There are two topics that will be presented during the New York 2025 Fall Series. Each topic will be presented on different days as indicated with each location.
- Attendee check-in: 7:30 a.m. ET
- Education: 8:00 a.m. - 4:30 p.m.
Topic One Fees:
|
Early |
Standard |
|
| Member |
$275 |
$325 |
|
| Non-Member |
$325 |
$375 |
|
Topic Two Fees:
|
Early |
Standard |
|
| Member |
$250 |
$300 |
|
| Non-Member |
$300 |
$350 |
|
Early pricing deadline is listed with each location.
Registration includes meals and electronic PDF materials. Electronic materials will be emailed to registrants two (2) days before the event. Paper materials may be purchased for a $40 fee. These 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.
Syracuse Location
Dates
NY NATP Essential Annual Seminar - October 29, 2025
Early Pricing & Cancellation Deadline: October 22, 2025
NY NATP Essential NY Topics Seminar - October 30, 2025
Early Pricing & Cancellation Deadline: October 22, 2025
Hilton Garden Inn
6004 Fair Lakes Rd
East Syracuse, NY 13057
315-431-4800
Register for Syracuse (10/29) event
Register for Syracuse (10/29) event with paper materials
Register for Syracuse (10/30) event
Register for Syracuse (10/30) event with paper materials
Buffalo Location
Dates
NY NATP Essential Annual Seminar - November 10, 2025
Early Pricing & Cancellation Deadline: November 3, 2025
NY NATP Essential NY Topics Seminar - November 11, 2025
Early Pricing & Cancellation Deadline: November 3, 2025
HGI Buffalo Airport
4201 Genesee St
Buffalo, NY 14225
716-565-0040
Register for Buffalo (11/10) event
Register for Buffalo (11/10) event with paper materials
Register for Buffalo (11/11) event
Register for Buffalo (11/11) event with paper materials
Bayside Location
Dates
NY NATP Essential Annual Seminar - November 10, 2025
Early Pricing & Cancellation Deadline: November 3, 2025
NY NATP Essential NY Topics Seminar - November 11, 2025
Early Pricing & Cancellation Deadline: November 3, 2025
Adria Hotel & Conference Center
22117 Northern Blvd
Bayside, NY 11361
718-631-5900
Register for Bayside (11/10) event
Register for Bayside (11/10) event with paper materials
Register for Bayside (11/11) event
Register for Bayside (11/11) event with paper materials
Rochester Location
Dates
NY NATP Essential Annual Seminar - November 12, 2025
Early Pricing & Cancellation Deadline: November 5, 2025
NY NATP Essential NY Topics Seminar - November 13, 2025
Early Pricing & Cancellation Deadline: November 5, 2025
RIT Inn & Conference Center
5257 W Henrietta Rd
Henrietta, NY 14467
585-359-1800
Register for Rochester (11/12) event
Register for Rochester (11/12) event with paper materials
Register for Rochester (11/13) event
Register for Rochester (11/13) event with paper materials
Westbury Location
Dates
NY NATP Essential Annual Seminar - November 12, 2025
Early Pricing & Cancellation Deadline: November 5, 2025
NY NATP Essential NY Topics Seminar - November 13, 2025
Early Pricing & Cancellation Deadline: November 5, 2025
Viana Hotel
3998 Brush Hollow Rd
Westbury, NY 11590
516-338-7777
Register for Westbury (11/12) event
Register for Westbury (11/12) event with paper materials
Register for Westbury (11/13) event
Register for Westbury (11/13) event with paper materials
Fishkill Location
Dates
NY NATP Essential Annual Seminar - November 17, 2025
Early Pricing & Cancellation Deadline: November 10, 2025
NY NATP Essential NY Topics Seminar - November 18, 2025
Early Pricing & Cancellation Deadline: November 10, 2025
Hyatt House Fishkill
100 Westage Business Center Drive
Fishkill, NY 12524
845-897-5757
Register for Fishkill (11/17) event
Register for Fishkill (11/17) event with paper materials
Register for Fishkill (11/18) event
Register for Fishkill (11/18) event with paper materials
Albany Location
Dates
NY NATP Essential Annual Seminar - November 19, 2025
Annual Meeting: 12:00 p.m. - 1:00 p.m.
