Chapter News - Current Edition

October 17, 2017

Chapter Events are Great Opportunities
A message from National

It’s time to start gearing up for next year’s tax season, so check out some of the upcoming Chapter events if you:

  • Don’t have all the education credits you need.
  • Would like to learn about some new tax topics.
  • Need to brush up on a topic.

Chapter events are also great opportunities to network, share stories from your tax season and catch up with some old friends. We hope you consider attending!



Now that tax season is completed, join us for our Annual Fall Conference on November 5-8 at the Holiday Inn in Hoover, AL. The awesome Mrs. Kathryn Keane will be our guest instructor. Mr. Cliff Whitley, Ms. Andrea Wyatt, and Ms. Sandy Hallmark will be joining us from the State. Plus Ms. Nora Huffman will be there from the IRS.

Register today for our jam-packed conference with excellent education and networking opportunities. The Early Bird pricing will be disappearing after Monday, October 23, so register today to save a few dollars.

Be sure to check out our special Annual Meeting newsletter.

See you all in November for some education and well-deserved rest!


Please join us for our annual education, meeting and officer elections on Wednesday, November 1, to be held at St. Nicholas Church, 2200 Arctic Blvd. in Anchorage.

Education will cover What Needs to Be in Writing. The class will begin at 9:00 a.m. and run through noon. Lunch will be provided right after class, with the annual meeting to follow after lunch.

Please register on our Chapter Education page.


Now that you've survived extension season, why not learn some great new material, network with colleagues and have some fun too? Our Annual Conference will be October 26-27 at the Embassy Suites in Tempe. Earn up to 16 CPE with Larry Zimbler, MST, EA.

Class information and registration can be found on our Chapter Education page.

Busy with extensions and missed our newsletter? We've already heard how helpful the practice tips have been to our members, so take a look.


We've teamed up with the Nevada Chapter for a Joint Day of Education with Melinda Garvin. Sign up today!

We've posted our most recent newsletter—check out what we've been up to.


Our Annual Meeting and Colorado Chapter Education is scheduled for Wednesday, November 1, from 8:30 a.m. until 5:30 p.m.

It will be held at the Sheraton Denver West. Tentatively-planned CPE, as a result of our survey, includes 2 hours K1s for 1120-S and 4 hours Tax Issues for Seniors.

Cost: $60 members/ $140 nonmembers. Lunch included.

Registration is now available on our Chapter Education page. We hope you will join us for the day.

Also, please join us for Tax Talk Tuesday on November 14, from 11:30 a.m. until 1:00 p.m. for informal discussion and networking:
  • Denver Area is hosted by John Dundon at Koebel Library (5955 S. Holly Street, Centennial, CO 80121)
  • Colorado Springs Area is hosted by Cat Campbell at Tower Financial Partners (2914 Beacon St, Colorado Springs, CO 80907)
  • Northern Colorado Area is hosted by Rusty King at Carbon Valley Regional Library (7 Park Ave Firestone, CO 80504)


    Extension season is over! Now is the time to think about earning your CPE and preparing for the 2017 tax season.

    Our next seminar will be Thursday, November 2. We are offering up to 8 CPE with David L. Mellem, EA, of Green Bay, Wisconsin. A dynamic speaker, David is a partner of Ashwaubenon Tax Professionals, where his company offers tax preparation, tax research consulting services and tax seminars throughout the world.

    Please note: There will be no printed materials this year. A PDF file will be sent to you the Monday before the seminar. CT NATP is going paperless!

    The complete agenda for our conference is available on our Chapter Education page, but will include:

    • The Sharing Economy (2 CPE) - Examine the tax treatment for those working in the rideshare industry
    • Stock Options (2 CPE) - Employment options, both qualified and nonqualified are discussed.
    • HSAs (1 CPE) - What are HSAs and who qualifies? How are HSAs established?
    • Closing a Business (2 CPE) - When a business closes, what happens to the business assets? Who needs to be informed that the business closes?
    • Ethics (1 CPE) - This portion discusses the issues of Circular 230 as it applies to the tax practice.
    • Time: Registration opens at 7:30 a.m. and the seminar runs until 4:50 p.m.

    Email Kris Roberts at, if you have any special dietary needs.

    Attendance includes up to 8 CPE, breakfast, lunch and afternoon refreshments. Register online now or contact Dave Weinstein at or call 203.924.4738.

    We look forward to seeing you in Cromwell, Connecticut!



    Our October newsletter is full of information focusing on our Annual Conference to be held Wednesday, December 6 in Orlando. Our IRS speaker will be discussing Data Theft, and Ken Dowdall, EA, will talk on Disaster Losses, both relevant topics.

