Arizona Chapter Education
Arizona Credits on the AZ-140 (Webinar)
Arizona tax laws are often overlooked due to the state's low tax rates, but state credits can still provide significant value by reducing tax liability dollar for dollar, up to certain thresholds.
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Some credits, such as the Property Tax Credit (PTC), Excise, and select business credits, are even refundable and reported directly on the AZ-140. However, most credits require a separate form and flow onto Form 301 – Nonrefundable Individual Tax Credits and Recapture for Forms 140, 140PY, 140NR, and 140X. Although Form 301 is primarily for individuals, it also encompasses many business tax credits and is used to report carryovers from prior years. After this webinar, tax professionals will be equipped to identify, claim, and explain the impact of Arizona tax credits on their clients' state tax liabilities.
This webinar will be presented by Ruby Gurule, AFSP and Katherine Gudgel, EA.
Check out the
event flyer for more information!
Date & Time:
October 28, 2025
10:00 a.m. - 11:40 a.m. Arizona Time
Register Now!
Location/Materials:
Online -
A personal link to the webinar will be sent to each registrant via email one week, one day, and one hour before the webinar. Materials will be emailed one week in advance via link. Link will also be posted in Zoom during the presentation.
Fees:
| Standard | |
---|
Member | $50 | |
Non-Member | $75 | |
For attendees wanting to use their AZ Bucks, they will need to mail their AZ Bucks to the Chapter treasurer, who will reimburse them via check mailed to their preferred address. Please
email for the treasurer's address.
Cancellation Policy:
Cancellations must be submitted to NATP by October 27, 2025. All tax preparers are responsible for verifying the number of credits they receive each year and the related state or federal reporting requirements to maintain their credentials.
State Hours | Field of Study | |
---|
2 | State tax topic/update | |
No CPE or state CE is included.
AZ NATP 2025 Tax Update
Your Arizona chapter will be offering this seminar at two locations and as well as a Spanish option. Each event will offer the following education:
- Top Answers: Ethics Edition! Circular 230 Challenge
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Forget everything you know about dry, lecture-style ethics classes—this session is all about energy, interaction, and a little friendly competition! In "Top Answers: Ethics Edition," you'll join your fellow tax professionals to guess the top answers to questions about the latest Circular 230 updates, based on real public comments submitted to the IRS about each proposed change. After the game, we'll break down what these updates mean for your practice and how to stay compliant in today's evolving tax landscape. Note: This session does not qualify for Ethics Credit for CPAs. Objectives: Identify and explain the most significant proposed changes to Circular 230 affecting tax professionals. Recognize the ethical implications of new requirements, such as technological competence and updated standards for contingent fees. Evaluate how public feedback has shaped the proposed regulations and what that means for your practice. Presented by Katherine (Katie) Gudgel, EA in Mesa & Tucson. Presented by Liliana Davalos, AFSP, CAA at Mesa Spanish event.
- Get Ready for Tax Season
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Join us for an in-depth exploration of the most recent changes in tax laws and regulations that could impact you and your clients. Designed for both seasoned professionals and newcomers. This class will equip you with the knowledge and strategies needed to navigate the evolving tax landscape. Don't miss this opportunity to stay ahead of the curve and enhance your expertise. This class will not only cover the tax changes for both Federal and Arizona but will also assist you in becoming a "Tax Hero" with your clients for tax planning for the future. Learning Objectives: - Review the latest developments in Federal and Arizona tax law - Understand key tax provision changes - Apply updated regulations to tax preparation - Discuss how to incorporate updated regulations for immediate and long-range tax planning. Presented by Lin Leclair, EA and Karen Sullivan, EA in Mesa & Tucson. Presented by Regina Duran, EA at Mesa Spanish event.
- IRS Online Resources
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This session explores the powerful suite of online tools and resources available through IRS.gov that support both tax professionals and the taxpayers they serve. Led by Enrolled Agent Andrea Morales, this course highlights how to effectively navigate and apply these digital tools to improve tax law compliance, taxpayer representation, and tax planning. Participants will learn how IRS online resources can: help taxpayers access their accounts, make payments, and track refunds; empower professionals to retrieve transcripts, submit authorizations, and securely exchange information; provide accurate and up-to-date guidance through publications, FAQs, and interactive tools; support tax planning with tools like the Tax Withholding Estimator and Interactive Tax Assistant; keep users informed through alerts, newsletters, and the IRS digital daily. Presented by Andrea Morales, EA in Mesa & Tucson. Presented by Liliana Davalos, AFSP, CAA at Mesa Spanish event.
