June 19, 2018

Helping tax preparers become better
A message from National

The future of the tax profession depends on people like you who want to give back by helping tax preparers become better at what they do, in turn providing the best service to their clients. Our belief in continued education and helping others is what makes NATP so great and we’d love to see you get involved in your chapter by becoming a member of the chapter board in your state. Being on the board gives you the opportunity to:

  • Do something that’s both professionally and personally rewarding.
  • Play a critical role in building a sense of community.
  • Make an impact on the tax profession.
  • Leave a positive mark on your state tax community. Volunteering doesn’t have to take a lot of time.

Contact the chapter president in your state to learn how you can get more involved today.



Congratulations to our 2017 Chapter Volunteer of the Year, Lily Davalos. Lily has been instrumental in the development of our Spanish-speaking programs and has been very active as our liaison to the Spanish-speaking community and to government agencies. She also provides translations into Spanish for our seminars, chapter website, and Facebook account. Her talents have been invaluable to our chapter.

A big thank you goes out to everyone who participated in our Charity Auction during our Annual Conference. Our chapter raised more than $2,400 for our charity, Arizona’s Children Association.
Save the date! Our December Updates will be held in Tucson on Dec. 4 (English and Spanish), in Northwest Phoenix on Dec. 5 (English and Spanish), and in Tempe on Dec. 7 (English only). More information will be coming soon.


There will be several EA classes offered throughout California including the Northern California/Oregon area during the summer. Please reach out to us if are interested in having classes in your area.

National Conference will be held Aug. 6-9 at the Anaheim Marriott. We are planning on having a chapter mixer; more information to come.

Save the date! On Sept. 21, 2018, the Annual Meeting and Education Class will be located in Sacramento, since the National Conference is in Southern California.

Check out our website and Facebook page.



The Colorado Chapter of NATP is planning the upcoming continuing education offerings and wants your feedback! We strive to offer the most up-to-date, relevant education for our members and need your help.

Please complete our survey; the top topics will be offered in the upcoming months. We know your time is precious and the survey will take no more than two minutes. We appreciate your input.



Our June newsletter is here with the results of our annual board of directors election and (gasp) photos of the board officers and of the full board. Longtime board member and secretary Bibi Rudestedt bids us farewell - read her letter on page four. Other items to check out are our upcoming events: There's still time to sign up for our November cruise and we have two networking meetings in June - an intro to our new board member, Judy White, and, of course, a great summertime recipe.

June is hot mornings, rain in the afternoon and cooler evenings, so enjoy Florida.



The agenda and online registration for our Fall Conference and Annual Meeting in Dillard, Georgia, on Sept. 23-25, 2018, is now available. Beanna Whitlock is our guest speaker, with up to 17 CPE available.

Hope to see you there!



Symposium [sim-poh-zee-uh m]: a meeting or conference for the public discussion of some topic especially one in which the participants form an audience and make presentations.

Check your inbox for an email outlining the details of our annual IRS and KS NATP Practitioner Symposium, scheduled for Aug. 23, 2018, at Johnson County Community College. Details to follow shortly.

Our Kansas Stakeholder Liaison offers this flyer regarding a June 21 web conference on using the IRS withholding calculator and how to check and correct withholding.

Did you have a particularly nagging state tax issue this past tax season regarding a policy, procedure, or a “how-to”? We are offering a Tax Pro Q&A. Submit your state specific question for review to kansasnatp@gmail.com. We will reach out to our contacts at the Kansas, Missouri and Oklahoma Departments of Revenue to see if we can find the answer. Answers are non-binding to the departments but instead may provide guidance and direction. No client-specific questions please. Questions should pertain only to policy and procedure, only for the facts as presented and can't be used as a precedent for any position for which the facts may vary.

Did you know? Kansas is one of 13 states that tax Social Security benefits, according to this article by Kiplinger. While our average client may not pay tax on social security benefits in Kansas, benefits, including SSI, do become taxable once federal adjusted gross income rises above $75,000, to the extent benefits are include in Federal AGI. Missouri, Colorado and Nebraska also have thresholds at which point benefits may be taxable.

Members, join our Facebook page. If you visit give us a thumb’s up.



Join the Kentucky Chapter in Louisville, Kentucky, on July 9 for our first Lunch & Learn of the summer. NATP national instructor, Kathryn Keene, EA, will be teaching Terminating & Liquidating a Business for up to 5 CPE starting at 9 a.m. Additionally, the Kentucky Department of Revenue (DOR) Sales Tax Division will present a late afternoon session on the expansion of the sales tax laws to service businesses.

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

The Lunch & Learn will be held at Frazier Hall on the Bellarmine University campus. Registration begins at 8:15 a.m. The cost of the seminar is $125 for both sessions, or $30 for the Kentucky DOR session alone.

Save the dates for 2018!

  • Monday, Aug. 20, Lunch & Learn in Paducah on federal and Kentucky tax reform.
  • Friday, Sept. 28, Kentucky NATP Annual Meeting in Bowling Green.


Please join us for our Summer Education Forum to be held June 22-23 at the Holiday Inn in Bangor, Maine.

