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The Sidney G. Kotzen Institute of Continuing Professional Education for Accountants

About the Sidney G. Kotzen Institute of Continuing Professional Education at NECC:

The CPE Institute started July 1987 and was renamed The Sidney G. Kotzen CPA Institute of Continuing Professional Education in 2012 after its founder, Sidney (Sid) Kotzen.  Its mission is to provide qualified CPE hours with the most authoritative speakers on leading edge subjects that are affordably priced in a convenient, state-of-the-art location.  The longevity of the program and our many repeat participants confirms the success of our mission and service to the accounting community.

CPE courses are designed to meet mandatory Continuing Professional Education (CPE) requirements for certified public accountants (MA/NH AICPA).  Most programs are intermediate level and are designed for accountants, enrolled agents, and tax preparers.  No prerequisites but participants should have basic knowledge in the areas of discussion.  Tax courses meet requirements for Enrolled Agents.  Learning objective: to gain proficiency in offered subject.  Prerequisite: Basic. Program level: Intermediate. Delivery: Group live.

Primarily Tax Courses:

Enrolled Agents: We have entered into an agreement with the Office of Professional Responsibility, Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6 (g), 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 Director of Practice as to the quality of the program or its contribution to the professional competence of the enrolled individual.  Sponsor #382

All seminars are held at Northern Essex Community College’s main campus in Haverhill.   Our Haverhill seminars are held in the Hartleb Technology Center on our main campus at 100 Elliott Street, Haverhill, MA  01830; free parking is available in the designated portion of the Technology Center lot or use the temporary parking permit that will be  mailed to you with your confirmation letter.  Directions to the Haverhill campus are available on our website at www.necc.mass.edu/directions/haverhill.

Confirmation letters with directions will be mailed two weeks prior to the start of a course.  In the event you need to cancel, a full refund will be given if our office is notified six days before the class start.  A full refund is given if NECC cancels a class due to low  enrollment or other unforeseen circumstances.  Every attempt will be made to contact you by phone in the event of a course cancellation or change.  College closings due to storms or other weather events will be announced on major TV and radio stations, on our website at www.necc.mass.edu or by calling the NECC announcements line at 978-556-3002.  We will reschedule if possible.  For further information about these courses or the program in general, please contact Dianne Lahaye at dlahaye@necc.mass.edu or 978-556-3065 or contact Diane Zold-Gross at dzoldgross@necc.mass.edu or 978-556-3068.

About our Speakers

Terry Anderson, EA, MST, tax consultant with 15+ years’ experience preparing taxes and assisting clients with tax issues; annual 1040 keynote speaker for MA Society of Enrolled Agents and EA exam prep instructor

George P. Barresi, EA, Retired Senior Training Officer, Massachusetts Department of Revenue

Vincent E. Bonazzoli, Esq., principal and sole owner of the Vincent E. Bonazzoli Law Firm, P.C., and is presently an instructor for the CFP program at BU

Peter Colbath, M.S., CPA, eFile Coordinator, Document Processing Division and former Tax Auditor with the New Hampshire Department of Revenue Administration

Philip Dardeno, CPA, MST, former Chief of Audit, MA DOR; currently in private practice specializing in MA state tax matters

Janet Lechnir, certified QuickBooks professional advisor and president of Better Bookkeeping LLC

Jay Partlan, instructor at NECC, UNH, Granite State College, New Hampshire Community Technical College, and Newbury College

Richard A. Sweeney, EA, JD, tax consultant d.b.a. Sweeney Tax Consulting in Boston, MA, instructor/program facilitator and retired IRS Tax Auditor and Appeals Officer


 CPE Seminars

SAVE THE DATE! – January 20, 2018

31st Annual Federal & Massachusetts State Tax Forum
Preparation for the 2017 Tax Filing Season for Professionals

This popular program for tax professionals includes analysis of reporting changes and reviews all the latest developments in taxation in preparation for the 2017 tax filing season.  Full day fee includes morning & afternoon sessions along with continental breakfast and light lunch.  8 CPE hours

Speakers: TBD

Seminar Information (for both morning and afternoon sessions)


Massachusetts Tax Update & Review 

Reviews the highlights of recent changes, new information, developments, releases, regulations, forms and other matters related to Massachusetts state income taxes effective for 2017 and 2018 and preparation for the 2017 filing season. Program includes analysis on reporting changes and reviews of the latest developments in taxation. Fee includes morning session and continental breakfast. – 4 CPE hours

Speaker: TBD

Seminar Information (morning session only)


Federal Tax Update & Review 

Reviews the federal tax updates, reporting changes and latest developments in federal taxation including expiring and continuing provisions from prior years as well as new provisions for 2017 and anticipated for 2018. The seminar includes a quick review of basic principles and techniques with emphasis on highlighting new federal limits for various items, new exemption and standard deduction amounts, new standard mileage allowed, and more. Fee includes afternoon session and snack. – 4 CPE hours

Speaker: TBD

Seminar Information (afternoon session only)