Education

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2023 AZ Tax Update in Spanish

The AZ NATP 2023 Tax Update seminar is one of only a handful of workshops where Arizona Tax Topics are presented by tax practitioners.

The objective of this one-hour session is to go over 2023 legislative changes including updates to Pass-Thru Entity (PTE) and Small Business Income (SBI) taxes, the new Arizona Families Tax Rebate, adoption expenses, and more. While the focus will be on income taxes, several property tax law changes will be outlined that may also impact your clients. Class will be held in Spanish. All materials will be in Spanish.

This webinar will be presented by Regina Duran.

Date & Time:
January 11, 2024
10:00 a.m. – 11 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 Google Drive will be emailed to pre-registered attendees the day before. Materials will also be available to download from the webinar platform during the session.

Cost:
Member $15
Non-Member $30

Cancellation Policy:
Cancellations must be submitted to NATP by January 10, 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
1 Hour                      State Education

ALSO>>> We are offering three “on demand” Webinars: Learn at your convenience!

Click here to register

1. Additions and Subtractions on Arizona Tax Returns

Click here for the webinar flyer

The preparation of an Arizona income tax return starts with the income as reported on the associated federal tax return. However, there are several adjustments that 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, municipal and US government interest, and Arizona specific credits. This recording of the October 24, 2023, webinar goes over the common, and some of the not so common, additions and subtractions used to derive the Arizona taxable income. The presentation slides are included.

Cost:
Member $25
Non-Member $50

CPE
​No CPE is included.

Location: Online
Available until Apr. 30, 2024

2. Introduction to AZ-140 in Spanish

Click here for the webinar flyer

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 on-demand 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 hundreds of dollars. The instruction as well as all of the materials are in Spanish. This recording of the Nov 8, 2023, webinar was presented by Liliana Davalos. The presentation slides are included.

Cost:
Member $25
Non-Member $50

CPE
​No CPE is included.

Location: Online
Available until Apr. 30, 2024

3. AZ Tax Treatment of Military Related Income

This is a discussion regarding the Arizona Income tax treatment of 1) military retirement income, 2) active-duty military income both residents, and non-residents, 3) income earned by spouses of active-duty military both resident and non-resident, 4) Arizona National Guard / Reserve military income, and 5) civil service income while in uniform. It includes discussion of the Military Spouses Residency Relief Act signed by President Obama in 2009 as amended by the Service members Civil Relief Act granting several new privileges to spouses of military service members. This is a recording of the Nov 9, 2023, webinar discussion between two great panelists, Lance Bonlender and Dave Capotosti, both EAs and retired military. The presentation slides & handouts are included.

Cost:
Member $15
Non-Member $30

CPE
​No CPE is included.

Location: Online
Available until Apr. 30, 2024

 

Coming in 2024! (Lots of details to follow)

June 20: Practice Management Webinar

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

Day 1: S-corporations
Day 2: Business related topics that show up on the 1040
Day 2 Alternate: Business related topics that show up on the 1040 in Spanish

Aug 27: PTE Webinar

Oct 29: Intro to AZ 140 Webinar

Nov 7: AZ Charitable Deductions and Credits in Spanish Webinar

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

Dec 9: Tax Updates Tucson

Prior Events

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