September 2013 Volume 3 Issue 3 Board of Directors President’s Message Sanford Saidman, President Rockville, MD Dear /DC/ NATP Members: [email protected]

Paul Mianulli, Vice President I am writing this at the end of September and I have some very large , MD concerns about the future of the profession. On October 1, 2013, the [email protected] Affordable Health Care Act (Obama Care) goes into effect. It is going to be a trying time for our clients and for all tax professionals to sort out all Karla Geldmacher, Treasurer Reisterstown, MD of the nuances of this bill. [email protected] Our clients look to us to provide answers. There is no better way to Harold N. Toppall, Secretary acquire knowledge and “expertise” than to participate with your Pikesville, MD [email protected] colleagues in continuous learning provided through the chapter. This enables you to provide correct and timely advice clients and friends Board Members sometimes desperately seek.

Amani S. Ahmed Back in July, I was fortunate enough to attend the NATP National Sheronda N. Booker Conference in Phoenix. This was my third National Conference and I Michael L. Gunn have found that the education sessions each year have been outstanding. Margaret Huckstep The presenters are extremely knowledgeable and their presentations Peg Maguire were informative, in-depth and worth every penny as a source of Tom Marcoux continuing professional education. It is a great source of getting a large Rich Radhe Gary Schroeder number of CPE's in one location in a very short period time. Anita Simpers Tami Sitter The next National Conference takes place in August of 2014 in Orlando, Robert A. Waegele Florida and I hope that you will put it on your calendar and take advantage of what the National Association of Tax Professionals has to offer in the way of quality education.

At the National Conference, there were two sessions on the Affordable Save the Date December 10: Dec 2 early Care Act. One was for businesses and the other was for individuals. It Annual Meeting and was well presented but it left me with a lot of unanswered questions. Education Conference – More reading, more seminars and more conversations with my fellow CPE available NATP members will be something I need to address in the near future. Register Now!! Our chapter needs to be a part of this educational process. As individuals we need to take advantage of the webinars, the seminars of NATP, and December 17: Dec 1 early even seminars given by other organizations. Small Business Tax Issues Seminar - 4 CPE for Circular 230

President’s Message (Cont.)

Although the RTRP is on hold for now, I continue to believe it is not dead. MD is still moving forward with their licensing requirement, a test

Publications - Get the to determine competency as a tax preparer. So you see, getting this latest tax news and education is not just for the Affordable Health Care Act, it is for the updates. entire tax code. We make complex tax issues easy to understand We are dealing with the issues we never had to deal with before. Tax with the TAXPRO Weekly credits expiring, same-sex marriages, emphasis on identifying offshore e-mail, TAXPRO Monthly accounts, foreclosures on personal residences and business properties, newsletter, TAXPRO Journal and Chapter forgiveness of debt, just to mention a few other pressing problems of Weekly - yours FREE with today. We can't know it all but in order to be as prepared as possible to membership answer our client's questions we must continue to educate. You can't get enough education in this environment whether it’s the Affordable Health Care Act or any other element of the tax code. Education - Flexible choices to give you the One of the wonderful aspects of belonging to an organization such as CPE course you want. ours is quick access to a resource for questions that you may have. Just Choose from outstanding live workshops, self-study the other day I got an e-mail from one of our members who wanted my and webinars. Members opinion on an issue that warranted a second opinion. Of course I was get discounted rates on more than happy to help a member as I am sure they would for me. all our education. Sole practitioners have a need to be able to reach out and discuss their Tax Store – Supplies and problems, one on one, with another practitioner that has deeper educational material for experience in a particular area or put another way - when they run across the tax professional. something that is new and unusual. That’s one resource, but let’s not The NATP Tax Store is the one-stop shop for your forget that NATP, for a very small fee, has a tax department that will business needs – plus answer any tax question you may have and provide you with an answer members get a discount! that is supported by the tax code. Take advantage of both of these Here’s just a sample of resources as we are here to help. the great items you’ll find: Take a look at the names of the people who have been in this chapter for •Client Folders 10, 20 and 25 years. I can only imagine the knowledge and experience •Record Saver Envelopes •Record Books and that they have and are willing to share with anyone who wants to take Organizers the time to give them a call. Believe me it is boundless and once again I •Client Brochures encourage you to take advantage of their generosity. •Tax Tips Client Newsletters October 1 also begins the last quarter of the calendar year 2013. This is •Reference Books typically the time that we go to seminars and prepare for the upcoming •Plus Many More Items 2014 tax season. The annual conference of the MD/DC/DE Chapter will

