​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​Alabama Chapter Education

Ethical Practice Management for Tax Professionals

This event will offer the following education:

• Ethical Practice Management for Tax Professionals— Build trust. Stay compliant. Protect your practice.
  Read More
  Join us for a valuable round table discussion designed for tax preparers and professionals seeking to strengthen their ethical foundation. This interactive session will explore real-world challenges and best practices related to client onboarding, confidentiality, conflicts of interest, due diligence, and ethical decision-making. Discover how to align your practice with IRS Circular 230, AICPA standards, and applicable state regulations—while protecting your reputation and managing professional risk. Ideal for EAs, CPAs, and tax professionals at any stage of their career. Earn 2 CPE credits for ethics and leave with practical tools, templates, and the confidence to navigate ethical challenges in tax practice. Presented by NATP Alabama Members Round Table Discussion Led by Jessica Allen, Enrolled Agent.

Register Now!

Date & Time:

Location:

Fees:

Early pricing ends November 7, 2025.
Registration includes electronic materials. Please register early, as space will be limited. Light refreshments will be available. Presentation materials will be sent via email by December 2, 2025. You'll receive a download link, and all materials can be viewed online or downloaded for printing. If you don't get the email, please check your spam folder or contact Starla Smith at 251-422-0074.

Cancellation Policy:

Cancellations must be submitted to NATP by December 1, 2025, and are subject to a $25 fee.

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.

Alabama NATP Chapter—Meet, Eat & Connect

Join us for an evening of great food, networking, and relaxed conversation with fellow tax professionals! Come enjoy a delicious meal and connect with your peers from the Alabama Chapter of NATP. Whether you're a longtime member or new to the chapter, we'd love to see you there! View the menu. Please Note: • There is no fee to register, but everyone is responsible for their own meal and drinks. • Spouses are welcome. Please contact Rosalyn Murry Patrick at 256-682-5004 if you plan on bringing a guest. • Space is limited – please register early to reserve your spot.

Date & Time:

Location:

2025 AL Chapter NATP Fall Seminar & Annual Meeting

This event will offer the following education:

• Navigating Tax Uncertainty: Key Federal & Alabama Legislative Updates for 2025
  Read More
  In the face of growing uncertainty in today's tax landscape, this session is a must-attend for any tax preparer looking to stay ahead of the curve. Packed with timely updates, it explores the latest legislative and case law developments shaping both Federal and Alabama tax policy—including the sweeping reforms introduced by the Big Beautiful Tax Bill, signed into law on July 4, 2025. This landmark legislation is already having a significant impact on individuals and businesses alike. During this session, you'll gain practical strategies for navigating new compliance challenges and uncovering opportunities for meaningful tax savings. We'll break down how recent legal changes are influencing tax planning, reporting obligations, and risk areas across various sectors. Don't miss this opportunity to sharpen your knowledge, anticipate changes, and strengthen your ability to serve clients in a fast-evolving tax environment. Presented by Blake Madison, Esq., Rosen Harwood Attorney at Law.
• Understanding H.R. 1, the "One Big Beautiful Bill": What Alabama Tax Preparers Should Know
  Read More
  This session will provide Alabama tax preparers with a focused review of how Alabama tax law aligns—or does not—with the provisions of H.R. 1, the "One Big Beautiful Bill." While Alabama generally conforms to federal tax law, there are key areas where the state departs from federal treatment. This presentation will walk through major components of the legislation and identify where Alabama conforms, where it diverges, and what that means for individual and business taxpayers in the state. Attendees will leave with a clearer understanding of how to apply these differences in practice. Presented by instructor(s) from the Alabama Department of Revenue.

Register Now!

Date & Time:

Location:

Fees:

Early pricing ends November 7, 2025.
Registration includes snacks and lunch. If you have any dietary restrictions, please contact Rosalyn Murry Patrick at 256-682-5004 or eztaxplus@aol.com to ensure appropriate accommodations can be made.

Electronic materials are also included. Please register early, as space will be limited. Presentation materials for “Navigating Tax Uncertainty: Key Federal & Alabama Legislative Updates for 2025” will be provided during the seminar on December 9, 2025. Presentation materials for “Understanding H.R. 1, the ‘One Big Beautiful Bill’: What Alabama Tax Preparers Should Know” will be available either upon receipt from the Alabama Department of Revenue or following their presentation on December 9, 2025. For additional questions, please contact Starla Smith at 251-422-0074.

Cancellation Policy:

Cancellations must be submitted to NATP by December 1, 2025, and are subject to a $50 fee.

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.

Mastering Cyber Security for Tax Professionals

This event will offer the following education:

• Prevent, Protect and Be Proactive: Mastering Cyber Security for Tax Professionals
  Read More
  This comprehensive 100-minute session is designed to equip tax professionals with the critical knowledge and skills necessary to protect sensitive client and organizational data in an ever-evolving cybersecurity landscape. Participants will explore the tactics used by cyber attackers, develop an understanding of key compliance requirements, and gain practical tools to mitigate cybersecurity threats effectively. Through an interactive session, attendees will learn how to create a tailored Written Information Security Plan (WISP) while also mastering essential cybersecurity concepts such as data encryption, two-factor authentication, and incident response planning. By the end of the course, participants will leave with confidence in their ability to navigate potential data breach scenarios and ensure their firms' compliance with Internal Revenue Service (IRS) and Federal Trade Commission (FTC) regulations. Presented by Steve Ferguson, Strategic Partnerships, Senior Insurance Sales Manager Tax Protection Plus.

Register Now!

Date & Time:

Location: