Education

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Our Annual December 2024 Tax Update Classes!

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Dec. 6, 2024 in Mesa (Spanish) – Click here for the webinar flyer

We will offer the following education in Spanish:

Education Credits:
Federal tax credits, including the American Opportunity Tax Credit and the Lifetime Learning Credit can significantly reduce the cost of attending college and a taxpayer’s tax liability. In addition, 529 plans and other special savings plans allow taxpayers to save for college or other educational opportunities. We will be discussing the tax laws surrounding these credits and savings plans and how to report them on the tax return.

2024 Federal Tax Updates:
Each year the AZ Chapter of NATP presents the latest updates on tax laws and issues. Topics this year will include planning for the end of Tax Cuts and Jobs Act (TCJA) provisions, SECURE 2.0, and the latest on 1099-K and 1099-DA reporting, Corporate Transparency Act, energy credits, and much more.

2024 AZ Tax Update:
Each year the AZ Chapter of NATP presents the latest updates on tax laws and issues. Topics this year will include planning for the end of Tax Cuts and Jobs Act (TCJA) provisions, SECURE 2.0, and the latest on 1099-K and 1099-DA reporting, Corporate Transparency Act, energy credits, and much more.

Ethics: Problematic Clients:
The ethics surrounding the following problematic clients will be discussed: Clients whose records are imperfect; Clients who attempt to push preparers beyond their comfort zone; Clients whose lives fall apart and are now divorcing; and Clients who don’t understand the Obamacare credit, among other things.

2024 Hot Topics Panel:
Many sole-practitioners have clients with tough tax questions, but may not have a colleague to help brainstorm the solution. Did you realize that a presentation addressed an issue you had researched, but would like to ask a subject matter expert about the application to a particular client situation? Or perhaps you have questions about the latest tax law changes and want to make sure you understand it correctly. Here is your opportunity to address your federal tax-related questions to a panel of experienced professionals. Note: questions must be submitted in writing at the seminar in order to enable property reporting for CE.

DoubleTree by Hilton Phoenix Mesa
1011 West Holmes Ave
Mesa, AZ 85210
480-833-5555

Special rate Doubletree Mesa room reservations are available until Nov 26 by clicking here or by calling by calling 1-480-833-5555.  Reference  group code TAX.

Check-In: 7:00 a.m. AZ Time
Education: 7:30 a.m. – 4:30 p.m.

Dec. 6, 2024 in Mesa (English) and Dec. 9, 2024 in Tucson (English) – will offer the following education:we will offer the following education:

Keeping your Ethics Virus Free: A Trip to Fantasy Land:
Keep your tax offices compliant with Circular 230 with an emphasis on best practices for communication. Learn what tools are acceptable for sharing client’s information with outside sources, how to advise clients, and act with integrity before the IRS. Come join us for sunrise ethics guaranteed to keep you awake!

Injured Vs. Innocent Spouse:
As tax professionals, we know that married taxpayers may not want to be held responsible for the tax liabilities of their spouse. The differences between innocent spouse and injured spouse will be clarified. We will also determine whether relief is available if a refund is recaptured due to a Notice of Offset or if unpaid liabilities linger after the marriage dissolves. Topics will include: types of innocent spouse relief, impact of community property on innocent / injured spouse claims, and timing issues.

2024 AZ Tax Update:
The AZ NATP Tax Update seminar is one of only a handful of workshops where Arizona Tax Topics are presented by tax practitioners. We will review legislative changes including updates to tax withholding and electronic payments, charitable credits, TPT licensing and more!

2024 Federal Tax Updates:
Each year the AZ Chapter of NATP presents the latest updates on tax laws and issues. Topics this year will include planning for the end of Tax Cuts and Jobs Act (TCJA) provisions, SECURE 2.0, and the latest on 1099-K and 1099-DA reporting, Corporate Transparency Act, energy credits, and much more.

