December 4, 2018

Interested in Becoming a State Tax Volunteer?
A message from National

We can't do it without you. Our research staff answers thousands of federal tax questions each year, but we depend on member volunteers to help out on state and local tax issues. If you're interested in joining our volunteer team, we encourage you to do so by filling out our State Tax Volunteer form. Once your volunteer information has been received, you'll get a volunteer listing and members will be able to contact you regarding state or local tax issues. Please reference the State Tax Volunteer page for more information.



Just a reminder that we are offering our Study Session for AFSP Certification on Dec. 14. You can find more information and register on our Chapter Education page.

Also, read a few tidbits about our successful conference.



Save the date! January 10, 2019, at 6 p.m. at Piccolino's Restaurant in Eagle River.

Please join us for a roundtable discussion as we get ready for the new tax season. Bring your questions and ideas. Invite another tax preparer (they don't have to be an NATP member).

Have you renewed your TheTaxBook or Quickfinder? You can find TheTaxBook order form here or the Quickfinder order form here.



It’s not too late! December Updates will be held in Northwest Phoenix on Dec. 5 (English and Spanish), and in Tempe on Dec. 7 (English only).

For more information, visit our website or Chapter Education page. Registration will also be taken at the door.

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



It’s not too late to join us for an EA exam crash course!

We want to help you pass parts 2 and 3, all you need to do is download the course from NATP and join our instructor to answer all your questions. We have two more classes set up in Riverside on Dec. 7-8 and San Diego. You can find more information and register on our Chapter Education page.



Our November "Seminar at Sea" cruise with Kathryn Keane, EA, as our speaker was a wonderful educational and travel event. Smooth seas and blue skies made this cruise a real pleasure. (Our Dec. 18 newsletter will have pictures!)

We will be sailing away again in 2019 for the Southern Caribbean with Tom Gorczynski, EA, CTC, USCTP, as our speaker. Details will be in the Dec. 18 newsletter.

On Monday, Jan. 7, we'll present our popular Daytona workshop-one day of great education taught by Amy Brosnan, Ken Dowdall and Steven Hamilton. Topics and the registration form will be in the Dec. 18 newsletter and on our website.

Looking ahead to spring ̶ and warm sunny days on the beach ̶ join us for our Annual Conference on May 30-31 in Daytona Beach at The Shores Resort and Spa. We're planning a special two days, so mark those dates on your calendar.

Happy Holidays to everyone and don't forget to read our Dec. 18 newsletter as soon as it becomes available!



Merry Christmas! Don't forget to save the date for our 25th anniversary conference on Sept. 22 - 24, 2019, and get quality education, amazing food and great people. Hope to see you there. Register now on the website.



Mea culpa! For those of you who attended the Kansas/Missouri State Update Seminar at The 180 Room in Olathe on Nov. 28, the correct presentation materials will be sent to the email address you used when you registered. If you attended the seminar and don’t receive your updated copies within the week, please send an email to

Did you know?
Sales tax laws are becoming more complicated, especially as a result of South Dakota v. Wayfair. The following articles, posted in a Sales and Use Tax Blog hosted by Avalara, explain the differences between “economic nexus”, and “click-through nexus” or “affiliate nexus”, and how sellers in each state may be affected. Check out the State-by-state Guide to Sales Tax Economic Nexus Rules and A Guide to Click-through Nexus.

Don’t forget about our Tax Pro Q&A. If you would like to have us direct a question about legislative changes and how to implement them at tax time, send your question to and we will reach out to our contacts at Kansas/Oklahoma/Missouri Departments of Revenue and try to get an answer. We may all benefit from sharing the information through this newsletter.



On Friday, Dec. 7, in Bardstown, the Kentucky chapter will be offering a FREE practice management luncheon. The topic will be "How to Handle the Angry Client." Join us for great information, networking, and discussions. The event will be held at the Nelson County Public Library, 201 Cathedral Manor, Bardstown, Kentucky, from 11:30 - 2:30.

