There are two areas of topics that will be presented during the New York Fall Series. Each area of topic will be presented on different days as indicated with each location.
Topic Area One - NY NATP Essential Annual Seminar:Read More
Topics covered include:
- Section 529 Plans: Section 529 plans have been in existence since 1996. Every major tax law bill has expanded the 529 plan in some way. While Section 529 plans have been part of the college financial planning toolkit, tax professionals often ask many questions about Section 529 plans. Over the past five years, we have seen the expansion of qualified expenses to include rollovers to the ABLE (Achieving Better Life Experience) accounts and the inclusion of secondary and elementary schooling as qualifying expenses. The tax law changes of December 2019 made other changes to the Section 529 plan and the CARES Act further enhanced the 529 uses. SECURE and SECURE 2.0 also updated the 529 plan. This module seeks to raise the tax professional's awareness of the scope of Section 529 and answer commonly asked questions.
- FBAR and Form 8938: As our world shrinks into one global community, more and more clients have globaltax concerns. Just a few years ago, discussions of global tax concerns stayed among the affluent client bases. Now, clients are investing globally. Companies moved operational centers to other countries often bringing our clients to work outside the United States. Clients are increasingly holding funds in foreign bank accounts. Sometimes these accounts are in their origin nation or in countries where the client either is or was employed or attended school.
- Form 1099-K Update: This seminar explores Form 1099-K latest developments including, reporting requirements, common challenges, and specific reporting scenarios for different transaction types. Participants will gain a comprehensive understanding of accurate Form 1099-K filing, enabling them to navigate its intricacies effectively.
- 2024 Tax Season Issues: This seminar will cover Traditional and Roth IRA adjusted gross income phaseout limits and explains the tax consequences of Roth IRA backdoor conversions. It will explain new required minimum distribution rules and penalties. We will also cover the new laws concerning penalty free retirement plan distributions and new retirement plan limits will be fully explained. We will cover which expenses qualify as higher education expenses for 529 distributions. We will also explain the taxation and how to report nonqualified 529 plan distributions. We will review Filing Status, the Child and Dependent Tax Credit and Kiddie Tax rules including several examples. We will also cover Schedule A including medical expenses, state tax deductions, mortgage interest and contributions. Estate Tax and Gift Tax, Section 179 expenses and Bonus depreciation will also be covered.
- Ethics Conflicts of Interest: In order to ethically serve taxpayers, a tax professional must recognize potential or actual conflicts of interest. The resolution of potential or actual conflicts of interest first requires that the character of the conflict of interest be recognized and disclosed to the affected parties. This seminar will delve into the area of conflicts of interest that come up during client engagement from the perspective of IRS Circular 230.
Topic Area Two - NY NATP Essential NY Topics Seminar:Read More
Seminar includes a review of the New York State Individual Tax Returns. It will include NYS Credits and Modifications, including the Nursing Home credit, Energy Credits, Decoupling and Retirement Modifications, A review of 529 Plans, a discussion of what to do when a NY taxpayer dies, a review of Hot Topics from the current/upcoming year and a Speaker from NYS DTF.
All locations:
Check In begins at 7:30 a.m. ET
Education: 8:00 a.m. - 4:30 p.m. ET
Fees: NY NATP Essential Annual Seminar
|
Early |
Standard |
|
| Member |
$275 |
$325 |
|
| Non-Member |
$325 |
$375 |
|
| Paper Materials |
$40 |
|
|
Fees: NY NATP Essential NY Topics Seminar
|
Early |
Standard |
|
| Member |
$250 |
$300 |
|
| Non-Member |
$300 |
$350 |
|
| Paper Materials |
$40 |
|
|
Early pricing deadline is listed with each location.
Registration includes meals and electronic 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 $50 fee.