2024 Hot Topics Panel:
Many sole-practitioners have clients with tough tax questions, but may not have a colleague to help brainstorm the solution. Did you realize that a presentation addressed an issue you had researched, but would like to ask a subject matter expert about the application to a particular client situation? Or perhaps you have questions about the latest tax law changes and want to make sure you understand it correctly. Here is your opportunity to address your federal tax-related questions to a panel of experienced professionals. Note: questions must be submitted in writing at the seminar in order to enable property reporting for CE.

Dec. 6, 2024 in Mesa (English)  Click here for the webinar flyer

DoubleTree by Hilton Phoenix Mesa
1011 West Holmes Ave
Mesa, AZ 85210
480-833-5555

Special rate Doubletree Mesa room reservations are available until Nov 26 by clicking here or by calling by calling 1-480-833-5555.  Reference  group code TAX.

Dec. 9, 2024 – Tucson (English) Click here for the webinar flyer

Viscount Hotel
4855 E Broadway
Tucson, AZ 85711
520-745-6500

Click here to register

Check-In: 7:00 a.m. AZ Time
Education: 7:30 a.m. – 4:30 p.m.

Fees (all venues):
Early: Member $249;  Non-member $279
Standard: $279;  Non-member $309

Early pricing available until November 20, 2024.
Continental breakfast and lunch are included with registration.

Cancellation Policy:
Cancellations must be submitted to NATP by December 3, 2024, and are subject to a $50 fee.

Credits/Hours Field of Study

2 Ethics
1 State Tax Topic/Update
4 Federal Tax Law Topic
2 Federal Tax Law Update

On Demand Webinars:

1: Performing Effective Client Interviews

The client interview is an integral part of tax preparation. It may take a variety of formats, including virtual interviews, phone interviews, or in-person meetings.No matter what the format, the tax preparer needs to ask the right questions and be mindful of their due diligence required for the refundable credits or use of the Head of Household filing status. The professional must take good notes on the client responses to their questions, as well as be prepared to scan or make copies of any documents presented by the taxpayer. Finally, an effective wrap-up will answer any questions the taxpayer may have as well as set expectations for the outcome of the return as well as plan for future years.

Click here for the webinar flyer

Click here to register

Fees:
Member $50;    Non-Member $75

Available until May 31, 2025.

2: Pass-Through Entity Tax for Personal Returns

Are you entering pass-through entity (PTE) correctly – or at all – on Arizona 140 returns? If you ignore the PTE section of the K-1, your clients may be paying double tax. Learn how to apply the Arizona tax credit and the adjustments needed. The class will also include:
* Brief overview of the PTE purpose
* Pros and cons of your personal tax client electing or not electing PTE
* Background on PTE and impact on federal 1040
* What to look for on a K-1 from partnership or S-Corp and where to find the PTE information to properly complete the AZ-140
* How to enter on the AZ-355 (PTE Credit) and Arizona adjustments
* Tax planning on when is it good to elect PTE

Click here for the webinar flyer

Click here to register

Available until July 31, 2025.

3: Introduction to the AZ-140

Many tax preparers receive training on federal tax law – but don’t ever receive training specific to Arizona tax returns. Instead they are either self-taught (reading AZ DOR publications or the AZ Revised Statutes) or learn on the fly when clients mention something. This webinar will give you the state training you need.

You will stay ahead of the game by identifying many of the differences between the Federal 1040 and the AZ 140 and their associated forms as it relates to income (i.e. investments, retirement), deductions and credits (i.e. medical expenses, charitable donations, Family Income Tax Credit), and general tax requirements (i.e. due dates, dependents). By properly preparing an AZ income tax return, preparers can save their clients money.

