Education

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Special event!!  AZ Chapter Taxposium Networking event

For those attending Taxposium, join your chapter at this free event!  Appetizers/light snacks and non-alcoholic drinks will be provided by the chapter.

Click here to register

Date & Time:
July 23, 2024
5:00 – 7:00 Eastern

Location:
Phins Lounge, lobby of the Dolphin Hotel
Swan & Dolphin Resort
1500 Epcot Resorts Blvd
Orlando, FL 32830

1) Aug 15 & 16: Annual Conference (Doubletree in Mesa)

Note: Each day is a separate registration

Day 1 (Aug 15): Takin’ Care of Business – The S Corporation

The choice to operate one’s business as an S-corporation should not be taken lightly. There are advantages and disadvantages to operating as an S-corporation as well as several requirements to even qualify for the S election in the first place.

We will examine the S-corporation in depth. We will discuss the formation of the entity and the requirements that must be met to qualify for an S election, including the timing of the election and late election relief. We will then discuss reporting of the day-to-day operations of the company and the correct completion of Form 1120-S, with hands-on examples. We will tackle subjects such as reasonable compensation, separately stated items, reporting company losses, and tracking shareholder basis in the entity. Finally, we will discuss the termination of the S-corporation, including method of the sale of the entity and the tax effects of each method, determining and reporting the liquidating distribution, and completion of the final Form 1120S.

Presented by Jaye Tritz, EA, CFP.

Click here to register for DAY 1

Date & Time:
August 15, 2024
Attendee Check-In: 7:30 a.m. Arizona Time
Education: 8:00 a.m. – 5:00 p.m. Arizona Time

Location/Materials:
DoubleTree by Hilton Phoenix Mesa Conference Area
1011 West Holmes Avenue
Mesa, AZ 85210
480-833-5555

Discount rooms are available at $109 per night if you reserve by July 27 using group code TAX. Reserve online https://www.hilton.com/en/attend-my-event/meswhdt-tax-fd5914a8-3f97-44b7-afd6-504d4fddb14b/

Fees:
Member             Early: $265       Standard: $315
Non-Member    Early: $300       Standard: $350

  • Early pricing ends August 1, 2024.
  • Registration includes lunch and electronic materials. Materials will be emailed to registrants 24 hours before the event.
  • Print materials are available for a $35 fee and include both “Takin’ Care of Business – The S Corporation” & “Gettin’ Down to Business – on the 1040.”

Cancellation Policy:
Cancellations must be submitted to NATP by August 8, 2024 and are subject to a $50 fee.

Credits/Hours Field of Study
8 hours: Federal Tax Law Topic

Day 2 (Aug 16): Gettin’ Down to Business – on the 1040

1. Schedule C: It’s not just a Small Business Anymore:
This session on Schedule C from beginning to end will cover who can and should file and what expenses are allowed. General depreciation and section 179 will be discussed as well as whether a home office deduction is feasible. This course will also cover what do you do when the business sells. While this course is designed to be self-contained, comparisons to S-Corporations (discussed in a separate seminar the previous day) will be presented.

Presented by Lin Leclair, EA & Katherine Gudgel, EA, PhD.

2. Basics of Basis:
Basis is a fundamental component which affects the: amount of depreciation, calculation of gain or loss, and determination of the basis of any property acquired as part of a transaction. This course will review and illustrate how basis is determined for various methods of asset acquisition. Holding periods and loss disallowance provisions will be addressed, as well as the conversion of personal property to business or income-producing Use.

Presented by Sara J Leone, CPA and Lin Leclair, EA.

3. The S Corporation Schedule K-1:
As a shareholder in a pass-through entity like an S-corporation, the taxpayer receives a Schedule K-1 annually from the entity for reporting on their personal Form 1040. Often this form requires reporting of various amounts in various locations on the shareholder’s personal return. Indeed, the Schedule K-1 can be an enigma for the tax preparer. In this 2 CPE session, we will break down the Schedule K-1 (1120-S) and discuss the items as they should be reported on the Form 1040. We will also highlight the calculation of shareholder basis and reporting ordinary business losses shown on a Schedule K-1.

Presented by Jaye Tritz, EA, CFP.

*** Taxpayer Advocate Service (TAS) appointments will be available on Friday, Aug. 16 at our in-person events.  See special note below.

Click here to register for DAY 2

Date & Time:
August 16, 2024
Attendee Check-In: 7:30 a.m. Arizona Time
Education: 8:00 a.m. – 5:00 p.m. Arizona Time

Location/Materials:
DoubleTree by Hilton Phoenix Mesa Conference Area
1011 West Holmes Avenue
Mesa, AZ 85210
480-833-5555

Discount rooms are available at $109 per night if you reserve by July 27 using group code TAX. Reserve online https://www.hilton.com/en/attend-my-event/meswhdt-tax-fd5914a8-3f97-44b7-afd6-504d4fddb14b/

Fees:
Member             Early: $265        Standard: $315
Non-Member     Early: $300       Standard: $350

  • Early pricing ends August 2, 2024.
  • Registration includes lunch and electronic materials. Materials will be emailed to registrants 2 days before the event.
  • Print materials are available for a $35 fee and include both “Takin’ Care of Business – The S Corporation” & “Gettin’ Down to Business – on the 1040.”

Cancellation Policy:
Cancellations must be submitted to NATP by August 9, 2024 and are subject to a $50 fee.

