Gear Up Group Internet Based Gear Up Estates & Trusts - Member Appreciation Program Level: Update Food Included: N/A Pricing: Member $200 | Non-Member $525 Hours: 8 Prerequisites: KnowledgeofEstatesandTrusts EA CPA MD AFS SEMINAR TITLE DETAILS Program Level: Update FoodIncluded: N/A EA MD AFS Hours: 2 Prerequisites: KnowledgeofRegulatoryEthics Pricing: Member$100|Non-Member$110
DELIVERY
Barry Iacono, EA Group Internet Based Enrolled Agent Ethics 9
FACILITATORS
D.
2023 2024 SEMINAR LISTING CPA EA AFS MD ICON KEY Certified Public Accountant Enrolled Agent Annual Filing Season Program MD Registered Tax Preparers
SEMINAR TITLE DETAILS FACILITATORS DELIVERY Representatives from Revenue Administration Division and SDAT Group Internet Based Maryland Tax Update Program Level: Update FoodIncluded: N/A CPA MD Hours: 2 Prerequisites: Knowledge of Maryland Tax Law and Regulations Pricing: Member $100 | Non-Member $110 SEMINAR TITLE DETAILS Program Level: Update Hours: 4 FoodIncluded: N/A Pricing: Member$160|Non-Member$180 Prerequisites: Knowledgeof MarylandTaxLawandRegulations CPA MD
DELIVERY Representatives from Revenue Administration Division and SDAT Group Internet Based Maryland Tax Update SEMINAR TITLE DETAILS Program Level: Update Hours: 8 Prerequisites: KnowledgeofEstatesandTrusts Food Included: Continental Breakfast, Two Breaks, Lunch Pricing: Member $375 (Seminar) | $300 (Webinar) Non Member $525 (Seminar) | $450 (Webinar) EA CPA MD AFS
BillLeonard,CPA Group Live, Group Internet Based TaxSpeaker 1041 for Trusts & Estates SEMINAR TITLE DETAILS Program Level: Update Hours: 8 Prerequisites: Knowledgeof Tax Law Regulations Food Included: Continental Breakfast, Two Breaks, Lunch Pricing: Member $375 (Seminar) | $300 (Webinar) Non Member $525 (Seminar) | $450 (Webinar) EA CPA MD AFS
BillLeonard,CPA Group Live, Group Internet Based TaxSpeaker Business Tax Update 10
TAXES
FACILITATORS
FACILITATORS DELIVERY
FACILITATORS DELIVERY
FACILITATORS DELIVERY
Bob
CPA EA AFS MD ICON KEY Certified Public Accountant Enrolled Agent Annual Filing Season Program MD Registered Tax Preparers 2023 2024 SEMINAR LISTING
Program level: Update Food Included: Continental Breakfast, Two Breaks, Lunch Pricing: Member $525 (Seminar) | $410 (Webinar) Non Member $675 (Seminar) | $560 (Webinar) Hours: 16 Prerequisites: KnowledgeofTaxLawRegulations EA CPA MD AFS
DELIVERY Gear Up Speakers Group Live, Group Internet Based Gear Up 1040 Tax In Depth TAXES SEMINAR
DETAILS EA CPA MD AFS Program level: Update Food Included: Continental Breakfast, Two Breaks, Lunch Hours: 16 Prerequisites: KnowledgeofTaxLawRegulations Pricing: Member $525 (Seminar) | $410 (Webinar) Non Member $675 Seminar) | $560 (Webinar)
SEMINAR TITLE DETAILS
FACILITATORS
TITLE
Jennings,
Leonard,
Bakker, CPA, EA;
Goodsell, EA;
Mirsky, CPA Group Live, Group Internet Based TaxSpeaker 1040 Tax In Depth
Program level: Update Food Included: Continental Breakfast, Two Breaks, Lunch Hours: 8 Prerequisites: KnowledgeofTax LawRegulations Pricing: Member$375(Seminar)|$300(Webinar) NonMember$525(Seminar)|$450(Webinar) EA CPA MD AFS
BillLeonard,CPA Group Live, Group Internet Based TaxSpeakerFederalTaxUpdate - Business and Individual
