2020 Calendar of Events

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Due to the restrictions currently in place regarding COVID-19, monthly meetings will be held virtually for the remainder of the year.  We hope to be back to meeting in person as soon as possible.

September

NMSEA meeting

Date: Friday, September 18, 2020
Time: 11:45 am
Subject: Tax Benefits for Education – Including An Introduction to 529 Plans

Review of the following:
Scholarships, Fellowships, Grants, and Tuition Reductions
  • American Opportunity Credit
  • Lifetime Learning Credit
  • Student Loan Interest Deduction

Speakers:  Main Speaker–Monica Hardeman, EA, NTPI Fellow; With co-speaker, Michelle Neil Tange (Outreach Coordinator for The Education Plan; NM’s 529 college Saving Plan)

Cost: No charge
Venue: Virtual meeting using Zoom.us. Link can be found here:

https://us02web.zoom.us/j/85354609340?pwd=L0xGUzloWFpVR1RXZ1ppZDFGM3Zwdz09

Meeting ID: 853 5460 9340
Passcode: 630026
Dial by your location
        +1 346 248 7799 US (Houston)
        +1 669 900 9128 US (San Jose)
        +1 253 215 8782 US (Tacoma)

October

NMSEA Annual Convention

Presented Virtually This Year!!!

Date: October 20, 2020 from 9am to 1pm and October 22nd, 2020 from 9am to 1pm
Speakers: Ruth Tribou, EA, MST-Tax Doctrines; Frank Degen, EA, USTCP, NTPI Fellow-Tax Research; Lynne Shupp, EA, RFC-Ethics

Courses: Click on the NMSEA Annual Convention HERE for more information

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NMSEA meeting

Date: Friday, October 16, 2020
Time: 11:45 am
Subject: The latest IRS developments

Speakers: Lelah Martinez, IRS Senior Stakeholder Liaison

Lelah will be speaking about IRS Headliners and News Releases and how everything will roll into our 2020 tax season.  She will cover such topics as the CARES Act, the PPP loans, and the Economic Impact Payments.

Cost: No charge
Venue: Virtual meeting using Zoom.us. Link can be found here:

https://us02web.zoom.us/j/88302493328?pwd=YmdUVEYvV05jbEZoQURyZk0ydGdBUT09

Meeting ID: 883 0249 3328
Passcode: 015043
Dial by your location
        +1 346 248 7799 US (Houston)
        +1 669 900 9128 US (San Jose)
        +1 253 215 8782 US (Tacoma)

November

NMSEA meeting

Date: Friday, November 20, 2020
Time: 11:30 am
Subject: Recent Tax court Cases

Speakers: Shelley Barker, EA, NTPI Fellow

Cost: No charge
Venue: Virtual meeting using Zoom.us. Link will be provided. 

January 2021

New Mexico Update

Date: TBD
Time: TBD
Speakers: Representatives from New Mexico Taxation and Revenue Department and Secretary of State and Workforce Solutions
Cost: TBD
Venue: Indian Pueblo Cultural Center
2401 12th Street NW
Albuquerque, New Mexico
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Federal Update

Date: TBD
Time: TBD
Speaker: Larry Zimbler
Cost: TBD
Venue: Indian Pueblo Cultural Center
2401 12th Street NW
Albuquerque, New Mexico