NY Chapter Member Gathering at Taxposium
This is a free member gathering for NY chapter members. No registration is needed. Refreshments and light snacks will be available. The event will last approximately one hour.
Date & Time:
July 23, 2024
6:30 p.m. - 7:30 p.m. ET
Location:
Phin's Lounge
Swan & Dolphin Resort
1500 Epcot Resorts Blvd
Orlando, FL 32830
NY NATP 2024 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 Partnership Returns:
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This course is perfect for tax professionals who want to begin learning how to prepare Form 1065, U.S. Return of Partnership Income. Not only does this course cover the basics of partnership taxation, but it also covers the step-by-step process of completing a partnership return and the accompanying schedules, tracking the partner's basis and finishes with a comprehensive case study. You'll leave with an understanding of the tax consequences of distributions from a partnership.
- Topic Two - Introduction to Estates & Form 1041:
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When a taxpayer passes away, their assets become part of their estate. Those assets can generate income, which may require the taxpayer (decedent) to file Form 1041, U.S. Income Tax Return for Estates and Trusts (fiduciary income tax return). This course explains the basic rules governing the administration of a decedent's estate and how to prepare Form 1041 for a decedent's estate. Learn about the income and expenses, and the accounting concepts surrounding a fiduciary income tax return. The course contains examples throughout that culminate in a full return at the end of the course. We will go line by line with the examples also covering the NYS portions.
CPE: IRS 8 each day - Federal Tax Law Topic
All locations:
Check In begins at 7:30 a.m. ET
Education: 8:00 a.m. - 4:30 p.m. ET
Fees:
|
Early |
Standard |
|
| Member |
$275 |
$325 |
|
| Non-Member |
$325 |
$375 |
|
| Paper Materials |
$40 |
|
|
Pricing is per day. Early pricing deadline is listed with each location.
Registration includes meals and PDF materials. Instructions to download 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.
Westbury Location
Dates
Preparing Partnership Returns - Aug. 5, 2024
Early Pricing deadline: July 22, 2024
Cancellation deadline July 29, 2024
Introduction to Estates & Form 1041 - Aug. 6, 2024
Early Pricing deadline: July 22, 2024
Cancellation deadline: July 29, 2024
Instructor: Kathryn Keane, EA.
Viana Hotel
3998 Brush Hollow Rd
Westbury, NY 11590
516-338-7777
Aug. 5 Register Now
Aug. 6 Register Now
Syracuse Location
Dates
Preparing Partnership Returns - Aug. 12, 2024
Early Pricing deadline: July 29, 2024
Cancellation deadline: Aug. 5, 2024
Introduction to Estates & Form 1041 - Aug. 13, 2024
Early Pricing deadline: July 29, 2024
Cancellation deadline: Aug. 5, 2024
Instructors: George Powers, EA and Ed Arcara, CPA.
Hilton Garden Inn
6004 Fair Lakes Rd
E. Syracuse, NY 13057
315-431-4800
Aug. 12 Register Now
Aug. 13 Register Now
Buffalo Location
Dates
Preparing Partnership Returns - Aug. 14, 2024
Early Pricing deadline: July 31, 2024
Cancellation deadline: Aug. 7, 2024
Introduction to Estates & Form 1041 - Aug. 15, 2024
Early Pricing deadline: July 31, 2024
Cancellation deadline: Aug. 7, 2024
Instructors: George Powers, EA and Ed Arcara, CPA.
HGI Buffalo Airport
4201 Genesee St
Buffalo, NY 14225
716-565-0040
Aug. 14 Register Now
Aug. 15 Register Now
Fishkill Location
Dates
Preparing Partnership Returns - Aug. 19, 2024
Early Pricing deadline: Aug. 5, 2024
Cancellation deadline: Aug. 12, 2024
Introduction to Estates & Form 1041 - Aug. 20, 2024
Early Pricing deadline: Aug. 5, 2024
Cancellation deadline: Aug. 12, 2024
Instructors: George Powers, EA and Ed Arcara, CPA.
Hyatt House Fishkill
100 Westgate Business Center Drive
Fishkill, NY 12524
845-897-5757
Aug. 19 Register Now
Aug. 20 Register Now
Albany Location
Dates
Preparing Partnership Returns - Aug. 21, 2024
Early Pricing deadline: Aug. 7, 2024
Cancellation deadline: Aug. 14, 2024
Introduction to Estates & Form 1041 - Aug. 22, 2024
Early Pricing deadline: Aug. 7, 2024
Cancellation deadline: Aug. 14, 2024
Instructors: George Powers, EA and Ed Arcara, CPA.
