Education

Registration is OPEN for the AZ Chapter 2022 Tax Update series

Mesa: Dec 7, 2022 (classes in both English & Spanish)
Click here to register for the Mesa English class  Click here for more info
Click here to register for the Mesa Spanish class  Click here for more info

Tucson: Dec 9, 2022 (English only)
Click here to register for the Tucson class  Click here for more info

These events will each provide the following education:

  • BINGO! I’ve got Ethics
  • 2022 AZ Tax Update
  • Working with the Taxpayer Advocate Service
  • 2022 Federal Tax Update
  • Retirement Plans and their impact on the tax return (Mesa – Spanish only)
  • Everything you need to know if you have foreign income (Mesa – Spanish only)
  • Principal Residence Taxation Issues (Mesa & Tucson – English only)
  • 1041 Trust Tax Returns after TCJA (Mesa & Tucson – English only)
Welcome Desk – All Locations: 7:00 a.m. AZ Time
Education – All Locations: 7:30 a.m. – 5:00 p.m. AZ Time

Fees per each Location:

Members:
Early: $199
Standard: $229

Non-Members:
Early: $229
Standard: $259

Early pricing available until November 18, 2022 for each location.

Registration includes a meal as well as paper and electronic materials which will be distributed at the event. On-site registrants may receive a paper book at no cost, if available.

Cancellation Policy:

For all locations, cancellations must be submitted to NATP by November 28, 2022 and are subject to a $50 fee.

CPE

Ethics: 2 hrs
Federal Tax Law Topic: 5 hrs
Federal Tax Law Update: 1 hr

Locations:

Mesa both English and Spanish events:
Double Tree Phoenix Mesa
1011 West Holmes Avenue
Mesa, AZ 85210
480-833-5555

Tucson event:
Viscount Hotel
4855 E Broadway Blvd
Tucson, AZ 85711
520-745-6500

Save the date — Upcoming events — details to follow

Annual Conference — August 16 – 17, 2022 (Mesa, AZ)

Arizona Webinar — Oct 24, 2022

December Tax Update — Mesa 12/1 and Tucson 12/4

 

Prior Events

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.

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

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.

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

June 5 – 7, 2019 Annual Conference

Click here for the conference flyer

December 2018 Tax Update