Maryland Society of Accounting & Tax Professionals
Education Guide
2026 – 2027
CPE seminars, signature conferences, and professional development for CPAs, EAs, tax preparers, bookkeepers, and financial professionals.
Maryland Tax Education Series
Maryland rules. Maryland issues. Practical education built for Maryland professionals. Two courses are available at launch, with a new one added every month. Complete each course assessment with a score of 70% or better to earn credit — unlimited attempts, and access expires one year from enrollment.
On-Demand
Learn on your own schedule, from anywhere.
New Course Every Month
A new session releases on the 15th of each month.
At Least 12 CPE Hours
Earn credit as you complete the full series.
NASBA CPE & MD State Approved
No IRS continuing education credit.
For the full 12-course series.
MSATP Legislative Breakfast Roundtable
Real conversations. Stronger tax policy. Ahead of the 2027 Maryland Legislative Session, join a small, highly interactive roundtable with state policymakers and representatives from the Comptroller's Office. Come prepared to share taxpayer and practitioner impact stories, raise specific concerns, and offer constructive recommendations that help shape MSATP's advocacy for the session.
October 23, 2026
10:00 AM – 12:00 PM EST
The Westin Annapolis
100 Westgate Circle, Annapolis, MD
Only 30 Seats
Members only — free to attend.
Direct Access
Legislators and the Comptroller's Office.
Seating is limited to 30 attendees.
Full Schedule
2026–2027 Seminars & Events
Click any course title to go to its registration page. Use the filters on the left to narrow by month, designation, speaker, CPE hours, or delivery method.
We're always adding more courses — check back often!
Member prices shown. Non-member pricing higher. Late fee applies 14+ days before event. Webinar rebroadcasts subject to 6% tax.
Showing 87 courses.
| Date | Course / Event | Format | Location | Member Price |
|---|---|---|---|---|
| October 2026 | ||||
| Oct 21–22 | TaxSpeaker Business Tax In-Depth — Webinar Bob Jennings, CPA, EA; Larry Pon CPAEATax Preparer IRS: 4 hrs Federal Tax Update + 12 hrs Federal Tax LawNASBA: Taxes | Webinar | Webinar | $410 |
| Oct 21–22 | TaxSpeaker Business Tax In-Depth — Ocean City Bob Jennings, CPA, EA; Larry Pon Only 3 seats left CPAEATax Preparer IRS: 4 hrs Federal Tax Update + 12 hrs Federal Tax LawNASBA: Taxes | In-Person | Princess Royale, OC | $550 |
| Oct 16 | OBBB 2026 Guide to IRC 280A Rental Tax Strategies, RebroadcastOn-Demand Option Dr. Tony Curatola, Drexel University CPAEATax PreparerBusiness Owners IRS: Federal Tax UpdateNASBA: Taxes | Webinar | Webinar | $110 |
| Oct 16 | The AI Revolution in 2026: What CPAs Should Know John Higgins, CPA, CITP CPA NASBA: Information Technology | Webinar | Webinar | $110 |
| Oct 21 | Happy Hour — Ocean City All Members | Social | Princess Royale, Ocean City | FREE |
| Oct 23 | MSATP Legislative Breakfast Roundtable Only 28 seats left MSATP Members involved in advocacy NASBA: Social Event | In-Person | The Westin Annapolis, 100 Westgate Circle, Annapolis, MD 21401 | FREE (Members Only) |
| Oct 23 | AI 101 for CPAs: Core Concepts and Practical Applications John Higgins, CPA, CITP CPA NASBA: Information Technology | Webinar | Webinar | $110 |
| Oct 26 | Webinar | Online — Group Internet Based | FREE | |
