NY NATP 2022 Summer Series
There are two topics that will be presented during the New York Summer Series. Each topic will be presented on different days as indicated with each location.
Topic One - Intermediate S Corporations is for tax professionals who have prepared S corporation returns and are looking to improve their skills and proficiency. Topics will include reasonable compensation, built-in gains tax, distributions and stock basis, qualified business income deduction, shareholder loss limitations, ownership changes and liquidation issues.
Topic Two - Nuts and Bolts of Trusts will present how to prepare a basic Form 1041 and provide an understanding of the basic types of trusts typically used by taxpayers, the reasoning behind utilizing trusts and the treatment of income distributed by a trust. This topic will also present how to recognize the tax impact of funding a trust and transferring assets to a trust as well as when a trust is subject to the Net Investment Income Tax.
CPE: IRS 8 each day - Federal Tax Law Topic
All locations:
Check In begins at 7:30 a.m. ET
Education: 8:00 a.m. - 4:30 p.m. ET
Fees:
|
Early |
Standard |
|
| Member |
$225 |
$250 |
|
| Non-Member |
$250 |
$275 |
|
| Paper Materials |
$25 |
|
|
Early pricing deadline is listed with each location.
Registration includes meals and PDF materials. Instructions to download PDF materials will be sent via email two (2) days before the event. All purchased paper materials will be distributed at the event.
Cancellation Policy:
Cancellations must be submitted to NATP by the dates listed with each location and are subject to a $25 fee.
Tarrytown Location
Dates
Intermediate S Corporations - Aug. 8, 2022
Early Pricing deadline: July 25, 2022
Cancellation deadline Aug. 1, 2022
Nuts and Bolts of Trusts - Aug. 9, 2022
Early Pricing deadline: July 25, 2022
Cancellation deadline Aug. 1, 2022
Sheraton Tarrytown Hotel
600 White Plains Rd.
Tarrytown, NY 10591
914-332-7900
Aug. 8 Register Now
Aug. 9 Register Now
Hauppauge Location
Dates
Intermediate S Corporations - Aug. 10, 2022
Early Pricing deadline: July 27, 2022
Cancellation deadline Aug. 3, 2022
Nuts and Bolts of Trusts - Aug. 11, 2022
Early Pricing deadline: July 27, 2022
Cancellation deadline Aug. 3, 2022
Radisson Hotel Hauppauge-Long Island
110 Vanderbilt Motor Parkway
Hauppauge, NY 11788
631-305-2835
Aug. 10 Register Now
Aug. 11 Register Now
Saugerties Location
Dates
Intermediate S Corporations - Aug. 15, 2020
Early Pricing deadline: Aug. 1, 2022
Cancellation deadline Aug. 8, 2022
Nuts and Bolts of Trusts - Aug. 16, 2022
Early Pricing deadline: Aug. 1, 2022
Cancellation deadline Aug. 8, 2022
Diamond Mills Hotel & Tavern
25 S Partition St.
Saugerties, NY 12477
845-247-0700
Aug. 15 Register Now
Aug. 16 Register Now
Syracuse Location
Dates
Intermediate S Corporations - Aug. 17, 2022
Early Pricing deadline: Aug. 3, 2022
Cancellation deadline Aug. 10, 2022
Nuts and Bolts of Trusts - Aug. 18, 2022
Early Pricing deadline: Aug. 3, 2022
Cancellation deadline Aug. 10, 2022
Turning Stone Resort Casino
5218 Patrick Rd.
Verona, NY 13478
800-771-7711
Aug. 17 Register Now
Aug. 18 Register Now
NYC Location
Dates
Intermediate S Corporations - Aug. 22, 2022
Early Pricing deadline: Aug. 8, 2022
Cancellation deadline Aug. 15, 2022
Nuts and Bolts of Trusts - Aug. 23, 2022
Early Pricing deadline: Aug. 8, 2022
Cancellation deadline Aug. 15, 2022
The New Yorker by Wyndham
481 8th Ave.
New York, NY 10001
212-971-0101
Aug. 22 Register Now
Aug. 23 Register Now
Westbury Location
Dates
Intermediate S Corporations - Aug. 24, 2022
Early Pricing deadline: Aug. 10, 2022
Cancellation deadline Aug. 17, 2022
Nuts and Bolts of Trusts - Aug. 25, 2022
Early Pricing deadline: Aug. 10, 2022
Cancellation deadline Aug. 17, 2022
Viana Hotel and Spa
3998 Brush Hollow Rd.
Westbury, NY 11590
516-338-7777
Aug. 24 Register Now
Aug. 25 Register Now
Rochester Location
Dates
Intermediate S Corporations - Aug 29, 2022
Early Pricing deadline: Aug. 15, 2022
Cancellation deadline Aug. 22, 2022
Nuts and Bolts of Trusts - Aug 30, 2022
Early Pricing deadline: Aug. 15, 2022
Cancellation deadline Aug. 22, 2022
Rit Inn & Conference Center
5257 W Henrietta Rd.
Henrietta, NY 14467
585-359-1800
Aug. 29 Register Now
Aug. 30 Register Now
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
| Preparing a NYS IT201 Basic Tax Return ODW |
Jan. - Apr. 2022 |
On Demand Webinar |
| NYS IT203 Nonresident and Part Year Resident ODW |
Jan. - Apr. 2022 |
On Demand Webinar |
| NYS and the Retiree ODW |
Dec. 2021 - Apr. 2022 |
On Demand Webinar |
| Preparing a NYS IT201 Basic Tax Return |
Jan. 2022 |
Webinar |
| NYS IT203 Nonresident and Part Year Resident |
Jan. 2022 |
Webinar |
| NYS and the Retiree |
Dec. 2021 |
Webinar |
| 2021 NY NATP Annual Meeting and NY Hot Topics |
Dec. 2021 |
Webinar |
| NY 2021 Winter Preparing S Corporation Returns-Hauppauge |
Dec. 2021 |
Hauppauge |
| Essential Annual Seminar and Comprehensive 201/203 series |
Oct. - Dec. 2021 |
Multiple Locations |
| Summer Series |
Aug. - Sept. 2021 |
Multiple Locations |
| NYS and the CARES Act - Repeat Broadcast |
Jan. 2021 |
Webinar |
| NYS and the CARES Act |
Jan. 2021 |
Webinar |
| NY NATP Preparing a Basic IT201 Tax Return in Spanish |
Jan. 2021 |
Webinar |
| NY NATP Preparing a Basic IT201 Tax Return |
Jan. 2021 |
Webinar |
| NY Annual Meeting and NY Hot Topics |
Dec. 2020 |
Webinar |
| NY NATP 2020 Form IT-203 Nonresident, Part Year Resident |
Nov. 2020 |
Webinar |
| NY NATP 2020 Form IT-201/203 Credits and Other Taxes |
Nov. 2020 |
Webinar |
| 2020 Form IT-201/203 Adjustments to Federal AGI |
Nov. 2020 |
Webinar |
| Summer Series |
Aug. - Sept. 2020 |
Multiple Locations |
| Fall Series |
Oct. - Dec. 2019 |
Multiple Locations |
| Summer Series |
Aug. - Sept. 2019 |
Multiple Locations |
| Fall Series |
Oct. - Dec. 2018 |
Multiple Locations |
| Summer Series |
Aug. 2018 |
Multiple Locations |
More information about upcoming events can be found on our website.
