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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

Some seminars are held at Northern Essex Community College’s Riverwalk location and some are now held at the main campus in Haverhill.  The Riverwalk location is just off Route 495 on the Lawrence/North Andover line at 360 Merrimack Street, Building 9, Entry K (third floor), Lawrence, MA  01843 directly across from Salvatore’s Restaurant and Conference Facility; plenty of free parking is available.  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 both locations are available on our website at www.necc.mass.edu/directions.

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 978-659-1222 or contact Diane Zold-Gross at dzoldgross@necc.mass.edu or 978-659-1221.


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


30th Annual Federal & Massachusetts State Tax Forum
Preparation for the 2016 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 2016 tax filing season.  Full day fee includes morning & afternoon sessions along with continental breakfast and light lunch.  8 CPE hours

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

Seminar Information (for both morning and afternoon sessions)

Dates/Time:  Saturday, 8:30 a.m. – 4:30 p.m., one day, 1/21

Location:  Haverhill

Cost: $190

CRN: 315 Course Number: CPEI1021 Section: HA


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 2016 and 2017 and preparation for the 2016 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: George P. Barresi, EA, Retired Senior Training Officer, Massachusetts Department of Revenue

Seminar Information (morning session only)

Dates/Time: Saturday, 8:30 a.m. – 12:00 p.m., one day, 1/21

Location: Haverhill

Cost:  $95

CRN: 316 Course Number: CPEI1064 Section: HA


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 2016 and anticipated for 2017. 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: 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

Seminar Information (afternoon session only)

Dates/Time: Saturday, 1:00 p.m. – 4:30 p.m., one day, 1/21

Location: Haverhill

Cost: $95

CRN: 317 Course Number: CPEI1062 Section: HA


Real IRS Appeals Tax Cases & Appeals Process and Procedures  NEW!

This seminar explores actual IRS Appeals cases (redacted and edited to protect the privacy of the taxpayers) that involve an extremely wide range of individual and business tax issues and explores the facts, law, legal analysis and legal conclusion on each.  Throughout, the attendees learn about the IRS Appeals process and procedures, how to work with IRS Appeals so that the process functions more efficiently and effectively, plus techniques to achieve the best settlements possible for the tax practitioners’ clients. – 4 CPE hours

Speaker: 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

Seminar Information

Dates/Time: Tuesday, 8:30 a.m. – 12:30 p.m., one day, 5/16

Location: Haverhill

Cost: $95

CRN: 319 Course Number: CPEI1089 Section: HA


Google Productivity Applications for Financial Professionals  NEW!

This hands-on, practical course provides an overview and working knowledge of the range and power of Google Productivity applications, including Google Docs, Sheets, Slides, Drive, Calendar and Gmail.  There will also be ample time to address your specific questions and strategize how Google Apps could help you more easily accomplish professional and personal tasks and maximize your productivity. – 8 CPE Hours

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

Seminar Information

Dates/Time: Friday, 8:30 a.m. – 4:30 p.m., one day, 5/19

Location: Riverwalk

Cost: $185

CRN: 265 Course Number: CPEI1083 Section: RWA


Handling Professional Ethical Dilemmas  NEW!

You’re trained as a financial professional, not an ethicist or attorney but you’re still faced with multiple situations requiring action where the best course of action is less than clear.  We’ll look at some real world examples from professional practice, court cases, different professional organizations’ codes of conduct and ethical standards to provide a framework for ethical decision making plus address factors like biases, pitfalls and blind spots that can throw us off track. – 4 CPE hours

Speaker: George Barresi, (see above for bio)

Seminar Information

Dates/Time: Tuesday, 8:30 a.m. – 12:30 p.m., one day, 5/23

Location: Haverhill

Cost: $95

CRN: 297 Course Number: CPEI1085 Section: HA


Massachusetts Tax Update

Explores the “Top Ten” of what’s currently hot in Massachusetts tax law, providing not only critical information but also an opportunity for questions and discussion on matters important to all practitioners. – 3 CPE hours