| Oct 27 | The Big Beautiful Bill: 2026 Tax Update — Webinar Bob Jennings, CPA, EA; Terry Bakker, CPA, EA CPAEATax PreparerBusiness Owners IRS: Federal Tax UpdateNASBA: Taxes | Webinar | Webinar | $300 |
| Oct 27 | TaxSpeakers The Big Beautiful Bill: 2026 Tax Update- In Person - Baltimore, MD Bob Jennings, CPA, EA; Terry Bakker, CPA, EA Only 8 seats left CPAEATax Preparer IRS: Federal Tax UpdateNASBA: Taxes | In-Person | Maritime Conf. Ctr. | $395 |
| Oct 27 | Happy Hour — Baltimore, MD All Members | Social | Maritime Conf. Ctr. Deck Bar | FREE |
| Oct 28 | MSATP Job Mixer: Connecting Seasonal Talent and Small Firm Owners Small firm ownersaccounting & tax professionalsstudentsretirees NASBA: Accounting | In-Person | Stein Sperling Bennett De Jong Driscoll PC, 1101 Wootton Pkwy, Suite 700, Rockville, MD 20852 | FREE |
| Oct 29 | Maryland CPA Ethics, RebroadcastFree EthicsOn-Demand Option Gary Bulmash, CPA CPA IRS: EthicsNASBA: Ethics | Webinar | Webinar | FREE |
| Oct 29 | TaxSpeaker 1041's for Trust & Estates, Rebroadcast Bill Leonard, CPA CPAEATax Preparer IRS: Federal Tax UpdateNASBA: Taxes | Webinar | Webinar | $300 |
| Oct 29 | Ethics for Enrolled Agents and Maryland Tax Preparers, RebroadcastFree EthicsOn-Demand Option Jason Dinesen, LPA, EA EATax Preparer IRS: EthicsNASBA: Regulatory EthicsMD State CE | Webinar | Webinar | FREE |
| November 2026 | ||||
| Nov 1–3 | ★Build Your Better Practice Conference (BBCC) Only 15 seats left SoloSmall Firm Owners NASBA: Business Management & Organization | Conference | The Hershey Lodge, Hershey, PA | $1,250 |
| Nov 11–12 | Federal 1040 & Business Return Update: OBBBA Era — In-Person — Baltimore, MD Bradley Burnett, JD Only 12 seats left CPAEATax Preparer IRS: 14 hrs Federal Tax Update + 2 hrs Federal Tax LawNASBA: Taxes | In-Person | Maritime Conf. Ctr., Linthicum Heights, MD | $550 |
| Nov 11–12 | Federal 1040 & Business Return Update: OBBBA Era — Webinar Bradley Burnett, JD CPAEATax Preparer IRS: 14 hrs Federal Tax Update + 2 hrs Federal Tax LawNASBA: Taxes | Webinar | Webinar | $410 |
| Nov 4 | Lunch & Learn Sponsored by Grigg Financial: Tax Strategies for High-Net-Worth Clients Mark Dillon, InCommercial Sponsored by CPAEATax PreparerBusiness Owners IRS: Federal Tax LawNASBA: Taxes | In-Person | Grigg Financial, 2401 York Road, Timonium, MD 21093 | FREE |
| Nov 9 | Lunch & Learn: Xero Accounting Software Xero Sponsored by  CPAEATax Preparer NASBA: Computer Software & Applications | Webinar | Online — Group Internet Based | FREE |
| Nov 10 | 1031 Exchange vs. Opportunity Zones 2.0 — A Tax Professional's Guide to Capital Gains Justin Kiehne, Fortitude Investment Group; Tommy Thompson, Fortitude Investment Group Sponsored by CPAEATax Preparer IRS: Federal Tax LawNASBA: Taxes | Webinar | Online — Group Internet Based | FREE |
| Nov 11 | Federal 1040 Update: OBBBA Era (Day 1) — In-Person — Baltimore, MD Bradley Burnett, JD Only 12 seats left CPAEATax Preparer IRS: 8 hrs Federal Tax UpdateNASBA: Taxes | In-Person | Maritime Conf. Ctr., Linthicum Heights, MD | $395 |
| Nov 11 | Federal 1040 Update: OBBBA Era (Day 1) — Webinar Bradley Burnett, JD CPAEATax Preparer IRS: 8 hrs Federal Tax UpdateNASBA: Taxes | Webinar | Webinar | $300 |
| Nov 11 | Happy Hour — Baltimore, MD All Members | Social | Maritime Conf. Ctr. Deck Bar | FREE |
