Maryland Society of Accounting & Tax Professionals, Inc.

Maryland Society of Accounting & Tax Professionals, Inc. No matter where your accounting or tax preparation business is, MSATP has a membership level that fee

The Maryland Society of Accounting & Tax Professionals was founded in 1959 to protect the right to practice of all accountants, bookkeepers and tax practitioners in the State of MD.

📣 Something new is coming for Maryland tax professionals!MSATP is excited to launch the Maryland Tax Practitioner Educat...
09/09/2026

📣 Something new is coming for Maryland tax professionals!

MSATP is excited to launch the Maryland Tax Practitioner Education Series on September 15, 2026 — a year-round, on-demand CPE series focused on the Maryland-specific laws, regulations, compliance requirements, and issues that impact your practice and your clients.

🎉 We’re kicking things off with TWO courses on September 15:

📚 Maryland Individual Income Tax Fundamentals
🏢 FAMLI Countdown: Getting Clients Ready for January 2027

After the September launch, a new Maryland-focused course will be released on the 15th of every month and available on demand through your MSATP Member Portal.

Complete the series and earn at least 12 hours of CPE/CE while building practical knowledge you can put to work for your Maryland clients.

✅ NASBA CPE Approved
✅ Maryland State Tax Preparer CE Approved
✅ On-Demand Access
✅ 70% passing score required for credit
🚫 No IRS CE credit

Maryland tax rules can be complicated. Your continuing education shouldn't be hard to find.

Stay current. Serve with confidence. And keep learning alongside Maryland's tax and accounting community.

Register Here: https://msatp.org/2026-2027-education-guide/

📞 Your firewall can’t stop a phone call.Accounting and tax professionals have spent years learning how to recognize phis...
09/08/2026

📞 Your firewall can’t stop a phone call.

Accounting and tax professionals have spent years learning how to recognize phishing emails—but cybercriminals are changing tactics.

Vishing (voice phishing) uses phone calls, urgency, impersonation, and increasingly AI-cloned voices to convince someone to transfer funds, disclose client information, reset credentials, or grant access.

And when the caller sounds exactly like a partner, colleague, or longtime client, “I know their voice” is no longer enough.

A few safeguards firms should consider:

🔐 Establish a verbal authentication or independent callback process for sensitive requests.

🚩 Train staff to treat unexpected urgency—especially “I need this done right now”—as a reason to verify, not rush.

📞 Add simulated vishing calls to your firm's security training and tabletop exercises.

Most importantly, create a culture where stopping to verify is expected. A 30-second callback could prevent a very expensive mistake.

CPA Practice Advisor has a helpful article breaking down the growing threat and practical steps accounting firms can take:

👉 Read: https://www.cpapracticeadvisor.com/2026/08/31/how-accounting-firms-can-protect-against-the-rising-threat-of-vishing/189278/

Happy Labor Day from MSATP! 🇺🇸Today, we celebrate the hard work, dedication, and contributions of workers across every p...
09/07/2026

Happy Labor Day from MSATP! 🇺🇸

Today, we celebrate the hard work, dedication, and contributions of workers across every profession who help strengthen our businesses, families, and communities.

To our members, partners, and friends—we hope today gives you an opportunity to rest, recharge, and enjoy time with the people who matter most.

Thank you for all you do, today and every day.

One of the most valuable benefits of MSATP membership isn’t something you can put a price tag on — it’s access to your p...
08/31/2026

One of the most valuable benefits of MSATP membership isn’t something you can put a price tag on — it’s access to your peers.

Every month, MSATP members come together through our members-only Discussion Groups & Think Tanks to have candid conversations about what’s happening in their practices.

Tax law changes. Difficult client situations. Pricing. Staffing. Technology. Practice management. Growth. Sometimes you just need to ask, “How are you handling this?” and hear from professionals who understand exactly what you’re dealing with.

These groups are collaborative, practical, and non-competitive. Bring a question, share an experience, help a peer, or simply listen and learn.

September groups include:

• Business Builders Think Tank: Emerging Practices
• Business Builders Think Tank for Bookkeepers
• Business Builders Think Tank: Eastern Shore
• Business Builders Think Tank: Frederick County
• Business Builders Think Tank: Montgomery County
• Maryland Tax Practitioners Discussion Group

Best of all, these monthly peer groups are FREE for MSATP members.

Find the group that fits your practice and register for an upcoming discussion:

https://msatp.org/2026-2027-education-guide/

Together, We Thrive.

☕ Coffee, conversations, and community — exactly what yesterday was all about.MSATP’s Coffee & Conversations brought pro...
08/28/2026

☕ Coffee, conversations, and community — exactly what yesterday was all about.

MSATP’s Coffee & Conversations brought professionals together over breakfast and real, honest peer-to-peer discussion about the things happening in our practices right now.

We talked technology. We talked pricing. We talked about knowing when it’s time to fire a client. And, of course, we made time to network — because who doesn’t love a referral from a trusted peer?

There’s something different about being in a room with people who understand the challenges, opportunities, and decisions that come with this profession. Sometimes the best resource isn’t another webinar or article — it’s the person sitting across the table who has been there before.

That’s the community we’re continuing to build at MSATP: a place to learn from one another, share what’s working, make connections, and grow together.

Thank you to everyone who joined us yesterday! We’re already looking forward to the next Coffee & Conversations. ☕️

💡 Did you know this is one of the many benefits of MSATP membership?Running a solo or small firm shouldn’t mean going wi...
08/26/2026

💡 Did you know this is one of the many benefits of MSATP membership?

