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Chapter News - Current Edition

August 15, 2017

More Opportunities for Education Ahead
A message from National

National Conference is a great way to get some education, but if you weren’t able to attend last week, there are still plenty of opportunities to get involved in this great organization. Chapter events are being held across the country, providing state and federal education in your general area. Check out the following events and drop your local Chapter President a line to see how you can be involved.


Come one, come all to our Final 1040 and Estate Returns continuing education class, taught by Jaye Tritz, October 2-4. The class will be held at the Fairfield Inn & Suites in Fultondale, AL.  

Registration is now open.  
Our Fall Conference and Annual Membership Meeting will be held in Hoover, AL, November 5–8. Kathryn Keane will be returning as our instructor.  
Register now for our early bird special.
Please visit our Chapter Education page for additional information for both events.
We look forward to seeing you all there!


Want to meet other Arizona tax professionals? Our Annual Meeting will be held October 26-27 in Tempe. There will be plenty of time to network and have some fun!

Also receive up to 16 CPE with Larry Zimbler, MST, EA.
For the planners and early birds, our December update registration is also available.


Our next event is quickly approaching and we want to see you all there. Please join us for the 2017 California Conference, which includes the Annual Meeting and up to 5 CPE.

The California Conference takes place on Friday, September 22, from 8:00 a.m. to 5:00 p.m. at the Crown Plaza Sacramento, 5321 Date Ave, Sacramento, CA 95841.
Our education this year will be presented by Laura Strombom, EA, MBA, NTPI Fellow, who will cover California Taxes: The Good, The Bad, and The Ugly; and Lila Fedler, EA, from the Taxpayer's Rights Advocates Office, will present What The TRA Can Do For You and How to Best Utilize TRA Services.
Pricing is currently $99 members/ $129 nonmembers. The early bird rates expire August 21, sign up early to lock in this rate.


The August newsletter from your award-winning Chapter is now available.

We were presented with the 2016 Communications Award at last week's National Conference and are so honored to have won in this category.
This month's newsletter focuses on what it is like to be a Board member and how it would benefit you to consider applying. Also, a reminder to send in your Seminar at Sea registration as the conference room is more than half-filled. You can find the registration form in the mid-July newsletter.
Plus, there’s a lot of other good stuff to read.  
Happy summertime!


Join us for up to 2 CPE on September 21.

We’re bringing part of the NATP National Conference to Hawaii:
What: Topic: Business Use of Auto’s for Employees & Self-Employed
Who: Dale Boushley, National NATP Instructor w/ over 25 years’ teaching experience
Why: Clients deserve the best tax expertise they can get when they come to you with questions like: I changed my business to an S-Corp, but I can still deduct my business miles on my personal car, right? Or, is it better for me to lease a car or buy a car for my business? Or maybe, I traded-in my car to get a new car, so how much can I deduct for my new car? This course will cover those questions and so much more. You’ll learn how you can help your clients avoid audits, while helping to ensure they pay only their fair share of taxes. Don’t miss this special opportunity!
When: Thursday, September 21 from 7:30–10:00 a.m., including a breakfast buffet.
Where: Waikele Country Club
Cost is only $30 members/ $35 nonmembers for 2 CPE and breakfast.  


Join us on September 20-22 for our Iowa Chapter Annual Conference, to be held at Holiday Inn Hotel & Suites, 4800 Merle Hay Road, Urbandale, IA. Phone: 515.278.4755.

We will start on Wednesday evening at 7:00 p.m. with Ethics and continue Thursday and Friday. Up to 16 CPE are available (3-Federal Update, 2-Ethics, 11-Update). Randy Adams, a NATP national instructor and member of Iowa NATP, will be teaching these sessions.

Other topics include:

  • Trusts and Form 1041
  • Schedule C, Casualty
  • Theft and Disaster Losses
  • Foreclosures and Debt Cancellation

Federal Updates will be presented by Karen Brehmer, IRS Stakeholder Liaison.

The Iowa Department of Revenue will also present an update.

Hope to see you there!