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

Seminar Information

Dates/Time: Wednesday, 6:30 p.m. – 9:00 p.m., one evening, 5/24

Location: Riverwalk

Cost: $75

CRN: 312 Course Number: CPEI1066 Section: RWA


New Hampshire Tax Update

This is a favorite forum to update practitioners on New Hampshire legislative, tax law and form changes.  We’ll also cover a variety of common filing errors and compliance issues, provide answers to frequently asked questions and provide ample opportunity to ask questions of your own. – 4 CPE hours

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

Seminar Information

Dates/Time: Tuesday, 8:30 a.m. – 12:30 p.m., one day, 6/6

Location: Haverhill

Cost: $95

CRN: 318 Course Number: CPEI1088 Section: HA


Massachusetts/Federal Differences

Massachusetts income tax law is tied to the Federal Internal Code for most aspects of the tax law but not all.  Because it is tied to the code of 1/1/2005 and because there are many references that are not tied to the code at all, there are substantial differences between the Massachusetts and Federal tax treatments of income tax. This program will explore the differences. – 3 CPE hours

Speaker: Philip Dardeno, (see above for bio)

Seminar Information

Dates/Time: Tuesday, 6:30 p.m. – 9:00 p.m., one evening, 6/6

Location: Riverwalk

Cost: $75

CRN: 313 Course Number: CPEI1087 Section: RWA


QuickBooks for CPAs and Other Tax Professionals (Introductory)

Learn to set up company data files, gain a solid understanding of the A/P and A/R modules, how to import, export and backup data, plus learn report basics and customization. This hands-on course is also good for those interested in learning about the new features and capabilities of the software and is a good overview/refresher for those with limited experience. – 4 CPE Hours

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

Seminar Information

Dates/Time: Wednesday, 8:30 a.m. – 12:15 p.m., one day, 6/7

Location: Riverwalk

Cost: $95

CRN: 269 Course Number: CPEI1074 Section: RWA
   


QuickBooks for CPAs and Other Tax Professionals (Advanced)

Discover tips, tricks, shortcuts, new and overlooked QuickBooks features, special fixes and workarounds. Learn more about payroll setup, midyear vendor setup, and review additional topics of interest. This hands-on course is great for anyone who has completed the introductory course or has a working familiarity of QuickBooks but wants to know more about its capabilities, features, or updates. – 4 CPE Hours

Speaker: Janet Lechnir, (see above for bio)

Seminar Information

Dates/Time: Wednesday, 12:45 p.m. – 4:30 p.m., one day, 6/7

Location: Riverwalk

Cost: $95

CRN: 270 Course Number: CPEI1075 Section: RWA


Excel Tips and Tricks for Financial Professionals – Intermediate/Advanced

Even the most seasoned Excel user will benefit from this hands-on workshop filled with hints, tips, tricks and shortcuts! You’ll use real world accounting examples to increase your skill level to address workbook security, charting techniques to analyze and present important data from external sources, developing and using useful formulas and functions, including conditional, lookup, and text functions. Included will be PivotTables to analyze data, count, conditional count sum functions, write-protecting cells, creating drop-down lists and conditional formatting. You can even bring in your own spreadsheet to analyze in class. This hands-on workshop has been recently updated and is aimed for the intermediate/advanced user. – 8 CPE Hours

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

Seminar Information

Dates/Time: Friday, 8:30 a.m. – 4:30 p.m., one day, 6/9

Location: Riverwalk

Cost: $185

CRN: 266 Course Number: CPEI1077 Section: RWA


Estate Planning, Estate and Gift Tax Law and Income Tax Implications  NEW!