    Voting on Board members and our revised bylaws will be part of the meeting. See pages 3-8 of the newsletter for all the conference details.

    We have a new regional networking group starting up on Tuesday, November 7 in Pompano Beach, South Florida. We encourage you to attend! Group hotel room booking deadline is Sunday, November 5, so book early. Check out page 12 of the newsletter for more information.

    See you at the Annual Conference in Orlando!



    Join us for our 25th Anniversary Annual Conference on Wednesday, November 1.

    We're bringing lots of exciting and relevant topics. The conference will also feature a first-time networking event to help us all get to know each other better. You don't want to miss this one!

    Why: We all want to know how to handle these questions/issues when they arise, and they always do. Plus, earn up to 8 CPE! The panel discussion is a fun way to share our experiences of those tax horrors, and sometimes funny learning opportunities that cross our paths. We all need help sometimes—wouldn’t it be nice to get to know fellow members and their areas of expertise, so we have that certain someone to call when we need them?

    Topics: 3-Part Conference:
    • Part I: Exciting topics, including Converting LLC to S-Corp, S-Corp Shareholder/Partner Basis, Due Diligence, LTC Tax Issues, Divorce Taxes & Trusts, Data Security and Rollout of Withholding Taxes on HI Tax Online
    • Part II: Tricks & Treats for Tax Season panel discussion during hot buffet lunch
    • Part III: One-hour Networking Event immediately following the conference to rub elbows and get to know each other better—includes 1 drink (beer/wine/soda)

    When: Wednesday, November 1 (8:00 a.m. - 5:00 p.m.)
    Where: Waikiki Hilton Beach Hotel, 2500 Kuhio Avenue, Honolulu
    Cost: $100 members/ $115 nonmembers (includes hot buffet lunch). After Friday, October 20, cost increases to $115 members/ $130 nonmembers.

    Register today!



    Join us for our 2017 Illinois Conference and Annual Meeting, to be held October 18-20 at the Par-A-Dice Hotel in East Peoria, IL. We are offering up to 18 CPE. Speakers include Tom O’Saben, Chris Bird, Chris Love (IRS) and Joe Magna (IRS).

    For more information and to register, visit our Chapter Education page.



    Join us on October 23-24 for our Indiana Chapter Annual Conference. This year’s conference will be held at a new location: The Cardinal Room at Golf Club of Indiana, 6905 South 525 East, Lebanon, IN.

    We will start on Monday morning at 8:30, with registration beginning at 7:30. Ethics will be provided Monday evening at 4:50. Earn up to 15 CPE and 2 Ethics credits. Steve O’Rourke, EA, will be the instructor.

    Topics include:

    • Farm Issues
    • Tax Update
    • Schedule C & Daycare
    • Clergy Returns
    • Form 4797

    Representatives from the IRS and Indiana Department of Revenue will also present an update.

    You can register for one day or both days on our Chapter Education page.

    Hope to see you there!



    The Annual Meeting and KS/OK Update Seminar on Monday, October 30 is just around the corner in Wichita at the Double Tree by Hilton Wichita Airport. We are hosting nationally-recognized speaker and enrolled agent John Sheeley, in addition to our state legislative updates for Oklahoma and Kansas.

    John Sheeley will also present a special bonus session following the day’s events, with an informal “Dutch Treat” social event afterward.

    More information on registration, topics, bios, the agenda and the bonus session can be found on our Chapter’s website. For online registration, visit our Chapter Education page.

    If you can’t make the Annual Seminar, our Fall Seminar in Overland Park is November 15. Topics for this event include Medical Tax Issues, Tax Issues for Seniors, as well the Kansas and Missouri Tax Law Updates. More information is listed on our Chapter’s website, with online registration available on our Chapter Education page. The event will be at the Double Tree by Hilton.

    How does Kansas compare? Check out some interesting facts and figures from The Tax Foundation:



    Save the date! KY NATP is having two special Lunch & Learn Seminars—one on Monday, December 4, in Louisville, KY, and the other on Friday, December 8, in Paducah, KY.

    The Kentucky Department of Revenue will be sending a panel of six representatives to the Louisville seminar to explain the policies of their departments and to answer questions from the participants. In Paducah, the KY DOR will send one representative to show a video of the Louisville seminar and answer questions from the participants. In the afternoon at both seminars, a federal tax update will be offered.

    This is a fantastic opportunity to get questions answered by the KY DOR. Don't miss it!


    Massachusetts/Rhode Island

    Join the Massachusetts/Rhode Island Chapter on Tuesday, October 24 for our Annual Meeting and Educational Seminar.