| Nov 12 | OBBBA & 2026 Business Return (Day 2) — In-Person — Baltimore, MD Bradley Burnett, JD Only 12 seats left CPAEATax Preparer IRS: 6 hrs Federal Tax Update + 2 hrs Federal Tax LawNASBA: Taxes | In-Person | Maritime Conf. Ctr., Linthicum Heights, MD | $395 |
| Nov 12 | OBBBA & 2026 Business Return (Day 2) — Webinar Bradley Burnett, JD CPAEATax Preparer IRS: 6 hrs Federal Tax Update + 2 hrs Federal Tax LawNASBA: Taxes | Webinar | Webinar | $300 |
| Nov 16 | Lunch and Learn: Aggregate Mining Investment Opportunities Zach Murphy, Briarcliff Holdings Group; Chase Ravsten, Briarcliff Holdings Group CPAEATax PreparerBusiness Owners NASBA: Specialized Knowledge and Application | Webinar | Online — Group Internet Based | FREE |
| Nov 16 | SBA EIDL Distressed Loans — A Primer for Accountants & Attorneys, Webinar Rebecca Sheppard, Peter J. Mancini & Daniel Staeven, Frost & Associates Sponsored by  CPAEATax Preparer NASBA: Specialized Knowledge and Application | Webinar | Online — Group Internet Based | FREE |
| Nov 16 | Coffee & Conversations: SBA EIDL Distressed Loans — A Primer for Accountants & Attorneys, In-Person Rebecca Sheppard, Peter J. Mancini & Daniel Staeven, Frost & Associates Sponsored by CPAEATax Preparer NASBA: Specialized Knowledge and Application | In-Person | Frost & Associates LLC, 839 Bestgate Road Suite 400, Annapolis, MD 21401 | FREE |
| Nov 16 | TaxSpeaker: Influencer Tax Issues, Rebroadcast Bob Jennings, CPA, EA CPAEATax Preparer IRS: Federal Tax LawNASBA: Taxes | Webinar | Webinar | $135 |
| Nov 17 | LLCs and 1099 Reporting: Navigating Tax Classifications and Compliance Jason Dinesen, LPA, EA CPAEATax Preparer IRS: Federal Tax UpdateNASBA: Taxes | Webinar | Webinar | $75 |
| Nov 18 | ★2026 MSATP Practitioner Liaison Meeting & 4-Hour Maryland Update IRS Representatives · Krista Sermon, Maryland Comptroller's Office Only 22 seats left CPAEATax Preparer IRS: Federal Tax UpdateNASBA: TaxesMD State CE | In-Person | Doubletree Hotel Columbia, Columbia, MD | $200 |
| Nov 18 | Happy Hour — Columbia All Members | Social | Doubletree Hotel, Columbia | FREE |
| Nov 18 | 4-Hour Maryland Tax Update Webinar Krista Sermon, Maryland Comptroller's Office CPAEATax Preparer IRS: Federal Tax UpdateNASBA: TaxesMD State CE | Webinar | Webinar | $170 |
| Nov 18 | 2026 MSATP Practitioner Liaison Meeting Webinar IRS Representatives CPAEATax Preparer IRS: Federal Tax UpdateNASBA: TaxesMD State CE | Webinar | Webinar | FREE |
| Nov 19 | Webinar | Webinar | $300 | |
| Nov 20 | MVLS/Frost Law: Offer in Compromise: Settling Federal & Maryland Tax Debt for Less Than the Full Amount Zachary Lyda, Frost Law; Darius Liely, Frost Law Sponsored by  CPAEATax Preparer IRS: Federal Tax LawNASBA: TaxesMD State CE | Webinar | Online — Group Internet Based | FREE |
| Nov 24 | Webinar | Webinar | $110 | |
| Nov 24 | TaxSpeaker 1041's for Trust & Estates, Rebroadcast Bill Leonard, CPA CPAEATax Preparer IRS: Federal Tax UpdateNASBA: Taxes | Webinar | Webinar | $300 |
| December 2026 | ||||
| Dec 2–3 | TaxSpeaker 1040 In-Depth — Ocean City Bob Jennings, CPA, EA; Bill Leonard, CPA Only 26 seats left CPAEATax Preparer IRS: 6 hrs Federal Tax Update + 10 hrs Federal Tax LawNASBA: Taxes | In-Person | Princess Royale, OC | $550 |
| Dec 2–3 | TaxSpeaker 1040 Tax In-Depth — Webinar Bob Jennings, CPA, EA; Bill Leonard, CPA CPAEATax Preparer IRS: 6 hrs Federal Tax Update + 10 hrs Federal Tax LawNASBA: Taxes | Webinar | Webinar | $410 |
