​​​​​​​​​Idaho Chapter Education

2024 Annual Meeting and Education Seminar Simulcast

This event will be offered at four locations. Spokane, WA will be in-person education while attendees in Vancouver, WA, Ammon, ID, & Meridian, ID will receive the information via simulcast. Please register for one location only. Brad Messner & Kathryn Keane will present the following education:

• Keeping the Lights On: Solar and Energy Credits:
  Read More
  Some of the most beneficial, and often missed, credits are those related to solar and energy credits. From solar panels to geothermal to energy-efficient improvements, taxpayers typically misunderstand opportunities available for energy credits. With recent changes, there are even more short and long-term opportunities for tax planning around home improvements. Presented by Brad Messner.
• Ethics - Unique Dependent Scenarios and Due Diligence:
  Read More
  We have all got sucked into one of those late afternoon television shows where four people are claiming to be a child's parents a blood test quickly reveals the correct answer. Unfortunately, the right to claim a dependent is not always so clear. In this session, we are going to dig deep into the complicated situations around who can claim a dependent and when. More so, we will discuss the importance of and types of due diligence you should be completing to stay both compliant and validate your records. Presented by Brad Messner.
• Cybersecurity - Ensuring Security Compliance with the Virtual Firm:
  Read More
  The last several years have brought changes to our industry we never expected, including an unexpected and urgent migration to working virtually. Most firms have not solidified updated policies to manage these changes. This quick migration may have opened a lot of firms to potential threats and noncompliance with GLBA needs. In this class, we will discuss plans to successfully migrate to virtual operations. Presented by Brad Messner.
• Creating a Data Security Plan Workshop:
  Read More
  Locking down and securing your digital assets and information is no longer a suggestion; it is now a requirement. Is your firm in compliance with data protection but also insurance requirements? Do you have a properly set up and deployed security plan? We will be discussing both cyber security-related concerns as well as walking through an updated version of a security plan you can modify for your firm. Presented by Brad Messner.
• Basis, Basis, Basis It's Always About Basis!:
  Read More
  Recent changes at the IRS require basis computations to be attached to the tax return. No Basis Statement, no Loss Allowed! In this session, attendees will determine the basis for shareholders and partners as well as for property acquired in non-traditional acquisitions. Presented by Kathryn Keane.
• Nuts & Bolts of Working with Schedule K-1 Recipients:
  Read More
  As our clients and their investments become more sophisticated, tax pros see more and more Schedule K-1 forms each year. This session examines the handling of Schedule K-1 from the entities on the client's individual tax return. Part 1 presented by Kathryn Keane.
• Nuts & Bolts of Working with Schedule K-1 Recipient:
  Read More
  As our clients and their investments become more sophisticated, tax pros see more and more Schedule K-1 forms each year. This session examines the handling of Schedule K-1 from the entities on the client's individual tax return. Part 2 presented by Kathryn Keane.
• Deep Dive into SECURE 2.0:
  Read More
  The SECURE 2.0 Act changes a variety of items affecting taxpayers from across the spectrum and the IRS continues to issue guidance. This session examines the SECURE 2.0 ACT and illustrates the way it impacts clients. Presented by Kathryn Keane.

Date & Time:

August 15-16, 2024
Attendee Check-In: 7:30 a.m. PT both days
Education: 8:00 a.m. - 5:00 p.m. both days
WA Chapter Annual Meeting on Aug. 15: 12:00 p.m. - 12:45 p.m.

Locations:

Hampton Inn Downtown-South
675 South McClellan St
Spokane, WA 99204
509-867-3676
The presentation will be broadcast live from this location.
Rooms available for $184/night with code Natp. Click here to book.
Register for Spokane, WA

Best Western Vancouver
1500 SE 167th Ave
Vancouver, WA 98683
360-891-1000
The presentation will be broadcast live to this location.
Room rates available at corporate discount: 8/14 & 8/15- single occupancy $160.65; double occupancy $177.65. 8/16: single occupancy $186.15; double occupancy $203.15.
Register for Vancouver, WA

Fees:

Early registration ends July 31, 2024. Print materials are included with registration. Lunch will be provided to all attendees on both days. Guest meals are available for non-attendees for a $75 fee, which covers lunch on both days.

Cancellation Policy:

Cancellations must be submitted to NATP by July 31, 2024 and are subject to a $75 fee.

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.

Previous Events