Education

Registration is now OPEN for AZ Chapter 2021 Tax Update Series

This is an exciting series of seminars held in both English and Spanish.  The English series offers the same set of topics and instructors, but in your choice of location:  Mesa, Northwest Phoenix, or Tucson.

The Spanish session will have a slightly different schedule, but will be held simultaneously with the Northwest Phoenix series in English.

Click here to register for any location.

English Series:

The same set of classes and instructors will be offered at each location:

  • Ethics, Compliance, and the Old Women in the Shoe by Lin Leclair, EA
  • Dependents in 2020 and 2021 by Katherine Gudgel, PhD, EA
  • 2021 Federal Tax Update by Lin Leclair, EA
  • Basics of Basis by Sara Leone, CPA
  • 2021 AZ Tax Update by Katherine Gudgel, PhD, EA

This seminar provides up to 9 units of continuing education (2 IRS Ethics, 4 IRS Federal Tax Law, 2 IRS Federal Tax Law Update, and 1 AZ State Tax Update).

Spanish Series:

The Spanish portion of our Tax Update Series will be offered on Friday December 3, 2021 in Northwest Phoenix.  The course offerings are slightly different:

  • Sales of a Business Property – Regina Duran, EA
  • 2021 Federal Tax Update – Liliana Davalos, AFSP, CAA
  • Taxpayers with ITIN in Covid-19 Era – Liliana Davalos, AFSP, CAA
  • Business Use of Your Home and Form 8829 – Regina Duran, EA
  • Depreciation – Liliana Davalos, AFSP, CAA
  • AZ 2021 Tax Update – Liliana Davalos, AFSP, CAA

This seminar provides up to 9 units of continuing education (6 IRS Federal Tax Law, 2 IRS Federal Tax Law Update, and 1 AZ State Tax Update).

Dates, Times and Locations:

  • Mesa Location
    • Thursday, December 2, 2021
    • Double Tree Phoenix Mesa
      1011 West Holmes Avenue
      Mesa AZ 85210
      480-833-5555
  • Northwest Phoenix (in English & Spanish)
    • Friday, December 3, 2021
    • Double Tree Phoenix North
      10220 N. Metro Parkway
      Phoenix, AZ 85051
      602-997-5900
  • Tucson Location
    • Monday, December 6, 2021
    • Viscount Hotel
      4855 E Broadway Blvd
      Tucson, AZ 85711
      520-745-6500

For all locations the Welcome Desk will open at 7:00am, AZ Time.  Education will be from 7:30am to approximately 5:00pm AZ Time.  For the English sessions, if you don’t need your ethics, you can sleep in, but Lin and her take on the Old Lady in the Shoe and her family is engaging enough to warrant getting up early.

Fees and Cancellation Policy:

Early pricing is available until November 18, 2021.  Registration includes a meal as well as paper and electronic materials.  AFTER THE EVENT e-materials (for those who did not attend the event) can be purchased from the chapter for $100.  Contact Jane Whetzel, EA at email address, ejwhetzel.ea@gmail.com

  • NATP Member registration:
    • Early (before Nov 18, 2021):  $179
    • Standard (after Nov 18, 2021):  $199
  • Non-NATP Members:
    • Early (before Nov 18, 2021):  $199
    • Standard (after Nov 18, 2021):  $219

Cancellations must be submitted to NATP by November 25, 2021 and are subject to a $50 fee.

For questions and concerns please send us an email to arizonanatp@gmail.com

Prior Events

Arizona NATP Annual Conference

AZ NATP Annual Conference was Aug 11-13, 2021 at the DoubleTree in Mesa.  Our feature speaker was Kathryn Morgan. 

Click on the Conference flyer for more details.

Arizona and Practice Management in Covid-19 Update

Do not miss the opportunity to learn Office Management tips to help your practice cope during Covid-19 and Arizona Tax Updates. Join our Arizona NATP Chapter for a great webinar with two great instructors Lin Leclair, EA and Katherine Gudgel, PhD, EA.

Lin Leclair, EA. will be presenting this practice management topic which will be reviewing different tools and procedures to help keep your office “virus free”.  Katherine A Gudgel, EA, PhD will be presenting the latest topics and updates about our Arizona State tax regulations.

Join us on January 7th, 2021 at 10:00 am!

Click for the event flyer

Click here for the instructors bio’s

Arizona Fall State Tax Review and Annual Meeting Webinar

 

This webinar will identify many of the differences between the Federal 1040 and AZ 140 and associated forms as it relates to income, deductions, credits, and general tax requirements. The annual meeting session will present candidates and hold an online election for the Board of Directors.

Join us on October 27, 2020, at 10 am click here for more information

 

2020 Arizona Annual Conference – CANCELLED

Join us June 3-5, 2020, you can earn up to 16 CPE credits* on tax issues and expand your knowledge. 

For registration please click here

For additional information please click here

2019 December Tax Update – Three Locations

Registration starts at 7:00 am follow by  Ethics as the first session. Do you know that if you have your ethics credits requirements for the year you do not have to take the class again? You can either wait at home, your office, or the venue where complimentary continental breakfast will be available until 9 am. Our second session, Arizona Update will begin at 9:10 AM, and you will be able to register until then. See you soon!

Dec. 3, 2019 – Tempe (English Update)

Tempe – English – More Conference Information

Dec. 4, 2019 – North West Phoenix (English & Spanish versions)

North West Phoenix – English – More Conference Information

North West Phoenix – Spanish – Información Adicional

Dec. 6, 2019 – Tucson (English & Spanish versions)

Tucson – English More Conference Information

2019 Annual Conference June 5-7, 2019

Join us for up to 14 CPE credits on current issues and expand your tax knowledge. Three Days of Learning!

Phoenix, AZ – More Conference Information

2018 December Events

2018 December Tax Update – Three Locations – Three Dates!

Dec. 4, 2018 – Tucson (English & Spanish versions)

Tucson – English – More Conference Information

Tucson – Spanish –Información Adicional

Dec. 5, 2018 – North Central Phoenix (English & Spanish versions)

North Central Phoenix – English – More Conference Information

North Central Phoenix – Spanish – Información Adicional

Dec. 7, 2018 – Tempe (English version)

Tempe – More Conference Information

2018 Annual Conference – June 7-8, 2018.

Tempe, AZ  – More Conference Information