    Our speaker, Melinda Garvin, will be presenting some great topics for up to 8 CPE and your admission covers continental breakfast, lunch, snacks and some great networking.

    Further details and registration can be found on our Chapter Education page or Chapter website.



    We are offering eight choices of Purely Michigan Seminars. You can find the list on our Chapter website or our Chapter Education page.

    We will cover changes, new forms, updates, new examples, RABs issued in 2017, city updates and anything Michigan, except UIA.

    The first four dates are the nights between national's 1040 workshops in the same locations.

    The other four are stand-alone seminars. When you register, please note which location you wish to attend.

    TheTaxBook and Quickfinder orders need to be submitted by Thursday, November 16. This is the cheapest you will find these valuable tools for tax season. Our Chapter price includes sales tax and direct shipping to you. You can find the order form on our website. No giveaway books this year!



    Join us for our MS NATP Annual Meeting and Education Conference, to be held October 26-27 at the Hyatt Place at Ridgeland Colony Parkway in Ridgeland, MS 39157.

    Registration is $100.00. Room rate is $119/night (all rooms are suites).

    We are pleased to feature Larry Gray, CPA, and Kathy Morgan, EA, as our instructors.

    Please visit our Chapter Education page for more information and to register.



    It’s not too late to join us for the Missouri NATP Tax Seminar and Annual Meeting on Friday, October 20 at the Isle of Capri, 100 Isle of Capri Blvd., Booneville, MO. It will be held from 8:00 a.m. - 4:30 p.m. and offer up to 6 CPE.

    Tom O'Saben, a nationally-known instructor, will join us again this year. Tom is always informative and enjoyable. Also, Cindy Doss with the Missouri Department of Revenue will fill us in on some new updates.

    You can find a registration form on our Chapter Education page or, for more information, contact Deana Parsick at



    Join us for a Day of Education with our neighboring California NATP Chapter at the Mesquite Club in Las Vegas on December 4, 2017, from 9:00 a.m. - 3:00 p.m.

    Melinda Garvin will be our featured speaker on the following topics:

    • Gambling Income and Losses
    • Mining and Extraction of the Client
    • Is Your Office Audit Proof
    • Federal Tax Updates
    • Marijuana Production

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

    Please note! Effective right now Assembly Bill 324 requires ALL tax preparers in Nevada to register with the Secretary of State, pay a $50 application fee, $45 fingerprinting and background fee; $25 annual registration fee, and purchase a $50,000 Surety Bond every year that will cost preparers $500 to $1500 annually based on their credit history.


    New Hampshire

    Mary Hanson of the IRS has asked that we pass the New EFTPS Enhancement message on to our members. Please take a look.

    Join us for the Fall Seminar and Annual Meeting, to be held Thursday, October 26 at the Holiday Inn in Concord. It's going to be a good one! For more details and to register, please visit our Chapter Education page. Register today!

    The Fall 2017 newsletter is now available. Check it out!


    New Jersey

    The New Jersey Chapter is proud to present our Practice Management Seminar on Thursday, December 7 at the APA Hotel Woodbridge in Iselin, NJ.

    This year's seminar will once again feature a panel and plenty of interactive discussions. Please visit our Chapter Education page for full details and to register for this must-attend seminar.

    Also, please save the date of Saturday, January 13, 2018. We are putting the finishing touches on our Famous NJ State Tax Seminar. As in the past, this seminar will feature NJ taxation with some NY updates as well. This seminar is very well-attended and early registration is advised. Please keep a look out for more information soon.

    Visit our website as well as our Facebook page.


    New York

    There is still time to register for our Fall Series Classes!

    The Fall Series starts off on Thursday, October 19 in Riverhead, Long Island at the Hilton Garden Inn and also in Middletown, NY at the Holiday Inn.

    Don’t miss our Annual Meeting at Turning Stone Resort in Verona, NY on Monday, October 23. The Annual Meeting will be held at lunch during the Essential Seminar.

    Register online at our website and check our education page for more dates!

    North Carolina

    Join us for our Annual Conference at Harrah’s Cherokee Casino Resort, October 23-24 in Cherokee, NC, offering up to 15 CPE.

