Arizona Chapter Education
AZ NATP 2024 Tax Update - Mesa
This event will offer the following education:
- Keeping your Ethics Virus Free: A Trip to Fantasy Land:
Read More
Keep your tax offices compliant with Circular 230 with an emphasis on best practices for communication. Learn what tools are acceptable for sharing client's information with outside sources, how to advise clients, and act with integrity before the IRS. Come join us for sunrise ethics guaranteed to keep you awake! Presented by Lin Leclair, EA.
- Injured Vs. Innocent Spouse:
Read More
As tax professionals, we know that married taxpayers may not want to be held responsible for the tax liabilities of their spouse. The differences between innocent spouse and injuredspouse will be clarified. We will also determine whether relief is available if a refund is recaptured due to a Notice of Offset or if unpaid liabilities linger after the marriage dissolves. Topics will include: types of innocent spouse relief, impact of community property on innocent / injured spouse claims, and timing issues. Presented by Sara Leone, CPA.
- 2024 AZ Tax Update:
Read More
The AZ NATP Tax Update seminar is one of only a handful of workshops where Arizona Tax Topics are presented by tax practitioners. We will review legislative changes including updates to tax withholding and electronic payments, charitable credits, TPT licensing and more! Presented by Katherine Gudgel, EA, PhD.
- 2024 Federal Tax Updates:
Read More
Each year the AZ Chapter of NATP presents the latest updates on tax laws and issues. Topics this year will include planning for the end of Tax Cuts and Jobs Act (TCJA) provisions, SECURE 2.0, and the latest on 1099-K and 1099-DA reporting, Corporate Transparency Act, energy credits, and much more. Presented by Jaye Tritz, EA, CFP.
- 2024 Hot Topics Panel:
Read More
Many sole-practitioners have clients with tough tax questions, but may not have a colleague to help brainstorm the solution. Did you realize that a presentation addressed an issue you had researched, but would like to ask a subject matter expert about the application to a particular client situation? Or perhaps you have questions about the latest tax law changes and want to make sure you understand it correctly. Here is your opportunity to address your federal tax-related questions to a panel of experienced professionals. Note: questions must be submitted in writing at the seminar in order to enable property reporting for CE. Presented by Lin Leclair, EA; Sara Leone, CPA; Katherine Gudgel, EA, PhD; Jaye Tritz, EA, CFP.
See our
event flyer for more details!
Register Now!
Date & Time:
December 6, 2024
Attendee Check-In: 7:00 a.m. AZ Time
Education: 7:30 a.m. - 5:00 p.m.
Location:
DoubleTree by Hilton Phoenix Mesa
1011 West Holmes Ave
Mesa, AZ 85210
480-833-5555
Fees:
| Early | Standard | |
|---|
| Member | $249 | $279 | |
| Non-Member | $279 | $309 | |
| | | |
Early pricing available until November 20, 2024.
Registration includes print and electronic materials. Attendees will receive a link to the electronic materials the night before the seminar. If you are unable to attend the seminar and would like to purchase the E-materials only, the fee is $100.
Contact Bonnie Smith for more information.
Continental breakfast and lunch are included with registration.
Cancellation Policy:
Cancellations must be submitted to NATP by December 3, 2024, and are subject to a $50 fee.
| Credits/Hours | Field of Study | | |
|---|
|
| 2 | Ethics | | |
| 1 | State Tax Topic/Update | | |
| 4 | Federal Tax Law Topic | | |
| 2 | Federal Tax Law Update | | |
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.
AZ NATP 2024 Tax Update - Spanish
This event will offer the following education in Spanish:
- Education Credits:
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Federal tax credits, including the American Opportunity Tax Credit and the Lifetime Learning Credit can significantly reduce the cost of attending college and a taxpayer's tax liability. In addition, 529 plans and other special savings plans allow taxpayers to save for college or other educational opportunities. We will be discussing the tax laws surrounding these credits and savings plans and how to report them on the tax return. This session and the handouts will be in Spanish. Presented by Maria E Ponce.
- 2024 Federal Tax Updates:
Read More
Each year the AZ Chapter of NATP presents the latest updates on tax laws andissues. Topics this year will include planning for the end of Tax Cuts and Jobs Act (TCJA) provisions, SECURE 2.0, and the latest on 1099-K and 1099-DA reporting, Corporate Transparency Act, energy credits, and much more. This session and the handouts will be in Spanish. Presented by Liliana Davalos, AFSP, CAA.