CPA, EA; Bill
CPA ;Terry
Gregg
Mark
SEMINAR TITLE DETAILS
FACILITATORS DELIVERY
Program level: Update Food Included: N/A Prerequisites: Knowledge of Tax Law Regulations Hours: 2 Pricing: Member $100 | Non-Member $110 EA CPA MD AFS
DELIVERY Betty Stehman, CPA Group Internet Based Payroll Update 11
SEMINAR TITLE DETAILS
FACILITATORS
CROWNE PLAZA GREENBELT
MARTIN’S WEST
PRINCESS ROYALE
LOCATIONS
HOTEL
2023 2024 DETAILS Room Rate: $99 Program Details: 12/13-14/23 Gear Up 1040 Tax Hotel Address: 5400 Ivy Lane Greenbelt, MD 20770 Hotel Phone #: (301) 441-3700
&
RATES
SEMINAR DETAILS Program Details: 1/3-4/24 TaxSpeaker 1040 Tax In-Depth Seminar Address: 6817 Dogwood Road Baltimore, MD 21244 Seminar Phone #: (410) 944-9433
HOTEL DETAILS Room Rate: $115 Hotel Address: 1810 Belmont Road Baltimore, MD 21244 Hotel Phone #: (410) 281-1111 DETAILS Room Rate: $109-$159 Depending on Room Type Program Details: 10/25/23 TaxSpeaker Business Tax Update 10/26/23 TaxSpeaker Form 1041 Trust and Estates 12/5-6/23 TaxSpeaker 1040 Tax In-Depth Hotel Address: 9100 Coastal Highway Ocean City, MD 21842 Hotel Phone #: (443) 856-2367
DETAILS Room Rate: $109-$164 Depending on Room Type Program Details: 6/6/23 Delaware CPA Ethics 6/7/23 TaxSpeaker Preparations, Compilations & Reviews 6/8/23 Practice Management Hotel Address: 9100 Coastal Highway Ocean City, MD 21842 Hotel Phone #: (410) 524-7777
DETAILS Room Rate: $149 Program Details: 9/20-21/23 TaxSpeaker Business Tax In Depth 11/20-21/23 TaxSpeaker 1040 Tax In-Depth 1/9-10/24 TaxSpeaker 1040 Tax In-Depth Hotel Address: 20260 Goldenrod Lane Germantown, MD 20876 Hotel Phone #: (301) 428-1300 THE HIGHLANDS AT GERMANTOWN DETAILS Room Rate: Contact facility for best pricing Program Details: 12/19/23 TaxSpeaker Federal Tax Update Hotel Address: 2700 Turf Valley Road Ellicott City, MD 21042 Hotel Phone #: (410) 465-1500 TURF VALLEY RESORT 12
THE GRAND HOTEL
2023-2024 Registration form
I do not wish to accept information on events and legislative updates to the email provided. To register multiple attendees, please complete a form for each attendee and submit all forms at one time to receive the group discount.
DISCOUNT A: Sign up, on this form, for 2 or more Full Seminar Topics per attendee at one time and receive $10.00 per day discount. *** Not valid on webinars.
DISCOUNT B: Sign up 3 or more attendees for the same Full Seminar Topic & receive $10.00 o per registrant. (All registration f orms & payment must be submitted at the same time) ***Not valid on webinars.
DISCOUNT C: Sign up, on this form, for a morning and afternoon session on the same day and get $10.00 o per day ***Not valid on webinars.
All webinar rebroadcasts and Talking with TaxSpeaker subscriptions subject to a 6% sales tax.
PART 3: PAYMENT INFORMATION
CHECK: Payable to MSATP CREDIT: Visa, MasterCard, American Express, Discover
REFUND POLICY: No refunds can be given if written cancellation is received less than 14 days in advance of the seminar and is subject to a $50.00 service charge. No refund will be given to any Express seminar. All refunds must be approved by the Executive Director.