This is a free seminar but registration is mandatory and limited. To register, contact Martha Nest by call/test at 502-507-6965 or email at


Massachusetts/Rhode Island

Join the Massachusetts/Rhode Island NATP Chapter on Thursday, Jan. 3, 2019, for our Annual State Update Seminar. This all-day event will be held at the Southbridge Hotel & Conference Center, Southbridge, Mass. Registration details can be found on our chapter website. Please take a look at the details on our speakers and topics provided in this great update opportunity including continental breakfast, snacks, lunch, vendors and great networking opportunities plus even up to 2 CE credit hours. Registration is from 7:30 a.m. to 8:30 a.m. and education is from 8:30 a.m. to 4:30 p.m.

Presentations on updates from Massachusetts, Rhode Island, Connecticut, New York and up to 2 hours of Federal Updates!

Hope to see you there!



Michigan Chapter invites one and all to our Last Chance Seminar on Friday, Jan. 4, 2019.

Yes, there are many changes for 2018 and they are continuing. We will cover those changes plus additional changes and explanations that are certain to be announced by the beginning of 2019, effective for 2018. We will cover QBI/199A providing examples, and we will remind all attendees that $315,000/$157,500 taxable income is the "apple" of businesses for 2018.

Register now! Space is limited.



Join us for our 2018 Income Tax and Forms Update on Jan. 4, 2019, from 7:20 a.m.- 4:20 p.m. at the DoubleTree by Hilton, 7800 Normandale, Bloomington, MN. We will cover Review of Tax Changes, Section 199A and Explanation of Forms with Chris Bird for up to 8 CPE. Also, Mark Krause will cover Minnesota Revenue, Minnesota Nonconformity and New Forms for up to 1 CPE.

You can register on our Chapter Education page.

Be sure to check out our November 2018 newsletter.



Join us for A Training Day in Las Vegas on Dec. 11 at the Spanish Trails Country Club in Las Vegas. We are pleased to host Laura Strombom as our guest speaker. She will cover Circular 230, TCJA and 2018 tax updates, 199A, and QBID. And if you need 2 hours of Ethics, Laura's doing "Ethics Bingo!"

We will provide morning and afternoon snacks and a great buffet style lunch. You can find more information and register on our Chapter Education page.

Hope to see you there!

New Hampshire

Details for the December 6, 2018, Education Seminar for the New Hampshire chapter are here. It's going to be great! Plan to attend! You can register online here.

The Autumn/Winter newsletter for the New Hampshire chapter is now available. Great reading with loads of helpful information.

Following up on our Oct. 25, 2018 seminar, Mary Hanson, IRS Senior Stakeholder Liaison, has provided a list of five YouTube videos pertaining to Data Security and Identity Theft that she referred to.

She has also requested that I pass this information for the IRS Small Business Initiative on to members of the New Hampshire Chapter of NATP.

New Jersey

This is your last chance to register for our seminar entitled "New Tax Strategies for Retirees" which will take place on Thursday, Dec. 6, 2018, at the APA Hotel in Iselin, New Jersey. This is a half-day seminar covering "Deductions and Credits, Taxable and Nontaxable Income and Planning Strategies for Retirees." Jean Millerchip, EA, will be our instructor. You can register on our Chapter Education page.

In January, we will hold three seminars which are now open for registration.
  • Famous NJ State Seminar - Saturday, Jan. 12, at the APA Hotel in Iselin, New Jersey.
    • Keynote speaker: Mr. John Ficara, Acting Director of New Jersey Division of Taxation
    • Topics: New Jersey tax updates for the 2019 tax season, New Jersey resident credit, new credits for 2018 tax season, requirements and changes to New Jersey property tax relief, how New Jersey is handling federal ACA changes in regards to state return preparation, the new law for all employers to accrue mandatory sick pay for all employees based on the number of hours worked, New York State Tax Updates and late-breaking federal updates.
    • Presenters: Jacob Foy and his tax associates, John Baldino, and Kathryn Keane.
  • Small Business Workshops instructed by Marilyn Ayers, CPA, and Sherri Diamond, EA
    • Jan. 22 from 6-8 p.m. at the Totowa Public Library, 537 Totowa Road, Totowa, N.J. 07512.
    • Jan. 24 from 6-8 p.m. at the Clarion Hotel, 815 RT 37 West, Toms River, N.J. 08755.
    • Topics: Depreciation changes including bonus depreciation, Section 179 limits and Qualifying Property (QIP), Qualifying Business Income (QBI) deduction required information, a review of K-1 forms for Parnerships and S Corps to supply needed information to calculate maximum QBI, and NOL changes and the effect on our small business clients through case scenarios and group discussions.
    As you know, our charities are very important to us. For all the January seminars, we will be having a "Cold Weather Gear" clothing drive. Please bring a pair of warm socks, mittens, gloves, hat, or scarf to the seminar and we will donate them to a local charity for those in need.

