​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​Arizona Chapter Education

State Hours	Field of Study
2	State tax topic/update

No CPE or state CE is included.

 

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AZ NATP Annual Conference

This event will offer the following education:

• Transfers in Practice: Buying or Selling a Tax Practice
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  Buying or Selling a Tax Practice is a dynamic, two-hour panel discussion designed for tax practitioners interested in the real-world process of transitioning a tax practice. Attendees will hear firsthand from experienced tax professionals who have successfully bought and sold practices, sharing their insights, lessons learned, and practical tips. The discussion will cover key considerations such as valuation, client retention, and negotiation strategies, all from the perspective of practitioners who have been through the process themselves. This session offers actionable advice and candid perspectives to help tax preparers confidently navigate the complexities of buying or selling a tax practice. Presented by Lin Leclair, EA; Jaye Tritz, EA, CFP; Maria Wasserman.
• Pen-to-Paper Partnerships
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  Tax professionals will find this hands-on course is just what they need to expand their tax practice by preparing partnership returns. This course covers the basics of partnership taxation, and the completion of a partnership return with its accompanying schedules. We will also discuss analyzing the partners' capital accounts, guaranteed payments to partners, tracking partners' basis in the entity as well as the sale or exchange of partnership interests and the resultant tax consequences. Presented by Jaye Tritz, EA, CFP®.
• Schedule E - more than just partnership income
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  Schedule E (Form 1040) is used by U.S. taxpayers to report income or losses from rental real estate, royalties, partnerships, S corporations, estates, trusts, and more. It's a form attached to your main tax return (Form 1040) to help report these specific types of income. Some Common Deductions for rental properties include: Mortgage interest, Property taxes, Depreciation, Insurance, Repairs and maintenance, Utilities, and Management fees. Presented by Ruby Gurule, MBA, AFSP.
• Partnership Potpourri
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  Taxpayers who are partners in a partnership will receive a Schedule K-1 (Form 1065). The amount of loss and deductions taxpayers may claim on their individual tax returns may be less than the amount reported on the Schedule K-1 due to various limitations. It is the partner's responsibility to consider and apply those limitations, including basis, at-risk, and passive loss limitations. In addition, there may be fringe benefits provided by the partnership to the partner that need to be reported on the individual's return. Finally, we will look at certain deductions the partner may have that are not reported on the Schedule K-1. Presented by Jaye Tritz, EA, CFP®.

Additional details can be found in our event flyer!
Register Now!
If you'd like to use your AZ Bucks, please bring the AZ Bucks certificate to the event and our Treasurer will reimburse you for the value of the AZ Bucks.

Date & Time:

August 20-22, 2025
Attendee Check-In on Aug. 20: 3:00 p.m. Arizona Time
Education on Aug. 20: 5:00 p.m. - 6:40 p.m.
Attendee Check-In on Aug. 21: 7:30 a.m.
Education on Aug. 21: 8:05 a.m. - 4:55 p.m.
Annual Meeting ​on Aug. 21: 12:15 p.m. - 1:15 p.m.
Attendee Check-In on Aug. 22: 7:30 a.m.
Education on Aug. 22: 8:00 a.m. - 4:30 p.m.

Location:

DoubleTree by Hilton Phoenix Mesa - Palo Verde Room
1011 West Holmes Avenue
Mesa, AZ 85210
480-833-5555
Reserve your Room by July 27, 2025, for a room rate of $109.00 plus tax for the nights of Aug. 19-22. Group Name: Arizona Chapter National Association of Tax Professionals; Group Code: 923.

Fees:

​Early	$549
Standard	​$599