- 2024 AZ Tax Update:
Read More
Each year the AZ Chapter of NATP presents the latest updates on tax laws and issues. Topics this year will include planning for the end of Tax Cuts and Jobs Act (TCJA) provisions, SECURE 2.0, and the latest on 1099-K and 1099-DA reporting, Corporate Transparency Act, energy credits, and much more. This session and the handouts will be in Spanish. Presented by Liliana Davalos, AFSP, CAA.
- Ethics: Problematic Clients:
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The ethics surrounding the following problematic clients will be discussed: Clients whose records are imperfect; Clients who attempt to push preparers beyond their comfort zone; Clients whose lives fall apart and are now divorcing; and Clients who don't understand the Obamacare credit, among other things. This session will be in Spanish. Presented by Gregory Robinson, JD.
- 2024 Hot Topics Panel:
Read Less
Many sole-practitioners have clients with tough tax questions, but may not have a colleague to help brainstorm the solution. Did you realize that a presentation addressed an issue you had researched, but would like to ask a subject matter expert about the application to a particular client situation? Or perhaps you have questions about the latest tax law changes and want to make sure you understand it correctly. Here is your opportunity to address your federal tax-related questions to a panel of experienced professionals. Note: questions must be submitted in writing at the seminar in order to enable property reporting for CE. This session will be in Spanish. Presented by Liliana Davalos, AFSP, CAA; Maria E Ponce; Gregory Robinson, JD.
See our
event flyer for more information!
Register Now!
Date & Time:
December 6, 2024
Attendee Check-In: 7:00 a.m. AZ Time
Education: 7:30 a.m. - 5:00 p.m.
Location:
DoubleTree by Hilton Phoenix Mesa
1011 West Holmes Ave
Mesa, AZ 85210
480-833-5555
Fees:
| Early | Standard | |
|---|
| Member | $249 | $279 | |
| Non-Member | $279 | $309 | |
| | | |
Early pricing available until November 20, 2024.
Registration includes print and electronic materials. Attendees will receive a link to the electronic materials the night before the seminar. If you are unable to attend the seminar and would like to purchase the E-materials only, the fee is $100.
Contact Bonnie Smith for more information.
Continental breakfast and lunch are included with registration.
Cancellation Policy:
Cancellations must be submitted to NATP by December 3, 2024, and are subject to a $50 fee.
| Credits/Hours | Field of Study | | |
|---|
|
| 2 | Ethics | | |
| 1 | State Tax Topic/Update | | |
| 4 | Federal Tax Law Topic | | |
| 2 | Federal Tax Law Update | | |
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.
AZ NATP 2024 Tax Update - Tucson
This event will offer the following education:
- Keeping your Ethics Virus Free:
Read More
Keep your tax offices compliant with Circular 230 with an emphasis on best practices for communication. Learn what tools are acceptable for sharing client's information with outside sources, how to advise clients, and act with integrity before the IRS. Come join us for sunrise ethics guaranteed to keep you awake! Presented by Lin Leclair, EA.
- Injured Vs. Innocent Spouse:
Read More
As tax professionals, we know that married taxpayers may not want to be held responsible for the tax liabilities of their spouse. The differences between innocent spouse and injuredspouse will be clarified. We will also determine whether relief is available if a refund is recaptured due to a Notice of Offset or if unpaid liabilities linger after the marriage dissolves. Topics will include: types of innocent spouse relief, impact of community property on innocent / injured spouse claims, and timing issues. Presented by Sara Leone, CPA.
- 2024 AZ Tax Update:
Read More
The AZ NATP Tax Update seminar is one of only a handful of workshops where Arizona Tax Topics are presented by tax practitioners. We will review legislative changes including updates to tax withholding and electronic payments, charitable credits, TPT licensing and more! Presented by Katherine Gudgel, EA., PhD
- 2024 Federal Tax Updates:
Read More
Each year the AZ Chapter of NATP presents the latest updates on tax laws and issues. Topics this year will include planning for the end of Tax Cuts and Jobs Act (TCJA) provisions, SECURE 2.0, and the latest on 1099-K and 1099-DA reporting, Corporate Transparency Act, energy credits, and much more. Presented by Katherine Gudgel, EA, PhD.
- 2024 Hot Topics Panel:
Read More
Many sole-practitioners have clients with tough tax questions, but may not have a colleague to help brainstorm the solution. Did you realize that a presentation addressed an issue you had researched, but would like to ask a subject matter expert about the application to a particular client situation? Or perhaps you have questions about the latest tax law changes and want to make sure you understand it correctly. Here is your opportunity to address your federal tax-related questions to a panel of experienced professionals. Note: questions must be submitted in writing at the seminar in order to enable property reporting for CE. Presented by Lin Leclair, EA; Sara Leone, CPA; Katherine Gudgel, EA, PhD
See our
event flyer for more details!