Running a solo or small firm shouldn’t mean going without access to competitive benefits.

Through MSATP’s partnership with AAFBC, members have access to group rates regardless of firm size, including:

• Health insurance
• Vision insurance
• Dental insurance
• Short-term disability
• Long-term disability
• Life insurance

And coverage options aren’t just for you — they can extend to your staff who are members of MSATP and your family, too.

This is what membership is about: giving Maryland’s accounting and tax professionals access to resources that help support their practice, their people, and their future.

Not an MSATP member yet? Join us and discover all the benefits that come with being part of our professional community.

👉 Explore member benefits and join today:
msatp.org/member-benefits

🚨 Maryland’s Digital Advertising Tax Has Been Struck DownMaryland’s first-in-the-nation Digital Advertising Gross Revenu...
08/25/2026

🚨 Maryland’s Digital Advertising Tax Has Been Struck Down

Maryland’s first-in-the-nation Digital Advertising Gross Revenues Tax has been struck down by the Maryland Tax Court, which found that the tax conflicts with the federal Internet Tax Freedom Act.

The court determined that Maryland’s law improperly singled out digital advertising for taxation while comparable non-digital advertising remained untaxed.

And this isn’t just a Maryland issue.

Illinois, Utah, and Washington have enacted their own digital advertising-related taxes, while at least a dozen states have explored similar approaches. Maryland’s ruling could have significant implications for what happens next across the country.

For Maryland tax professionals, this is one to keep on the radar—especially if you advise clients in technology, media, advertising, or digital marketing.

The state is expected to appeal, so the story isn’t over yet.

MSATP will continue watching the developments and what they could mean for Maryland taxpayers and practitioners.

Ready to invest in yourself, strengthen your leadership skills, and build meaningful connections within Maryland’s accou...
08/24/2026

Ready to invest in yourself, strengthen your leadership skills, and build meaningful connections within Maryland’s accounting and tax professional community?

The Emerging Leaders Program is an experience designed for accounting and tax professionals who are ready to grow, connect, and lead with confidence.

This year’s cohort includes:

10 Leadership Sessions focused on professional and personal growth
10 Cohort Seats for an intentionally small, connected experience
$1,000 Emerging Leader Grant
Opportunities to learn, connect, lead, and grow alongside fellow professionals

📅 Application Deadline: September 1, 2026

Whether you're stepping into leadership for the first time or looking to take your career to the next level, this could be your opportunity.

Invest in your future. Become an Emerging Leader.

Learn more & apply today:
msatp.org/emerging-leaders-program

Ever wonder what’s really going through the mind of an IRS Revenue Officer when they’re making collection decisions?Join...
08/22/2026

Ever wonder what’s really going through the mind of an IRS Revenue Officer when they’re making collection decisions?

Join MSATP, MVLS, and Frost Law for:

Inside the Mind of a Revenue Officer: What Really Drives IRS Collection Decisions

📅 August 26, 2026
⏰ 2:00–3:00 PM EST
💻 Online
🎓 1 CPE Hour
FREE for members & non-members

This practical session goes beyond the basics of IRS collections to explore how Revenue Officers actually evaluate cases, including:

• What behaviors and case characteristics can increase enforcement attention
• How much discretion Revenue Officers really have
• What ROs pay close attention to on Collection Information Statements
• Practitioner mistakes that can damage cooperation
• Communication strategies that can help produce better outcomes for your clients

Presented by Taylor Lucas and Colleen Garrity of Frost Law

Recommended for CPAs, EAs, and tax preparers who work with clients facing IRS collection issues.

👉 Register FREE: members.msatp.org/events/6021

🍫 Build a better practice — and make a weekend of it in Hershey!Join MSATP November 1–3, 2026, at The Hershey Lodge for ...
08/12/2026

🍫 Build a better practice — and make a weekend of it in Hershey!

Join MSATP November 1–3, 2026, at The Hershey Lodge for the Build Your Better Practice Conference, a three-day experience designed for solo practitioners and small firms ready to rethink how they run their businesses.

We’re going beyond traditional CPE with 14 CPE hours focused on the real challenges of managing a modern accounting, tax, and bookkeeping practice, including:

• Setting client boundaries and managing expectations
• Client portals, technology adoption & cybersecurity
• Breaking the “crunch season” cycle
• Building year-round revenue
• Client segmentation and when it may be time to let a client go
• Pricing, profitability & sustainable business models
• Workflow, policies, procedures & practice systems
• Creating a practice you can run sustainably year-round

And this isn’t your typical conference experience.

🏨 2 nights at The Hershey Lodge included
🍽️ Meals included throughout the conference
🤝 Networking, receptions & peer discussion groups
🎃 Halloween-themed dinner Sunday night
🎢 Come early and enjoy Hersheypark Halloween with the family!

Current Price: $1,250 per attendee
Register by August 31 — pricing increases to $1,450 on September 1.

This is your opportunity to step away from the day-to-day, connect with professionals who understand your challenges, and start building the practice you actually want to show up to every day.

📅 November 1–3, 2026
📍 The Hershey Lodge | Hershey, PA
⭐ MSATP Members Only

Register today: https://msatp.org/build-your-better-practice-conference/

Address

8865 Stanford Drive Ste 202
Owings Mills, MD
21045

Opening Hours

Monday 7am - 3pm
Tuesday 7am - 3pm
Wednesday 7am - 3pm
Thursday 7am - 3pm
Friday 7am - 3pm

Telephone

+18009229672

Website

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