Education

These events now available for registration!

Click here to register

1. Performing Effective Client Interviews (Webinar)​

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 will be presented by Jaye Tritz, EA, CFP.

Click here to register

Date & Time:
June 20, 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 June 19, 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.

2) 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

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.

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

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 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 9, 2024 and are subject to a $50 fee.

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


Coming in 2024! (Lots of details to follow)

Aug 16: Alternate “Day 2”: 

From a Hobby to a Family with Dreams of Expansion! (Spanish)

4 hrs Schedule C with Lily Davalos, and 4 hrs Partnerships with Regina Duran

Aug 27: AZ Pass Through Entity Tax for personal returns Webinar

Oct 27: Intro to AZ 140 Webinar

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

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

Dec 9: Tax Updates Tucson

On Demand Webinars:

  • AZ Pass Through Entity Tax for personal returns
  • 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