Century House
997 New Louden Rd
Latham, NY 12110
518-785-0931
Aug. 21 Register Now
Aug. 22 Register Now
Tarryton Location
Dates
Preparing Partnership Returns - Aug. 26, 2024
Early Pricing deadline: Aug. 12, 2024
Cancellation deadline: Aug. 19, 2024
Introduction to Estates & Form 1041 - Aug. 27, 2024
Early Pricing deadline: Aug. 12, 2024
Cancellation deadline: Aug. 19, 2024
Instructor: Kathryn Keane, EA.
Sheraton Tarrytown
600 White Plains Rd
Tarrytown, NY 10591
914-332-7900
Aug. 26 Register Now
Aug. 27 Register Now
Hauppauge Location
Dates
Preparing Partnership Returns - Aug. 28, 2024
Early Pricing deadline: Aug. 14, 2024
Cancellation deadline: Aug. 21, 2024
Introduction to Estates & Form 1041 - Aug. 29, 2024
Early Pricing deadline: Aug. 14, 2024
Cancellation deadline: Aug. 21, 2024
Instructor: Kathryn Keane, EA.
Radisson Hotel Hauppauge
110 Vanderbuilt Motor Parkway
Hauppauge, NY 11788
631-305-2835
Aug. 28 Register Now
Aug. 29 Register Now
Bayside Location
Dates
Preparing Partnership Returns - Sept. 4, 2024
Early Pricing deadline: Aug. 21, 2024
Cancellation deadline: Aug. 28, 2024
Introduction to Estates & Form 1041 - Sept. 5, 2024
Early Pricing deadline: Aug. 21, 2024
Cancellation deadline: Aug. 28, 2024
Instructor: Kathryn Keane, EA.
Adria Hotel & Conference Center
22117 Northern Blvd
Bayside, NY 11361
718-631-5900
Sept. 4 Register Now
Sept. 5 Register Now
Preparing a Basic IT 201 Tax Return (On Demand Webinar)
This on-demand webinar includes the presentation slides and a recording of the December 19, 2023 webinar broadcast.
Read Less
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.
Available until December 1, 2024.
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 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.
Preparing a Basic IT 201 in Spanish (On Demand Webinar)
This on-demand webinar includes the presentation slides and a recording of the December 20, 2023 webinar broadcast.
Read Less
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. Entire Course is in Spanish.
Available until December 1, 2024.
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 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 NYS Individual Tax Credits (On Demand Webinar)
This on-demand webinar includes the presentation slides and a recording of the January 5, 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
Available until December 1, 2024
Register Now!
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 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 NYS Modifications (On Demand Webinar)
This on-demand webinar includes the presentation slides and a recording of the January 6, 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.
Available until December 1, 2024
Register Now!
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 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 IT203 Nonresident/Part Year Resident (On Demand Webinar)
This on-demand webinar includes the presentation slides and a recording of the January 10, 2024 webinar broadcast.
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This 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
Available until December 1, 2024.
Register Now!
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 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 2024 Late Breaking NYS Update (On Demand Webinar)
Available to members ONLY. This on-demand webinar includes the presentation slides and a recording of the January 23, 2024 webinar broadcast.
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This on-demand webinar will update members on the most recent changes in NY tax law changes that are known. 2023 has been a unique year in many ways. See how New York is addressing some of the tax areas that have come up.
Available until December 1, 2024.
Register Now!
Fees:
|
|
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 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 Retiree & NYS (On Demand Webinar)
This on-demand webinar includes the presentation slides and a recording of the January 24, 2024 webinar broadcast.
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This webinar will discuss the two NY retirement income exclusions: The Pension and Annuity Income Exclusion and the Pensions of New York State, Local Governments and the Federal Government Exclusion. It will also provide a thorough review of the federal issues.
Objectives:
- Review nonresident retirees.
- Review both pension exclusions.
- Review decedent issues Review beneficiary issues.
Available until December 1, 2024.
Register Now!
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 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.
