Arizona Chapter Education
Additions and Subtractions on Arizona Tax Returns
The preparation of an Arizona Income Tax Returns starts with the income as reported on the associated federal tax return.
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However, there are several adjustments that need to be made – both additions and subtractions – before the appropriate tax rate calculations can be applied. Some of the common ones include adjustments for depreciation, municipal and US government interest, and Arizona specific credits. We will be discussing both the common, and some of the not so common, additions and subtractions used to derive the Arizona taxable income.
Register Now!See our
event flyer for more information!
Date & Time:
October 24, 2023
10:00 a.m. - 11:40 a.m. MT
Location:
Online -
A link to the webinar will be sent to each registrant via email the morning of the webinar. After clicking the Launch Webinar button, you will be asked to identify yourself with your name, email and location.
Fees:
| Standard | |
|---|
| Member | $25 | |
| Non-Member | $50 | |
Cancellation Policy:
Cancellations must be submitted to NATP by October 20, 2023. 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.
| Credits/Hours | Field of Study | |
|---|
| 2 | State Tax Topic/Update | |
Introduction to AZ-140 in Spanish
Many tax preparers receive training on federal tax law but don't ever receive training specific to Arizona tax returns.
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Instead they are 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)
- general tax requirements (i.e. due dates, dependents)
By properly preparing an AZ income tax return, preparers can save their clients hundreds of dollars. The instruction as well as all of the materials will be in Spanish. Presented by Liliana Davalos, AFSP, CAA
See our
event flyer for more information!
Date & Time:
November 8, 2023
10:00 a.m. - 12:30 p.m. MT
Location:
Online -
A link to the webinar will be sent to each registrant via email the morning of the webinar. After clicking the Launch Webinar button, you will be asked to identify yourself with your name, email and location.
Fees:
| Standard | |
|---|
| Member | $25 | |
| Non-Member | $50 | |
Cancellation Policy:
Cancellations must be submitted to NATP by November 6, 2023 and are subject to a $10 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.
| Credits/Hours | Field of Study | |
|---|
| 2 | State Tax Topic/Update | |
AZ Tax Treatment of Military Related Income
We will have a discussion with respect to the Arizona income tax treatment of the following:
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- military retirement income
- active-duty military income both residents and non-residents
- income earned by spouses of active-duty military both resident and non-resident
- Arizona National Guard / Reserve military income
- civil service income while in uniform
Discussion of the Military Spouses Residency Relief Act signed by President Obama in 2009 as amended by the Servicemembers Civil Relief Act granting several new privileges to spouses of military service members. Presented by David Capotosti, EA and Lance Bonlender, EA.
Date & Time:
November 9, 2023
11:15 a.m. - 12:15 p.m. MT
Location:
Online -
A link to the webinar will be sent to each registrant via email the morning of the webinar. After clicking the Launch Webinar button, you will be asked to identify yourself with your name, email and location.
Fees:
| Standard | |
|---|
| Member | $15 | |
| Non-Member | $30 | |
Cancellation Policy:
Cancellations must be submitted to NATP by November 8, 2023.
| Credits/Hours | Field of Study | |
|---|
| 1 | State Tax Topic/Update | |
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.
AZ NATP 2023 Tax Update - Mesa
Instructors Lin Leclair, EA, Jaye Tritz, EA, CFP and Katherine Gudgel, EA will present the following education:
- Ethics & Compliance: A Trip to Fantasy Land:
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Welcome back to Imagination Land Tax Services where The Old Women in the Shoe has her taxes done. We will travel down the trail of ethics and compliance exploring more twists and turns with Old Women, her extensive family and may meet some new friends. Though bedtime stories are normally at night, come join us for sunrise ethics guaranteed to keep you awake. Presented by Lin Leclair, EA.
- 2023 Federal Tax Updates:
Read More
Each year the AZ Chapter of NATP presents the latest updates on tax laws and issues, but this year it is expanded to include 4 hours of federal tax updates. Topics will include the latest on 1099-Ks, K-2 and K-3 reporting, Corporate Transparency Act, energy credits, and much more. Objectives: • Analyze new tax laws and developments • Determine the reporting and tax treatment from various income sources • Analyze the change in tax rules for certain credits and deductions • Identify extended and expired tax provisions. Presented by Jaye Tritz, EA, CFP.
- Tax Issues for Married Filing Separately:
Read More
As tax professionals, we know that marital status (and residency) affects filing status and that married taxpayers may choose between married filing jointly and married filing separately. However, depending on where they live (i.e. a community property state vs. a common law state), they may not have as many choices on how to split the income and expenses. Tax benefits may also be reduced if filing separately. We will go over how to determine which spouse can or must claim income and deductions, and evaluate how those options change depending on whether they live in a community property state. Objectives: • Determine whether a taxpayer is considered unmarried • Identify taxpayer's most advantageous filing status • Analyze the attribution requirements of various income sources and tax benefits • Identify tax benefits which may not be claimed or are significantly reduced as MFS. Presented by Katherine Gudgel, EA.
