​​​​​​​​​​​​​​​​​​​​Kentucky Chapter Education

2025 KY NATP Annual Meeting

This event will offer the following education:

• Life of an Asset
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  In this session, we will examine a piece of property in different aspects, from that of being a home to a rental house to a sidewalk cafe. This course features putting various items into and out of service, as well as doing conversions and showing gain and how it is taxed. Presented by Kathy Morgan.
• Cancellation of Debt
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  (Cancellation of Debt: Foreclosures, Exclusions, Bankruptcy, Net Operating Losses, and Attribute Reductions) The course addresses how Cancellation of Debt plays into tax returns, basis, and other tax issues. This session includes all of the topics listed above at various depths and for various lengths. Presented by Kathy Morgan.
• Net Operating Loss
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  This session's first section is a primer on Net Operating Losses and the way they operate up through the Tax Cuts and Jobs Act rules. The second part is Net Operation Losses under the CARES Act. The course also includes Net Operating Loss interactions with other topics under CARES, such as EBL, PAL, and depreciation changes.​ Presented by Kathy Morgan.
• Casualties, Disasters, and Ponzi's
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  This session will cover the rules regarding claims of casualty and theft losses for individuals and businesses. The session will also cover investment casualties/thefts and PONZI schemes, as well as federally declared disaster areas and other disasters. Necessary substantiation and documentation, as well as safe harbors will be explored. Presented by Kathy Morgan.
• KY/IN Reciprocal States
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  This session will explore the nuances of the reciprocal states of KY and IN. KY and IN specific reciprocal state rules will be discussed and examples of how to prepare the reciprocal return will be given. This session is important for preparers that live in areas that work with taxpayers who may live in one state, but work in the other. The course will show how to handle these specific criteria. Presented by Martha Nest & Daniel Valcarcel.

Register Now!

Date & Time:

September 18-19, 2025
Attendee Check-In on Sept. 18: 12:30 p.m. CST
Education: 1:00 p.m.
Attendee Check-In on Sept. 19: 7:30 a.m.
Annual Meeting: 12:30 p.m. - 1:00 p.m.
Education: 8:00 a.m. - 5:00 p.m.

Location:

Holiday Inn Riverfront
701 West 1st Street
Owensboro, KY 42031
270-683-1111
The room block includes 25 king bed/single rooms and 5 queen bed/double rooms. Reserve your room today!

Fees:

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.

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