Register Now!
Date & Time:
December 9, 2024
Attendee Check-In: 7:00 a.m. AZ Time
Education: 7:30 a.m. - 5:00 p.m.
Location:
Viscount Hotel
4855 E Broadway
Tucson, AZ 85711
520-745-6500
Fees:
| Early | Standard | |
|---|
| Member | $249 | $279 | |
| Non-Member | $279 | $309 | |
| | | |
Early pricing available until November 20, 2024.
Registration includes print and electronic materials. Attendees will receive a link to the electronic materials the night before the seminar. If you are unable to attend the seminar and would like to purchase the E-materials only, the fee is $100.
Contact Bonnie Smith for more information.
Continental breakfast and lunch are included with registration.
Cancellation Policy:
Cancellations must be submitted to NATP by December 3, 2024, and are subject to a $50 fee.
| Credits/Hours | Field of Study | | |
|---|
|
| 2 | Ethics | | |
| 1 | State Tax Topic/Update | | |
| 4 | Federal Tax Law Topic | | |
| 2 | Federal Tax Law Update | | |
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.
Introduction to the AZ-140 (On Demand Webinar)
This on-demand webinar includes the presentation slides and a recording of the October 29, 2024 webinar broadcast.
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Many tax preparers receive training on federal tax law – but don't ever receive training specific to Arizona tax returns, and are instead either self-taught (reading AZ DOR publications or the AZ Revised Statutes) or learn on the fly when clients mention something. This webinar will help you stay ahead of the game by identifying many of the differences between the Federal 1040 and the AZ 140 and their associated forms as it relates to income (i.e. investments, retirement), deductions and credits (i.e. medical expenses, charitable donations, Family Income Tax Credit), and general tax requirements (i.e. due dates, dependents). By properly preparing an AZ income tax return, preparers can save their clients money. Presentation is by Katherine Gudgel, EA, PhD.
Available until May 31, 2025.
Fees:
| Standard | |
|---|
| Member | $50 | | |
| Non-Member | $75
| |
For attendees wanting to use their AZ Bucks, they will need to mail their AZ Bucks to the Chapter treasurer who will reimburse them via check mailed to their preferred address. Please
email for the treasurer's address.
Cancellation Policy:
Because this is an online education offering, it is nonrefundable.
| Hours | Field of Study | |
|---|
| 1 | Practice Management
| |
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.
Charitable Contributions on the AZ-140 Spanish (On Demand Webinar)
This on-demand webinar includes the presentation slides and a recording of the November 7, 2024 webinar broadcast.
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Many taxpayers don't bring in their charitable donations because they know they aren't "itemizing" and they don't recognize that those contributions may still be of benefit on their Arizona tax return. This webinar will help tax professionals better understand the impact of charitable contributions on the AZ-140 and identify the various ways to report the donations to maximize the benefit for their clients. This webinar will be held in Spanish. Presentation is by Regina Duran, EA, CAA.
Available until May 31, 2025.
Fees:
| Standard | |
|---|
| Member | $50 | | |
| Non-Member | $75
| |
For attendees wanting to use their AZ Bucks, they will need to mail their AZ Bucks to the Chapter treasurer who will reimburse them via check mailed to their preferred address. Please
email for the treasurer's address.
Cancellation Policy:
Because this is an online education offering, it is nonrefundable.
| Hours | Field of Study | |
|---|
| 1 | Practice Management
| |
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.
Performing Effective Client Interviews (On Demand Webinar)
This on-demand webinar includes the presentation slides and a recording of the June 20, 2024 webinar broadcast.
Read More
The client interview is an integral part of tax preparation. It may take a variety of formats, including virtual interviews, phone interviews, or in-person meetings. No matter what the format, the tax preparer needs to ask the right questions and be mindful of their due diligence required for the refundable credits or use of the Head of Household filing status. The professional must take good notes on the client responses to their questions, as well as be prepared to scan or make copies of any documents presented by the taxpayer. Finally, an effective wrap-up will answer any questions the taxpayer may have as well as set expectations for the outcome of the return as well as plan for future years. Presentation is by Jaye Tritz, EA, CFP.
Available until May 31, 2025.
Fees:
| Standard | |
|---|
| Member | $50 | | |
| Non-Member | $75
| |
Cancellation Policy:
Because this is an online education offering, it is nonrefundable.
| Hours | Field of Study | |
|---|
| 1 | Practice Management
| |
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.
Pass-Through Entity Tax for Personal Returns (On Demand Webinar)
This on-demand webinar includes the presentation slides and a recording of the August 27, 2024 webinar broadcast.