be held on December 10, 2013. We have planned to have representatives

Affordable Care Act from each of our three jurisdictions, and the Internal Revenue Service, provide us with an update of the changes in their tax laws. It is also an NATP Resources opportunity to meet, acquaint and/or reacquaint with fellow members Click here. and share problems and war stories. It is also a chance to meet your Board of Directors and to ask questions about our chapter and the http://www.natptax.com/TAXK NOWLEDGECENTER/ACA/Pages/ National Association of Tax Professionals. default.aspx President’s Message (Cont.) For more information, go to www.natptax.com, And finally, it is time to elect new members to the board of directors in contact the NATP order to fill the positions that are being vacated by board members National office at: [email protected] or whose terms of office have expired. I sincerely hope that you will find call 800.558.3402, ext. 3 within you a desire and motivation to help lead this organization into the future and run for one of these vacancies. I am looking forward to seeing you at our December Conference and for now, I wish you a successful conclusion to the 2013 tax season.

~Sandy

Chapter Newsletter Highlights in This Issue  MD-DC-DE Chapter News  Chapter Conference and Education Events  New Members  District of Columbia Office of Tax and Revenue  Delaware Tax Bureaus  Maryland Office of the Comptroller  Board Officer, Members and Committee Chairpersons Listing

MD/DC/DE Chapter News

ACHIEVING MILESTONES WITH MD-DC-DE NATP CHAPTER

By Michael Gunn, Membership Chair

On behalf of President Sandy Saidman, congratulations to the following members for sustaining our chapter and achieving benchmarks of success through hard work and perseverance for their clients.

MEMBER ANNIVERSARIES

25 Year Anniversary Members (8) District of Columbia (1) David M. Black Delaware (1) Frederick Dean, Jr. Maryland (6) Michael T. Berson, CPA Nirmala G. Britti, CPA Thomas A. Chittens, III Joseph E. Godbout, CPA Charles E. Miller, RTRP Margaret M. Reed, CPA

20 Year Members (5) District of Columbia (1) Louis D. Simmermacher, CPA Maryland (4) Melvin E. Barnett, EA Alice Orzechowski, CPA, EA, CMA Johnnie T. Osborne Betty K. Stehman, CPA,CIA,CSA

10 Year Members (12) District of Columbia (2) Amy B. McVey, RTRP James E. Ward, Sr. Delaware (2) John DiMondi Ralph V. Estep, EA, ATA, ATP Maryland (8) Alice M. Boyer Keith A. Cole, CPA, EA Francis DiSalvo, CPA Helmuth C. Joseph Hercher, MST,EA,ATA,ATP Priscilla Jones Gail McIntosh Annie B. Petty Robin Smith, EA

We salute You ! From President Sandy Saidman and the MD-DC-DE Board of Directors

Chapter Conference & Education Events

Winter Education Conference and Annual Meeting.

Join our Chapter for our Annual Meeting and Educational Seminar on Tuesday, December 10 at the Community College of Baltimore County, Essex campus. Please note we will start with the annual meeting at 8:00AM this year with the education portion to follow beginning at 10:00AM and ending at 5:00PM.

We have 2 hours of IRS Approved Continuing Education and 1 hour of Maryland State Continuing Education. A Continental breakfast, lunch and snacks are included in the registration fee of $60 for members and non-members.

Fill out the registration form that follows or register on line thorough the NATP website here.

How To Get To CCBC Essex: 7201 Rossville Boulevard, Bldg J, Room 137, Baltimore, Maryland 21237

CCBC Essex is located off Baltimore Beltway (695) Exit 34 (Rosedale).

At Exit 34, turn onto Maryland Route 7 ( Road) heading towards White Marsh.

Proceed one-quarter mile and turn left onto Rossville Boulevard.

The campus is approximately one mile on the right adjacent to the Franklin Square Hospital Center and is served by MTA bus routes 24 and 55.

. .PLEASE LEND A HAND!!!! Get to know other members and strengthen our chapter.

Click Link to Sign-up http://www.natptax.com/Chapters/Pages/MarylandDCDelawareChapter. aspx or see registration form for the Dec 10th conference below.

Small Business Tax Issues Seminar will be held on Tuesday, December 17 at the Owen Brown Community Center in Columbia.

