MARYLAND SOCIETY OF ACCOUNTING AND TAX PROFESSIONALS INC
10630 LITTLE PATUXENT PKWY NO 146, COLUMBIA, MD 21044 www.msatp.org

Total Revenue
$1,481,875
Total Expenses
$1,420,155
Net Assets
$1,285,828

Organizations Filed Purposes: THE SOCIETY EXISTS TO PROVIDE MEMBERS OPPORTUNITIES FOR PROFESSIONAL AND PERSONAL DEVELOPMENT WITH STATE-OF-THE-ART CONTINUING EDUCATION AND PEER INTERACTION THROUGH COMMUNITIES, LIVE INSTRUCTION AND USE OF DIGITAL TECHNOLOGY. THE SOCIETY IS COMMITTED TO ADVOCACY OF THE PROFESSION BY MONITORING PROPOSED LEGISLATION, REGULATIONS, AND OPERATIONS OF VARIOUS STATE AND LOCAL ORGANIZATIONS WHICH IMPACT THE RIGHT OF ACCOUNTANTS TO PRACTICE.

SEE PART III, LINE 1.

EDUCATIONAL PROGRAMS: MSATP PROVIDES THE ACCOUNTING AND TAX COMMUNITY A DYNAMIC ARRAY OF EDUCATIONAL OPPORTUNITIES THROUGH A VARIETY OF DELIVERY METHODS, I.E., LIVE, WEBINAR'S AND OTHER REMOTE APPLICATIONS.

COMMUNITY BUILDING: MSATP PROVIDES MEMBERS A VARIETY OF WAYS TO CONNECT WITH OTHER MEMBERS VIA LIVE AND REMOTE COMMUNITIES, SOCIAL MEDIA, ETC. MSATP ENCOURAGES MEMBERS TO INTERACT AMONGST EACH OTHER BY PROVIDING SMALL GROUP PRACTITIONER (CEO ROUNDTABLE) MEETINGS HELD ACROSS THE BALTIMORE/WASHINGTON AREA TO DISCUSS CURRENT PRACTICE MANAGEMENT ISSUES, TAX TOPICS AND A VARIETY OF OTHER TOPICS RELEVANT TO MANAGEMENT OF A SOLO/SMALL PRACTICE. MSATP'S FLAGSHIP EVENT IS THE ANNUAL SOLO AND SMALL FIRM BUSINESS BUILDER CONFERENCE HELD ANNUALLY IN NOVEMBER. THE CONFERENCE LOCATION ALTERNATES BETWEEN HERSHEY, PA AND BETHANY, DE, OR A SIMILAR VENUE. THE CONFERENCE IS OPEN TO THE ENTIRE ACCOUNTING AND TAX PROFESSIONAL COMMUNITY. THE SMALL PRACTITIONER GROUPS ARE FOR MEMBERS ONLY. A VARIETY OF NETWORKING EVENTS AND SOCIAL OUTINGS ARE SCHEDULED THROUGHOUT THE YEAR, SUCH AS WINE AND CHEESE OPEN HOUSE, NATIONALS GAME, AND OTHER SITES OF INTEREST TO MEMBERS. MSATP ALSO PROVIDES DIGITAL COMMUNICATIONS THROUGH EMAIL VIA THE E-WEEKLY AND QUARTERLY FREESTATE ACCOUNTANT NEWSLETTER FOR MEMBERS WHICH CONTAIN NEWS ARTICLES RELATED TO TAX LAWS AND REGULATIONS, TECH TOPICS, CPE OFFERINGS AND OTHER RELATED MEMBER INTEREST TOPICS. IN ADDITION, A WEEKLY FACEBOOK LIVE EVENT FEATURING INTERVIEWS WITH VARIOUS OUTSIDE INDIVIDUALS, THOUGHT LEADER'S VENDOR'S AND GOVERNMENT OFFICIALS DISCUSSING THE LATEST TAX LAW, RULES, AND REGULATIONS, TECHNICAL ADVANCES. THE YOUNG PROFESSIONALS' MEMBERS ARE PROVIDED OPPORTUNITIES TO ENGAGE WITH "SEASONED PROFESSIONALS" THROUGH PARTICIPATION IN VARIOUS EVENTS. THE EMPLOYEE TO ENTREPRENEUR PROGRAM HAS BEEN POPULAR FOR PROFESSIONALS SEEKING INFORMATION ON STARTING THEIR OWN PRACTICE.

ADVOCACY: ADVOCATING FOR THE ACCOUNTING AND TAX PROFESSIONAL COMMUNITY IS A TOP PRIORITY FOR MSATP. MSATP WORKS BEHIND THE SCENES FOR TO PROVIDE A VOICE FOR THE MEMBERS AND THE ACCOUNTING COMMUNITY AT LARGE. THE COMMITTEE ON PROFESSIONAL REGULATION (CPR) MONITORS FEDERAL, STATE, AND LOCAL LEGISLATIVE ACTIVITIES, TESTIFIES AT LEGISLATIVE HEARINGS WHEN APPROPRIATE AND. REGULARLY ATTEND MEETINGS OF THE MD BOARD OF ACCOUNTANCY, THE MD TAX PREPARERS BOARD, AND OTHER SIMILAR GOVERNING BODIES, TO ENSURE THE HIGHEST STANDARDS OF THE PROFESSION ARE APPROPRIATELY MONITORED AND COMMUNICATION OF MEMBERS CONCERNS ARE COMMUNICATED.

Executives Listed on Filing

Total Salary includes financial earnings, benefits, and all related organization earnings listed on tax filing

NameTitleHours Per WeekTotal Salary
Alverta SteinwedelEXECUTIVE DIRECTOR40$104,331
William FeehleyEXEC. DIR. (FROM 6/1/20)40$0
Kelli BaxterEXEC. DIR. (2/1/20-4/30/20)40$0
Ellen SilverstienDELEGATE4$0
Ron GrafmanDELEGATE2$0
Dan ShaughnessyDELEGATE2$0
Mike McilhargyDELEGATE2$0
Mike KohlerDELEGATE2$0
Robert BoehnerDELEGATE2$0
Ann ElliottDELEGATE2$0
Donya OnetoTREASURER4$0
Jonathan RivilinSECRETARY4$0
Ana BarnabeVICE PRESIDENT6$0
Robert MedberyVICE PRESIDENT6$0
Barbara SmithPRESIDENT6$0

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