Read More
Are you entering pass-through entity (PTE) correctly - or at all - on Arizona 140 returns? If you ignore the PTE section of the K-1, your clients may be paying double tax. Learn how to apply the Arizona tax credit and the adjustments needed. The class will also include:
- brief overview of the PTE purpose
- pros and cons of your personal tax client electing or not electing PTE
- background on PTE and impact on federal 1040
- what to look for on a K-1 from partnership or S-Corp and where to find the PTE information to properly complete the AZ-140
- how to enter on the AZ-355 (PTE Credit) and Arizona adjustments
- tax planning on when is it good to elect PTE
This webinar will be presented by Andrew J Mark, CPA. The video and material will be available until July 31, 2025.
Register Now!
Fees:
| Standard | |
|---|
| Member | $50 | | |
| Non-Member | $75
| |
For attendees wanting to use their AZ Bucks, they will need to mail their AZ Bucks to the Chapter treasurer who will reimburse them via check mailed to their preferred address. Please
email for the treasurer's address.
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
| Charitable Contributions on the AZ-140 (Spanish) | Nov. 2024 | Webinar |
| Introduction to the AZ-140 and Annual Meeting | Oct. 2024 | Webinar |
| Pass-ITIN Holders in Arizona (Spanish) | Sept. 2024 | Webinar |
| Pass-Through Entity Tax for Personal Returns | August 2024 | Webinar |
| Gettin' Down to Business - on the 1040 | August 2024 | Mesa |
| Takin' Care of Business - The S Corporation | August 2024 | Mesa |
| AZ Chapter Taxposium Networking | July 2024 | Orlando, FL |
| Performing Effective Client Interviews | June 2024 | Webinar |
| 2023 AZ Tax Update in Spanish ODW | Jan.-May 2024 | On Demand Webinar |
| Tax Treatment of Military Related Income ODW | Nov.-May 2024 | On Demand Webinar |
| Introduction to AZ-140 in Spanish ODW | Nov.-May 2024 | On Demand Webinar |
| Additions and Subtractions on Arizona Tax Returns ODW | Oct.-May 2024 | On Demand Webinar |
| 2023 AZ Tax Update in Spanish | Jan. 2024 | Webinar |
| AZ NATP 2023 Tax Update - Tucson | Dec. 2023 | Tucson |
|
| AZ NATP 2023 Tax Update - Spanish | Dec. 2023 | Mesa |
AZ NATP 2023 Tax Update - English
| Dec. 2023 | Mesa |
| Tax Treatment of Military Related Income | Nov. 2023 | Webinar |
| Introduction to AZ-140 in Spanish | Nov. 2023 | Webinar |
| Additions and Subtractions on Arizona Tax Returns | Oct. 2023 | Webinar |
| 2023 Annual Conference and Meeting | August 2023 | Mesa
|
| Arizona Chapter Taxposium Networking | July 2023 | San Antonio, TX
|
| Charitable Contributions on the AZ-140 | Oct. - April 2023 | On Demand Webinar
|
| AZ Chapter 2022 Tax Update-Tucson | Dec. 2022 | Tucson |
| AZ Chapter 2022 Tax Update-Mesa-In Spanish | Dec. 2022 | Mesa |
| AZ Chapter 2022 Tax Update-Mesa-In English | Dec. 2022 | Mesa |
| Charitable Contributions on the AZ-140 Webinar | Oct. 2022 | Webinar |
| AZ NATP 2022 Annual Conference and Meeting | Aug. 2022 | Mesa |
| AZ Chapter 2021 Tax Update - Tucson | Dec. 2021 | Tucson |
| 2021 Tax Update - Northwest Phoenix Taught in English | Dec. 2021 | Phoenix |
| 2021 Tax Update - Northwest Phoenix Taught in Spanish | Dec. 2021 | Phoenix |
| 2021 Tax Update - Mesa | Dec. 2021 | Mesa |
| Community Property in AZ and 2021 AZ Chapter Annual Meeting | Oct. 2021 | Webinar |
| AZ 2021 Annual Conference | Aug. 2021 | Mesa |
| AZ and Practice Management in Covid-19 Update | Jan. 2021 | Webinar |
| AZ Fall State Tax Review and Annual Meeting | Oct. 2020 | Webinar |
| 2019 Tax Update - Tucson English | Dec. 2019 | Tucson |
| 2019 Tax Update - Phoenix English and Spanish | Dec. 2019 | Phoenix |
| 2019 Tax Update - Tempe | Dec. 2019 | Tempe |
| Annual Conference | June 2019 | Phoenix |
| Tax Update | Dec. 2018 | Tucson, Tempe, Phoenix |
| Annual Conference | June 2018 | Tempe |