Click here for the webinar flyer

(REGISTRATION WILL BE AVAILABLE SHORTLY)

Available until …

Coming in 2024 (details to follow)

On Demand Webinar:  Charitable Contributions on the AZ-140 (in Spanish)

Prior Events

Webinar: Pass Through Entity Tax for personal returns — August 2024

Are you entering pass-through entity (PTE) correctly – or at all – on Arizona 140 returns? If you ignore the PTE section of the K-1, your clients may be paying double tax.  Learn how to apply the Arizona tax credit and the adjustments needed.  Click here for the webinar flyer

AZ NATP 2023 Annual Conference — August 15 & 16, 2024

Featured speakers Jaye E Tritz, EA, Lin Leclair, EA, Katherine Gudgel, EA, PhD. & Sara J Leone, CPA presented on:

  • Takin’ Care of Business – The S Corporation
  • Schedule C: It’s not just a Small Business Anymore
  • Basics of Basis
  • The S Corporation Schedule K-1

AZ Chapter Taxposium Networking event — July 2024

For those who attended 2024 Taxposium in Orlando, Florida, we held a free networking get together at Phins Lounge in the lobby of the Dolphin Hotel.  Appetizers/light snacks and non-alcoholic drinks were provided by the chapter!

Spring 2024 On Demand Webinars

December 2023 Tax Update

AZ NATP 2023 Annual Conference — August 16 – 18, 2023

Featured speakers Jaye E Tritz, EA, CFP, Amy Wall, EA, MBA, and Andrew Mark, CPA presented on:

  • Tax Planning and Financial Teamwork
  • You’ve Inherited, Now What?
  • Correcting Depreciation Errors
  • Non-Profits and Form 990
  • Schedule C – Hobby or Business?
  • Filing Schedule C for Microbusinesses
  • Divorce Taxation: Untying the Knot

Click here for the conference flyer

Electronic materials can be purchased without event registration for a $100 fee.  Please contact Lin Leclair for more information.

December 2022 Tax Update

Oct 25, 2022 Charitable Contributions on the AZ-140 Webinar

Many taxpayers don’t bring in their charitable donations because they know they aren’t “itemizing” and they don’t recognize that those contributions may still be of benefit on their Arizona tax return. This webinar helped tax professionals better understand the impact of charitable contributions on the AZ-140 and identify the various ways to report the donations to maximize the benefit for their clients.

AZ Charitable Contributions on the AZ-140 Webinar Flyer

AZ NATP 2022 Annual Conference – August 10-12, 2022

Featured speakers were Jaye E Tritz, EA, CFP, and Amy Wall, EA, MBA.  Click here for the conference flyer

December 2021 Tax Update

October 26, 2021 Community Property in Arizona and Annual Meeting Webinar

Katherine A Gudgel, EA, PhD, conducted a detailed review of community property issues as they relate to taxation.  The annual meeting session presented candidates and held an online election for the Board of Directors.

AZ NATP 2022 Annual Conference – August 11 – 13, 2021

Click here for the conference flyer

January 7, 2021 Arizona and Practice Management in Covid-19 Update Webinar

Lin Leclair, EA, presented on practice management which reviewed different tools and procedures to help keep your office “virus free”.  Katherine A Gudgel, EA, PhD, presented the latest topics and updates about our Arizona State tax regulations.

Click here for the event flyer and here for the instructor bios

October 27, 2020 Fall State Tax Review and Annual Meeting Webinar

The webinar identified many of the differences between the Federal 1040 and the AZ 140 and their associated forms as it relates to income, deductions, credits, and general tax requirements:

  • Develop a list of questions to ask your AZ clients
  • Recognize some of the key income and deduction limits related to AZ income tax returns
  • Differentiate between Federal and AZ taxation with regards to different types of income, deductions, and credits
  • Verify whether your tax software needs a special “code” to properly transfer information from the federal data entry to the AZ tax return

The annual meeting session presented candidates and held an online election for the Board of Directors.

Click here and here for more information

June 3 – 5, 2020 Annual Conference (Cancelled)

Click here for the conference flyer

December 2019 Tax Update

June 5 – 7, 2019 Annual Conference

Click here for the conference flyer

December 2018 Tax Update