MSATP Community | Site-Wide Activity

Donald Oates posted an update: Question. Client owns a rental property with their […]

Tue, 14 Apr 2026 14:08:29 +0000

Question. Client owns a rental property with their parent. The child writes off the rental property the first year on their return. The parent then writes off the property the second year on their return. How does the child account for not being able to show the property on their return since the parent has claimed the rental on their return…

Joseph Perkins joined the group Technology and Software

Tue, 31 Mar 2026 02:55:01 +0000

Joseph Perkins joined the group Maryland Bookkeepers Group

Tue, 31 Mar 2026 02:55:00 +0000

Joseph Perkins joined the group Bookkeeper BBTT Group

Tue, 31 Mar 2026 02:54:58 +0000

Joseph Perkins joined the group MSATP Member Tax Questions

Tue, 31 Mar 2026 02:54:57 +0000

Joseph Perkins joined the group State-Specific Tax Concerns (Maryland)

Tue, 31 Mar 2026 02:54:47 +0000

Joseph Perkins changed their profile photo

Tue, 31 Mar 2026 02:38:30 +0000

Bonnie Knott posted an update: DOES ANYONE HAVE A PHONE NUMBER I CAN CALL ABOUT MEMBERSHIP

Mon, 16 Mar 2026 17:04:16 +0000

DOES ANYONE HAVE A PHONE NUMBER I CAN CALL ABOUT MEMBERSHIP

Sue Myers joined the group Technology and Software

Sun, 15 Mar 2026 22:05:00 +0000

Sue Myers joined the group MSATP Member Tax Questions

Sun, 15 Mar 2026 22:04:33 +0000

Sue Myers joined the group State-Specific Tax Concerns (Maryland)

Sun, 15 Mar 2026 22:04:27 +0000

Giavante Hawkins and Shelia Johnson are now connected

Fri, 06 Mar 2026 07:23:13 +0000

Shelia Johnson joined the group State-Specific Tax Concerns (Maryland)

Fri, 06 Mar 2026 07:21:34 +0000

Tom Fargo joined the group MSATP Member Tax Questions

Tue, 03 Mar 2026 20:07:33 +0000

Kenneth M Smith joined the group MSATP Member Tax Questions

Wed, 25 Feb 2026 16:29:54 +0000

Giavante Hawkins and Anita Simpers are now connected

Mon, 23 Feb 2026 14:41:28 +0000

Anita Simpers posted an update in the group State-Specific Tax Concerns (Maryland): I hope someone can help. My client's mother died, […]

Sun, 22 Feb 2026 20:53:25 +0000

I hope someone can help. My client’s mother died, leaving her his 401K. He rolled it in IRA, received 1099R, code 4. Am I able to enter this on MD 502R as an IRA defined benefit plan? Thanks.

Nancy Jo Lame joined the group Technology and Software

Thu, 12 Feb 2026 16:55:34 +0000

Nancy Jo Lame joined the group State-Specific Tax Concerns (Maryland)

Thu, 12 Feb 2026 16:55:11 +0000

Nancy Jo Lame joined the group MSATP Member Tax Questions

Thu, 12 Feb 2026 16:55:03 +0000

Linda Howard joined the group Maryland Bookkeepers Group

Tue, 10 Feb 2026 02:57:43 +0000

Linda Howard joined the group Bookkeeper BBTT Group

Tue, 10 Feb 2026 02:57:07 +0000

Linda Howard joined the group Technology and Software

Tue, 10 Feb 2026 02:57:01 +0000

Linda Howard joined the group State-Specific Tax Concerns (Maryland)

Tue, 10 Feb 2026 02:56:55 +0000

Linda Howard joined the group MSATP Member Tax Questions

Tue, 10 Feb 2026 02:55:45 +0000

Linda Howard changed their profile photo

Tue, 10 Feb 2026 02:54:42 +0000

Linda Howard changed their profile photo

Tue, 10 Feb 2026 02:47:21 +0000

Melody Lombardo joined the group MSATP Member Tax Questions

Wed, 28 Jan 2026 20:25:48 +0000

Robert Boehner changed their profile photo

Wed, 28 Jan 2026 17:29:51 +0000

A John Janos joined the group MSATP Member Tax Questions

Fri, 23 Jan 2026 21:45:07 +0000

Jerry Hayman posted an update: Tax Question: Excess Contribution to SEP-IRAIn 2025, […]

Tue, 20 Jan 2026 23:24:56 +0000

Tax Question: Excess Contribution to SEP-IRA

In 2025, my client was the only employee of a Sub-S Corporation…The corporation set-up a SEP-IRA(prior years) and made contributions to the plan each year based on the Salary compensation to the employee…In 2025, there was ” no compensation to the employee, however, the corporation “continued…

Jennie Nasteff posted an update: I am looking for expertise on WBE (Woman […]

Mon, 19 Jan 2026 17:49:04 +0000

I am looking for expertise on WBE (Woman Business Enterprise) certification requirements. My client is looking to reorganize as a WBE. The original owner is retiring and gifting ownership to his children. If there is anyone who has expertise in the area or knows of someone who does, please message me. Thank you in advance.

