Education

These events are available for registration!

Click here to register for all events

1) AZ Chapter Taxposium Networking event

This is a great networking opportunity for AZ members attending Taxposium! Location and additional details will be announced prior to the event. Please RSVP by July 21 if you plan to join!

Date & Time:
July 22, 2025
6:00 p.m. – 8:00 p.m. PT

Location:
To be announced prior to the event.

2) AZ NATP Annual Conference

Click here for the conference flyer

Click here to register

August 20: Buying or Selling a Tax Practice is a dynamic, two-hour panel discussion designed for tax practitioners interested in the real-world process of transitioning a tax practice. Attendees will hear firsthand from experienced tax professionals who have successfully bought and sold practices, sharing their insights, lessons learned, and practical tips. The discussion will cover key considerations such as valuation, client retention, and negotiation strategies, all from the perspective of practitioners who have been through the process themselves. This session offers actionable advice and candid perspectives to help tax preparers confidently navigate the complexities of buying or selling a tax practice.

August 21: “Pen-to-Paper Partnerships”. Tax professionals will find this hands-on course is just what they need to expand their tax practice by preparing partnership returns. This course covers the basics of partnership taxation, and the completion of a partnership return with its accompanying schedules. We will also discuss analyzing the partners’ capital accounts, guaranteed payments to partners, tracking partners’ basis in the entity as well as the sale or exchange of partnership interests and the resultant tax consequences. Presented by Jaye Tritz, EA, CFP®.

August 22 morning: “Schedule E – more than just partnership income”.  Schedule E (Form 1040) is used by U.S. taxpayers to report income or losses from rental real estate, royalties, partnerships, S corporations, estates, trusts, and more. It’s a form attached to your main tax return (Form 1040) to help report these specific types of income. Some Common Deductions for rental properties include: Mortgage interest, Property taxes, Depreciation, Insurance, Repairs and maintenance, Utilities, and Management fees. Presented by Ruby Gurule, MBA, AFSP.

August 22 afternoon: “Partnership Potpourri”.  Taxpayers who are partners in a partnership will receive a Schedule K-1 (Form 1065). The amount of loss and deductions taxpayers may claim on their individual tax returns may be less than the amount reported on the Schedule K-1 due to various limitations. It is the partner’s responsibility to consider and apply those limitations, including basis, at-risk, and passive loss limitations. In addition, there may be fringe benefits provided by the partnership to the partner that need to be reported on the individual’s return. Finally, we will look at certain deductions the partner may have that are not reported on the Schedule K-1. Presented by Jaye Tritz, EA, CFP®.

Click here to register

Date & Time:
August 20-22, 2025

Aug 20: Education 5:00 p.m. – 6:40 p.m.
Aug 21: Education 8:05 a.m. – 4:55 p.m.
Annual Meeting 12:15 p.m. – 1:15 p.m.
Aug 22: Education 8:00 a.m. – 4:30 p.m.

Location:
DoubleTree by Hilton Phoenix Mesa – Palo Verde Room
1011 West Holmes Avenue
Mesa, AZ 85210
480-833-5555

Click here to reserve your room by July 27, 2025, for a room rate of $109.00 plus tax for the nights of Aug. 19-22. Group Name: Arizona Chapter National Association of Tax Professionals; Group Code: 923.

Fees:
​Early $549
Standard ​$599

Early pricing ends August 6, 2025.
Registration includes meals. Print and electronic materials are also included. A link to the electronic materials will be provided via email by August 20 for download. Email and download will be from arizonanatp@gmail.com. Materials are available to purchase for non-registrants ($100 for either print or electronic materials). Please contact Treasurer, Bonnie Smith (bonnie@bsmitheallc.com), to order.

Cancellation Policy:
Cancellations must be submitted to NATP by August 15, 2025, and are subject to a $50 fee.

Credits/Hours Field of Study
16 Federal Tax Law Topic
2 Practice Management

3) AZ Credits: Live Webinar  (AVAILABLE SOON)

4) December Tax Update classes: Fri 12/5 in Mesa (English & Spanish) and Mon 12/8 in Tucson (English) (AVAILABLE SOON)

5) On-Demand Webinar: Pluses and Minuses on the Arizona Tax Return (AVAILABLE SOON)

The preparation of an Arizona Income Tax Return starts with the income as reported on the federal tax return. However, several adjustments need to be made – both additions and subtractions – before the appropriate tax rate calculations can be applied.

Some of the common ones include adjustments for depreciation and interest from municipal and U.S. government sources. We will discuss both the common, and some of the not-so-common, additions and subtractions used to derive the Arizona taxable income. Objective: To correctly calculate the Arizona adjusted gross income.    

On demand webinar available until 15/15/2026

Click here to register

Location / Materials:
Online; handouts included with registration fees

Fees:
​Member $50
Non-member ​$75

Prior Events

Webinar: Pluses and Minuses on the Arizona Tax Return — June 2025

The preparation of an Arizona Income Tax Return starts with the income as reported on the federal tax return. However, several adjustments need to be made – both additions and subtractions – before the appropriate tax rate calculations can be applied.  Click here for the webinar flyer

Spring 2025 On Demand Webinars

December 2024 Tax Update

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

(Later available “On-Demand”)

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

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