NY NATP 2025 Summer Series
There are two topics that will be presented during the New York Summer Series. Each topic will be presented on different days as indicated with each location.
- Topic One - Preparing S Corporation Returns:
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Many tax professionals are expanding their client base to include business clients. As a result, they need to know how to prepare a tax return for an S corporation, which is a common tax classification. This course is designed for tax professionals who are new to preparing S corporation tax returns. The course material explains how to become an S corporation and guides tax professionals through Form 1120-S, U.S. Income Tax Return for an S Corporation, and its accompanying schedules. We begin with an example, and as the text progresses, we apply the course material to the example and finish with a completed Form 1120-S. Presented by Kathryn Keane, EA.
- Topic Two - NY NATP Summer Series Day 2 S Corp Topics:
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Session 1 touches on a variety of S Corp topics: substantiate reasonable compensation; examine tax consequences when shareholders fail to take reasonable compensation; identify assets subject to the BIG tax; calculate/summarize the BIG tax reporting requirements; explain how shareholders are taxed on the sale of S Corp stock; tax consequences of an S Corp stock redemption; recognize when a change in stock ownership inadvertently terminates the S election; determine the date of liquidation; explain how the S Corp and its shareholders are taxed in a liquidation; prepare a final 1120-S; compute the shareholder's stock and debt basis in an S corp; reconstruct basis that has not been tracked; identify basis in items acquired by various means, including purchase, creation, gift or inheritance; distinguish between cost basis, adjusted basis and basis other than cost; apply the timing and ordering rules for basis adjustments; complete Form 8594. Session 2 deals with Pass Through Entity Tax, which was created in response to the SALT Limitation. Tax Reform restricts the amount of state and local income taxes deductible on federal Schedule A, Itemized Deductions, to $10,000 ($5,000 for married filing separately). Simplistically stated, the PTET allows the entity to pay an amount equivalent to the amount of tax due on items of income, loss and deductions in the hands of the individual partners/shareholders. Over 20 states have a PTET. Some states created a nonrefundable tax credit for the partners/shareholders. In New York State, the PTE Tax Credit is refundable for both residents and non-residents.
Credits Offered
- NY NATP Preparing S Corporation Returns: 8 Federal Tax Law Topic
- NY NATP Summer Series Day 2 S Corp Topics: 8 Federal Tax Law Topic
All locations:
Check In begins at 7:30 a.m. ET
Education: 8:00 a.m. - 4:30 p.m.
Fees: NY NATP Preparing S Corporation Returns
|
Early |
Standard |
|
| Member |
$275 |
$325 |
|
| Non-Member |
$325 |
$375 |
|
| Paper Materials |
$40 |
|
|
Fees: NY NATP Summer Series Day 2 S Corp Topics
|
Early |
Standard |
|
| Member |
$275 |
$325 |
|
| Non-Member |
$325 |
$375 |
|
| Paper Materials |
$40 |
|
|
Early pricing deadline is listed with each location.
Registration includes meals and electronic PDF materials. PDF materials will be sent via email two (2) days before the event. All purchased paper materials will be distributed at the event.
Cancellation Policy:
Cancellations must be submitted to NATP by the dates listed with each location and are subject to a $50 fee.
Tarrytown Location
Dates
NY NATP Preparing S Corporation Returns - August 5, 2025
Early Pricing deadline: July 22, 2025
Cancellation deadline: July 29, 2025
NY NATP Summer Series Day 2 S Corp Topics - August 6, 2025
Early Pricing deadline: July 22, 2025
Cancellation deadline: July 29, 2025
Sheraton Tarrytown
600 White Plains Rd
Tarrytown, NY 10591
914-332-7900
Aug. 5-Tarrytown Register Now
Aug. 6-Tarrytown Register Now
Westbury Location
Dates
NY NATP Preparing S Corporation Returns - August 7, 2025
Early Pricing deadline: July 24, 2025
Cancellation deadline: July 31, 2025
NY NATP Summer Series Day 2 S Corp Topics - August 8, 2025
Early Pricing deadline: July 24, 2025
Cancellation deadline: July 31, 2025
Viana Hotel
3998 Brush Hollow Rd
Westbury, NY 11590
516-338-7777
Aug. 7-Westbury Register Now
Aug. 8-Westbury Register Now
Waterloo Location
Dates
NY NATP Preparing S Corporation Returns - August 11, 2025
Early Pricing deadline: July 28, 2025
Cancellation deadline: August 4, 2025
NY NATP Summer Series Day 2 S Corp Topics - August 12, 2025
Early Pricing deadline: July 28, 2025
Cancellation deadline: August 4, 2025
Del Lago
1133 Route 414
Waterloo, NY 13165
315-946-1824
Aug. 11-Waterloo Register Now
Aug. 12-Waterloo Register Now
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.
NY NATP IT203 Nonresident & Part Year Resident (On Demand Webinar)
This on-demand webinar includes the presentation slides and a recording of the January 8, 2025 webinar broadcast.
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This on-demand webinar deals with the filing intricacies a New York State connected taxpayer may encounter as well as the following:
- Determine the effects nonresident and part year residency could have on filing status.
