September 18, 2018


Hello from Alabama! It's still 90 degree weather and I am looking forward to Fall. Come and join us for our Annual Membership Meeting & Fall Education to be held on Sunday, Nov. 11 through Tuesday, Nov. 13, 2018, at the Hampton Inn & Suites in Orange Beach, AL.

These are just a few of the topics we will be discussing:

  • TJCA? (Is that the Thomas Jefferson Classical Academy?)
  • QBI? (Is that Quarterback Interference?)
  • Teens/Dependents?
  • Ethics: What would you do?

You can register on our Chapter Education page.

Make your hotel reservations now at 251-923-4400. Use group code: TFM.



Please join us on Nov. 1, 2018, for our annual education event. It will be held at the BP Energy Center in Anchorage from 1:30 p.m. - 5:30 p.m.

We will be offering "Options for Paying IRS Debt" which will be taught by our own chapter president, Sherry Whah. She'll teach us how to correctly fill out Forms 8221 and 2848, the collection process, straight line installment agreements, how to prepare an Offer in Compromise, how to get a currently not collectible status, and practical approaches to aid your client. Visit our Chapter education page to register.

Have you renewed your Quickfinder or TheTaxBook yet? Help our chapter earn rebates on your order. You can find the Quickfinder order form and TheTaxBook order form here.



Ready to take the next step in your professional advancement? This year your chapter will be awarding two scholarships that will reimburse you for all three parts of the Special Enrollment Exam (SEE).

Scholarships are awarded on a point system that will include chapter involvement, community involvement, education background, and work history within the tax professional community.

Submit your completed application to Jane Whetzel, Scholarship Committee Chair at by Oct. 31. Scholarships will be awarded in December.

Here is the summary of the September First Friday Hot Issues with our local IRS liaison, Evelyn Dyson Lee, Senior Stakeholder Liaison.

If you have an unresolved issue that you would like submitted to our Liaison, please email Lily Davalos, Government Relations Chair, at

Check out your chapter’s website for the latest information on what’s going on and for additional details on our December Updates as they become available.



Please join us for the California Chapter Annual Meeting on Sept. 21, 2018, from 7:30 a.m. - 5 p.m. located at the Embassy Suite Waterfront, 100 Capitol Mall, Sacramento, CA 95814.

Speakers are Marc Narelsky of Taxpayers’ Rights Advocate’s Office, Tim Treichelt of CDFTA, Steve Simms of California Compliance and Representation, and Brett Hansen.

Pricing is $149 for members; $179 for nonmembers. $199 at the door. You can register on our Chapter Education page.

For more information, check out our website and Facebook page.



Come join the Connecticut Chapter of NATP at our Fall Conference and Annual Meeting on Thursday, Nov. 1, 2018.

Our keynote speaker for this event is Karen Joyner, EA, of Coronado, California. Karen is no stranger to the tax industry. She works with Lisa Ihm, EA, and Brass Tax Presentations offering tax seminars and teaches the Enrolled Agent preparation course.

The event will be held at the Red Lion Hotel in Cromwell, CT, from 8:00 a.m. - 4:50 p.m.

The topics to be covered include Cryptocurrency, Tax Things You Thought You Knew, Those Taxing Topics - You’ll Learn all the Strategies and Ethics.

The cost of the seminar is $200 for members and $225 for nonmembers. A luncheon will be included as part of your registration fee.

As this is our Annual Meeting, we will be joined by Rich Ganong, a National NATP Board member. You can find the registration form here. Sign up today, you won’t want to miss this!



Your September newsletter is ready. You'll find Amy's comments about her trip to National (loved it!), information on our three upcoming networking meetings - two on Sept. 20 and one on Oct. 10 - and news about our November group cruise.

Your Board has some exciting educational plans for 2019 and we'll be announcing them in upcoming newsletters, so stay tuned.



Join us for an education event offering up to 2 CPE on Sept. 20, 2018. Here are the details:

What: Topic: LLC/S corp Issues by Susan Sowders, CPA

Why: Do your clients ever come to you with questions like: “I’m starting a new business. Should I be an LLC or an S corp?” Or more likely, they’ll just walk in and tell you they started a new business and registered as an LLC, and now you have to figure out if they should report that business on a Schedule C or if they should elect to be treated as an S corp. What factors should you consider when making that choice? Or maybe they tell you, “I want to convert my LLC to an S corp.” Can you help them do that? Or maybe your client tells you, “I sold my business, will I have to pay any taxes for that?” Do you know how to report a business sale for an LLC? What about for an S corp?