TRANSFER POLICY: POLICY: Any transfer by an attendee is subject to a $50.00 transfer charge as long as the attendee is transferring to another seminar of the same value. This includes transferring from a free ethics seminar.
SEMINAR POLICY: Any individual who registers for a seminar will be responsible for the seminar fee even if the individual does not attend.
COMPLAINT POLICY: For more information regarding administrative policies such as complaints and refunds, please contact Executive Director at (800) 922-9672 or info@msatp.org.
PROGRAM CANCELLATION POLICY: In the event of unforeseen circumstances beyond the Society’s control, we will make every e ort to contact attendees via email, social media, website and phone. received in the Society O ce.
RETURNED CHECK: Any returned check is subject to a $25.00 service charge.
PAYMENT POLICY: Payment is due at the time of registration. Any individual who submits a registration form without payment will not be registered for the seminar until payment is received. Registrations for those paying by check will not be processed until the check is received in the Society O ce.
WALK-IN POLICY: Any individual who registers on the day of the seminar, will be subject to a $50.00 service charge.
EMAIL POLICY: Emails obtained by MSATP are not provided or sold to third parties for marketing but are used to enhance your professional knowledge.
SEMINAR MEAL POLICY: A pre-determined option for vegetarian, gluten free and kosher meals are available upon request at least 14 days prior to an event. Any further dietary restrictions cannot be accommodated.
WEBINAR TRANSFER POLICY: Any transfer by an attendee from a live seminar to a webinar OR a webinar to a live seminar is subject to a $50.00 transfer charge; transfer must occur at least 14 days in advance of the event.
DATE(S) SEMINAR PRICE LOCATION 6% Sales Tax TOTAL PART 2: SEMINAR REGISTRATION INFORMATION:
PHONE: • Name ___________________________________________________ Company Name ________________________________________ CPA License # _______________________________________ CFP License # _________________________________________ EA License # _______________________________________ PTIN # _________________________________________ Address _________________________________________________________________________________________________________ City, State, Zip ____________________________________________________________________________________________________ Phone ________________________________________ Email ____________________________________________________________
1: REGISTRATION INFORMATION
PART
NAME
CARD NUMBER _________________________________________________________ EXPIRATION __________ SECURITY CODE _________ BILLING ZIP _______________ FINAL TOTAL $
ON CARD _________________________________________________________
MemberNon-Member Member Non-Member 4 HOUR MINI ONE DAY TWO DAY MemberNon-Member 2 HOUR EXPRESS 3 HOUR MINI MemberNon-Member MemberNon-Member Seminar Fees *Mini and Express Seminar pricing also reflects Webinar pricing. **Registration received 14 days prior to event. Standard In-Person Pricing Late In-Person Pricing** $410 $435 $525 $550 $560 $585 $675 $700 $300 $325 $375 $400 $450 $475 $525 $550 $160 $185 $180 $205 $100 $125 $110 $135 $135 $160 $150 $175 Standard Webinar Pricing Late Webinar Pricing** MSATP reserves the right to publish photographs taken at various events for any purpose including but not limited to: website, social media, publications, catalogs or advertising. 13
SCALE YOUR PRACTICE WITH A MONTHLY SUPPORT & COACHING GROUP
We know how lonely owning a practice can be. Staying on top of regulations, managing client communications, working long hours, trying to figure out the best advisors and resources...it can all feel extremely challenging and overwhelming. And although networking sessions and seminars are great opportunities to meet new people, it's not always easy to have deep and meaningful conversations in such a fast-paced atmosphere...
That's where MSATP's exclusive members-only program, the Business Builders ThinkTank, comes in. The ThinkTank is a practice owner peer group designed to create a safe and open space where business owners in the accounting and tax profession can connect with each other to discuss and work through challenges while focusing on scalability and development.
