December 10, 2013
This e-newsletter will keep you connected with all that’s happening in your Chapter and Chapters around the country. Volunteer leaders provide these updates on state tax issues, newsletters, educational events and much more.
Join us for our Annual Meeting on December 13. Please note that our venue has changed to the BP Energy Center. Click here
for a flyer on the event and how to register. Click here
for a map of the venue and click here
for more information about the venue. We look forward to having you join us!
Arizona: Arizona-NATP thanks all of our members for attending our seminars throughout 2013. Mark your calendars now for Arizona-NATP 2014 seminars: Spring Seminar on June 6 (up to 8 CPE); Annual Conference on October 23 - 24 (up to 16 CPE); and our December Tax Update to include Federal and Arizona updates on December 5 (up to 8 CPE).
Happy Holidays to you and yours!
Short sale on principal residence means no COD. An IRS Chief Council letter dated 9.19.13, states that the short sale of a California principal residence converts the mortgage to a non-recourse loan and is treated as a sale, not COD. Check out the details and let your clients know!
Welcome California Chapter NATP Members! Check back here regularly for the latest happenings in the Golden State. Bookmark our dedicated California Chapter Website
and stay up-to-date with legislative posts, local event announcements, and everything the California Tax Professional needs to build a successful practice!
Our Chapter will begin 2014 with two educational events.The Daytona Winter workshop is back on January 3. Click here
for more information and the registration form.
We will also have a workshop in Tampa on January 7. Click here
for more information and the registration form. Come and join us and get ready for the tax season.
If you missed the 2013 Illinois Annual Conference or maybe you want extra copies for your office, you can purchase the conference materials for $50. If you are interested please contact Wendi Ramsay at firstname.lastname@example.org
for Adrienne Bailey’s, Illinois Department of Revenue, presentation from our November conference. Click here
for the Illinois Practitioner Directory which was revised November 15, 2013.
A tidbit: KDOR issued guidance (Notice 13-18
) instructing same-sex couples filing jointly for federal purposes to continue to file single for state purposes. KDOR will provide a worksheet that will use FAGI and an allocation method for KAGI deductions and credits for each taxpayer. For Kansas preparers also preparing Missouri & Oklahoma, the requirements will differ for each of these states.
If you haven't see the video produced by KDOR & KS Society of CPAs, click here
to view it from our Chapter website.
If you have clients that cannot pay their tax bill in full, you might be interested in the free one-hour webinar the IRS is offering entitled "Payment Alternatives When You Owe the IRS."This seminar will air on Wednesday, December 11, 2013 at 2:00 p.m. Eastern Time. Click here
for the registration link.
All Kentucky tax preparers should read this Kentucky Tax Alert
. The Kentucky Department of Revenue has issued guidance on filing tax returns for same-sex couples and has issued a ruling that non-lawyers cannot represent legal entities before the Kentucky Board of Tax Appeals. At the moment they have not addressed the issue of non-lawyers and individuals taxpayers. Both of these rulings could impact your practice and your clients.
Maryland/DC/Delaware: Due to a winter storm, the 2013 Fall Education Conference scheduled for today, December 10 was cancelled.
The Annual Membership Meeting has been rescheduled
for Tuesday, December 17, in conjunction with the following seminar. The Small Business Tax Issues Mini Seminar will be held in Columbia, MD on Tuesday, December 17 at the Owen Brown Community Center. For more information, click here
. If this Annual Membership Meeting changes, we will contact you via email. Thanks for your patience.
Interested in referring a colleague for membership and/or service as a board or committee volunteer? Contact Michael Gunn, Board Member and Chair, Membership Committee at 202.269.1125 or email@example.com
Massachusetts/Rhode Island: Join the Massachusetts/Rhode Island NATP Chapter on Thursday, January 9, 2014, for our Annual State Update Seminar. This all day event will be held at the Sturbridge Host in Sturbridge, MA. Registration details are below for this great update opportunity including continental breakfast, snacks, lunch, vendors and great networking opportunities plus 2 CE credit hours.
To register, click here or visit our Chapter Website
. Click here for an agenda.
Minnesota: Read the latest issue of the Minnesota NATP newsletter by clicking here. Great information regarding the ACA is included.
