Feb. 5, 2019

Tax Professional of the Year Nominations
A message from National

Tax Professional of the Year nominations are underway! We encourage all members to nominate an NATP member who has gone out of their way to make the profession better. The nominee could have mentored another tax professional, been instrumental in a volunteer effort, organized a program to assist other tax professionals — the list is endless. This is the perfect way to recognize a member who has helped you become who you are today! For more information and to nominate someone, visit our Tax Professional of the Year page.



Did your office suffer in the earthquake from Nov 30? Is it preventing you from serving your clients fully? Disasters and the relief we receive from the IRS can trickle down to our clients even when they are not in the disaster area. When a tax professional is in a disaster, they are hampered from running their offices and assisting their clients. When the client is not in the affected area, they can get relief (from levy and certain deadlines, etc.) because of the impact on your ability to serve them. Read this article to find an effective way to assist them.



Our Annual Conference will be held June 5-7 at the Pointe Hilton Tapatio Cliffs in Phoenix. Network with your peers and receive up to 16 hours of CPE with our featured speaker Tom O’Saben, EA, CFP®. This is also an amazing opportunity to unwind after tax season.

For details or to register for our Annual Conference, please visit our Chapter Education page.
Planning ahead? Don't forget our December update, which will be held at three locations this year - Tucson, Northwest Phoenix and Tempe.
Follow us on Facebook. Like us and join the conversation, networking, friendship, and fun!


Are you part of our group on Facebook? It's the best way to be the first to know what we are working on and a way to get to know us better. Please join us!


Tax Talk Tuesdays will resume the second Tuesday of the month for May, June, July, and August. Members will receive a notification that we're sending a survey to gauge interest in topics, so your participation is appreciated. We're also planning a few social and networking events.

As a reminder, the Colorado Tax Practitioner hotline phone number is 303-232-2419.


Welcome to our expanded January-February newsletter. Inside you'll find all the details, including registration forms, for our big Spring Conference and our "Seas the Day Seminar" cruise.

Melinda Garvin, EA, will be our Spring Conference speaker on May 30-31 in Daytona Beach. We'll have up to 16 hours of great education.
Book your holiday cruise for 8 nights in December and register for up to 12 hours of education, too. There's lots more going on, so take a moment or two out of your business tax day to read what your chapter has planned for this year. (We also have two networking meetings in February!)
Happy Tax Season.


Hoping your tax season is going great. We are excited to celebrate 25 years this year. Keep looking for more updates and visit us on Facebook.


Did you know? If taxpayers received a refund of Kansas income tax last year the 1099-G must be obtained from the Kansas Customer Service Center at www.ksrevenue.org.

We know how to obtain transcripts from IRS, but did you know you could use this form, Request for Copy of Kansas Tax Documents, to request copies of filed returns and/or reports filed with the Kansas Dept. of Revenue (KDOR)?
You can check the status of KDOR income and Homestead refunds here.
Read this article, “Currently Known Tax Scams Affecting Kansas Taxpayers”, for somewhat state-specific tax scams.


Save the date for our Michigan Chapter Convention in Grand Rapids on May 16-17. We will be reviewing the "survival of 2019 tax season". Our theme for the convention is 'Taxes of Teens".

Our "2 for 1" is scheduled for Sept. 20 in Bath at the Eagle Eye.
Have a great tax season 2019. We look forward to seeing you on May 16-17.
Visit our website for more information.


Be sure to check out our winter newsletter! There's a message from your chapter president, save-the-dates for the year ahead, a welcome to new board members, anniversaries and you can get acquainted with your board.

New Hampshire

The Winter 2019 newsletter is now available and is packed with good information. Check it out!

Just a reminder that interesting announcements will appear randomly on the New Hampshire chapter Facebook page. Some are time-sensitive. Many are from the IRS, or announcements about IRS webcasts.
We also encourage you to post questions, opinions, thoughts.

New Jersey

We want to thank all who contributed to our "Cold Weather Gear" collections. You were all very generous. The items were given to the "Angels of God" charity that was started in 2009 by a 12-year-old.

Our next seminar will not be until May 2019 and it will be held in Mt. Laurel, New Jersey at the ML Hotel. More information will follow as details are set.
We still have a couple of cabins for our 30th Anniversary Cruise to Bermuda on May 18-23, 2019. Contact David Diamond at 484-483-3272 or ddiamond@cruiseshipcenters.com to book a cabin. All those already booked don't forget to register for our education while on board. Kathryn Keane will be our instructor. You can register on our Chapter Education page.

New Mexico

If you missed the memo, Final Regulations for IRC Section 199A (the qualified business income deduction) have arrived. If you have not taken any continuing education on this section, now is the time. NATP has on-demand courses available.

New York

New York City (NYC) has updated the signage requirements for all NYC-based tax preparers!

All paid preparers must provide itemized receipts, post minimum fees, and disclose fee structure statements as well as provide a written estimate if requested.
These requirements effect all NYC-based tax preparers INCLUDING CPA's and EA's! See the January newsletter for more information on what your requirement is!
New York State (NYS) Employers: Does your business have a sexual harassment prevention policy in place? NYS requires all employers to have one! More information can be found in our January newsletter!


Our 2019 first quarter newsletter is now available. You will find save-the-dates for this year, a special offer for CBJ CPA Nights and important tax updates. Be sure to check it out!


The latest edition of our Pennsylvania chapter newsletter for January 2019 is now available. You will find lots of information that may be beneficial to you!

This includes information on applying for scholarships through the chapter for either passing one of the exams to become an Enrolled Agent, attending our annual conference in November, or any of the educational events that we are planning in 2019.
Save the date for our Annual Conference to be held on Nov. 7-8 at the Penn Stater Hotel and Conference Center in State College.
Have a prosperous tax season!


Did you miss any IRS News Releases or Tax Tips from the last 35+ days or so? Here’s the latest list to make sure you are up to date with all the IRS news. Oh, and don’t forget to bookmark the IRS Tax Reform page to stay up to date with TCJA.

As a reminder, you can now have unmasked Wage and Income Transcripts sent to your e-Services secure mailbox if you follow certain procedures. This should help bring clients into compliance and allow for electronic filing. Please see Fact Sheet 20, steps for tax professionals to obtain wage and income transcripts needed for tax preparation, for details.
Be sure to check out the January 2019 newsletter if you missed it last month.
Now is the time to get registered for our annual meeting and education event "Texas Waves of CPE's". You won't want to miss the classes being provided by Larry Gray and Randy Lawshé! To register for the full event or just the day on land, go to our Chapter Education page. Remember that there are separate registrations for the Hotel and the Cruise. (Full agenda will be available soon.)
Minutes for the First Friday Meeting held on Feb. 1 will be available in the next Chapter News.
Please follow our Facebook page and LinkedIn for other exciting Texas happenings and if you have any questions or concerns that you would like to share with the Board of Directors, you can email us at texasnatp@gmail.com.​
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