Early Pricing & Cancellation Deadline: November 12, 2025
NY NATP Essential NY Topics Seminar - November 20, 2025
Early Pricing & Cancellation Deadline: November 12, 2025
Century House
997 New Louden Rd
Latham, NY 12110
518-785-0931
Register for Albany (11/19) event
Register for Albany (11/19) event with paper materials
Register for Albany (11/20) event
Register for Albany (11/20) event with paper materials
Hauppauge Location
Dates
NY NATP Essential Annual Seminar - November 24, 2025
Early Pricing & Cancellation Deadline: November 17, 2025
NY NATP Essential NY Topics Seminar - November 25, 2025
Early Pricing & Cancellation Deadline: November 17, 2025
Radisson Hotel Hauppauge
110 Vanderbilt Motor Parkway
Hauppauge, NY 11788
631-305-2835
Register for Hauppauge (11/24) event
Register for Hauppauge (11/24) event with paper materials
Register for Hauppauge (11/25) event
Register for Hauppauge (11/25) event with paper materials
Tarrytown Location
Dates
NY NATP Essential Annual Seminar - December 8, 2025
Early Pricing d& Cancellation Deadline: December 1, 2025
NY NATP Essential NY Topics Seminar - December 9, 2025
Early Pricing & Cancellation Deadline: December 1, 2025
Sheraton Tarrytown
600 White Plains Rd
Tarrytown, NY 10591
914-332-7900
Register for Tarrytown (12/8) event
Register for Tarrytown (12/8) event with paper materials
Register for Tarrytown (12/9) event
Register for Tarrytown (12/9) event with paper materials
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.
On Demand Webinars
NYS Sales & Use Tax Series (On Demand Webinar)
Gain a comprehensive understanding of New York Sales and Use Tax—from foundational concepts to audit strategies. Explore each topic in detail and enjoy exclusive discounts when you register for multiple sessions. See below for the full series breakdown and pricing details.
- An Overview
Read More
Presented by Edward Arcara, CPA, PC. This on-demand webinar includes the presentation slides and a recording of the July 30, 2025 webinar broadcast. In this section, he covers and discusses the following rules, regulations and best practices:
- Who should register to be a New York State sales tax vendor and why.
- When to file your New York State sales tax reports based on the amount of tax you have collected.
- What goods or services are subject to New York State sales tax.
- The concept of Use Tax.
- What is the basis on which sales tax is calculated.
- What the difference is between an Exemption vs. Exclusion?
- Contractors
Read More
Presented by Edward Arcara, CPA, PC. This on-demand webinar includes the presentation slides and a recording of the Aug. 6, 2025 webinar broadcast. In this section, he covers and discusses the following rules, regulations and best practices:
- Who is considered a contractor?
- The difference between a General Contractor and a Subcontractor.
- What is the difference between an improvement vs. what a repair is.
- Who should be paying the sales tax? Contractor or Customer?
- The concept of who is the end user of the sale or service.
- What exemption forms should be used.
- Manufacturing
Read More
Presented by Edward Arcara, CPA, PC. This on-demand webinar includes the presentation slides and a recording of the Aug. 13, 2025 webinar broadcast. In this section, he covers and discusses the following rules, regulations and best practices:
- What is considered manufacturing.
- What is the production process.
- What types of purchases are exempt from sales tax.
- What type of services are exempt from sales tax.
- The use of parts and tools during the manufacturing process.
- NYS Sales Tax Audit
Read More
Presented by Edward Arcara, CPA, PC. This on-demand webinar includes the presentation slides and a recording of the Aug. 27, 2025 webinar broadcast. In this section, he covers and discusses the following rules, regulations and best practices:
- How entities are selected for audit.
- The types of audits (desk vs. field audit).
- What are the two areas that are the focus of a sales tax audit.
- What is a "test period" review and what are the key issues.
- What recourses are available if you disagree with the audit findings.
- Bulk Sales & Other Items
Read More
Presented by Edward Arcara, CPA, PC. This on-demand webinar includes the presentation slides and a recording of the Sept. 3, 2025 webinar broadcast. In this section, he covers and discusses the following rules, regulations and best practices:
- What is considered a bulk sale.
- What is the form number to be filed.
- Who is required to fill in this form.
- When and where is this form required to be filed.
- Why is this form required and what are the ramifications of not filling this form.
- What information is required to file this form.
- Who is considered a Responsible Person.
The video and material will be available until December 31, 2025.
Fees:
|
Standard |
| Member |
$75 |
| Non-Member |
$75 |
|
Discounts:
Each on-demand webinar is priced at $75. After the series is complete, attendees may qualify for a refund based on how many sessions they purchased:
- Purchase any 3 of the 5 on-demand webinars: Pay $225 upfront and receive a $30 refund (final cost: $195).
- Purchase all 5 on-demand webinars: Pay $375 upfront and receive an $80 refund (final cost: $295).
How it works:
Email proof of payment (receipt from NATP) to the New York Chapter. The New York Chapter will verify your purchase and forward the request to the treasurer for processing your refund.
Cancellation Policy:
Because this is an online education offering, it is nonrefundable.
| Hours |
Field of Study |
|
| 2 |
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 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.
Read More
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.
Read More
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.
Read More
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.
Read More
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.
Read More
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:
|
|
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.
Read More
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.