Hauppauge Location
Dates
NY NATP Essential Annual Seminar - Oct. 24, 2024
Early Pricing deadline: October 10, 2024
Cancellation deadline: October 17, 2024
NY NATP Essential NY Topics Seminar - Oct. 25, 2024
Early Pricing deadline: October 10, 2024
Cancellation deadline: October 17, 2024
Radisson Hotel Hauppauge
110 Vanderbilt Motor Parkway
Hauppauge, NY 11788
631-305-2835
Oct. 24-Hauppauge Register Now
Oct. 25-Hauppauge Register Now
Tarrytown Location
Dates
NY NATP Essential Annual Seminar - Nov. 11, 2024
Early Pricing deadline: October 28, 2024
Cancellation deadline: November 4, 2024
NY NATP Essential NY Topics Seminar - Nov. 12, 2024
Early Pricing deadline: October 28, 2024
Cancellation deadline: November 4, 2024
Sheraton Tarrytown
600 White Plains Rd
Tarrytown, NY 10591
914-332-7900
Nov. 11-Tarrytown Register Now
Nov. 12-Tarrytown Register Now
Kingston Location
Dates
NY NATP Essential Annual Seminar - Nov. 13, 2024
Early Pricing deadline: October 30, 2024
Cancellation deadline: November 6, 2024
NY NATP Essential NY Topics Seminar - Nov. 14, 2024
Early Pricing deadline: October 30, 2024
Cancellation deadline: November 6, 2024
Best Western Plus
503 Washington Ave
Kingston, NY 12401
845-338-0400
Nov. 13-Kingston Register Now
Nov. 14-Kingston Register Now
Rochester Location
Dates
NY NATP Essential Annual Seminar - Nov. 19, 2024
Early Pricing deadline: November 5, 2024
Cancellation deadline: November 12, 2024
NY NATP Essential NY Topics Seminar - Nov. 20, 2024
Early Pricing deadline: November 5, 2024
Cancellation deadline: November 12, 2024
RIT Inn & Conference Center
5257 W Henrietta Rd
Henrietta, NY 14467
585-359-1800
Nov. 19-Rochester Register Now
Nov. 20-Rochester Register Now
Buffalo Location
Dates
NY NATP Essential Annual Seminar - Nov. 21, 2024
Early Pricing deadline: November 7, 2024
Cancellation deadline: November 14, 2024
NY NATP Essential NY Topics Seminar - Nov. 22, 2024
Early Pricing deadline: November 7, 2024
Cancellation deadline: November 14, 2024
HGI Buffalo Airport
4201 Genesee St
Buffalo, NY 14225
716-565-0040
Nov. 21-Buffalo Register Now
Nov. 22-Buffalo Register Now
Staten Island Location
Dates
NY NATP Essential Annual Seminar - Nov. 25, 2024
Early Pricing deadline: November 11, 2024
Cancellation deadline: November 18, 2024
NY NATP Essential NY Topics Seminar - Nov. 26, 2024
Early Pricing deadline: November 11, 2024
Cancellation deadline: November 18, 2024
Hilton Garden Inn
1100 South Avenue
Staten Island, NY 10314
718-477-2400
Nov. 25-Staten Island Register Now
Nov. 26-Staten Island Register Now
Westbury Location
Dates
NY NATP Essential Annual Seminar - Dec. 3, 2024.
Annual Meeting: 12:00 p.m. - 1:00 p.m.
Early Pricing deadline: November 19, 2024
Cancellation deadline: November 26, 2024
NY NATP Essential NY Topics Seminar - Dec. 4, 2024
Early Pricing deadline: November 19, 2024
Cancellation deadline: November 26, 2024
Viana Hotel
3998 Brush Hollow Rd
Westbury, NY 11590
516-338-7777
Dec. 3-Westbury Register Now
Dec. 4-Westbury Register Now
Binghampton Location
Dates
NY NATP Essential Annual Seminar - Dec. 5, 2024
Early Pricing deadline: November 21, 2024
Cancellation deadline: November 28, 2024
NY NATP Essential NY Topics Seminar - Dec. 6, 2024
Early Pricing deadline: November 21, 2024
Cancellation deadline: November 28, 2024
Double Tree Binghampton
225 Water St
Binghampton, NY 13901
607-722-7575
Dec. 5-Binghampton Register Now
Dec. 6-Binghampton Register Now
Albany Location
Dates
NY NATP Essential Annual Seminar - Dec. 9, 2024
Early Pricing deadline: November 25, 2024
Cancellation deadline: December 2, 2024
NY NATP Essential NY Topics Seminar - Dec. 10, 2024
Early Pricing deadline: November 25, 2024
Cancellation deadline: December 2, 2024
Century House
997 New Louden Rd
Latham, NY 12110
518-785-0931
Dec. 9-Albany Register Now
Dec. 10-Albany Register Now
Fishkill Location
Dates
NY NATP Essential Annual Seminar - Dec. 9, 2024
Early Pricing deadline: November 25, 2024
Cancellation deadline: December 2, 2024
NY NATP Essential NY Topics Seminar - Dec. 10, 2024
Early Pricing deadline: November 25, 2024
Cancellation deadline: December 2, 2024
Hyatt House Fishkill
100 Westgate Business Center Drive
Fishkill, NY 12524
845-897-5757
Dec. 9-Fishkill Register Now
Dec. 10-Fishkill Register Now
Bayside Location
Dates
NY NATP Essential Annual Seminar - Dec. 11, 2024
Early Pricing deadline: November 27, 2024
Cancellation deadline: December 4, 2024
NY NATP Essential NY Topics Seminar - Dec. 12, 2024
Early Pricing deadline: November 27, 2024
Cancellation deadline: December 4, 2024
Adria Hotel & Conference Center
22117 Northern Blvd
Bayside, NY 11361
718-631-5900
Dec. 11-Bayside Register Now
Dec. 12-Bayside Register Now
Syracuse Location
Dates
NY NATP Essential Annual Seminar - Dec. 11, 2024
Early Pricing deadline: November 27, 2024
Cancellation deadline: December 4, 2024
NY NATP Essential NY Topics Seminar - Dec. 12, 2024
Early Pricing deadline: November 27, 2024
Cancellation deadline: December 4, 2024
Hilton Garden Inn
6004 Fair Lakes Rd
E. Syracuse, NY 13057
315-431-4800
Dec. 11-Syracuse Register Now
Dec. 12-Syracuse 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.
