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Massachusetts Chapter of Enrolled Agents (MAcEA)

Welcome to the Massachusetts Chapter Page of the National Association of Enrolled Agents! Stay informed with the latest news, upcoming webinars, and events tailored for our local community of EAs. Here, you’ll find valuable resources, networking opportunities, and educational events designed to support your professional growth and keep you up-to-date with industry developments. Explore our page to stay connected and engaged with your local chapter.

Have questions about upcoming chapter events? Email us at info@naea.org or by calling (202) 822-6232.

About the Massachusetts Chapter of Enrolled Agents (MAcEA)

The Massachusetts Chapter of Enrolled Agents is a chapter of the National Association of Enrolled Agents (NAEA) –  the only professional association representing Enrolled Agents (EAs) in Massachusetts. This is a professional community of leading tax experts that provides education, support, and mentorship for enrolled agents and other tax professionals. Tax practitioners, whether self-employed or employees of a firm, who are looking to grow both professionally and personally, will find many resources and support for their profession. Stay connected with MAcEA’s continuing education, social dinners, tax roundtables, and online forums. Our networking opportunities can help you enhance your career.

Upcoming Events

2024 September Meeting

Date: Wednesday, September 18th
Time: 6:00 – 9:00 PM EST | 6:00 -7:00 PM – Dinner | 7:00 – 9:00 PM – Tax Education – 2 IRS CE (No CTEC available)
Speakers: Daniel DeBruyckere, President,  Jade Torres, Director of Legal Services and Lucas Fernandes, Associate Attorney
Location: Hilton Garden Inn | 450 Totten Pond Rd, Waltham, MA 02451
Price: $70 members | $120 nonmembers

Program Overview

Connect with fellow enrolled agents during the Massachusetts Chapter of Enrolled Agents (MAcEA) meeting next month. Enjoy dinner and networking from 6:00 – 7:00 PM, followed by a two-hour education session led by Daniel DeBruyckere, Jade Torres and Lucas Fernandes.

This event offers a detailed examination of estate tax planning, covering federal and Massachusetts-specific factors. Participants will learn about the federal estate tax structure, including taxable estate components, exclusion amounts, and portability, with a focus on strategic opportunities before the 2026 sunset of current exclusions. The course also addresses recent changes in Massachusetts estate tax law, discussing the treatment of out-of-state property, non-resident ownership, and new planning strategies introduced in 2023.

Federal Estate Tax Concepts Learning Objectives:
  • Overview of the Federal Estate Tax Structure.
  • Assess applicable exclusion amounts.
  • Identify planning opportunities.
  • Evaluate portability decisions.
  • How to avoid common portability mistakes.
Massachusetts Estate Tax Learning Objectives:
  • Understand the 2023 tax changes.
  • Evaluate out-of-state property implications.
  • Assess taxation of MA property owned by non-residents.
  • Identify new planning opportunities.
Register

Save the Date for these MAcEA Events

2024 October Meeting

Date: Wednesday, October 16th
Time: 6:00 – 9:00 PM EST | 6:00 -7:00 PM – Dinner | 7:00 – 9:00 PM – Tax Education – 2 IRS CE (No CTEC available)
Speakers: TBD
Location: Hilton Garden Inn | 450 Totten Pond Rd, Waltham, MA 02451

2024 Fall Conference

Date: November 18 – 19, 2024
Time: TBD
Speakers: TBD
Location: Public House Historic Inn | 277 Main Street, Sturbridge, MA 01566

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