| Dec 1 | Lunch & Learn Sponsored by Grigg Financial on Tax-Efficient Strategies Tim Kelly, Ares Wealth Management Solutions Sponsored byCPAEATax PreparerBusiness Owners IRS: Federal Tax LawNASBA: Taxes | In-Person | Grigg Financial, 2401 York Road, Timonium, MD 21093 | FREE |
| Dec 2 | Happy Hour — Ocean City All Members | Social | Princess Royale, Ocean City | FREE |
| Dec 4 | Microsoft Copilot Deep Dive Hands-on Bootcamp for CPAs John Higgins, CPA, CITP CPA NASBA: Information Technology | Webinar | Webinar | $110 |
| Dec 4 | Google Gemini Deep Dive Hands-on Bootcamp for CPAs John Higgins, CPA, CITP CPA NASBA: Information Technology | Webinar | Webinar | $110 |
| Dec 7 | 2-Hour Maryland Update, Rebroadcast Krista Sermon, Maryland Comptroller's Office CPAEATax Preparer NASBA: TaxesMD State CE | Webinar | Online — Group Internet Based | $110 |
| Dec 10 | Quarterly MSATP Member Roundtable All Members | Webinar | Webinar | FREE |
| Dec 10 | Small Business Retirement Issues for 2026, Rebroadcast Dr. Tony Curatola, Drexel University CPAEATax PreparerBusiness Owners IRS: Federal Tax UpdateNASBA: Taxes | Webinar | Online — Group Internet Based | $110 |
| Dec 11 | Lunch & Learn: AI for Accounting Firms: Save Time Without Putting Client Data at Risk S.T. Royer, Royer Networks Sponsored by  CPAEATax Preparer NASBA: Information Technology | Webinar | Online — Group Internet Based | FREE |
| Dec 15 | Webinar | Webinar | $300 | |
| Dec 17 | Maryland CPA Ethics, RebroadcastFree EthicsOn-Demand Option Gary Bulmash, CPA CPA IRS: EthicsNASBA: Ethics | Webinar | Webinar | FREE |
| Dec 18 | Agentic AI for CPAs: Automate Workflows with Intelligence John Higgins, CPA, CITP CPA NASBA: Information Technology | Webinar | Webinar | $110 |
| Dec 28 | TaxSpeaker 1041's for Trust & Estates, Rebroadcast Bill Leonard, CPA CPAEATax Preparer IRS: Federal Tax UpdateNASBA: Taxes | Webinar | Webinar | $300 |
| Dec 29 | Ethical AI Practices for CPAs: Ensuring Responsible Use John Higgins, CPA, CITP CPA IRS: EthicsNASBA: Behavioral Ethics | Webinar | Webinar | $110 |
| Dec 30 | Smarter Tax Services with Artificial Intelligence (AI) Tools John Higgins, CPA, CITP CPAEATax Preparer IRS: Federal Tax LawNASBA: Taxes | Webinar | Webinar | $110 |
| January 2027 | ||||
| Jan 5–6 | TaxSpeaker 1040 In-Depth — Gaithersburg Bob Jennings, CPA, EA; Bill Leonard, CPA Only 44 seats left CPAEATax Preparer IRS: 6 hrs Federal Tax Update + 10 hrs Federal Tax LawNASBA: Taxes | In-Person | Holiday Inn, Gaithersburg | $550 |
| Jan 5–6 | TaxSpeaker 1040 Tax In-Depth — Webinar Bob Jennings, CPA, EA; Bill Leonard, CPA CPAEATax Preparer IRS: 6 hrs Federal Tax Update + 10 hrs Federal Tax LawNASBA: Taxes | Webinar | Webinar | $410 |
| Jan 5 | Happy Hour — Gaithersburg All Members | Social | Holiday Inn, Gaithersburg | FREE |
| Jan 14 | Social | Webinar | FREE | |
| On-Demand (Anytime) | ||||
| Anytime | On-Demand | On-Demand (Online) | $250.00 | |
| Anytime | On-Demand | On-Demand (Online) | $60.00 | |
| Anytime | Medical Deductions Deep-Dive: Breaking Down IRS Rules CPAEATax Preparer IRS: Federal Tax LawNASBA: Taxes | On-Demand | On-Demand (Online) | $90.00 |
| Anytime | Categorizing Workers and the New Overtime and New Independent Contractor Rules for 2026 CPAEATax PreparerBusiness Owners IRS: Federal Tax LawNASBA: Business Law | On-Demand | On-Demand (Online) | $90.00 |