NY NATP Preparing a Basic IT 201 Tax Return (Webinar)
This hands on-course will discuss the ins and outs of preparing a basic NY IT201 Tax Return.
Read More
We will review filing requirements, filing status, most common adjustments to NYS Income and introduce some basic NYS Tax credits.
Presented by Dan Paoletti, EA.
Date & Time:
December 17, 2024
2:00 p.m. - 4:00 p.m. Eastern Time
Register Now!
Location/Materials:
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.
Materials are included with registration. They will be emailed the morning of the event and available to download from the webinar platform during the session.
Fees:
|
|
Standard |
|
| Member |
$40 |
|
| Non-Member |
$40 |
|
Cancellation Policy:
Cancellations must be submitted to NATP by December 17, 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 Hours |
Designation |
Field of Study |
|
| 2 |
NYS CPA |
State tax topic/update |
|
NY NATP Preparing a Basic IT 201 Tax Return - Spanish (Webinar)
This hands on-course will discuss the ins and outs of preparing a basic NY IT201 Tax Return. Presented in Spanish.
Read More
We will review filing requirements, filing status, most common adjustments to NYS Income and introduce some basic NYS Tax credits.
Presented by Joseph E Rodriguez, EA.
Date & Time:
December 18, 2024
10:00 a.m. - 12:00 p.m. Eastern Time
Register Now!
Location/Materials:
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.
Materials are included with registration. They will be emailed the morning of the event and available to download from the webinar platform during the session.
Fees:
|
|
Standard |
|
| Member |
$40 |
|
| Non-Member |
$40 |
|
Cancellation Policy:
Cancellations must be submitted to NATP by December 18, 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 Hours |
Designation |
Field of Study |
|
| 2 |
NYS CPA |
State tax topic/update |
|
NY NATP NY State Modifications (Webinar)
New York State tax returns are prepared after the federal return has been completed. Tax professionals begin with federal adjusted gross income(AGI) then apply the numerous New York State modifications to income.
Read More
More commonly used modifications are the primary focus, while rarely used modifications are presented for awareness only. At the end of the section, attendees should be able to recognize and correctly calculate common NYS adjustments to income and be aware of the less common NYS adjustments to income.
Presented by Dan Paoletti, EA.
Date & Time:
December 18, 2024
2:00 p.m. - 4:00 p.m. Eastern Time
Register Now!
Location/Materials:
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.
Materials are included with registration. They will be emailed the morning of the event and available to download from the webinar platform during the session.
Fees:
|
|
Standard |
|
| Member |
$40 |
|
| Non-Member |
$40 |
|
Cancellation Policy:
Cancellations must be submitted to NATP by December 18, 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 Hours |
Designation |
Field of Study |
|
| 2 |
NYS CPA |
State tax topic/update |
|
NY NATP NY State Individual Tax Credits (Webinar)
New York State and the City of New York, offer many tax credits. Some are simple and handled by professional tax software with little or no additional steps while others require filing. This module addresses the more common and most recently enacted tax credits.
Read More
After attending this session, attendees should be able to:
- Recognize commonly used New York State and New York City tax credits
- Advise clients on potential tax credits in tax planning
- Properly calculate and apply commonly used NYS/NYC tax credits
- Understand ordering and carryover rules and determine when they apply
- Recognize Awareness Topics in credits and Other NYS Taxes
Presented by Dan Paoletti, EA.
Date & Time:
December 19, 2024
2:00 p.m. - 4:00 p.m. Eastern Time
Register Now!
Location/Materials:
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.
Materials are included with registration. They will be emailed the morning of the event and available to download from the webinar platform during the session.
Fees:
|
|
Standard |
|
| Member |
$40 |
|
| Non-Member |
$40 |
|
Cancellation Policy:
Cancellations must be submitted to NATP by December 19, 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 Hours |
Designation |
Field of Study |
|
| 2 |
NYS CPA |
State tax topic/update |
|
NY NATP IT203 Nonresident and Part Year Resident (Webinar)
This webinar deals with the filing intricacies a New York State connected taxpayer may encounter as well as the following:
Read More
- Determine the effects nonresident and part year residency could have on filing status.
