NY NATP 2023 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 - Preparing S Corporation Returns is for tax professionals who are new to preparing S corporation tax returns.
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The course material will guide tax professionals through Form 1120-S, U.S. Income Tax Return for an S Corporation, and the accompanying schedules. A comprehensive example showing how to apply the guidance ties everything together at the end. Upon completion of this course, you will be able to:
- Identify businesses eligible to make the S election
- Prepare Form 2553, Election by a Small Business Corporation
- Choose a tax year and accounting method for an S corporation
- Prepare a basic Form 1120-S, including Schedules K, K-1, L, M-1 and M-2
- Summarize the unique fringe benefit rules for more-than-2% shareholders
- List income and expense items that differ for book and tax purposes
Topic Two -
Intermediate S Corporations is geared toward tax professionals who prepare Form 1120-S, U.S. Income Tax Return for an S Corporation, and have a basic understanding of S Corporation taxation.
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Tax professionals may expand their expertise in S corporations by attending this course, which examines key topics such as reasonable compensation, built-in gains (BIG) tax, shareholder loss limitations, stock and debt basis, and distributions. It winds down by analyzing the tax consequences when S corporations experience a change in shareholders or shut down the business and liquidate the corporation. Upon completion of this course, you will be able to:
- Explain how to determine reasonable compensation for S corporation shareholders
- Compute and report the BIG tax
- Calculate the shareholder's basis by completing Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations
- Summarize the loss limitations that apply at the shareholder level
- Explain how distributions from an S corporation are taxed
- Analyze the tax effects when stock ownership changes
- Explain the tax consequences when an S corporation liquidates
- Prepare a final Form 1120-S for the year of liquidation
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 |
$275 |
|
| Non-Member |
$250 |
$300 |
|
| 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.
Westbury Location
Dates
Preparing S Corporations - July 31, 2023
Early Pricing deadline: July 17, 2023
Cancellation deadline July 24, 2023
Intermediate S Corporations - Aug. 1, 2023
Early Pricing deadline: July 17, 2023
Cancellation deadline July 24, 2023
Viana Hotel
3998 Brush Hollow Rd
Westbury, NY 11590
516-338-7777
July 31 Register Now
Aug. 1 Register Now
Waterloo Location
Dates
Preparing S Corporations - Aug. 3, 2023
Early Pricing deadline: July 20, 2023
Cancellation deadline July 27, 2023
Intermediate S Corporations - Aug. 4, 2023
Early Pricing deadline: July 20, 2023
Cancellation deadline July 27, 2023
Del Lago Hotel & Casino
1133 NY-414
Waterloo, NY 13165
866-306-0941
Aug. 3 Register Now
Aug. 4 Register Now
Fishkill Location
Dates
Preparing S Corporations - Aug. 7, 2023
Early Pricing deadline: July 24, 2023
Cancellation deadline July 31, 2023
Intermediate S Corporations - Aug. 8, 2023
Early Pricing deadline: July 24, 2023
Cancellation deadline July 31, 2023
Hyatt House Fishkill
100 Westgate Business Ctr Dr
Fishkill, NY 12524
845-897-5757
Aug. 7 Register Now
Aug. 8 Register Now
Albany Location
Dates
Preparing S Corporations - Aug. 9, 2023
Early Pricing deadline: July 26, 2023
Cancellation deadline Aug. 2, 2023
Intermediate S Corporations - Aug. 10, 2023
Early Pricing deadline: July 26, 2023
Cancellation deadline Aug. 2, 2023
HGI Albany Airport
800 Albany Shaker Rd
Albany, NY 12211
518-464-6666
Aug. 9 Register Now
Aug. 10 Register Now
NYC Location
Dates
Preparing S Corporations - Aug. 14, 2023
Early Pricing deadline: July 31, 2023
Cancellation deadline Aug. 7, 2023
Intermediate S Corporations - Aug. 15, 2023
Early Pricing deadline: July 31, 2023
Cancellation deadline Aug. 7, 2023
3 West Club
3 W 51st St
New York, NY 10019
212-582-5454
Aug. 14 Register Now
Aug. 15 Register Now
Hauppauge Location
Dates
Preparing S Corporations - Aug. 16, 2023
Early Pricing deadline: Aug. 2, 2023
Cancellation deadline Aug. 9, 2023
Intermediate S Corporations - Aug. 17, 2023
Early Pricing deadline: Aug. 2, 2023
Cancellation deadline Aug. 9, 2023
Radisson Hotel Hauppauge
110 Vanderbilt Motor Parkway
Hauppauge, NY 11788
631-305-2835
Aug. 16 Register Now
Aug. 17 Register Now
Previous Events
| Late Breaking NYS Update |
Jan. - April 2023 |
On Demand Webinar |
| IT203 Nonresident and Part Year Resident |
Jan. - April 2023 |
On Demand Webinar |
| Preparing a Basic IT 201 Tax Return |
Dec. - April 2023 |
On Demand Webinar |
| Preparing a Basic IT 201 Tax Return in Spanish |
Dec. - April 2023 |
On Demand Webinar |
| 2022 NY Chapter Annual Meeting |
Nov. - April 2023 |
On Demand Webinar |
| NY NATP Late Breaking NYS Update |
Jan. 2023 |
Webinar |
| NY NATP IT203 Nonresident and Part Year Resident |
Jan. 2023 |
Webinar |
| NY NATP Preparing a Basic IT201 Tax Return in Spanish |
Dec. 2022 |
Webinar |
| NY NATP Preparing a Basic IT201 Tax Return |
Dec. 2022 |
Webinar |
| NY Annual Meeting |
Nov. 2022 |
Fishkill, Syracuse and Webinar |
| Fall Series (Essential Annual and Essential NY Topics Annual Seminars) |
Oct. - Dec. 2022 |
Multiple Locations |
| Summer Series (Intermediate S Corps and Nuts and Bolts of Trusts) |
Aug. 2022 |
Multiple Locations |
| 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.