- 2023 AZ Tax Update:
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The AZ NATP 2023 Tax Update seminar is one of only a handful of workshops where Arizona Tax Topics are presented by tax practitioners. The objective of this one-hour session is to go over 2023 legislative changes including updates to Pass-Thru Entity (PTE) and Small Business Income (SBI) taxes, the new Arizona Families Tax Rebate, adoption expenses, and more. While the focus will be on income taxes, several property tax law changes will be outlined that may also impact your clients. Presented by Katherine Gudgel, EA.
Register Now!
See our
event flyer for more information!
Date & Time:
December 1, 2023
Attendee Check-In: 7:00 a.m. Mountain Time
Education: 7:30 a.m. - 5:00 p.m. Mountain Time
Location:
Double Tree by Hilton Phoenix Mesa
Red Mountain 3 Conference Room
1011 West Holmes Ave
Mesa, AZ 85210
480-833-5555
Fees:
| Early | Standard | |
|---|
| Member | $224 | $254 | |
| Non-Member | $254 | $284 | |
| | | |
Early pricing available until November 15, 2023
Registration includes print and electronic materials. Electronic materials will be emailed to registrants the night of November 30.
Continental breakfast and lunch are included with registration.
Use Group Code: TAX when booking your hotel room to receive the group rate of $149 per night. Reservations must be made by October 28.
Cancellation Policy:
Cancellations must be submitted to NATP by November 27, 2023, and are subject to a $50 fee.
| Credits/Hours | Field of Study | | |
|---|
|
| 2 | Ethics | | |
| 1 | State Tax Topic/Update | | |
| 2 | Federal Tax Law Topic | | |
| 4 | Federal Tax Law Update | | |
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.
AZ NATP 2023 Tax Update - Spanish
Instructors Liliana Davalos, AFSP, CAA & Regina Duran, EA will present the following education in Spanish:
- Ethics & Compliance: A Trip to Fantasy Land:
Read More
Welcome back to Imagination Land Tax Services where The Old Women in the Shoe has her taxes done. We will travel down the trail of ethics and compliance exploring more twists and turns with Old Women, her extensive family and may meet some new friends. Though bedtime stories are normally at night, come join us for sunrise ethics guaranteed to keep you awake. Presented by Lilana Davalos, AFSP, CAA.
- 2023 Federal Tax Update (Part 1):
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Each year the AZ Chapter of NATP presents the latest updates on tax laws and issues, but this year it is expanded to include 3 hours of federal tax updates. Topics will include the latest on 1099-Ks, K-2 and K-3 reporting, Corporate Transparency Act, energy credits, and much more. Objectives: - Analyze new tax laws and developments - Determine the reporting and tax treatment from various income sources - Analyze the change in tax rules for certain credits and deductions - Identify extended and expired tax provisions Instruction and materials will be in Spanish. Presented by Lilana Davalos, AFSP, CAA.
- 2023 Federal Tax Update (Part 2):
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(Continuation of Part 1): Each year the AZ Chapter of NATP presents the latest updates on tax laws and issues, but this year it is expanded to include 3 hours of federal tax updates. Topics will include the latest on 1099-Ks, K-2 and K-3 reporting, Corporate Transparency Act, energy credits, and much more. Objectives: - Analyze new tax laws and developments - Determine the reporting and tax treatment from various income sources - Analyze the change in tax rules for certain credits and deductions - Identify extended and expired tax provisions Instruction and materials will be in Spanish. Presented by Lilana Davalos, AFSP, CAA.
- Divorce Tax Issues:
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Given the divorce rate, there's no avoiding it: you're going to have clients considering, in the midst of, or suffering the aftermath of, divorce. Some of the most common questions surround topics of determining if a payment is alimony or child support, determining which taxpayer is the custodial parent and which is the noncustodial parent, and if applicable, who may claim the child(ren) on their tax return. This class addresses the issues your clients will face before, during, and after a divorce has been finalized. We'll also discuss Form 8379, Injured Spouse Allocation, and Form 8857, Request for Innocent Spouse Relief. Objectives: • Identify the filing status for divorced clients with and without dependent children • Identify who is the custodial parent and who is the noncustodial parent • Summarize tax credits and benefits available to custodial and noncustodial parents • Describe the tax treatment of property settlements and retirement plans • Recognize an innocent spouse vs an injured spouse • Explore post-divorce problems, conflict of interest and other issues Instruction and materials will be in Spanish. Presented by Regina Duran, EA.
- Schedule C, Profit or Loss From Business (Sole Proprietorship):
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Schedule C, Profit or Loss From Business (Sole Proprietorship), is used to report income or loss from a business operated as a sole proprietor. With taxpayers engaged in gig activities or trying to make money from an activity they enjoy, tax professionals need to determine if these activities qualify as businesses or should instead be considered hobbies. This session will introduce the Schedule C of Form 1040 and provide the knowledge of when it needs to be filed and what information should be gathered from clients. Objectives: • Identify which types of Form 1099 are received by taxpayers to report income on a Schedule C • Recognize the difference between a trade/business and a hobby • Identify common types of gig activities • Recognize when a Schedule C should be filed • Explain when an unincorporated business may be treated as a qualified joint venture Instruction and materials will be in Spanish. Presented by Regina Duran, EA.
