Education

Registration is OPEN for the AZ NATP 2022 Annual Conference – August 10-12, 2022

Feature speakers are Jaye E Tritz, EA, CFP, and Amy Wall, EA, MBA.  Click here for the conference flyer

The Arizona Chapter Annual Meeting will be held at this event as well as the following education:

  • Growing or Slowing: A Tax Practice in Transition.
  • Tax Issues of the Disabled.
  • HSA’s (Health Savings Accounts) at the Tax Desk.
  • Handling Form 1099-K.
  • Employee Stock Options and Equity Compensation.
  • Small Business Retirement Plans.
  • Gift Tax Returns.
  • Taxing the Cryptoverse.

CPE: 16 Federal Tax Law Topic plus 2 Hours of Practice Management education

Early registration is available until July 22, 2022.  Registration includes lunch each day and a paper book which will be distributed at the event. After the conference those who registered, but did not attend or cancel, will need to contact the chapter to pay for shipping or arrange for other delivery.

eBooks are also included with registration and will be sent within one week after the conference whether the registrant attends the conference or not.

​​ Register Now

Dates & Times:

  • August 10: Welcome Desk: 3:00 p.m
    • Education: 5:00 p.m. – 6:40 p.m
  • August 11: Welcome Desk: 7:30 a.m
    • Education: 8:15 a.m. – 4:55 p.m
  • August 12: Welcome Desk: 7:30 a.m
    • Education: 8:00 a.m. – 4:20 p.m

Location:

Double Tree By Hilton Phoenix Mesa
1011 West Holmes Avenue
Mesa, AZ 85210
480-833-5555
Double Tree by Hilton Phoenix Mesa Website

Fees and Cancellation Policy:

  • NATP Member registration:
    • Early (until July 22, 2022):  $499
    • Standard (until July 22, 2022):  $549
  • Non-NATP Members:
    • Early (until July 22, 2022):  $499
    • Standard (until July 22, 2022):  $549

Cancellations must be submitted to NATP by July 27, 2022 and are subject to a $50 fee.

 

Other Upcoming Events

SAVE THE DATE: October 25, 2022 Arizona Fall State Tax Webinar

More information and the event flyer will be available soon

AVAILABLE SOON: December 2022 Tax Update (an in person event)

Dates & locations to be announced soon

 

Prior Events

December 2021 Tax Update

Dec. 2, 2021 – Mesa (English) – More Information

Dec. 3, 2021 – Northwest Phoenix (English) – More Information

Dec. 3, 2021 – Northwest Phoenix (Spanish) – Información Adicional

Dec. 6, 2021 – Tucson (English) – More Information

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

Dec. 3, 2019 – Tempe (English) – More Information

Dec. 4, 2019 – North West Phoenix (English) – More Information

Dec. 4, 2019 – North West Phoenix (Spanish) – Información Adicional

Dec. 6, 2019 – Tucson (English) – More Information

June 5 – 7, 2019 Annual Conference

Click here for the conference flyer

December 2018 Tax Update

Dec. 4, 2018 – Tucson (English) – More Information

Dec. 4, 2018 – Tucson (Spanish –Información Adicional

Dec. 5, 2018 – North Central Phoenix (English) – More Information

Dec. 5, 2018 – North Central Phoenix (Spanish) – Información Adicional

Dec. 7, 2018 – Tempe (English) – More Information