The ThinkTank is a collaborative environment; all competitiveness is lef at the door. Whether you need a tax question answered or a venting session, you're welcome to join the Business Builders ThinkTank in one of these locations: Baltimore County- In Person; Montgomery CountyVirtual; Howard County- Virtual; Frederick County- Virtual.
If
14
you are interested in starting a group in your area, please contact info@msatp.org
SCHOLARSHIP FOUNDATION
The Maryland Society of Accountants Scholarship Foundation, Inc. is pleased to announce the scholarship recipients for the 2022-2023 academic year:
Katie Boettinger
Aaron Cave
Carolyn Coelho
Jamison Covey
Carina Hernandez-Soto
Navjot Sekhon
University of Baltimore
Salisbury University
Mount St. Mary’s University
University of Maryland College Park
Towson University
Towson University
To learn more about the MSA Scholarship Foundation or to make a donation, please visit: www.msascholarships.org.
Fundraising e orts include candy sales, 50/50 ra es, annual wreath and holiday decorative pieces promotion and general donations. Because of your donations and continued support, we really can make a di erence in the future of many students. Since its inception, the Foundation has awarded over $1,000,000 in scholarships to promote education and grow the future of the profession. We thank you and look forward to seeing you at an upcoming seminar!
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CORPORATE SPONSORS
GOLD SPONSORS
JERRY LOTZ | 410.960.8269 | WWW.COSTSEGES.COM
We help tax professionals and their clients, who own lease residential rental,multi-family and commercial property, by providing the calculations that accelerate depreciation and save income taxes.
JONATHAN POCIUS | 240.699.0060 | WWW.PAYROLLSERVICESLLC.COM
Payroll, HR, Timekeeping, Benefits and More.
MARC REIBMAN | WWW.USBNE.COM
USB Payment Processing is a 26 year old small business solutions company specializing in payment acceptance, point of sale, software technology, helping you and your clients save money.
BRONZE SPONSORS
MICHAEL ASHLEY | 800.400.6650 | WWW.INCLEGAL.COM
We offer cost savings for your incorporating needs, backed with experience and availability. Registered Agents Legal Services, LLC was founded in 1999 to serve the needs of firms and individuals who wish to utilize a professional corporate services firm, without paying exorbitant service fees. Corporate formation in any State, company and LLC kits, document retrieval, registered/ resident agent services.$99 Annual Agent Fee in any State
APPROVED LICENSING AUTHORITIES*
The Maryland Society of Accounting & Tax Professionals, Inc. is a professional organization registered/approved by all of the following as a CPE/CE provider:
-Accreditation Council for Accountancy & Taxation
-Maryland Board of Public Accountancy
-Certified Financial Planner Board of Standards, Inc.
-National Association of State Boards of Accountancy
-Delaware State Board of Accountancy
-New Jersey State Board of Accountancy
-District of Columbia Board of Accountancy
-Pennsylvania State Board of Accountancy
-Internal Revenue Service
-Virginia Board of Accountancy
-Maryland Board of Individual Tax Preparers
-West Virginia Board of Accountancy
*Please contact the MSATP Office for information regarding which authorizing organizations have approved these seminars for CPE credits.
APPROVED CONTINUING EDUCATION PROVIDER
We have entered into an agreement with the Return Preparers Office, Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, Section 10.9(a-c), covering maintenance of attendance records, retention of program outlines, qualifications of instructors and length of class hours. This agreement does not constitute an endorsement by the Office of Professional Responsibility as to the quality of the program or its contribution to the professional competence of the enrolled individual. Sponsor Number: MFA75
For all taxation and other applicable subjects, the Maryland Society of Accounting & Tax Professionals courses have been accepted by CFP Board. Please note, CFP credit applies only to our self-sponsored seminars at the full CPE credit value; it applies to self-study products at half the CPE credit value. Please call (800) 231-1860 for more information. CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® logo are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete CFP® Board’s initial and ongoing certification.
Maryland Society of Accounting & Tax Professionals is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy havefinal authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