Estate planning is a valuable tool for all practitioners to better serve their clients, work with clients’ attorneys and insurance advisors, and to increase billings.  Small or big clients appreciate services that protect and enhance their wealth and prevent probate and its related costs.  We’ll begin with the essential techniques of estate planning, examine and discuss revocable and irrevocable trusts and review the “alphabet soup” of trusts, i.e. A-B Trusts, credit shelter trusts, QTIPs, Mass QTIPs, ILITs, QPRTS, CRATS, CRUTS, GRITS, GRATS, GRUTS, CLATS, CLUTS, IGTS, and grantor review changes in estate and gift tax laws and explore their tax implications.  This updated seminar will address changes in the law and/or IRS rules and is a must for financial professionals whose clients are asking about estate planning and for those who become part of the estate planning team! – 8 CPE hours

Speaker: 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

Seminar Information

Dates/Time: Wednesday, 8:30 a.m. – 4:45 p.m., one day, 6/14

Location: Riverwalk

Cost: $185

CRN: 295 Course Number: CPEI1086 Section: RWA


Principles of Domicile in Mass Taxation

This seminar provides a survey of domicile law to enable you to accumulate, review and evaluate client information so that you are better able to provide advice on elements required for a change of residency and identify any relevant facts relating to a client’s change of domicile.  Topics include definitions and differences between the terms domicile, domicile of origin and domicile by operation of law and distinguishing between concepts of citizenship, domicile, nationality and tax home; the indicia of domicile; factors evidencing a change in domicile and burdens of proof; Massachusetts definition of statutory resident and review of the Massachusetts DOR Domicile Questionnaire. – 4 CPE hours

Speaker: George Barresi, (see above for bio)

Seminar Information

Dates/Time: Friday, 8:30 a.m. – 12:30 p.m., one day, 6/16

Location: Riverwalk

Cost: $95

CRN: 296 Course Number: CPEI1084 Section: RWA


Federal Tax Implications of Debt vs. Equity  NEW!

This seminar defines, in detail, what transactions between parties create legally recognized debt or equity for Federal tax purposes plus reviews all the legal requirements of bona fide debt and, in contrast, what transactions will more likely be deemed equity investments rather than debt.  Why does it matter? Historically, the IRS has been very successful in assessing large income tax deficiencies as a result of taxpayers failing to properly treat loans for tax purposes.  As an example (one of many covered!), a closely held corporation makes payments to it’s 100% shareholder during the tax year.  At tax year end, neither the shareholder nor the tax accountant addresses the need to memorialize the loan(s) in writing, with all the features that are indicative of bona fide debt.  Upon audit by the IRS, there is great risk that the examiner will re-characterize the loans as dividend distributions or capital gains due to distributions in excess of the shareholder’s basis in the corporation; i.e., taxable income vs. non-taxable loans. – 4 CPE hours

Speaker: Richard A. Sweeney, (see above for bio)

Seminar Information

Dates/Time: Tuesday, 8:30 a.m. – 12:30 p.m., one day, 6/20

Location: Haverhill

Cost: $95

CRN: 320 Course Number: CPEI1090 Section: HA


 

QuickBooks Tips & Tricks for CPA’s and Other Tax Professionals

Learn shortcuts, tips, tricks and more advanced features, plus how to deal with data corruption, file size, reporting problems and other challenges. This hands-on workshop requires a comfortable knowledge of QuickBooks and is perfect for anyone who has completed any of our prior QuickBooks workshops or for the QuickBooks user interested in learning more advanced features and workarounds for the most challenging situations. – 4 CPE Hours

Speaker: Janet Lechnir, (see above for bio)

Seminar Information

Dates/Time: Wednesday, 8:30 a.m. – 12:15 p.m., one day, 6/21

Location: Riverwalk

Cost: $95

CRN: 272 Course Number: CPEI1076 Section: RWA


 

Residential Rental Real Estate 

Explore and gain more clarity on the rules and tax implications for renting out residential property including renting out part of the home, sub-leasing a rented home, rental of vacation time shares and vacation rental property.  Determine when to use Schedule C and when to use Schedule E plus examine real estate professional rules, passive activity rules and net income from rental real estate.  We’ll also take a look at grouping for passive activity purposes, touch on residential rental overseas and disposition of rental property plus also discuss the use of Form 3115 if a taxpayer never took depreciation on the rental property. – 3 CPE Hours

Speaker: Terry Anderson, (see above for bio)

Seminar Information

Dates/Time: Tuesday, 6:00 p.m. – 9:00 p.m., one evening, 6/27

Location: Riverwalk

Cost: $75

CRN: 314 Course Number: CPEI1080 Section: RWA