Sharon Morrow joined the group MSATP Member Tax Questions

Sat, 17 Jan 2026 15:20:53 +0000

Claudia Gomez-Ruiz joined the group State-Specific Tax Concerns (Maryland)

Fri, 16 Jan 2026 14:47:28 +0000

John Neary joined the group MSATP Member Tax Questions

Wed, 14 Jan 2026 16:04:00 +0000

John Neary joined the group Technology and Software

Wed, 14 Jan 2026 16:03:55 +0000

John Neary joined the group State-Specific Tax Concerns (Maryland)

Wed, 14 Jan 2026 16:03:48 +0000

Jerry Hayman joined the group MSATP Member Tax Questions

Sun, 11 Jan 2026 06:24:14 +0000

Jerry Hayman posted an update: I have subscribed to "Talking with Taxspeaker"..How […]

Sun, 11 Jan 2026 06:16:06 +0000

I have subscribed to “Talking with Taxspeaker”..How or where do I post a tax Question???..

Virginia Kilmon posted an update: Where are the slides or manual for the Maryland update this morning?

Mon, 29 Dec 2025 12:50:17 +0000

Where are the slides or manual for the Maryland update this morning?

Phylesha Dabney started the discussion Written Information Security Plan (WISP) in the forum Bookkeeper BBTT Group

Sun, 28 Dec 2025 17:34:25 +0000

Written Information Security Plan (WISP)

I do not believe that bookkeepers need this, but it was part of the discussion in the last meeting. So, I thought I would include information here:

Websites

Publication 4557 – Safeguarding Taxpayer Data

https://www.irs.gov/pub/irs-pdf/p4557.pdf

NIST Small Business Information Security – the…

Susan Jimenez posted an update in the group MSATP Member Tax Questions: My client's sister is looking for a CPA to assist with […]

Tue, 23 Dec 2025 16:36:59 +0000

My client’s sister is looking for a CPA to assist with tax preparation. She lives in Hanover, PA and is looking for someone within driving distance. Can anyone recommend a Hanover CPA?

Howard Schlesinger posted an update: I joined a Zoom seminar today matching preparers looking […]

Tue, 16 Dec 2025 21:43:49 +0000

I joined a Zoom seminar today matching preparers looking for positions with the owners looking for preparers. It was TOTALLY UNORGANIZED. Every time I was put in a room I was joined by another preparer looking for work. After1;/2 hour, I gave up. I NEVER got the opportunity to talk to a possible employer. Initially, I was unable to access…

Phylesha Dabney joined the group Technology and Software

Tue, 16 Dec 2025 18:11:54 +0000

Giavante Hawkins posted an update: Community, a recent economic analysis highlights a […]

Sat, 13 Dec 2025 19:14:00 +0000

Community, a recent economic analysis highlights a serious concern: Maryland’s tax and business climate may be pricing the state out of growth compared with our neighbors. According to the Maryland Chamber of Commerce, Maryland now ranks 46th on the State Business Tax Climate Index, trailing states like Virginia, Delaware, and Pennsylvania —…

mdchamber.org

Maryland’s Tax Climate: Are We Pricing Ourselves Out of Growth?

In the tax competitiveness race, standing still means falling behind, especially when Maryland is actively layering on new taxes while competitors cut theirs.

Giavante Hawkins posted an update: The Office of the Comptroller of Maryland has released […]

Sat, 13 Dec 2025 19:08:28 +0000

The Office of the Comptroller of Maryland has released proposed regulatory changes that impact several key areas, including:

• Sales & Use Tax, notably the new 3% tax on data, information technology services, and software publishing services effective July 1, 2025
• Cannabis sales tax, increasing from 9% to 12%
• Digital Advertising Gross…

Michael DiDiego posted an update: Attended OC Tax Update and Bob indicated he would be […]

Fri, 05 Dec 2025 15:11:27 +0000

Attended OC Tax Update and Bob indicated he would be posting updated slides. Is this where we get them??

Nicole Moore changed their profile photo

Wed, 03 Dec 2025 14:29:33 +0000

Donya S Oneto CPA and Nicole Moore are now connected

Wed, 03 Dec 2025 14:03:37 +0000

Rita Abel joined the group MSATP Member Tax Questions

Wed, 12 Nov 2025 00:30:26 +0000