Education

These events now available for registration!

Click here to register for all events

1) Sept 23 Webinar: ITIN Holders in Arizona (Spanish / Discussion)

This is a post event discussion of NATP’s webinar “The Role of Individual Taxpayer Identification Numbers in the U.S. Tax Filing System – Spanish – Webinar.” This discussion will be presented in Spanish.

ITIN holders can use this​ number to file an Arizona tax return. However, these taxpayers have some unique state issues such as Arizona state withholding and the dependent tax credit. This discussion will cover some of those scenarios and how tax professionals can advise their clients with ITINs.

This webinar will be presented by Regina Duran, EA, CAA.

Click here to register

Date & Time:
September 23, 2024
10:00 a.m. – 11:00 am 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 the materials will be emailed to pre-registered individuals the night before. Materials will also be available to download from the webinar platform during the session.

Fees:
Member $15
Non-Member $30

Cancellation Policy:
Cancellations must be submitted to NATP by September 22, 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 hours: State Tax Topic/Update

No CPE is included.

2) Oct 29 Webinar: Introduction to the AZ-140

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 give you the state training you need.

You will 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 money.

This webinar will be presented by Katherine Gudgel, EA, PhD.

Click here for the webinar flyer

Click here to register

Date & Time:
October 29, 2024
10:00 a.m. – noon 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 the materials will be emailed to pre-registered individuals the night before. Materials will also be available to download from the webinar platform during the session.

Fees:
Member $50
Non-Member $75

Cancellation Policy:
Cancellations must be submitted to NATP by November 6, 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
2 hours: State Tax Topic/Update

No CPE is included.

3) Nov 7 Webinar: Charitable Contributions on the AZ-140 (in Spanish)

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 will help 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. This webinar will be held in Spanish.

This webinar will be presented by Regina Duran, EA, CAA.

Click here to register

Date & Time:
November 7, 2024
10:00 a.m. – noon 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 the materials will be emailed to pre-registered individuals the night before. Materials will also be available to download from the webinar platform during the session.

Fees:
Member $50
Non-Member $75

Cancellation Policy:
Cancellations must be submitted to NATP by November 6, 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
2 hours: State Tax Topic/Update

No CPE is included.

4) On Demand Webinar: Performing Effective Client Interviews

The client interview is an integral part of tax preparation. It may take a variety of formats, including virtual interviews, phone interviews, or in-person meetings.No matter what the format, the tax preparer needs to ask the right questions and be mindful of their due diligence required for the refundable credits or use of the Head of Household filing status. The professional must take good notes on the client responses to their questions, as well as be prepared to scan or make copies of any documents presented by the taxpayer. Finally, an effective wrap-up will answer any questions the taxpayer may have as well as set expectations for the outcome of the return as well as plan for future years.

This webinar is presented by Jaye Tritz, EA, CFP.

Click here for the webinar flyer

Click here to register

Location/Materials:
A link to the materials will be emailed to pre-registered individuals the night before. Materials will also be available to download from the webinar platform during the session.

Fees:
Member $50
Non-Member $75

Credits/Hours Field of Study
2 hours: Practice Management

No CPE is included.

Available until May 31, 2025.

Coming in 2024! (Lots of details to follow)

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

Dec 9: Tax Updates Tucson

On Demand Webinars:

  • Intro to AZ 140
  • Charitable Contributions on the AZ-140

Prior Events

Webinar: Pass Through Entity Tax for personal returns — August 2024

Are you entering pass-through entity (PTE) correctly – or at all – on Arizona 140 returns? If you ignore the PTE section of the K-1, your clients may be paying double tax.  Learn how to apply the Arizona tax credit and the adjustments needed.  Click here for the webinar flyer

AZ NATP 2023 Annual Conference — August 15 & 16, 2024

Featured speakers Jaye E Tritz, EA, Lin Leclair, EA, Katherine Gudgel, EA, PhD. & Sara J Leone, CPA presented on:

  • Takin’ Care of Business – The S Corporation
  • Schedule C: It’s not just a Small Business Anymore
  • Basics of Basis
  • The S Corporation Schedule K-1

AZ Chapter Taxposium Networking event — July 2024

For those who attended 2024 Taxposium in Orlando, Florida, we held a free networking get together at Phins Lounge in the lobby of the Dolphin Hotel.  Appetizers/light snacks and non-alcoholic drinks were provided by the chapter!

Spring 2024 On Demand Webinars

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