Education

Registration is open for our December Tax Update sessions and for our “On Demand” Webinars!

December Tax Update:

  • Mesa 12/1 (English & Spanish)

  • Tucson 12/4 (English)

Click here to register

Mesa (English) & Tucson:

  • Ethics & Compliance (2 hours)
  • 2023 Federal Tax Updates (4 hours)
  • Tax Issues for Married Filing Separately (2 hours)
  • 2023 AZ Tax Update (1 hour)

Click here for the Mesa (English) flyer
Click here for the Tucson flyer

Mesa (Spanish):

  • Ética (2 horas)
  • 2023 Actualización Federal 2023 IRS (3 horas)
  • Divorcio y Complicaciones Fiscales (1 hora)
  • Anexo C: Ganancias y Pérdidas de un Negocio (2 horas)
  • Flip, Flip, Flip (1 hora)

Click here for the Mesa (Spanish) flyer

Mesa (English & Spanish) Date & Location:

Friday, December 1, 2023
Doubletree
1011 West Holmes Ave
Mesa, AZ 85210
480-833-5555

Attendee Check-In: 7:00 a.m. Mountain Time
Education: 7:30 a.m. – 4:40 p.m. Mountain Time

Tucson Date & Location:

Monday, December 4, 2023
Viscount Hotel
4855 E Broadway
Tucson, AZ 85711
520-745-6500

Attendee Check-In: 7:00 a.m. Mountain Time
Education: 7:30 a.m. – 4:40 p.m. Mountain Time

Early Bird Pricing:
Member $224
Non-Member $254
Early pricing available until November 15, 2023

Standard Pricing:
Member $224
Non-Member $254

Registration includes print and electronic materials. Electronic materials will be emailed to registrants the night of December 3.  Continental breakfast and lunch are included with registration.

Cancellation policy:
Cancellations must be submitted to NATP by November 27, 2023 and are subject to a $50 fee.

On Demand Webinars: Learn at your convenience!

1. Additions and Subtractions on Arizona Tax Returns

Click here for the webinar flyer

Click here to register

The preparation of an Arizona Income Tax Returns 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. We will be discussing both the common, and some of the not so common, additions and subtractions used to derive the Arizona taxable income.

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. Instead they are 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)
  • 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 will be in Spanish.

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

We will have a discussion with respect to the Arizona income tax treatment of the following:

  • Military retirement income
  • Active-duty military income both residents and non-residents
  • Income earned by spouses of active-duty military both resident and non-resident
  • Arizona National Guard / Reserve military income
  • Civil service income while in uniform

Discussion of the Military Spouses Residency Relief Act signed by President Obama in 2009 as amended by the Servicemembers Civil Relief Act granting several new privileges to spouses of military service members. Presented by David Capotosti, EA and Lance Bonlender, EA.

Cost:
Member $15
Non-Member $30

CPE
​No CPE is included.

Location: Online
Available until Apr. 30, 2024

Upcoming live webinar — details to follow

2023 Arizona Tax Update in Spanish — January 2024 (Date TBD)

The AZ NATP Tax Update seminar is one of only a handful of workshops where Arizona Tax Topics are presented by tax practitioners. We will review legislative changes including updates to Pass-Thru Entity (PTE) and Small Business Income (SBI) taxes, the new AZ Families Tax Rebate, adoption expenses, applicable property tax laws and more!

Prior Events

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