What information do you need to collect? What forms do you need to use? These are just some of the issues that come up with LLCs and S corporations, and we’ll be covering them, and so much more. There will be time for Q&A at the end, too. You don’t want to miss this one.

When: Thursday, Sept. 20, 2018, from 7:30–10 a.m., with a breakfast buffet!
Where: Waikele Country Club, Waipahu, Hawaii

Cost is only $40 for members; $50 for nonmembers. This includes up to 2 CPE and breakfast.

Please call Sue Sowders at 808-230-7395 if you'd still like to register or have questions.



The Illinois Chapter Annual Conference and Meeting will be held Oct. 17-19, 2018. We will be offering up to 18 hours CPE including ethics.

It will be held at the Par-A-Dice Hotel, East Peoria, IL, 61611. To make hotel reservations, call 1-800-547-0711 or go to $100 single rate; $5 breakfast buffet coupon upon check-in. Buffet opens at 7 a.m. Use code: 1016TAX.

Our speakers will be Tom O'Saben, EA, and Chris Bird, EA, CFP.

Registration fee is $325 until Sept. 22, 2018, and $350 after. Morning and afternoon snack plus lunch is included in registration fee.

Check out the agenda or visit our Chapter Education page to register.



A lot is happening with your Iowa Chapter of NATP! Our annual education seminar will be in Des Moines from September 19-21. You can register on our Chapter Education page.

Also, we have a great summer newsletter for you to read, with columns on education, tax news, and board membership.

And remember, we are looking for a few good professionals to join our chapter board. If you're ready to help out your chapter and work with some fun, knowledgeable folks, let us know! We'd love to talk to you about what that might entail.

We hope to see you at our education event next month!



Our Annual Meeting on Oct. 29, at the DoubleTree by Hilton in Wichita, will feature Medical Tax Issues, Kansas and Oklahoma legislative updates, and Tax Issues for Seniors. You can find the registration form here or visit our Chapter Education page. We're offering up to 6 CPEs for federal topics. Early Bird member rates: $150 through Oct. 19; $170 for monmembers. Our Fall Seminar will feature a nationally recognized speaker and is scheduled for Nov. 14 at Top Golf in Overland Park. Agenda and topics to be announced.

If you attended our IRS Symposium and signed up for either the annual or fall classes, you will be entitled to a $25 rebate check issued to applicable attendees at sign-in on the day of class.

We are trying something a little different for our Kansas and Missouri state updates in Overland Park this year. We are working on combining Kansas and Missouri legislative updates with lunch on Nov. 28 (details following soon). We will be pairing BBQ with fine speakers Carl York (Tax Specialist, Kansas Dept. of Revenue) and Cindy Doss (Missouri Dept. of Revenue Customer Assistance Manager). Save the date!

Did you know? According to the Tax Institute at H&R Block and their Quick Reference Guide, “2018 Tax Year – Federal Tax Reform’s Effects on State Income Tax,” Kansas is conforming to the changes to federal tax law in the Tax Cuts and Jobs Act. The Tax Institute’s bottom line for Kansas taxpayers? While fewer taxpayers may be able to itemize on the K-40, taxpayers will still be allowed to claim personal and dependent exemptions.

Got a Kansas state tax question, or one for a border state? We have three resources for you: Ask NATP member volunteers basic state questions, send your question to us at, or attend one or more of our next three events.

Don’t forget, visit us on Facebook.



We are looking forward to an exciting Annual Meeting on Friday, Sept. 28, in Bowling Green, Kentucky! Join us for an in-depth study of some of the more difficult tax reform provisions.

First, we will have an overview of the Tax Cuts and Jobs Act, highlighting the major components. Then we will have some in-depth studies on some of the business deductions including depreciation changes, Section 179 and bonus depreciation, and the Qualified Business Income Deduction. Additionally, Susie Gainous with the IRS Stakeholders Liaison office will be on hand to review the new postcard 1040.

You can find more information and register on our Chapter Education page.



We're offering up to four hours of tax updates! Join us for three days, Sept. 24-26, of amazing education with our very own Kathy Morgan EA, USTCP, Harry Picou, EA, and Tiffany Doucet, EA!

Where? Embassy Suites in Baton Rouge! For complete details, topics and registration, please visit our Chapter Education page.



The Maine chapter of NATP is pleased to host our Annual Conference on Sept. 28-29, 2018. Online registration is now available on our Chapter Education page. The event will be held at the Hampton Inn, 388 Western Ave., Augusta, Maine. A special conference rate will be available at the hotel. You can contact the hotel at 207-622-4077.