- Explain key definitions including domicile, residence, permanent place of abode and statutory resident.
- Cover the primary and secondary factors in determining domicile.
- Learn the types of New York income sourced to nonresidents.
- Discuss types of income requiring allocation and review the income allocation worksheet.
- Explain the three-factor apportionment method, special accruals and preparation of form IT-2663, Nonresident real property estimated income tax.
- Discuss Telecommuting including the Convenience Rule.
Presented by Richard Rottkamp, EA.
Date & Time:
January 8, 2025
2:00 p.m. - 4:00 p.m. Eastern Time
Register Now!
Location/Materials:
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.
Materials are included with registration. They will be emailed the morning of the event and available to download from the webinar platform during the session.
Fees:
|
|
Standard |
|
| Member |
$40 |
|
| Non-Member |
$40 |
|
Cancellation Policy:
Cancellations must be submitted to NATP by January 8, 2025. 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 Hours |
Designation |
Field of Study |
|
| 2 |
NYS CPA |
State tax topic/update |
|
NY NATP Late Breaking NYS Update (Webinar)
This seminar will update members on the most recent changes in NY tax law changes that are known.
Read More
2024 has been a unique year in many ways. See how New York is addressing some of the tax areas that have come up. This free webinar is limited to members only. Non-members may not register.
Presented by Kathryn Keane, EA.
Date & Time:
January 21, 2025
2:00 p.m. - 3:00 p.m. Eastern Time
Register Now!
Location/Materials:
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.
Materials are included with registration. They will be emailed the morning of the event and available to download from the webinar platform during the session.
Fees:
|
|
Standard |
|
| Member |
$0 |
|
| Non-Member |
NOT AVAILABLE |
|
Cancellation Policy:
Cancellations must be submitted to NATP by January 21, 2025. 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 Hours |
Field of Study |
|
| 1 |
State tax topic/update |
|
No CPE is included.
NY NATP NYC Part Year Resident and IT-360.1 (Webinar)
This hands-on session will explore the special rules for taxpayers moving into and out of New York City.
Read More
We will discuss the form IT360.1 Change of City Resident Status and during the session we will work through real life examples for Taxpayers who are required to file this form.
Presented by Kathryn Keane, EA.
Date & Time:
January 22, 2025
11:00 a.m. - 12:00 p.m. Eastern Time
Register Now!
Location/Materials:
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.
Materials are included with registration. They will be emailed the morning of the event and available to download from the webinar platform during the session.
Fees:
|
|
Standard |
|
| Member |
$30 |
|
| Non-Member |
$30 |
|
Cancellation Policy:
Cancellations must be submitted to NATP by January 22, 2025. 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 Hours |
Designation |
Field of Study |
|
| 1 |
NYS CPA |
State tax topic/update |
|
Previous Events
| Preparing a Basic IT 201 Tax Return |
Dec. - Oct 2024 |
On Demand Webinar |
| Preparing a Basic IT 201 Tax Return-Spanish |
Dec. - Oct 2024 |
On Demand Webinar |
| NYS Individual Tax Credit |
Dec. - Oct 2024 |
On Demand Webinar |
| NYS Modifications |
Dec. - Oct 2024 |
On Demand Webinar |
| T203 Nonresident and Part Year Resident |
Dec. - Oct 2024 |
On Demand Webinar |
| Retiree and NYS |
Dec. - Oct 2024 |
On Demand Webinar |
| Late Breaking NYS Update |
Jan. - Oct 2024 |
On Demand Webinar |
| Summer Series (Preparing Partnership Returns & Introduction to Estates & Form 1041) |
Aug. - Sept. 2024 |
Multiple Locations |
| NY Chapter Member Gathering at Taxposium |
July 2024 |
Orlando, FL |
| NY NATP Retiree and NYS Webinar |
Jan. 2024 |
Webinar |
| NY NATP 2024 Late Breaking NYS Update |
Jan. 2024 |
Webinar |
| NYS IT203 Nonresident and Part Year Resident |
Jan. 2024 |
Webinar |
| New York State Modifications |
Jan. 2024 |
Webinar |
| New York State Individual Tax Credits |
Jan. 2024 |
Webinar |
| Preparing a Basic IT 201 Tax Return - Spanish |
Dec. 2023 |
Webinar |
| Preparing a Basic IT 201 Tax Return |
Dec. 2023 |
Webinar |
| Fall Series (NY NATP Essential Annual Seminar and NY NATP Essential NY Topics Seminar) |
Oct. - Nov. 2023 |
Multiple Locations |
| Summer Series (Preparing S Corporation Returns and Intermediate S Corporations) |
July & Aug. 2023 |
Multiple Locations |
| New York NATP Member Gathering at Taxposium |
July 2023 |
San Antonio, TX |
| 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.