Continuing education is just around the corner:

  • IRS-KS Symposium, August 24, Johnson County Community College, Overland Park, KS
  • Annual Meeting and Seminar, October 30, Double Tree by Hilton Wichita Airport, KS

Registration, dates, times and fees are on our Chapter Education page. See our Chapter’s website for full agendas, topics and speaker bios. Do you know who your IRS Stakeholder Liaison and Taxpayer Advocate are? Find out at the Symposium. Update your knowledge of employee stock plans with speaker John Sheeley’s The Alphabet Soup of EE Stock Plans presentation at the Annual Meeting in Wichita.

Check out the Sales Tax Holidays by State article from the Tax Foundation. The number of states participating have declined.

Kansas has announced local sales and use tax rate changes as of October 1. Pub 1700 will be available soon.

Visit the KS Dept. of Revenue home page to review the “Pay past due taxes online” feature. There’s also a corresponding app available for download. Also on the home page is the new Withholding Tax Booklet and a calculator that can give you an estimate of additional tax due based on recent legislation.


The Kentucky Annual Meeting and Seminar will be held September 28-29, 2017 at Boone Tavern, Berea, KY. Join us for "Tax Issues on Tap" the evening of September 28 and enjoy a day-long seminar.

September 29 will focus on the Issues of Retirement and Social Security, Tax Issues for Seniors, the Final 1040 and Form 1041. Earn up to 8 CPE!

Seminar brochure and registration form are available by request at natpky@gmail.com or by contacting Martha Nest at 502.349.0471 or westview0922@gmail.com after August 15, 2017.


Join the LA Chapter for the Annual Chapter Fall Education and Membership Meeting, September 25-27. Earn up to 17 CPE.

We are proud to present our awesome team of Louisiana instructors: Kathy Morgan, EA, USTCP; Harry Picou, EA; and Tiffany Doucet, EA.

Earn CPE while learning about some hot tax topics, including Recapture, The Taxpayer Advocate, AMT, Identity Theft and more!

Please visit our Chapter Education page for the full agenda and registration.


The Maine Chapter of NATP is hosting its Annual Conference on September 29-30, 2017. Conveniently located at the Hampton Inn, 388 Western Avenue in Augusta, ME. To make a hotel reservation, please call 207.622.4077.

Please join us for educational topics such as Tax Issues for Seniors, Churches, Clergy and the IRS, Tax Issues for Divorcing Couples and Basics of Basis as well as IRS Updates and Maine Revenue Services. Up to 8 Federal CPE is offered.
Visit our Chapter Education page for more information and registration. Early pricing is available  until August 31, 2017.


Don’t forget to check out our latest newsletter.


Save the date for our "2 for 1" on September 22.

"2 for 1" means that two of you can attend for the price of one if you register at the same time. Think about someone that should come with you that has not been at our Michigan Chapter seminars. Be sure to have that person save the date!

You can visit our website for upcoming events. All details will be available very soon.

As always, we welcome your suggestions.


Be sure to save the date for our MN NATP Fall Conference to be held September 19-20. It will be held at the Holiday Inn & Suites, 75 South 37th Avenue, St. Cloud, MN. Phone: 320.253.9000. The cost for hotel stay is $86.95 per night.

Visit our Chapter Education page for more details and registration.


Please join us for the Missouri IRS Symposium on August 17 at the Holiday Inn Airport West-Earth City, 3400 Rider Trail South, St. Louis, MO. It will be held from 8:00 a.m.-3:30 p.m. and will offer up to 7 CPE.

Representatives from IRS will provide information on Examinations and Collection Issues, Appeals Updates, what's new with the Taxpayer Advocate and Criminal Investigations. Catherine Murphy will present IRS Hot Topics.

Find information and the registration form on our Education page.

New Hampshire

Our Summer 2017 newsletter is now available on the NATP website, and also at NHNATP.com. Check it out! It contains loads of interesting and useful information.

New Mexico

Save the date! Our Annual Meeting and Education Event is on Monday, September 18.

We are in dire need of people to serve on the Board of Directors and will be nominating from the floor. Please contact Amber if you are interested in being nominated.

NATP is running a huge Member Get A Member promotion. You could win free admission to the 2018 National Conference by participating!