Missouri: Our Chapter newsletter is now ready. Review the results of our annual meeting and learn who is serving on our Chapter board in 2014. Click here.
New Jersey: Attention New Jersey Members: We are looking for individuals with a desire to teach tax seminars at our New Jersey Chapter events. To be certified, you must attend a two-day class and pay a $200 fee. Once you complete the course and the course requirements, you will be certified to teach at our New Jersey Chapter Events. Certification is usually conducted at National Conference each year. However, if we have at least six individuals interested we can arrange for instruction here in New Jersey. Please call me for further details: Marilyn Ayers, 732.477.2281.
Please join us for our final 2013 seminar - Schedule C - to be held on Thursday, December 12, at the Woodbridge Hilton beginning at 7:30 a.m. It is a full day seminar eligible for 8 CE credits. The seminar focuses on individual income tax issues and the preparation of Schedule C and related forms. Although designed for those new to the preparation of Schedule C, it will offer many tips and review complexities unique to the preparation of Schedule C. Hope to see you there. See this flyer for more details.
The New Jersey Chapter of NATP announces our 2014 New Jersey State Tax Seminar to be held on Saturday, January 11, 2014, at the Woodbridge Hilton. This seminar will feature Michael Bryan, Director of the Division of Taxation, as our keynote speaker, as well as, Michael Feinberg, Esq. for a New Jersey Inheritance Update, Susan Feeney, Esq., for a New Jersey Sales Tax Update, Alexis DeRosa for New Jersey Updates and, last but not least Kathryn Keane with a New York Update. See this flyer
. Space is limited, so sign up today!
New York: Our Education Committee wants to serve your education needs in 2014. Please choose your response and email your answer (A, B or C) and any other input to Kathryn Keane, EA, Education Chair at firstname.lastname@example.org by the end of the year. Thanks!
When looking to the New York Chapter of NATP for education, what is most important?
A. Eight (8) hours of New York topics (aware you may not receive any Federal CE).
B. Eight (8) hours of mixed topics, with at least four (4) hours of CE.
C. Eight (8) hours of topics eligible for eight (8) hours of CE.
John Hnat Memorial Scholarship Award applications must be returned before December 15, 2013.
For 2013, the New York Chapter is proud to offer two scholarships: one for the NATP EA Exam Review Course and one for the New York Chapter IT-201/203 Seminar. Applications and instructions can be found here
North Carolina: The North Carolina Chapter invites you to join us for the North Carolina Tax Updates and Preparing the D400 Seminar, Saturday, January 18, 2014, from 9:00 a.m. to 1:00 p.m., at the DoubleTree by Hilton Raleigh-Cary, 500 Caitboo Avenue, Cary, North Carolina. Hotel rooms are available by calling the hotel at 919.239.4777. The room cost is $85.00 per night plus taxes. Be sure to mention that you are with the North Carolina Chapter of NATP. Click here for the registration form. For more information, contact Martha (Marty) Brown at 336.626.7900 or email@example.com.
Ohio: The Ohio Chapter newsletter is now ready. Click here. Read about state taxation changes – including CAT and DOMA and find out about upcoming education events. Please contact a board member via email with any questions. Thank you! Happy Holidays!
Need to train new preparers? The Ohio Chapter is offering NATP's Introduction to Tax Preparation and Introduction to Schedule C live education classes on January 6, 7, and 8 in Columbus. Classes are being taught by National Instructor Melinda Garvin. For more information, go to the Ohio Chapter Page.
Utah: Thank you to all who attended the Utah Chapter Annual Meeting and Training Seminar! As announced at the meeting, Utah Chapter has a new communication feature on our Chapter web page. New to our webpage is the Chapter Announcements and Chapter Discussion Board. We hope you will use this tool to communicate with other members of our state and give us feedback on events we have had or you would like to have. Please click here.
Wisconsin: Wisconsin Department of Revenue has issued the December 2013 Sales and Use Tax Report, highlighting the increase in sales and use tax filing frequency thresholds, changes in taxes included in taxable sales price, and the taxability of the service of hanging holiday lights and of snow removal services. Click here for more information.
Wage And Information Return Reporting Requirements have changed. Click here for more information.
NATP’s website is http://www.natptax.com
National Association of Tax Professionals (NATP)
PO Box 8002
Appleton, WI 54912-8002