    Also, don't forget our 30th Anniversary Cruise to Bermuda on May 18-23, 2019. Check out this flyer with contact information to register for the cruise with David Diamond. The education on this cruise is not yet finalized but Kathryn Keane will be our instructor. More information on registering for the seminar on board will be coming, but don't wait to secure your cabin as they are going fast. 

    New Mexico

    If you missed The Essential 1040 and Beyond the 1040 with Kathy Morgan, I am truly sorry. You missed an excellent class.

    Your New Mexico Chapter Board is working on some changes to the bylaws and maybe some other changes that will make your membership more rewarding.

    We hope that you have an excellent holiday season and please don't hesitate to reach out to the board if you have a question or concern about your membership.

    New York

    It's time to renew your New York State tax preparer registration!

    New York State's 2019 continuing education is now available! Before you renew/register you MUST complete your New York State education requirements.

    Check out our November newsletter for more information, to see if you are required to register and what your education requirement is! Remember, federal CE does not satisfy your New York State requirement.

    Our Fall seminars are still going strong through early December, register now to save your spot!


    North Carolina

    Time to register! Please join us at the Hilton Garden Inn-Cary for our popular North Carolina Tax Update Seminar on Saturday, Jan. 5, 2019, from 8:00 a.m. - 1:00 p.m.

    Topics include updates on Sales and Use, Personal Income, Corporate and Franchise tax law. NEW! NC Division of Employment Security and Cybersecurity and Data Breaches.

    Registration and more details are available on our website or Chapter Education page.



    The Ohio Year-End Tax Update is open for registration. We will be meeting at Nationwide Conference Center North of Columbus on Dec. 7 for a full day of updates.

    We will start the day with the Ohio Tax Commissioner, Joe Testa, and members of the Ohio Department of Taxation as they share the changes that will be coming during the upcoming tax season. In the afternoon, we will have a session on Amending the Ohio and School District Tax Returns, IRS and Cyber Security with Dennis Bell our IRS Stakeholder Liaison, and Social Security Updates with Daniel Damceski.

    Do you have new employees that need a "1040 Boot Camp?" We have you covered! Dec. 10-11 we are holding a class taught by Melinda Garvin that will train the new preparers up right on the tax laws. This class will be held at Cornerstone Meeting and Event Center in Grove City, OH.

    Seating for both events is limited, so make sure to register before it is too late!



    Did you know that this is "National Tax Security Awareness Week"? What better time to make sure that we are secure in our offices before the next tax season starts. Here is the IRS News Release in English and Spanish. Our local IRS stakeholder liaisons would also like to inform us that the Dec. 7 First Friday Meeting has been cancelled.

    Registration is open for the 2019 Annual Education "Texas Waves of CPE's". Cruise and hotel reservations need to be made as soon as possible. For more details or to register, see our Chapter Education page. (Agenda will be available soon.)

    Congratulations to Norma Collins. She is the 2018 recipient of our annual "MARK" Award.

    There are still some books available for $40 from the "Knowledge by the Riverwalk" Conference from last month. Please email us at if you are interested.

    Don't forget to use our Texas NATP discount code when ordering through Quickfinders (Q680) and TheTaxBook (Code 465).

    Please continue to follow us on Facebook and LinkedIn. If you have any questions, concerns, ideas for your Texas Board of Directors, please email those to We will be having our next planning meeting in January.

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