Education

These events now available for registration!

Click here to register for all events

We’re currently offering four on demand webinars:

The cost for our on demand webinars is:
Member $50
Non-Member $75

Click here to register for any webinar

1: 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, and are instead either self-taught (reading AZ DOR publications or the AZ Revised Statutes) or learn on the fly when clients mention something. This webinar will help you 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

Available until May 31, 2025.

2: Charitable Contributions on the AZ-140 Spanish (On Demand 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. This webinar will be held in Spanish.

Available until May 31, 2025.

3: 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

Available until July 31, 2025.

4: 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

Available until May 31, 2025.

Click here to register for any webinar

Coming in 2025

Well that would be telling, wouldn’t it?  You’ll have to check back.

Prior Events

December 2024 Tax Update

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