The topics to be covered in the two days include: Net Operating Losses (NOL), Ethics and Intro to Trusts and Form 1041. Additionally, there will representatives from Maine Review providing Maine tax law updates and the IRS practitioner liaison will provide IRS updates.

The cost of the two-day educational session is $225 for members. Lunch is included both days! Electronic copies of the class material will be provided.

This is also our annual meeting, which will be held at noon on Saturday, Sept. 29. Visiting from the national office of NATP will be national board member Sally Achord.

Be sure to sign up for this one! You won’t want to miss it.



Save the date for our Chapter Annual Meeting in Hunt Valley, MD, Friday, Dec. 1. Join us for our member reception and happy hour. Our Annual NATP 1040 Update education will be scheduled around our lunch meeting. Details and registration information will be coming.

Please contact Jennifer Allen at if you are interested in volunteering for a chapter board or committee role in 2019 and beyond.

Mark your calendars for the following events:

  • NATP 1040 Workshop and NATP MD-DC-DE Chapter Annual Meeting
    Hunt Valley, MD
    December 1, 2018
  • NATP MD-DC-DE Chapter Annual IRS and MD-DC-DE State Update
    Maritime Institute, Linthicum, MD
    December 3, 2018
  • NATP 1040 Workshop
    Bethesda, MD
    November 2-3, 2018


Do you have clients with retirement needs? Why not become a retirement source for your clients?

Michigan chapter's "2 for 1 Seminar" is the place to learn more about retirement information for your clients. Learn about Forms 8606 and 5329. Look at keeping 401(k) vs. moving to an IRA. What about RMDs?

Learn all this based on the new tax provisions:

  • Where: Crowne Plaza-Lansing West Hotel
  • When: Friday, Sept. 21, 2018, from 8 a.m.-4:30 p.m., with lunch and snacks provided. Bring a friend for the "2 for 1" price.

Registration is available on our Chapter Education page.



Come join us for our Fall Conference & Annual Meeting to be held Sept. 24-25, 2018, at the Holiday Inn & Suites, 75 S. 37th Ave., St. Cloud, Minnesota. You can register on our Chapter Education page.

Call 320-253-9000 for hotel reservations. Use room block: NATP Fall Conference.

Presenters will be Sue Voth and Tom O'Saben.



Save the date for our Annual Meeting to be held at 6 p.m., Tuesday, Sept. 25, 2018, at Buca diBeppo Italian Restaurant located at 412 E. Flamingo Rd., Las Vegas, NV 89169. Nevada's IRS liaison, Marc J. Zine, is going to attend and speak about partnering with our chapter, sharing information, discussing issues and providing resources.

Please call Kathy Verne at 702-644-3587 if you would like to be added to the dinner list.


New Hampshire

Please read this IRS priority message regarding a Paycheck Checkup from Mary Hanson or read it on the New Hampshire page on the NATP website. It's very important!

The late summer/early autumn newsletter is available for you. Check it out - lots of interesting articles!


New Jersey

Our Annual Meeting and Conference is scheduled for Thursday, Oct. 4, 2018 at the APA Hotel in Iselin, NJ. Kathryn Keane will be our instructor and she will cover Real World Ethics, the Ins and Outs of Alimony, and the entire afternoon will cover the new tax reform and its impact on the 1040. You can register on our Chapter Education page.

We will also hold our Annual Meeting directly after lunch where we will elect our New 2019 Board of Directors. The candidates running are: Mary Rose Martino, Joshua Melum and Alyce Taylor. All New Jersey members in good standing can vote.

Don't forget about the Tax Forum in Atlantic City on Sept. 20-21, 2018. You can register here.

We still have a few cabins left for our 30th Anniversary Cruise to Bermuda on May 18-23, 2019. A vacation after tax season, fun on the high seas and great education, what could be better? Contact David Diamond at 484-483-3272 or to make your reservations and secure your state room.​

Recently, we were contacted by Mr. Jonathan Barnes, Volunteer and Special Project Manager for the VITA Program. If you are looking for ways to give back to your community, the VITA Program is looking for volunteers to serve as Tax Preparers, Resource Builders or Intake Specialists to assist in free tax prep, asset development and resource building for low income families. Mr. Barnes services Philadelphia, Montco and Southern New Jersey areas. If you are interested, contact Mr. Barnes at


New Mexico

I hope to see some of you  tomorrow (Sept. 19) for our annual education event. Check out our newsletter for more information. You may still register at the door.

Also don't forget that Kathy Morgan, EA, USTCP, will be teaching the 1040 Series in Albuquerque on Nov. 12-13. She will be reviewing the Tax Cuts and Jobs Act changes so you don't want to miss it!


