M & J Education Service

M & J Education Service A premier continuing education provider within the tax, finance, and accounting industry. We specialize in tax planning, cybersecurity, AI, data, and more.

What a privilege! I was asked to lead a discussion on "Cybersecurity in the Age of AI" at the Upcoming IUP AI Summit 202...
03/17/2026

What a privilege! I was asked to lead a discussion on "Cybersecurity in the Age of AI" at the Upcoming IUP AI Summit 2026!

As a two-time alumnus, I am so excited to be contributing to the AI discussion in such a meaningful way. Indiana University of Pennsylvania has hosted this summit for three years and, this year, is offering tracks in Business/Industry, Exploration, Pedagogy, and Research.

Attendance can be in-person or virtual, and it is going to be a phenomenal day. More information can be located at: https://www.iup.edu/scholarlycommunication/ai-summit

So excited about this event!  My first time teaching at Scaling New Heights!  I'll be presenting, "Customizing Your Clie...
02/27/2026

So excited about this event! My first time teaching at Scaling New Heights! I'll be presenting, "Customizing Your Client Automation to Increase Engagement & Upsell Premium Services"

Join me in sunny and hot Orlando on June 14th for this amazing session on the main stage.

Register for SNH2 2026 Here: https://buff.ly/mCaDJgh

Amazing education keeps coming!  Join me for another week in Reno, NV at the California Society of Enrolled Agent's Supe...
02/20/2026

Amazing education keeps coming! Join me for another week in Reno, NV at the California Society of Enrolled Agent's Super Seminar June 16-18!

The first session I'll be leading is the Tax Impact of Gambling: Casual, Online, Professional, and Session! We will be exploring the in-depth complexities of different gambling types, including a recent audit defending over $600k in session-based gambling wins.

Really hope to see you there!

Register Today: https://buff.ly/nPIIYh7

Upcoming CE: 8 Hours of Powerful Tax PlanningCome join us in Houston, TX - July 14-16, 2026Texas Society of Enrolled Age...
02/13/2026

Upcoming CE: 8 Hours of Powerful Tax Planning
Come join us in Houston, TX - July 14-16, 2026
Texas Society of Enrolled Agents

What an exciting marathon! The second day or three and filled with eight hours of tax planning education! Sandwiched between amazing topics like foreign taxation, ethics, and tax resolution, we will spend time focusing on tax planning connected to the new OBBBA, specifically connected to entities and the use of artificial intelligence.

Register Here: https://txsea.starchapter.com/meetinginfo.php?id=133&ts=1769614941

Upcoming CE: There’s No Place Like College: Tax Planning for EducationCome join us in Reno, NV - June 7-10, 2026Californ...
02/06/2026

Upcoming CE: There’s No Place Like College: Tax Planning for Education
Come join us in Reno, NV - June 7-10, 2026
California Society of Tax Consultants, 2026 Summer Symposium

Education remains one of the largest financial decisions families face. This session reviews planning opportunities including 529 savings, AOTC Credits, tuition deductions, student loan repayment, and more. We’ll learn how to maximize benefits, avoid pitfalls, and support clients through every stage of education financing.

Register Here: https://cstc.memberclicks.net/2026-summer-symposium

Come join for some amazing OCEANFRONT CE.  Brad will be teaching FIVE courses in Daytona Beach for the Florida Chapter o...
04/19/2024

Come join for some amazing OCEANFRONT CE. Brad will be teaching FIVE courses in Daytona Beach for the Florida Chapter or NATP. Natalie Kolodij, EA, CRETS will also be there teaching on her amazing real estate topics.
Courses include:
-Creating a Data Security Plan Workshop
-Safeguards for Password Management
-Intermingling Personal and Enterprise Technology
-Firm Identity Protection: IP PIN, PTIN, and EFIN
-Conforming Clients to YOUR Security Protocols

Reserve your spot today: https://loom.ly/rccHv0c

All right folks. If you know anything about me, you know my world is compliance, but you know more than compliance, it i...
02/09/2024

All right folks. If you know anything about me, you know my world is compliance, but you know more than compliance, it is about the follow-through and ex*****on of why the compliance actually exists.

Many of us have an annual requirement for continuing education. The purpose of that is to keep us educated and up-to-date on the ever-evolving and changing tax landscape. Yet, I see so many folks taking intro and basic courses after years in the industry just to make their compliance easy.

Compass is the industry leader in thorough, accurate, and cutting-edge tax education. Every course goes deep into the specific topic, cites all references and statements with legitimate IRC, and includes tax planning at every turn. If you’re looking to deepen your tax knowledge and pull out massive pearls of wisdom to leverage in tax planning efforts with your clients, this is the package to buy.

Our lead instructor, Brad will be joining industry expert, Matt Metras, this upcoming June to discuss the gig economy and how to handle unique and typically uncommon income and expenses.

You can sign-up for the year-long ComPASS today:
https://loom.ly/S77l8D0

It also doesn’t hurt that the June presentation is two of the hottest studs in this industry. Just for truth in advertising, that would be myself and Matt Metras.

The CSEA California Super Seminar Schedule is out and the content is hot this year!Brad Messner, one of our lead instruc...
02/02/2024

The CSEA California Super Seminar Schedule is out and the content is hot this year!

Brad Messner, one of our lead instructors, will be speaking on Due Diligence and Unique Dependent Situations. If you think Jerry Springer is wild, just wait 'til you hear some of these examples. This is a must-see session to ensure you are within compliance for your due diligence needs from somebody on the frontlines.

Register Today: https://www.superseminar.org

The CSEA California Super Seminar Schedule is so LEGIT!Brad Messner, one of our lead instructors, will be joining Matthe...
01/27/2024

The CSEA California Super Seminar Schedule is so LEGIT!

Brad Messner, one of our lead instructors, will be joining Matthew Metras for an informative, saucy, spicy, and entertaining discussion on the Gig Economy - and all of those crazy income categories and types.

Register Today: https://www.superseminar.org

HOT Off The Presses!The CSEA California Super Seminar is Announced - and, HOT dang, what a schedule it is!Brad Messner, ...
01/19/2024

HOT Off The Presses!
The CSEA California Super Seminar is Announced - and, HOT dang, what a schedule it is!

Brad Messner, one of our lead instructors, will be joining industry experts, Tom Gorczynski, Natalie Kolodij, and Matt Metras on a HOT Tax Topics Q&A Panel. This is bound to be the talked about event of the week!

If there is any topic that impacts our industry, it is open game. It isn't very often that you get this caliber of crew in a single panel. Hope to see you there!

Register Today: https://www.superseminar.org/

Amazing kick-off to 2024 yesterday presenting for the Florida Chapter of NATP.  Covered 3 topics across four hours - rem...
01/06/2024

Amazing kick-off to 2024 yesterday presenting for the Florida Chapter of NATP. Covered 3 topics across four hours - remotely via zoom with live Q&A. What an amazing group of tax professionals!

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PO Box 1008
Greensburg, PA
15601

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