Previous Events
| NY NATP Retiree and NYS Webinar |
Jan. 2024 |
Webinar |
| NY NATP 2024 Late Breaking NYS Update |
Jan. 2024 |
Webinar |
| NYS IT203 Nonresident and Part Year Resident |
Jan. 2024 |
Webinar |
| New York State Modifications |
Jan. 2024 |
Webinar |
| New York State Individual Tax Credits |
Jan. 2024 |
Webinar |
| Preparing a Basic IT 201 Tax Return - Spanish |
Dec. 2023 |
Webinar |
| Preparing a Basic IT 201 Tax Return |
Dec. 2023 |
Webinar |
| Fall Series (NY NATP Essential Annual Seminar and NY NATP Essential NY Topics Seminar) |
Oct. - Nov. 2023 |
Multiple Locations |
| Summer Series (Preparing S Corporation Returns and Intermediate S Corporations) |
July & Aug. 2023 |
Multiple Locations |
| New York NATP Member Gathering at Taxposium |
July 2023 |
San Antonio, TX |
| Late Breaking NYS Update |
Jan. - April 2023 |
On Demand Webinar |
| IT203 Nonresident and Part Year Resident |
Jan. - April 2023 |
On Demand Webinar |
| Preparing a Basic IT 201 Tax Return |
Dec. - April 2023 |
On Demand Webinar |
| Preparing a Basic IT 201 Tax Return in Spanish |
Dec. - April 2023 |
On Demand Webinar |
| 2022 NY Chapter Annual Meeting |
Nov. - April 2023 |
On Demand Webinar |
| NY NATP Late Breaking NYS Update |
Jan. 2023 |
Webinar |
| NY NATP IT203 Nonresident and Part Year Resident |
Jan. 2023 |
Webinar |
| NY NATP Preparing a Basic IT201 Tax Return in Spanish |
Dec. 2022 |
Webinar |
| NY NATP Preparing a Basic IT201 Tax Return |
Dec. 2022 |
Webinar |
| NY Annual Meeting |
Nov. 2022 |
Fishkill, Syracuse and Webinar |
| Fall Series (Essential Annual and Essential NY Topics Annual Seminars) |
Oct. - Dec. 2022 |
Multiple Locations |
| Summer Series (Intermediate S Corps and Nuts and Bolts of Trusts) |
Aug. 2022 |
Multiple Locations |
| Preparing a NYS IT201 Basic Tax Return ODW |
Jan. - Apr. 2022 |
On Demand Webinar |
| NYS IT203 Nonresident and Part Year Resident ODW |
Jan. - Apr. 2022 |
On Demand Webinar |
| NYS and the Retiree ODW |
Dec. 2021 - Apr. 2022 |
On Demand Webinar |
| Preparing a NYS IT201 Basic Tax Return |
Jan. 2022 |
Webinar |
| NYS IT203 Nonresident and Part Year Resident |
Jan. 2022 |
Webinar |
| NYS and the Retiree |
Dec. 2021 |
Webinar |
| 2021 NY NATP Annual Meeting and NY Hot Topics |
Dec. 2021 |
Webinar |
| NY 2021 Winter Preparing S Corporation Returns-Hauppauge |
Dec. 2021 |
Hauppauge |
| Essential Annual Seminar and Comprehensive 201/203 series |
Oct. - Dec. 2021 |
Multiple Locations |
| Summer Series |
Aug. - Sept. 2021 |
Multiple Locations |
| NYS and the CARES Act - Repeat Broadcast |
Jan. 2021 |
Webinar |
| NYS and the CARES Act |
Jan. 2021 |
Webinar |
| NY NATP Preparing a Basic IT201 Tax Return in Spanish |
Jan. 2021 |
Webinar |
| NY NATP Preparing a Basic IT201 Tax Return |
Jan. 2021 |
Webinar |
| NY Annual Meeting and NY Hot Topics |
Dec. 2020 |
Webinar |
| NY NATP 2020 Form IT-203 Nonresident, Part Year Resident |
Nov. 2020 |
Webinar |
| NY NATP 2020 Form IT-201/203 Credits and Other Taxes |
Nov. 2020 |
Webinar |
| 2020 Form IT-201/203 Adjustments to Federal AGI |
Nov. 2020 |
Webinar |
| Summer Series |
Aug. - Sept. 2020 |
Multiple Locations |
| Fall Series |
Oct. - Dec. 2019 |
Multiple Locations |
| Summer Series |
Aug. - Sept. 2019 |
Multiple Locations |
| Fall Series |
Oct. - Dec. 2018 |
Multiple Locations |
| Summer Series |
Aug. 2018 |
Multiple Locations |
More information about upcoming events can be found on our website.