- Flip, flip, flip....:
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Overview and understanding of tax rules in flipping houses in the real estate market. Objectives: - To understand the difference between flipping houses as an investment transaction and flipping houses as a trade or business. - To understand IRS rules on flipping houses and the expenses allowed between the two strategies Instruction and materials will be in Spanish. Presented by Regina Duran, EA.
Register Now!
See our
event flyer for more information!
Date & Time:
December 1, 2023
Attendee Check-In: 7:00 a.m. Mountain Time
Education: 7:30 a.m. - 5:00 p.m. Mountain Time
Location:
Double Tree by Hilton Phoenix Mesa
Red Mountain 1 Conference Room
1011 West Holmes Ave
Mesa, AZ 85210
480-833-5555
Fees:
| Early | Standard | |
|---|
| Member | $224 | $254 | |
| Non-Member | $254 | $284 | |
| | | |
Early pricing available until November 15, 2023
Registration includes print and electronic materials. Electronic materials will be emailed to registrants the night of November 30.
Continental breakfast and lunch are included with registration.
Cancellation Policy:
Cancellations must be submitted to NATP by November 27, 2023 and are subject to a $50 fee.
| Credits/Hours | Field of Study | | |
|---|
|
| 2 | Ethics | | |
4
| Federal Tax Law Topic | | |
| 3 | Federal Tax Law Update | | |
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.
AZ NATP 2023 Tax Update - Tucson
Instructors Lin Leclair, EA, Jaye Tritz, EA, CFP and Katherine Gudgel, EA will present the following education:
- Ethics & Compliance: A Trip to Fantasy Land:
Read More
Welcome back to Imagination Land Tax Services where The Old Women in the Shoe has her taxes done. We will travel down the trail of ethics and compliance exploring more twists and turns with Old Women, her extensive family and may meet some new friends. Though bedtime stories are normally at night, come join us for sunrise ethics guaranteed to keep you awake. Presented by Lin Leclair, EA.
- 2023 Federal Tax Updates:
Read More
Each year the AZ Chapter of NATP presents the latest updates on tax laws and issues, but this year it is expanded to include 4 hours of federal tax updates. Topics will include the latest on 1099-Ks, K-2 and K-3 reporting, Corporate Transparency Act, energy credits, and much more. Objectives: • Analyze new tax laws and developments • Determine the reporting and tax treatment from various income sources • Analyze the change in tax rules for certain credits and deductions • Identify extended and expired tax provisions. Presented by Jaye Tritz, EA, CFP.
- Tax Issues for Married Filing Separately:
Read More
As tax professionals, we know that marital status (and residency) affects filing status and that married taxpayers may choose between married filing jointly and married filing separately. However, depending on where they live (i.e. a community property state vs. a common law state), they may not have as many choices on how to split the income and expenses. Tax benefits may also be reduced if filing separately. We will go over how to determine which spouse can or must claim income and deductions, and evaluate how those options change depending on whether they live in a community property state. Objectives: • Determine whether a taxpayer is considered unmarried • Identify taxpayer's most advantageous filing status • Analyze the attribution requirements of various income sources and tax benefits • Identify tax benefits which may not be claimed or are significantly reduced as MFS. Presented by Katherine Gudgel, EA.
- 2023 AZ Tax Update:
Read More
The AZ NATP 2023 Tax Update seminar is one of only a handful of workshops where Arizona Tax Topics are presented by tax practitioners. The objective of this one-hour session is to go over 2023 legislative changes including updates to Pass-Thru Entity (PTE) and Small Business Income (SBI) taxes, the new Arizona Families Tax Rebate, adoption expenses, and more. While the focus will be on income taxes, several property tax law changes will be outlined that may also impact your clients. Presented by Katherine Gudgel, EA.
Register Now!
See our
event flyer for more information!
Date & Time:
December 4, 2023
Attendee Check-In: 7:00 a.m. Mountain Time
Education: 7:30 a.m. - 5:00 p.m. Mountain Time
Location:
Viscount Hotel
4855 E Broadway
Tucson, AZ 85711
520-745-6500
Fees:
| Early | Standard | |
|---|
| Member | $224 | $254 | |
| Non-Member | $254 | $284 | |
| | | |
Early pricing available until November 15, 2023
Registration includes print and electronic materials. Electronic materials will be emailed to registrants the night of December 3.
Continental breakfast and lunch are included with registration.
Cancellation Policy:
Cancellations must be submitted to NATP by November 27, 2023 and are subject to a $50 fee.
| Credits/Hours | Field of Study | | |
|---|
|
| 2 | Ethics | | |
| 1 | State Tax Topic/Update | | |
| 2 | Federal Tax Law Topic | | |
| 4 | Federal Tax Law Update | | |
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
| 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 |