Sessions will include:

  • Foreclosure and Debt Cancellation
  • Independent Contractor vs Employee
  • Introduction to Audits
  • K1's for 1041
  • Principal Residence Tax Issues
  • Substantiation
  • Understanding Common IRS Penalties

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



Our 2018 Special Summer Session-Form 1041, both Federal and Michigan will be held on July 26 in Okemos, Michigan.

We are pleased to host instructors Kevin Huston and Marilyn Meredith along with Attorney Douglas Chalgian.

This will be a hands-on seminar. Kevin will be presenting the Federal information and Marilyn will apply these principals to Michigan. Attorney Douglas Chalgian will be with us to offer tax information from a legal planning perspective to help give guidance to our clients.

You will want to invite your tax preparer friends to come along with you.

Registration information is available on our website or on our Chapter Education page.

Don't miss this often requested seminar prepared with you in mind!



Every year, NATP chooses a local charity to support at the National Conference (located in Anaheim, California this year). This year, NATP chose Breast Cancer Angels, a nonprofit organization that financially assists individuals during treatment for breast cancer.

The silent auction is a focal point of this year’s event and to help support this year’s worthy charity, our chapter is developing a Las Vegas Golden Knights-themed basket to donate to the silent auction.

Whether you’re headed to this year’s event or not, we’re asking for your help in supporting this year’s charity and the families affected by this disease. If you’re not coming to this year’s event and would like to donate an item, please contact Sally Achord at or Kathy Verne.

If you’re headed to the conference this year, please call 702-644-3587 or 702-340-7176 to let us know what you’re bringing. Don’t forget to pack it in your suitcase to bring with you to conference.

We’ll be collecting items for the auction at the registration desk and will be assembling the baskets ahead of Tuesday’s charity event.


New Hampshire

The latest newsletter is now available and loaded with great content for your late spring/summer reading enjoyment!


New Jersey

Summer is here and vacations are scheduled.

Your New Jersey board of directors does not have anything scheduled until the NATP National Conference on Aug. 6-9, 2018, in Anaheim, California. We will be having a luncheon on Monday, Aug. 6, 2018, for any New Jersey members who are attending Conference. Watch your emails for more information.

Our next seminar will be our annual meeting and conference on Thursday, Oct. 4, 2018. Katherine Keane will be our speaker and we anticipate the topics will include Ethics, and topics related to the new tax laws.

At our annual meeting we will elect our board of directors for 2019. There are several vacancies so if you are interested in serving on the New Jersey board of directors, please contact Marilyn H. Ayers at 732-477-2281 or Marilyn@mhacpanj.com.

Finally, don't forget our 30th Anniversary Cruise to Bermuda on May 18-23, 2019. We already have several reservations, so don't wait too long to reserve the room of your choice. Contact David Diamond at ddiamond@cruiseshipcenters.com or 484-483-3272 to make your reservation. Don't forget we will offer up to 8 CPE on our sailing days.


New York

Concerned about tax reform? Reserve your spot at one of our Summer Series classes. Visit our New York Chapter Education page to register now! We are offering two classes this summer:

Summer of Tax Reform: Individuals and Trusts, and
Summer of Tax Reform: Tax Reform for Small Businesses

  • Aug. 2-3: Del Lago Resort & Casino (Waterloo, New York)
  • Aug. 20-21: Hilton Garden Inn Melville
  • Aug. 22-23: Adria Hotel & Conference Center (Bayside, New York)
  •  Aug. 27-28: Hampton Inn Tarrytown
  •  Aug. 29-30: Courtyard Albany Airport

More information can be found on our Chapter Education page or in our newsletters!


North Carolina

Don’t miss out! Save the dates!

  • Oct. 22-23, 2018: Annual Meeting and Education Conference at the Hawthorne Inn & Conference Center, Winston-Salem, NC.
  • Jan. 5, 2019: NC Tax Update Seminar at the Hilton Garden Inn Raleigh-Cary

Continue to read Chapter News, follow us on our Facebook page or visit our website for updated information arriving soon.



Register now for the Texas Regional Practitioner Meetings. The first one will be next Tuesday, June 26 in Tyler.

Do you have a family member who is attending college? The deadline for the 2018 scholarship is July 15. You can find details and an application here.

We are still finalizing the dates for the Dallas EA Exam Study Group. Please email us at texasnatp@gmail.com to be added to the list and ensure that you are receiving all the updates.

The First Friday meeting minutes with our local IRS Liaisons are now available.

These updates and others regarding education around the State of Texas can also be found on our Facebook page and LinkedIn. We look forward to seeing you at our various events throughout the year.​


The Vermont Tax Symposium & Federal Tax Update on Tuesday, June 26, 2018, is full!

We apologize if you were not able to register for this workshop. However, we have some great news! You will have another opportunity to attend a Vermont and federal tax update on Nov. 1, 2018, at the Holiday Inn in Burlington. Be sure to save the date!



The Wisconsin Department of Revenue (DOR) announced the Wisconsin Child Sales Tax Rebate. Everything you and your clients need to know about the Wisconsin Child Sales Tax Rebate is now on the DOR website at childtaxrebate.wi.gov. Taxpayers can file for the rebate through July 2, 2018.

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