​​​​​​​​​​​​​​​​​​​​​​​Michigan Chapter Education

Events are listed chronologically, please scroll down to see all available Michigan Chapter events.

Summer Special - Final 1040, Estates and Trusts

This event will host Lawrence Zimbler, EA, MST and offer the following education:

  • Final 1040, Estates and Trusts:
    Read Less
    Dealing with Deceased Taxpayer Issues: This 8 hour session will cover the issues of dealing with the decedent's final income tax return, the various ways in which the decedent's assets may continue following the death (beneficiary, estate or trust, or some combination) and how to properly split the income, planning methods available for dealing with the transition of IRD producing assets being transferred. Determining the tax year of the estate or trust, and preparation of the first year of the trust or estate entities (or both). The Michigan Fiduciary Income Tax return will be included < 10% of the entire presentation. An introduction of both the federal Unified Transfer Taxes and the impact of the taxpayer's death on prior actions and post death approaches to these transfer taxes and the likely upcoming reduction of the unified credit."

Register Now!

Date & Time:

August 8, 2024
Attendee Check-In: 7:30 a.m. ET
Education: 8:00 a.m. - 4:30 p.m.


Best Western Okemos/East Lansing Conference Center
2209 University Park Dr
Okemos, MI 48864



Early registration ends July 29, 2024.

Registration includes print materials. Non registrants may email the MI chapter treasurer, Becky VanDort to purchase print materials for a $110 fee for members and a $140 fee for non-members.

Meals are included with registration. Although guests are not permitted in the seminar, they can join paid registrants during lunch for a $35 fee. Please contact Leslie Echols at 248-867-7233 by July 29 with any special menu or seating requests. Special requests are not available after July 29.

Under state law, only service animals will be allowed to ensure all paid attendees will be in a supportive learning environment without distractions.

Cancellation Policy:

Cancellations must be submitted to NATP by August 2, 2024, and are subject to a 20% fee.

Credits/HoursField of Study
8Federal Tax Law Topic

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.


Understanding Michigan Flow-Through Entity Taxes (Webinar)

Since 2021 Michigan has allowed certain entities, such as partnerships and S corporations, a Michigan flow-through entity (FTE) tax credit, which is allocated to the individual Michigan tax returns.

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Date & Time:

September 25, 2024
2:00 p.m. - 3:00 p.m. Eastern Time
Register Now!


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.

A link to the materials will be emailed to pre-registered individuals the night before. Materials will also be available to download from the webinar platform during the session.



Early pricing available until September 13, 2024.

Cancellation Policy:

Cancellations must be submitted to NATP by September 20​, 2024. 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.
State HoursField of Study
1State tax topic

No CPE is included.


Previous Events

May Convention
May ​2024Auburn Hills​
2024 Last Chance
Jan. ​2024Lansing
Purely Michigan
Dec​. ​2023Webinar
Purely Michigan
Oct. ​2023Multiple Locations
September Special Seminar
Sept. 2023Lansing
May ConventionMay 2023Grand Rapids
MI Last ChanceJan. 2023Lansing
Purely MI Tax UpdatesDec. 2022Webinar
Purely Michigan - Grand RapidsNov. 2022Kentwood
MI September Special SeminarSept. 2022Bath
Michigan June ConventionJune 2022Frankenmuth
Michigan Last ChanceJan. 2022Lansing
Purely Michigan VirtualDec. 2021Webinar
Purely Michigan Grand RapidsNov. 2021Grand Rapids
Purely Michigan LivoniaNov. 2021Livonia
September ConventionSept. 2021Bath
MI Last ChanceJan. 2021Webinar
Purely MI Tax SeminarOct. 2020Webinar
MI Last ChanceJan. 2020Lansing
Purely Michigan SeminarsOct. - Dec. 2019Multiple Locations
2 for 1 Seminar: Schedule CSept. 2019Bath
Summer Special: Rentals, Depreciation and QBIAug. 2019Bath
May ConventionMay 2019Grand Rapids
Last Chance SeminarJan. 2019Lansing
2 for 1 Seminar: PensionsSept. 2018Livonia
Purely Michigan SeminarsOct. - Dec. 2018Multiple Locations
Special Seminar: Form 1041July 2018Okemos
May ConventionMay 2018Port Huron
Last Chance SeminarJan. 2018Lansing
Basic Tax Review & Office ProceduresJan. 2018Lansing

Michigan Chapter Website

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