Arizona Chapter Education
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 | 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.
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 | 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.
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.
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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 | 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.
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.
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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
| AZ NATP 2024 Tax Update | Dec. 2024 | Multiple Locations |
| 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 |