New York

The New York Chapter Fall Series is here! A list of all locations and registration is available on our Chapter Education page or you can call member services at 800-558-3402, ext. 3.

Day One: The New Schedule A, Section 199A and the Schedule E, Tax Season Issues, NYS Hot Topics and a NYS Speaker (6 Fed CE, 8 Cr NYS CPA)

Day Two: Our Comprehensive 201/203 is back! A complete overview of the NY Tax Return (8 Cr for NYS CPA)​


North Carolina

Registration is now open for your 2018 North Carolina NATP Annual Meeting and Conference held on Oct. 22-23, 2018, at the Hawthorne Inn & Conference Center in Winston-Salem, North Carolina. Jaye Tritz, EA, CFP, will present numerous topics including individual tax reform and the new 1040.                                          

We will be electing new board members for 2019, so anyone interested should contact Johnnie Jones at or 252-312-3808.


Follow us on Facebook or visit our webpage for additional details. See you there!



New release from Ohio State Dept. of Taxation regarding domicile status and residency status. Please read carefully. And an update regarding federal extensions in application to the municipal tax laws.

The 2018 Annual Conference is open for registration now! Two full days of tax law, updates and ethics with new pricing levels. A Saturday add-on course is included to help the tax professional understand the new ways of earning and taxing income in today's ever changing world. Don't miss out on this valuable networking and educational experience

Just a short reminder to get your rooms reserved at the Nationwide Hotel and Conference Center for the Ohio Chapter Annual Conference on Sept. 27-29. The telephone number is 1-614-880-4300.

Never been? Then check out Nationwide Hotel and Conference Center for more info and photos.


A comprehensive review of the 2017 PA40 and PA locals (including the pesky LST, BPT, etc) will be held on:

  • Friday Sept. 28 at the Regional Alliance Center in Cranberry
  • Friday Oct. 5 at the Penn Stater in State College
  • Friday Oct. 12 at the Woodlands in Wilkes-Barre
 Register here for any of the above.

The Pennsylvania Chapter Annual Conference will be held Nov. 8-9 in Grantville/Hershey at the Holiday Inn. Room rates $95 till Oct. 8. Register for both days or just one. Topics include: PA Update with David Braden, IRS Liaison- Rich Furlong, Local Update with Berkheimer Assoc. Jim Hunt, Office Procedure Roundtables, Assets with Patty Turner, Advanced Tax Planning with Tina Pittman, Substantiation with Patti Blum or a choice of an all day track of 1120S with Marilyn Ayres.
Free shuttle service to the Hollywood Casino from hotel.

South Carolina

Get your tax education during the high seas, Oct. 28-Nov. 4, 2018. The South Carolina NATP board cordially invites you to join us on board the Carnival Dream for up to 10 CPE and seven days of fun!

Departing from the port of New Orleans, we will be traveling to Montego Bay, Grand Cayman and Cozumel. Two days at sea will be filled with quality and timely education presented by the incomparable Randy Lawshé.

To register for our Annual Education Seminar, go to our Chapter Education page.

To register for the cruise, call Angela Chapman at 864-201-9182. We'll see you on deck!



Good news! Registration is now open for our annual conference, to be held at the Embassy Suites by Hilton in Murfreesboro, Tennessee.

We are pleased to have Dale Boushley as our speaker this year. Dale has been in the income tax and financial planning business since 1976. His financial planning background will be evident throughout the topics selected for this conference. You will have an opportunity to earn federal CPE. Agenda and class descriptions will be provided soon, we will keep you posted!



Still looking for education before the end of 2018? Want to meet and network with other Texas tax professionals? Here are some of our upcoming events you won't want to miss:

Here are the minutes from the First Friday Hot Issues meeting that was held on Sept. 7.

Please continue to follow us on LinkedIn and Facebook for current events and helpful tips from the IRS.



This year will be challenging for everyone and this is a great way to establish relations with other preparers. Our chapter of NATP has several openings on the board for 2019!

Once a year the board meets for a planning session, and then participates in several telephone conferences throughout the year. This is a great opportunity to be of service to our state chapter and to assist other members in this challenging upcoming tax season.

Many of you have talents that will enhance our chapter and we look forward to working with you. If you would consider volunteering to be on the board please contact by email or or phone (540) 333-0739.  

Our conference starts on Friday, Nov. 2 and continues thru Saturday, Nov. 3.  It is to be held at Fort Magruder Hotel in Williamsburg. Registration will be available soon on our Chapter Education page. ​

For hotel reservations call the hotel at 757-220-2250.



Visit our Chapter Education page now and register for one or all three of our exciting fall seminars!

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