    Room rate is $129 per night, plus tax until room block sells out. Please use group code: S10NCTX

    Our guest speaker, Laura Strombom, EA, MBA and NTPI Fellow, will offer the following topics:

    • Ethics and Circular 230
    • Tax Issues of Divorce
    • Annual Tax Update
    • K-1s for Form 1041
    • Understanding Common IRS Penalties
    • Casualty Theft and Disaster Losses
    • Business Hobby Rules

    Fees: $350 members/ $390 nonmembers

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




    Save the date and plan on joining us for an all-day all Ohio Tax Update seminar on Tuesday, December 5th, 2017.  
    Morning session will be started by the Ohio Tax Commissioner Joe Testa presenting all the changes from the most recent budget (HB 49) along with providing a thorough overview of the new centralized filing option for municipal net profit tax. Next up will be three hours of excitement from multiple departments within the Ohio Department of Taxation. After a great lunch provided at Nationwide Conference Center, we will be offering 160 minutes of the Ohio Line by Line class taught by Melinda Garvin and ending with Kathy Nash taking us from the Client Balance Sheet to the tax return.
    Wow! What a great line up. Watch your mailboxes for upcoming registration information.



    Seats are still available for our much anticipated Schedule F & J plus Farm Succession Planning Seminar on October 20 at Shady Maple Restaurant in Lancaster County. All speakers are experts in the agricultural field. Practitioners, register today for the whole day including a huge buffet for only $89.

    We also encourage you to register your agricultural clients for the afternoon session of succession planning for $39 including the buffet. Consider covering their cost to motivate them to attend. You can call Mary Jane at 610.683.9319 to register your clients.

    Register for our Annual Conference and Membership Meeting and help us celebrate 30 years of networking and great education. It will be held November 2-3 in beautiful downtown Carlisle at the Comfort Inn & Suites. Instructors include David Braden on PA Update, Ken Perry with Sales Tax Audits, Patti Blum on Ethics and National instructor, Jaye Tritz on Ridesharing Businesses, Short-Term Rentals, Data Security and Protecting Client Data, EIC and the ever-important Due Diligence. Register before October 20 to receive the discount.



    Early bird pricing extended! There is only one week left. If you haven't registered for our Annual Education Event on October 25-27, it's not too late. Although we cannot change the system from charging you the full price, we are offering to reimburse the difference between the regular price and early price for all of you who are still interested in attending. (Please bring your paid receipt with you and we will refund the difference during the conference).

    Check out our agenda for more details on the education being offered and the networking opportunities available on the 24th. Randy Lawshé will be teaching most of the classes.

    Don't forget to bring your auction items to support our Scholarship Fund and your charity donations to help the MD Anderson Children's Cancer Hospital.

    Call for Nominations is still open. If you are interested in joining the Texas Board of Directors, please call or email Gary Brown, Nominations Chair.

    The October First Friday Meeting with our Local IRS Liaisons was cancelled due to too many conflicts in their schedules, but they did want us to let you know that the IRS will be hosting a technical briefing for registered e-Services users who will be required to register through Secure Access authentication in order to continue access to the e-Service suite of tools. A webinar will be held on October 19 at 1:30 p.m. To attend, please pre-register today.

    For further updates on happenings in our great state of Texas, please visit our Chapter website, like us on Facebook, join us on LinkedIn or email us at



    The Utah Chapter Annual Conference will be held on Monday, November 6 at the Miller Center in Sandy. Our speaker will be Dave Mellem, EA, and we will be offering up to 7 CPE.

    Topics include Entity Comparison, Technology and Security, Elections, Audit Proofing Business Returns, Closing a Business, and a bonus, non-CPE topic, Applying Customized Technology and Security into your Practice.

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

    Cost is $145 for members and $165 for nonmembers before Thursday, October 26. Prices increase by $20 after that date.

    Sign up online today.



    Space is filling up! Register for our Fall Educational Extravaganza now! It will be held on Thursday, November 2 from 8:00 a.m.-4:30 p.m. at the Holiday Inn Burlington.

    Nationally-known speaker, C. Dale Boushley, CFP®, EA, will present:

    • Schedule E Rental Real Estate and Vacation Home Rules including Airbnb
    • Qualifying Child
    • Business Use of Automobile for Employees and the Self-Employed

    Hope to see you there!



    Our Annual Conference is only a couple weeks away!

    It will be held November 2-3. A wide variety of educational topics will be covered. Please make your hotel reservations at the Wingate by Wynham, 540.368.8000.

    For further information and to register, please visit our website or check out our Chapter Education page.

    Looking forward to seeing you there.

    We are looking for a couple of new Board members. If you are interested, please contact April Kurzke at



    Join WI NATP for the Annual Fall Seminar & Conference to be held November 2-3 at the Ho-Chunk Casino in Baraboo, WI. Register today!

    National speaker, Kathy Morgan, will be speaking on several tax updates and review topics with a total of up to 16 CPE credits, that includes 2 Ethics credits.

    Lunch will be included for both days. WI NATP members $220/ nonmembers $270.

    We are your one-stop shop for all your education needs! Please visit our Chapter Education page for detailed information on all of the seminar topics and registration.

    eweb keepalive image