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Tax Education

General Education Information

Enrollment

Registrations will be processed in the order they are received, provided payment accompanies the registration and space is available. There will be an additional $20 per day processing fee for those participants registering fewer than ten days prior to the seminar and $50 for those paying at the door. You are considered registered when payment is received. Note: A special registration policy applies to the National Conference.

Limited Seating

Because our courses are so popular, many of the locations fill up quickly. Register early to be assured a seat. Waiting lists, alternate locations and other delivery methods may be available for the sessions once they become full.

Confirmation

Your registration confirmation will be sent via e-mail. Please bring your confirmation to the workshop. If you do not receive a confirmation prior to the workshop date, please call us to verify your reservation.

CPE Certificates

CPE certificates will be available after the workshop electronically in the Tax Education Center. You will receive an email when your electronic certificate is available.

Cancellations/Refunds

To cancel your registration, you must notify Member Services at least 48 hours before the workshop date to receive a refund. A $25 administrative fee will be withheld from your refund.

We reserve the right to cancel workshops or events for any reason, at any time. In the rare case of a cancellation, we are not responsible for travel or hotel expenses for attendees.

For more information regarding refund, complaint and/or program cancellation policies, please contact our offices at 800.558.3402.

Note: A special cancellation policy applies to the National Conference and the Tax Forums. See the corresponding brochure or web pages for details. 

Substitutions

If you substitute someone and that person is a nonmember, an additional fee applies. An associate of an individual member is not necessarily a member of NATP.

Smoking Policy

For the comfort and health of all attendees, all events are smoke-free.

Recording

Web cameras, video and/or audio taping is prohibited.

Explanation of Levels

We acknowledge that tax professionals vary greatly in their experience and in the type of tax returns that they prepare. We have described sessions according to the following guidelines:

Basic

A basic level is most appropriate for the professional with little or no experience in the subject area being taught. This level may also benefit the seasoned professional with limited exposure to the subject area or someone merely looking for a refresher course.

Intermediate

An intermediate level is most appropriate for the professional knowledgeable in the subject area. This level deals with less common tax situations and may include a more in-depth presentation of topics.

Advanced

An advanced level is designed for professionals with specialized knowledge or experience in the subject area. This level would also be appropriate for the experienced professional pursuing the knowledge to deal with more complex issues.

Update

An update level provides a general review of new developments. This level is for professionals with a background in the subject area who desire to keep current.

Overview

An overview develops a broad perspective in a subject area.

Hotel Information

Most hotels will reserve a block of sleeping rooms at special rates for attendees until approximately four (4) weeks prior to the workshop. To obtain preferred rates when you contact the hotel, please specify that you are attending an NATP Educational Program.

Parking

When selecting a workshop location we make every attempt to find facilities that ;offer a convenient location, great meeting rooms and free parking. Some facilities have paid parking. We recommend checking with facility personnel for options. Often they can direct you to free parking nearby.

Special Needs

If you have any special needs while attending an event, please note this on your registration form or call Member Services at 800.558.3402 ext. 3.

On-Site Check-In

Seminar on-site check-in begins one-half hour prior to all workshops. If you register on-site/pay at the door, you will be asked to wait until all pre-registered attendees are checked in. All on-site registrants will be charged an additional $50 over the original registration fee.

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Contact Us

Mailing:
PO Box 8002
Appleton, WI 54912-8002

Headquarters:
W6390 Quality Dr.
Greenville, WI 54942

Phone: 800.558.3402
Fax: 800.747.0001
Email: natp@natptax.com

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