New York

There is still time to register for a NY Chapter Summer Series class. Visit our website to register or get the printable registration form for topic and site information.

Register now because the NY Chapter is raffling off an iPad Mini! Any registration for a 2017 Summer or Fall Series NY Chapter class enters you in the raffle.

Keep checking our Chapter Education page and website for information on the NY Chapter’s Fall Series!

North Carolina

Please join us for our Annual Conference at Harrah’s Cherokee Casino Resort, October 23-24.

Visit our Chapter Education page for more details and to register.

Hope to see you there!


Be sure to check your mailbox for a brochure detailing the upcoming Ohio Fall Conference. Don't miss your opportunity to fulfill your annual CPE requirements in the comfort of the Nationwide Conference Center, September 21-23.

Visit our Chapter Education page for further details and to register.

We hope to see you there!


Registration is now open for:

1041/PA41 and Elder Issues on September 7 in State College at the Penn Stater Hotel. Learn from instructors Linda Bleil, EA, and Julie Steinbacher, Esq. Both are experts in their field. The day includes lunch and snacks.

Federal Basic, PA and Local Instruction, September 20-22 at the MFG and Business Association Conference Center in Erie. NATP Chapter-certified instructors, Patti Blum and Kathryn Bowman, EA, will review the basics of tax preparation. Send your employees or use as a refresher. Register for all three days or just the PA and local. Lunch and snacks included.

Federal Schedule F and Schedule J plus Farm Succession Planning will be held on October 20 in East Earl at Shady Maple Restaurant. Instructors will be David Fleming, EA, Matt Henderson from AGChoice Farm Credit and Gary Heim, attorney with Mette, Evans and Woodside, all specializing in agriculture. Enormous smorgasbord lunch and snacks included. Make it a weekend and tour famous Lancaster County.

Register for all on our Chapter Education page.

Be sure to check out our August newsletter.

Also, if you're interested in ordering the latest TheTaxBook, here's a handy order form with a discount code.


TN-NATP Annual Seminar will be September 21- 22 in Pigeon Forge, TN, at the Music Road Resort. Our speaker for the two-day seminar is Beanna Whitlock. Earn up to 16 CPE.

Reservations for your hotel room are active now and start at $119.00 per night, prices vary depending on your room choice. Find information on hotel reservations, detailed hotel information, course descriptions and a Beanna Whitlock bio.

Register today on our Chapter Education page.


Thank you to all who were able to join us at our Texas Meet-n-Greet at the National Conference. We had a great time meeting some of you for the first time and enjoyed reconnecting with the rest of you.

Continue to watch our Chapter Education page for the full agenda to our Spaced Out for Taxes! education event. Registration should open next week.

Would you like to have your mentor honored as the 2017 MARK Award recipient? For more information about nominations or an application, visit the Texas Chapter website.

Our local IRS Stakeholder Liaisons want to remind you: "Don't Take the Bait" in the IRS's latest news release from August 1.

For other current events or information, please follow us on Facebook or LinkedIn. If you have any questions for our Board of Directors, please send them to texasnatp@gmail.com.


Our latest newsletter is now available!


Early bird registration ends soon! Join us for up to 8 hours of education, networking, dinner and our version of Tax Jeopardy! Event starts at 1:00 p.m. on Friday, September 22, and ends at noon on Saturday, September 23, in Everett, Washington.

Education includes Ethics and Circular 230, from Wilma Bennett, as well a Entity Choices and Strategies and What Needs to be in Writing, from Sherry Whah.

Special room rates are available at the Courtyard by Marriott-Seattle North/Everett. Sign up for the event and reserve your room today.


Looking for outstanding education at an affordable price with great speakers and a fabulous lunch included? Then head on over to our website to check out the upcoming September events at Ho Chunk Casino in Baraboo, WI.

The Wisconsin Update Seminar will be loaded with all the latest and greatest Wisconsin tax information that is key to keeping a successful tax practice.

The Farm Tax Seminar will give you up to 6 CPE, with 2 Wisconsin education hours on all farm issues. Everything you need to know including registration can be found on our Chapter Education page.

See you there!

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