Education Guide

Coffee and Conversations

Doubletree Hotel Columbia, 5485 Twin Knolls Road, Columbia, MD 21042

MSATP

Casual, in-person networking breakfast for practice owners, tax professionals, accountants, bookkeepers, and financial professionals across Maryland. Open forum discussion on practice management, workflow efficiencies, emerging industry trends, client communication, technology and AI tools, regulatory updates, and professional development. Complimentary breakfast; both members and non-members welcome.

TaxSpeaker Business Tax In-Depth — Ocean City

Only 14 seats left

Princess Royale, OC

Bob Jennings, CPA, EA; Larry Pon

Comprehensive 2-day deep dive into business tax topics. Covers entity selection, formation, operation, and dissolution. Includes partnership allocations, S-corp considerations, compensation planning, retirement plans, and the latest legislative updates. In-person at Princess Royale, Ocean City.

The Big Beautiful Bill: 2026 Tax Update — In-Person

Only 24 seats left

Maritime Conf. Ctr.

Bob Jennings, CPA, EA; Terry Bakker, CPA, EA

Reviews all income tax changes of the 2025 OBBBA including individual and business changes. Explains the background behind every change with examples and citations. Covers new deductions on tips, overtime and auto loan interest, changes to credits, itemized deductions, educator expenses, charity, Sec. 179, bonus depreciation, new bonus write-off for buildings, and employer fringe benefits.

Federal 1040 & Business Return Update: OBBBA Era — In-Person

Maritime Conf. Ctr., Linthicum Heights, MD

Bradley Burnett, JD

Two-day, 16-hour comprehensive federal tax update for the OBBBA era. Day 1 (Nov 11) is a deep dive into Form 1040 preparation — revised thresholds, credit modifications, phaseouts, and IRS procedural changes. Day 2 (Nov 12) covers partnerships, S corporations, C corporations, basis, depreciation, business deductions, and reporting requirements. Attendees may register for one day or the full two-day program.

Federal 1040 Update: OBBBA Era (Day 1) — In-Person

Maritime Conf. Ctr., Linthicum Heights, MD

Bradley Burnett, JD

Day 1 single-day registration. Deep dive into Form 1040 preparation under the OBBBA — revised thresholds, credit modifications, phaseouts, and IRS procedural changes affecting individuals, families, and high-income taxpayers.

OBBBA & 2026 Business Return (Day 2) — In-Person

Maritime Conf. Ctr., Linthicum Heights, MD

Bradley Burnett, JD

Day 2 single-day registration. Covers partnerships, S corporations, C corporations, basis calculations, depreciation, credits, business deductions, and reporting requirements under the OBBBA.

2026 MSATP Practitioner Liaison Meeting & 4-Hour Maryland Update

Doubletree Hotel Columbia, Columbia, MD

IRS Representatives · Krista Sermon, Maryland Comptroller's Office

MSATP's annual Practitioner Liaison Meeting — a cornerstone partnership event with the IRS and the Maryland Comptroller's Office. Includes 4-hour Maryland Update, IRS audit & examination insights, IRS Online Account updates, Return Preparer Office developments, and live Q&A. Lunch included.

TaxSpeaker 1040 In-Depth — Ocean City

Princess Royale, OC

Bob Jennings, CPA, EA; Bill Leonard, CPA

Comprehensive 2-day deep dive into individual 1040 tax preparation. Covers all major form schedules, new legislation impacts, planning strategies, and complex return scenarios. In-person at Princess Royale, Ocean City.

TaxSpeaker 1040 In-Depth — Gaithersburg

Holiday Inn, Gaithersburg

Bob Jennings, CPA, EA; Bill Leonard, CPA

Comprehensive 2-day deep dive into individual 1040 tax preparation. Covers all major form schedules, new legislation impacts, planning strategies, and complex return scenarios. In-person at Holiday Inn, Gaithersburg.