New York Chapter Education


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
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More information about upcoming events can be found on our website.

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