Mesa Location
Date & Time:
December 5, 2025
Attendee Check-In: 7:00 a.m. Arizona Time
Education: 7:30 a.m. - 5:00 p.m.
Location
Double Tree by Hilton Phoenix Mesa
1011 West Holmes Ave
Mesa, AZ 85210
480-833-5555
Reserve your room by Nov. 2, 2025, to secure the rate of $159/night + tax. Reservation code: TAX.
Check out the
event flyer for more information!
Register for Tucson on Dec. 8!
Fees:
| Early | Standard | |
---|
Member | $275 | $325 | |
Non-Member | $325 | $375 | |
| | | |
Early registration ends November 19, 2025.
Print and electronic materials are included with registration. Electronic materials will be email the night before the conference.
Continental breakfast and lunch are provided with registration.
For those unable to attend, E-materials may be purchased for a $100. Please
contact our chapter treasurer for more information.
Cancellation Policy:
Cancellations must be submitted to NATP by December 1, 2025, and are subject to a $50 fee.
Credits/Hours | Field of Study | | |
---|
2 | Federal Tax Law Topic | | |
5 | Federal Tax Law Update | | |
2 | Ethics | | |
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.
Pluses and Minuses on the Arizona Tax Return (On-Demand Webinar)
This on-demand webinar includes the presentation slides and a recording of the June 17, 2025 webinar broadcast.
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The preparation of an Arizona Income Tax Return starts with the income as reported on the federal tax return. 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 and interest from municipal and U.S. government sources. We will be discussing both the common, and some of the not so common, additions and subtractions used to derive the Arizona taxable income. Objective: To correctly calculate the Arizona adjusted gross income.
Presented by Lin Leclair, EA. The video and materials will be available until Oct. 15, 2026.
Register Now!
Fees:
| Standard | |
---|
Member | $50 | |
Non-Member | $75 | |
For registrants wanting to use their AZ Bucks, they will need to mail their AZ Bucks to the Chapter treasurer, who will reimburse them via check mailed to their preferred address. Please
email for the treasurer's address.
Cancellation Policy:
Because this is an online education offering, it is nonrefundable.
Hours | Field of Study | |
---|
2
| State Tax Topic/Update | |
No CPE is included.
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
AZ NATP Annual Conference
| Aug. 2025 | Mesa |
AZ-NATP Social at Taxposium in Las Vegas
| July 2025 | Las Vegas, NV |
Pluses and Minuses on the Arizona Tax Return
| Jun. 2025 | Webinar |
Pass-Through Entity Tax for Personal Returns | Aug. 2024 - May 2025 | On-Demand Webinar |
Charitable Contributions on the AZ-140 (Spanish) | Nov. 2024 - May 2025 | On-Demand Webinar |
Introduction to the AZ-140 | Oct. 2024 - May 2025 | On-Demand Webinar |
Performing Effective Client Interviews | Jun. 2024 - May 2025 | On-Demand Webinar |
AZ NATP 2024 Tax Update | Dec. 2024 | Multiple Locations |
Charitable Contributions on the AZ-140 (Spanish) | Nov. 2024 | Webinar |
Introduction to the AZ-140 and Annual Meeting | Oct. 2024 | Webinar |
Pass-ITIN Holders in Arizona (Spanish) | Sept. 2024 | Webinar |
Pass-Through Entity Tax for Personal Returns | August 2024 | Webinar |
Gettin' Down to Business - on the 1040 | August 2024 | Mesa |
Takin' Care of Business - The S Corporation | August 2024 | Mesa |
AZ Chapter Taxposium Networking | July 2024 | Orlando, FL |
Performing Effective Client Interviews | June 2024 | Webinar |
2023 AZ Tax Update in Spanish ODW | Jan.-May 2024 | On Demand Webinar |
Tax Treatment of Military Related Income ODW | Nov.-May 2024 | On Demand Webinar |
Introduction to AZ-140 in Spanish ODW | Nov.-May 2024 | On Demand Webinar |
Additions and Subtractions on Arizona Tax Returns ODW | Oct.-May 2024 | On Demand Webinar |
2023 AZ Tax Update in Spanish | Jan. 2024 | Webinar |
AZ NATP 2023 Tax Update - Tucson | Dec. 2023 | Tucson |
|
AZ NATP 2023 Tax Update - Spanish | Dec. 2023 | Mesa |
AZ NATP 2023 Tax Update - English
| Dec. 2023 | Mesa |
Tax Treatment of Military Related Income | Nov. 2023 | Webinar |
Introduction to AZ-140 in Spanish | Nov. 2023 | Webinar |
Additions and Subtractions on Arizona Tax Returns | Oct. 2023 | Webinar |
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 |