Credits/Hours Field of Study
8 hours: Federal Tax Law Topic

ALTERNATE DAY 2 (Aug 16): From a Hobby to a Family with Dreams of Expansion! (in Spanish)

This event is being held simultaneously and is co-located with the Gettin’ Down to Business – on the 1040 seminar and will offer the following education in Spanish:

1. Schedule C: Hobby turned into Business:
With the Share economy, many tax preparers must deal with taxpayers with activities that are not considered a trade or business. Participants will be provided information needed to assess the difference between a Hobby and a Business. This course will focus on how to classify the income and allowable expenses during the preparation of the Schedule C. We will review how a business can offer services and sales at the same time and will touch on the basics of Qualified Joint Venture regulations. We will also cover use of business vehicles, record keeping of these expenses, depreciation of certain assets, section 179, safe harbor regulations, and the use of home for business. Objectives: Determine if the taxpayer’s activity is business or hobby. Identify the income/expenses reported on the Schedule C. Learn about Qualified Joint Ventures. Requirements for business use of a vehicle. Recognize assets that need to be depreciated. Understand the regulations for business use of home.

Presented by Liliana Davalos, AFSP, CAA.

2. Form 1065: Partnership Tax Returns:
This course will provide the participants with a basic overview of Form 1065: US Return of Partnership Income. The seminar, presentation, and handouts will all be predominantly in Spanish. Objectives: Understand what a Partnership is and when Form 1065 is required. Learn how to file a basic Partnership tax return, including discussion of: income, cost of goods sold and expenses. Discuss the basics of recourse and non-recourse debt/loans. Review the K-1. Discuss the basics of the partner’s capital account. Understand the difference between a general partner and a limited partner. Obtain a basic understanding of guaranteed payments.

Presented by Regina Duran, EA, CAA.

*** Taxpayer Advocate Service (TAS) appointments will be available on Friday, Aug. 16 at our in-person events.  See special note below.

Click here to register for ALTERNATE DAY 2

Date & Time:
August 16, 2024
Attendee Check-In: 7:30 a.m. Arizona Time
Education: 8:00 a.m. – 5:00 p.m. Arizona Time

Location/Materials:
DoubleTree by Hilton Phoenix Mesa Conference Area
1011 West Holmes Avenue
Mesa, AZ 85210
480-833-5555

Discount rooms are available at $109 per night if you reserve by July 27 using group code TAX. Reserve online https://www.hilton.com/en/attend-my-event/meswhdt-tax-fd5914a8-3f97-44b7-afd6-504d4fddb14b/

Fees:
Member             Early: $265        Standard: $315
Non-Member     Early: $300       Standard: $350

  • Early pricing ends August 2, 2024.
  • Registration includes lunch and electronic materials. Materials will be emailed to registrants 2 days before the event.
  • Print materials are available for a $35 fee and will also include materials from the “Takin’ Care of Business – The S Corporation” and “From a Hobby to a Family with Dreams of Expansion”.​

*** Special Note ***

We are very excited to announce that half hour appointments will be available with Melissa Chapman from the Taxpayer Advocate Service (TAS) on Friday Aug 16.

The TAS appointments do not require a separate registration and will be filled onsite on a first come, first served basis to registered attendees only. These appointments are only for those preparers who have already tried to work with the IRS or are getting extensive delays before TAS can help.

To maximize your time during your appointment, please bring the following:

• Your identification and correct CAF number
• Completed Form 2848 – TAS will not have any remote access to your files
• Complete case file with a completed Form 911

It typically takes 20 minutes to discuss each case, which may not be enough time to review all of your cases; however, the TAS can take an unlimited number of Forms 911 back to their office.

2) Aug 27 Webinar: 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

This webinar will be presented by Andrew J Mark, CPA.

Click here to register

Date & Time:
August 27, 2024
10:00 a.m. – 11:40 a.m. Arizona Time

Location/Materials:
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.
A link to the materials will be emailed to pre-registered individuals the night before. Materials will also be available to download from the webinar platform during the session.

Fees:
Member $50
Non-Member $75

Cancellation Policy:
Cancellations must be submitted to NATP by August 26, 2024. 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.

Credits/Hours Field of Study
2 hours: Practice Management

No CPE is included.

3) Oct 29 Webinar: 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.

This webinar will be presented by Katherine Gudgel, EA, PhD.

Click here to register

Date & Time:
October 29, 2024
10:00 a.m. – noon Arizona Time

Location/Materials:
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.
A link to the materials will be emailed to pre-registered individuals the night before. Materials will also be available to download from the webinar platform during the session.

Fees:
Member $50
Non-Member $75

Cancellation Policy:
Cancellations must be submitted to NATP by November 6, 2024. 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.

Credits/Hours Field of Study
2 hours: Practice Management

No CPE is included.

4) Nov 7 Webinar: Charitable Contributions on the AZ-140 (in Spanish)

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. This webinar will be held in Spanish.

This webinar will be presented by Regina Duran, EA, CAA.

Click here to register

Date & Time:
November 7, 2024
10:00 a.m. – noon Arizona Time

Location/Materials:
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.
A link to the materials will be emailed to pre-registered individuals the night before. Materials will also be available to download from the webinar platform during the session.

Fees:
Member $50
Non-Member $75

Cancellation Policy:
Cancellations must be submitted to NATP by November 6, 2024. 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.

Credits/Hours Field of Study
2 hours: Practice Management

No CPE is included.

5) On Demand Webinar: 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.

This webinar is presented by Jaye Tritz, EA, CFP.

Click here for the webinar flyer

Click here to register

Location/Materials:
A link to the materials will be emailed to pre-registered individuals the night before. Materials will also be available to download from the webinar platform during the session.

Fees:
Member $50
Non-Member $75

Credits/Hours Field of Study
2 hours: Practice Management

No CPE is included.

Available until May 31, 2025.

Coming in 2024! (Lots of details to follow)

Dec 6: Tax Updates (Doubletree in Mesa) English & Spanish

Dec 9: Tax Updates Tucson

On Demand Webinars:

  • Intro to AZ 140
  • Charitable Contributions on the AZ-140

Prior Events

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