| Anytime | Protect What You've Built: Cyber Security Best Practices CPAEATax Preparer NASBA: Information Technology | On-Demand | On-Demand (Online) | $90.00 |
| Anytime | Tax Strategies for Middle-Income Households Part 1 Jason Dinesen, EA CPAEATax Preparer IRS: Federal Tax LawNASBA: Taxes | On-Demand | On-Demand (Online) | $90.00 |
| Anytime | On-Demand | On-Demand (Online) | $125.00 | |
| Anytime | On-Demand | On-Demand (Online) | $90.00 | |
| Anytime | On-Demand | On-Demand (Online) | $75.00 | |
| Anytime | Employee vs. Independent Contractor: Navigating Worker Classification in 2026 CPAEATax PreparerBusiness Owners IRS: Federal Tax LawNASBA: Taxes | On-Demand | On-Demand (Online) | $75.00 |
| Anytime | On-Demand | On-Demand (Online) | $90.00 | |
| Anytime | On-Demand | On-Demand (Online) | $75.00 | |
| Anytime | Deason Rule Guide for Ministry Tax Compliance Bill Davidson CPAEATax Preparer IRS: Federal Tax LawNASBA: Taxes | On-Demand | On-Demand (Online) | $75.00 |
| Anytime | On-Demand | On-Demand (Online) | $90.00 | |
| Anytime | OBBB Reform and IRS Rules for Clergy Housing Allowance Bill Davidson CPAEATax Preparer IRS: Federal Tax LawNASBA: Taxes | On-Demand | On-Demand (Online) | $75.00 |
| Anytime | On-Demand | On-Demand (Online) | $90.00 | |
| Anytime | Avoiding Taxes and Penalties on Early Retirement Plan Distributions + Required Minimum Distributions CPAEACFPTax Preparer IRS: Federal Tax LawNASBA: Taxes | On-Demand | On-Demand (Online) | $90.00 |
| Anytime | IRS Collection Notices: Reviewing, Interpreting, and Advising Clients with Confidence CPAEATax Preparer IRS: Federal Tax LawNASBA: Taxes | On-Demand | On-Demand (Online) | $75.00 |
| Anytime | Ethics for Enrolled Agents and Maryland Tax Preparers EATax Preparer IRS: EthicsNASBA: Regulatory EthicsMD State CE | On-Demand | On-Demand (Online) | $60.00 |
| Anytime | All About Those New TRUMP Accounts CPAEACFPTax PreparerBusiness Owners IRS: Federal Tax UpdateNASBA: Taxes | On-Demand | On-Demand (Online) | $75.00 |
| Anytime | On-Demand | On-Demand (Online) | $90.00 | |
| Anytime | Representing Your Clients Before the IRS: What You Can (and Can't) Do CPAEATax Preparer IRS: EthicsNASBA: Regulatory Ethics | On-Demand | On-Demand (Online) | $75.00 |
| Anytime | Maximizing the Value of Fringe Benefits After OBBB for 2026 CPAEATax PreparerBusiness Owners IRS: Federal Tax UpdateNASBA: Taxes | On-Demand | On-Demand (Online) | $90.00 |
| Anytime | OBBB Impact on Home Office and §179 Deductions CPAEATax PreparerBusiness Owners IRS: Federal Tax UpdateNASBA: Taxes | On-Demand | On-Demand (Online) | $90.00 |
| Anytime | Business Interest Expense Limitation Rules under OBBB in 2026 CPAEATax PreparerBusiness Owners IRS: Federal Tax UpdateNASBA: Taxes | On-Demand | On-Demand (Online) | $90.00 |
| Anytime | OBBB Tax Credits for Small Business Owners and Employees CPAEATax PreparerBusiness Owners IRS: Federal Tax UpdateNASBA: Taxes | On-Demand | On-Demand (Online) | $90.00 |
| Anytime | Tax Issues and the Gig Worker in 2026 CPAEATax PreparerBusiness Owners IRS: Federal Tax UpdateNASBA: Taxes | On-Demand | On-Demand (Online) | $90.00 |
| Anytime | OBBB 2026 Guide to IRC 280A Rental Tax Strategies CPAEATax PreparerBusiness Owners IRS: Federal Tax UpdateNASBA: Taxes | On-Demand | On-Demand (Online) | $90.00 |