Time: 1 pm – 5 pm Topics:

· Independent Contractor vs. Employee – Instructors: Karla Geldmacher & Anita Simpers

· Retirement Plans for Small Businesses – Instructor: Amani Ahmed

Location: Howard County Public Library, Miller Branch, 9421 Frederick Road, Ellicott City, MD 21042

Price: $25 before Dec 1 then $40 after Dec 1 CPE: 4 for Circular 230

Click Link to Sign-up http://www.natptax.com/Chapters/Pages/MarylandDCDelawareChapter. aspx

District of Columbia Office of Tax and Revenue

Tax Practitioner Service Center

Tax practitioners are an important resource for ensuring that residents and businesses comply with the District's tax laws. The Office of Tax and Revenue (OTR) has created this gateway to help tax practitioners easily find the information and services they need when serving their clients. If you need further assistance, remember to contact OTR's Tax Practitioner Hotline at (202) 727-1435. http://otr.cfo.dc.gov/service/tax-practitioner-service-center

Delaware Tax Bureaus

OFFICE OF PERSONAL TAXES

The Office of Personal taxes is committed to provide quality services to all individuals by supplying the forms needed to meet your compliance requirements, by creating a level playing field where noncompliance is detected and by enforcing the law in a fair and consistent manner. The Office of Personal taxes is responsible for the following taxes: Personal Income, Inheritance, Estate, Partnerships, Fiduciary and Trusts.

James Stewart, Assistant Director [email protected]

OFFICE OF BUSINESS TAXES

The Office of Business taxes is committed to provide quality services to all businesses by providing an efficient registration of your business, by issuing business licenses, by supplying the forms needed to meet your compliance requirements, by creating a level playing field where noncompliance is detected and by enforcing the law in a fair and consistent manner. The Office of Business Taxes is responsible for the following taxes: corporate income, business and occupational licenses, gross receipts, alcohol, tobacco, lodging, realty transfer, utility and withholding.

Michael Smith, Assistant Director [email protected]

OFFICE OF FINANCIAL AND ACCOUNT SERVICES

The Office of Financial and Account Services is committed to provide quality services to all individuals by supplying the forms needed to meet your compliance requirements, by creating a level playing field where noncompliance is detected and by enforcing the law in a fair and consistent manner. The Office of Financial and Account Services is responsible for the following:

 Bankruptcy  Issuing Refunds  Intercepting funds for other State Agencies  Billing and Collections of debts owed the Division of Revenue, or for selected State agencies

Patrick Carter [email protected]

Maryland Office of the Comptroller

Information for Tax Professionals http://taxes.marylandtaxes.com/Tax_Professionals/default.shtml

Tax Preparer's Web site

The Comptroller's Office has developed a tax preparer's online service center. https://interactive.marylandtaxes.com/pservices/ State regulations require that paid preparers, who prepare individual Maryland income tax returns, register with the Maryland Department of Labor, Licensing and Regulation (DLLR), Division of Occupational and Professional Licensing. A valid Federal PTIN is the primary credential required for Maryland registration. Visit www.dllr.maryland.gov/license for more information on how to register, fees or exemptions.

2013 Federal/State Tax Institutes http://taxes.marylandtaxes.com/Individual_Taxes/Taxpayer_Assistance/ Tax_Institutes.shtml

NEW MEMBERS

A very warm welcome to the 10 new Chapter members who joined in August 2013.

1. Kathleen B. Beckworth [DC] 2. Robert L. Davis [DC] 3. Jewel Y Primas-Houston [DC] 4. Gary Woulard [DE] 5. Abiola Abodunrin [MD] 6. Samuel Bulbin, EA [MD] 7. Jean Chenworth [MD] 8. Wendy Hodge-Graham [MD] 9. Roberto Paucar [MD] 10. Banumati Ramkrishnan, CPA [MD]

We all look forward to meeting you at our Annual Meeting and Conference Tuesday, December 10, 2013.

Recruiting Board of Directors Candidates and Committee Volunteers

Each board member assumes a responsible role in the workings of the Chapter, whether on a committee or as an officer.

