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Chapter News - Current Edition

June 20, 2017

Your State Chapter Needs You!
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.
  • Making 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!


Come one, come all to our Final 1040 and Estate Returns class! This class will be taught October 2–4, 2017 by the fantastic Mrs. Jaye Tritz at the Fairfield Inn & Suites in Fultondale, AL. You can make your hotel reservation here.

Register today for the low price of $295 for members and $325 for nonmembers. The first registration is full price and each additional registration at 50% off as long as each registrant is from the same office and registers at the same time. This special is not available online, you will need to register via mail, fax or phone:

NATP, P.O. Box 8002. Appleton, WI 54912-8002
Phone: 800.558.3402, Ext. 3
Fax: 800.747.0001

Electronic materials are provided with registration. Printed materials may be purchased for $25 per set. Also, each registration includes lunch on October 3. Oct. 2 and 4 lunch is on your own. This class offers 21 Federal CPE.


Save the dates!

Our Chapter is pleased to announce our upcoming seminars:

  • October 26 and 27, Annual Meeting, Embassy Suites, Tempe, AZ
  • December Updates - note 3 locations this year!

​• Tuesday, December 5, Embassy Suites, Tempe, AZ
Wednesday, December 6, Sheraton Crescent, North West Phoenix
• Friday, December 8, Doubletree Reid Park, Tucson

    Registration forms will be available soon.



    Thank you to all who joined us yesterday at our Summit in Temecula. If you have any pictures feel free to upload them to our Facebook page. Our next event is on September 22 in Sacramento; keep an eye out for more information.

    Be sure to continue following us on Facebook. We've got big ideas for our page, you don't want to miss out!


    Please join us for Tax Talk Tuesday, July 11, 2017, 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)

    More details in the June Colorado Chapter newsletter.

    Also, read Avalara's Vice President, Scott Peterson present the Six Trickiest Sales Tax States.



    The CT NATP Board would like to thank everyone for attending the Spring Conference held Friday, June 9, 2017.
    Marilyn Meredith, EA, Joseph McCarthy, CPA, and our IRS Liaison were our guest speakers.

    You may visit our Chapter Discussion Board on the NATP website under "Start a New Discussion" to ask questions or add comments, or visit us on our Facebook page.
    Enjoy, this warm weather and we hope to see you in Washington, DC for the NATP 2017 National Conference!


    We're going cruising! Continuing education doesn't always have to be on land. Read our June Cruise Issue for all the details on our November 3, 2018 (yes, 2018) departure on Royal Caribbean Cruise Line's Brilliance of the Seas. The ship leaves from Tampa for a five night jaunt down to Grand Cayman and Cozumel.

    On board will be one of our most requested speakers, Kathryn Keane, EA. She'll be teaching 10 hours of CPE over the two "at sea" days. The rest of the cruise at special group rates is yours to enjoy.

    Please book by July 7, 2017 (yes, 2017) to get the best group rates and cabin selection. Bon voyage!



    Online registration is now available for our 2017 Fall Conference and Annual Meeting, September 24-26, in Dillard GA! We will have a special drawing for new attendees this year. Our guest speaker is Kevin Huston, EA, USTCP with 17 CPE available. You don't want to miss it!



    Our Annual Meeting & Seminar to be held October 30, 2017, in Wichita is more important than ever in light of legislative changes. Read this synopsis by taxfoundation.org regarding the veto of the recent tax bill. Attend the Annual Meeting and get direct interpretation from KDOR’s speaker Carl York. The Board is working on presenting a list of questions and concerns to Carl York soon, so they can be addressed during the presentation.

    The Annual seminar also features John Sheeley, our special guest speaker and New York Enrolled Agent, with added bonus content, for a total of up to 8 hours of CE.

    Please set your calendar for these other upcoming events:

    • IRS Symposium on August 14, 2017
    • Fall Seminar on November 15, 2017

    Both will be held in Overland Park. More to come on topics and speakers.

    Read our press release and flier for the upcoming conference on How to Buy or Sell a Business, sponsored by the Kansas Small Business Development Center at Johnson County Community College.

    News on the border:

    States offering school sales tax holidays this summer include Missouri and Oklahoma. Forbes staffer Kelly Phillips Erb has provided this list for exemptions, limitations, and dates, in a recent article.


    Don't forget to sign up for the National Conference by July 7 and register for our Chapter-sponsored Dinner Cruise on the Potomac River.

    Check out our latest newsletter.



    Please mark your calendars 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 offer up to 7 CPE.

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

    You can find more information and registration form here.


    New Hampshire

    Please read the important announcement from the NH Department of Revenue dated May 25, 2017.


    New York

    The NY Chapter Summer Series returns this July! Check out the June edition of our newsletter or visit our website for registration information!

    Also, check out the newsletter for a report from the NYS Tax Summit, Best Practices Tips and for our new monthly column on the road to becoming an EA.


    North Carolina

    Save the date for our NC NATP Annual Meeting and Education Conference scheduled for October 22-24, 2017 at Harrah's Casino in Cherokee, NC. We are offering up to 15 hours of CPE with nationally-renowned speaker, Laura Strombom.

    Make your reservations now by booking directly with Harrah's Cherokee as the room block is limited. Make sure you mention that you will be attending the NC NATP Annual Conference to receive the discounted nightly cost.

    Hope to see you there!

    Follow us on the Chapter Facebook page or visit our website.


    Please mark your calendars for these important 2017 Ohio NATP training dates!

    On Friday, July 21 we will be hosting the Ohio Summer Tax Update.
    The Chapter's Annual Conference will be held on September 21-23.
    Both training events will be held in Columbus at the Nationwide Conference Center. We hope to see you there!


    South Carolina

    Get your tax education on the high seas!

    SC NATP officially invites you to join us September 24 - October 1 on board the Royal Caribbean Oasis of the Seas for up to 10 hours of Federal Updates, Ethics, and Tax Education by nationally-recognized speaker Randy Lawshé.

    To learn more, visit our Chapter Education page.

    We hope you can join us!


    Are you still looking to find what educational events are going to fit your schedule and your budget the best this year?

    Have you had any dress code issues with your employees? Are you looking to network with other Texas tax professionals? Check out the June 2017 newsletter.
    Do you have any family members attending college this next year? Could they use an extra $1000 to help pay for their educational expenses? The deadline for our annual scholarship is July 15, 2017. You can find the application here or go to our website for more details.
    Here are the minutes from the June 2nd First Friday Meeting with our local IRS Liaisons.
    Be sure to Like us on Facebook and join us on Linkedin for all current events we have happening around our great state of Texas.


    A big thank you to everyone who attended the Spring Conference last week! We had great participation from those of you who attended which made the day really fun and informative.

    Save the date for these upcoming seminars all at the Ho Chunk Casino:
    • September 26 - WI Update with Dave and Mary Mellem
    • September 27 - Farm Seminar with Les Marti
    • November 1-2 - Fall Seminar with Kathy Morgan
     Watch your email and and keep an eye out for our newsletter for more information.
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