We Power America’s Tax Experts.

Speakers: Clarice Landreth, EA; Alan Pinck, EA; Geoffrey Plourde, EA, JD, CPA; Heather Posey, EA, Esq.; David Gannaway, MBA, CFE, CVA, CAMS, EA, NTPI; CE: 24 IRS/CTEC Mark your calendars for our upcoming Virtual National Tax Practice Institute® (NTPI) Level 1. By the end of NTPI Level 1, a participant will be able to successfully complete the following engagements: Review a taxpayer’s IRS transcripts and case data to determine appropriate...

Speaker: Jessica Curtain, QKA, QKC, CPFA, TGPC Many changes, trends, and possibilities surround the retirement landscape for employers and workers at every stage of a career life cycle. Join us for an insightful CPE webinar and ensure your firm is up to speed on the latest regulatory updates and emerging trends that may enhance financial future planning. Gaining knowledge of today’s key provisions and tax incentives provides a tremendous opportunity...

Presented by: John Warren, EA Location: Medford Public Library Community Room |111 High Street, Medford, MA 02155 Education: 2 IRS CE Price: FREE to members | $50 Nonmembers The tax world is changing fast, and this session will help you stay ahead of it. In this two-hour program, we’ll unpack the One Big Beautiful Bill Act (OB3A) and explore the biggest updates to affect individual taxpayers in decades. From new...