Education

Registration is OPEN for the 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 will help 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.

Webinar Objectives
• Identify whether a charitable contribution may be claimed as an itemized deduction, an increase to the standard deduction, or a credit on the Arizona individual tax return
• Understand how to make adjustments to deductions for contributions claimed as a credit in either current or prior year
• Recognize different types of organizations that qualify for AZ charitable credits
• Develop strategies for properly reporting charitable credits

AZ Charitable Contributions on the AZ-140 Webinar Flyer

CPE: 2 State Tax Topic/Update Hours; No Federal IRS CPE credits

Click here to register!

Date & Time:

October 25, 2022
Webinar Sign In: 9:45 a.m. Arizona Time (MT)
Education: 10:00 a.m. – 12:00 p.m. Arizona Time (MT)

Agenda:

10:00 am – 10:50 am: AZ Charitable Contributions – Part 1: Deductions
10:50 am – 11:10 am: Break
11:10 am – 12:00 noon: AZ Charitable Contributions – Part 2: Credits
12:00 noon – 1:00 pm: Q & A

Location:

Online – A link to the webinar will be sent to each registrant via email the morning of the webinar. After clicking the Launch Webinar button, you will be asked to identify yourself with your name, email and location.

Fees:

Members: $25

Non-Members: $50

Electronic materials may be downloaded from the GoToWebinar platform on the day of the webinar.

Cancellation Policy:

Cancellations must be submitted to NATP by Oct. 18, 2022.

All tax preparers are responsible to verify the number of credits they receive each year and the related state or federal reporting requirements to maintain their credentials.

 

Other Upcoming Events

AVAILABLE SOON: December 2022 Tax Update (an in person event)

Dates & locations to be announced soon

 

Prior Events

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

Dec. 2, 2021 – Mesa (English) – More Information

Dec. 3, 2021 – Northwest Phoenix (English) – More Information

Dec. 3, 2021 – Northwest Phoenix (Spanish) – Información Adicional

Dec. 6, 2021 – Tucson (English) – More Information

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.

August 11 – 13, 2021 Annual Conference

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

Dec. 3, 2019 – Tempe (English) – More Information

Dec. 4, 2019 – North West Phoenix (English) – More Information

Dec. 4, 2019 – North West Phoenix (Spanish) – Información Adicional

Dec. 6, 2019 – Tucson (English) – More Information

June 5 – 7, 2019 Annual Conference

Click here for the conference flyer

December 2018 Tax Update

Dec. 4, 2018 – Tucson (English) – More Information

Dec. 4, 2018 – Tucson (Spanish –Información Adicional

Dec. 5, 2018 – North Central Phoenix (English) – More Information

Dec. 5, 2018 – North Central Phoenix (Spanish) – Información Adicional

Dec. 7, 2018 – Tempe (English) – More Information