Your inquiry is welcome. Please contact: Gary Schroeder at [email protected]

NATP Board Officers, Members, Committee Chairs Listing Chapter Officers: MD/DC/DE

PRESIDENT VICE PRESIDENT Name: Sanford Saidman Name: Paul Mianulli Address: 1901 Research Blvd Address: 6400 Baltimore National Pike, Rockville, MD 20847 #601 Phone: 301-840-9101 Fax: 301-840-2265 Baltimore, MD 21228 Phone: 410-510- 1011 E-Mail: [email protected] E-Mail: [email protected] Officer Term Begins:12/19/12 Officer Term Ends: 12/19/13 Officer Term Begins:12/19/12 Officer Term Ends: 12/19/13 Board Term Begins: 12/19/12 Board Term Ends: 12/19/15 Board Term Begins: 12/19/12 Board Term Ends:12/19/15 SECRETARY TREASURER Name: Harold N. Toppall Name: Karla Geldmacher Address: 8501 Snowreath Rd Address: 49 Caraway Rd Pikesville, MD 21208-6328 Reisterstown, MD 21136-2512 Phone: 410-580-2082 Fax: 410-580-0287 Phone: 443-636-6894 Fax: E-Mail: [email protected] E-Mail:[email protected] Officer Term Begins:12/19/12 Officer Term Officer Term Begins: 12/19/12 Officer Term Ends: 12/19/13 Ends: 12/19/13 Board Term Begins:11/15/10 Board Term Ends: Board Term Begins: 11/15/10 Board Term Ends: 12/31/13 12/31/13 Additional Board of Directors: Name: Robert A. Waegele Name: Michael L. Gunn Address: 19725 Old Landing Rd Address: 1924 Kearny St. N.E. Rehoboth Beach, DE 19971 Washington, DC 20018-2438 Term Begins: 11/15/10 Ends: 12/31/13 Term Begins: 12/01/11 Ends: 12/01/14 Phone: 302-226-9792 Fax: 302-226-9795 Phone: 202-269-1125 Fax: E-Mail: [email protected] E-Mail: [email protected]

Name: Rich Radhe Name: Tami Sitter Address: 8902 Skyrock Ct Address: 8434 Philadelphia Rd Columbia, MD 21046 Rosedale, MD 21237 Term Begins: 12/01/11 Ends: 12/01/14 Term Begins: 12/01/11 Ends : 12/01/14 Phone: 410-302-2721 Fax: Phone: 410-682-6066 Fax: E-Mail: [email protected] E-Mail: [email protected] Name: Sheronda N. Booker Name: Anita Simpers Address:3454 Ellicott Center Drive,Suite Address: 199 Little Elk creek Rd 102 Elkton, MD 21921-2559 Ellicott City, MD 21043 Term Begins: 12/01/11 Ends: 12/01/14 Term Begins: 12/19/12 Ends: 12/19/15 Phone: 410-392-8985 Fax: 410-392-6990 Phone: Fax: 410-505-4325 E-Mail: [email protected] E-Mail: [email protected]

Name: Margaret Huckstep Name: Tom Marcoux Address: Capitol Hill Business & Tax Address: 9915 Lambertina Lane Services. 1324 G St., SE Rockville, MD 20850 Washington, DC 20003-3015 Term Begins: 12/19/12 Ends: 12/19/15 Term Begins: 12/19/12 Ends: 12/19/15 Phone: 240-388-4305 Fax: Phone: 202-548-0351 Fax: E-Mail: [email protected] E-Mail: [email protected]

Name: Peg Maguire Name: Gary Schroeder Address: All States Tax 7610 Pennsylvania Address: 1125 Lafayette Dr Ave, Ste 102 Eldersberg, MD 21784 Forestville, MD 20747 Term Begins: 12/01/11Term Ends: Term Begins: 11/15/10 Ends: 11/15/13 12/01/14 Phone: 301-735-5577 Fax: 301-735-8833 Phone: 410-549-7747 Fax: 410-710-6936 E-Mail: [email protected] E-Mail: [email protected]

Name: Amani S. Ahmed Name: Address: 9470 Annapolis Road, #108 Address: Lanham, MD 20706 Term Begins: 11/15/10 Term Ends: Term Begins: / / Term Ends: / / 12/31/13 Phone: Fax: Phone: 240-764-5293 Fax: 240-387-6125 E-Mail: [email protected] E-Mail:

Committee Chairpersons Bylaws Committee: Newsletter Committee: Harold Toppall Tom Marcoux Convention Committee: Nominations and Elections Committee: Karla Geldmacher Gary Schroeder Education Committee: Technical/M2M Committee: Anita Simpers Membership/Public Relations Committee: Bob Waegele Michael Gunn

THANK YOU

Chapter activities such as local seminars, workshops, communications, branded merchandise and services are not a line item in the budget. They are made possible because of NATP member dues paid by you and more than 25,000 members nationwide. You can take pride in knowing that your membership contributes to all this and more.

Newsletter Committee

Email: [email protected]

NATP's website is http://www.natptax.com

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