- Explain key definitions including domicile, residence, permanent place of abode and statutory resident.
- Cover the primary and secondary factors in determining domicile.
- Learn the types of New York income sourced to nonresidents.
- Discuss types of income requiring allocation and review the income allocation worksheet.
- Explain the three-factor apportionment method, special accruals and preparation of form IT-2663, Nonresident real property estimated income tax.
- Discuss Telecommuting including the Convenience Rule
Presented by Richard Rottkamp, EA. The video and material will be available until December 1, 2025.
Fees:
|
|
Standard |
|
| Member |
$40 |
|
|
| Non-Member |
$40
|
|
Cancellation Policy:
Because this is an online education offering, it is nonrefundable.
| Hours |
Field of Study |
|
| 1 |
State Tax Topic/Update |
|
No CPE or state CE is included.
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.
NY NATP Preparing a Basic IT 201 Tax Return (On Demand Webinar)
This on-demand webinar includes the presentation slides and a recording of the December 17, 2024 webinar broadcast.
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This hands on course will discuss the ins and outs of preparing a basic NY IT201 Tax Return. We will review filing requirements, filing status, most common adjustments to NYS Income and introduce some basic NYS Tax credits.
Presented by Dan Paoletti, EA. The video and material will be available until December 1, 2025.
Fees:
|
|
Standard |
|
| Member |
$40 |
|
|
| Non-Member |
$40
|
|
Cancellation Policy:
Because this is an online education offering, it is nonrefundable.
| Hours |
Field of Study |
|
| 1 |
State Tax Topic/Update |
|
No CPE or state CE is included.
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.
NY NATP NY State Modifications (On Demand Webinar)
This on-demand webinar includes the presentation slides and a recording of the December 18, 2024 webinar broadcast.
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New York State tax returns are prepared after the federal return has been completed. Tax professionals begin with federal adjusted gross income (AGI) then apply the numerous New York State modifications to income. More commonly used modifications are the primary focus, while rarely used modifications are presented for awareness only. At the end of the section, attendees should be able to recognize and correctly calculate common NYS adjustments to income and be aware of the less common NYS adjustments to income.
Presented by Dan Paoletti, EA. The video and material will be available until December 1, 2025.
Fees:
|
|
Standard |
|
| Member |
$40 |
|
|
| Non-Member |
$40
|
|
Cancellation Policy:
Because this is an online education offering, it is nonrefundable.
| Hours |
Field of Study |
|
| 1 |
State Tax Topic/Update |
|
No CPE or state CE is included.
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.
NY NATP NY State Individual Tax Credits (On Demand Webinar)
This on-demand webinar includes the presentation slides and a recording of the December 19, 2024 webinar broadcast.
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New York State and the City of New York, offer many tax credits. Some are simple and handled by professional tax software with little or no additional steps while others require filing. This module addresses the more common and most recently enacted tax credits. After attending this session, attendees should be able to:
- Recognize commonly used New York State and New York City tax credits
- Advise clients on potential tax credits in tax planning
- Properly calculate and apply commonly used NYS/NYC tax credits
- Understand ordering and carryover rules and determine when they apply
- Recognize Awareness Topics in credits and Other NYS Taxes
Presented by Dan Paoletti, EA. The video and material will be available until December 1, 2025.
Fees:
|
|
Standard |
|
| Member |
$40 |
|
|
| Non-Member |
$40
|
|
Cancellation Policy:
Because this is an online education offering, it is nonrefundable.
| Hours |
Field of Study |
|
| 1 |
State Tax Topic/Update |
|
No CPE or state CE is included.
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.
Late Breaking NYS Update (On Demand Webinar)
This on-demand webinar includes the presentation slides and a recording of the January 21, 2025 webinar broadcast.
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This seminar will update members on the most recent changes in NY tax law changes that are known. 2024 has been a unique year in many ways. See how New York is addressing some of the tax areas that have come up.
Presented by Kathryn Keane, EA. The video and material will be available until December 1, 2025.
Fees:
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|
Standard |
|
| Member |
$0 |
|
|
| Non-Member |
Not Available
|
|
Cancellation Policy:
Because this is an online education offering, it is nonrefundable.
| Hours |
Field of Study |
|
| 1 |
State Tax Topic/Update |
|
No CPE or state CE is included.
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.
NYC Part Year Resident and IT-360.1 (On Demand Webinar)
This on-demand webinar includes the presentation slides and a recording of the January 22, 2025 webinar broadcast.
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This hands on session will explore the special rules for Taxpayers moving in to and out of New York City. We will discuss the form IT360.1 Change of City Resident Status and during the session we will work through real life examples for Taxpayers who are required to file this form
Presented by Kathryn Keane, EA. The video and material will be available until December 1, 2025.
Fees:
|
|
Standard |
|
| Member |
$30 |
|
|
| Non-Member |
$30
|
|
Cancellation Policy:
Because this is an online education offering, it is nonrefundable.
| Hours |
Field of Study |
|
| 1 |
State Tax Topic/Update |
|
No CPE or state CE is included.
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.
