June 18, 2019

National Conference One Month Away
Message from National

Are you ready to hone your leadership skills and to learn how chapters are playing an important part in fulfilling NATP's mission and vision? If you are planning to attend the National Conference in Chicago, you have until June 21 to book your room at the Hilton Chicago to receive the special rate. With just 3 days left, why wait? Register now! After June 21, the hotel and conference registrations will be at the standard price.

Is your chapter hosting a get-together at National Conference? Social events are a great way to connect or reconnect with your peers. If you are attending, be sure to reach out to your chapter leaders to see if they plan to host any gatherings for your local chapter at Conference.


A big thank you goes out to everyone that participated in our Charity Auction during our Annual Conference. Our chapter raised over $4800 for our charity, Arizona’s Children Association.

Congratulations to our 2019 Chapter Volunteer of the Year, Lin LeClair.  Lin has been our Chapter President for five years. And, over that time, has generously shared her knowledge and experience with all of us. Her talents have been invaluable to our chapter.

A summary from the June 7, First Friday Hot Issues with our local IRS liaison, Evelyn Dyson Lee, Senior Stakeholder Liaison is now available.

Save the date! Our December Updates will be held in Tempe on Dec. 3 (English only), in Northwest Phoenix on Dec. 4 (English and Spanish), and in Tucson on Dec. 6 (English only).  More information will be coming soon.


Save the date for our Annual Meeting and Conference on Oct 18 in San Diego.
Come get your California CTEC education!
California Chapter is looking for people to serve on the board of directors. If you are ready to get involved, contact your local chapter president


Save the date! Your Colorado chapter is hosting a training session Aug. 21. More details to come soon.


After celebrating the 30th year of the Florida Chapter at our annual meeting and conference in Daytona Beach, we are now focused beyond the horizon as we prepare for our Seas the Days Seminar in December. We will be cruising on Royal Carribbean's Adventure of the Seas to Aruba, Bonaire and Curacao. Tom Gorczynski will be leading us in two days of CPE.


A word from our chapter president, Sara Wright:

Hello fellow members! Please come and join us in Chicago for the NATP National conference. It will be a wonderful time to network in person and to represent our state chapter! Be sure to share your experiences on our Facebook page.

NATP’s National Conference in Chicago is just on the horizon (next month) and we would love to meet or reconnect with other KS members. Reach out to us on Facebook.

Aug. 21 is our chapter’s annual IRS and KS NATP Practitioner Symposium located on the campus of Johnson County Community College. IRS presenters will feature topics such as Identity Protection Strategy & FY 2019 Exam priorities. Register now! For further information about the symposium and other events, visit our website.    

Did you know that the single most expensive ingredient in beer may be the taxes?  The Tax Foundation website posted a recent online article, “How High are Beer Taxes in your State”, it is estimated that taxes account for 40% of the retail price. The good news for beer connoisseurs in KS is that we rank 33rd. Cheers!


Michigan Chapter is offering a one-day Summer Special Seminar on Rentals, Depreciation and QBI.

When:  Thursday, Aug. 8
Where: Eagle Eye Golf and Country Club in Bath, MI
Who: Instructors Larry Zimbler and Marilyn Meredith will be taking turns throughout the day providing us information:
  • Larry Zimbler will be providing us useful information on  rentals, EA relating to QBI for particular use with the latest regulations and faq's.
  • Marilyn Meredith will be showing how many new rules relate to taking depreciation
  • Finally, Larry and then Marilyn will "Put it All Together". 
Register now!


The Minnesota newsletter is now available. Please be sure to read about the Proposed Bylaw Amendments.

Watch for the updates for the fall conference Sept. 30 thru Oct. 1 with
Melinda Garvin, in St Cloud. Upcoming educational opportunity Sunday night after early registration.
Watch for a brochure in the mail or check out the website. Hover over Chapters → select NATP Chapters → select MN then navigate to the Education tab to register. Please note the dates have changed slightly due to speaker scheduling conflict.

New Jersey

July 22-25 is National Conference in Chicago, Ill. If you have never attended conference you might want to reconsider. It's a week of fantastic education, camaraderie, and just plain fun. Your NJ chapter will host a luncheon for all NJ members attending, as we have in the past. Watch your emails for more specifics.

In August we are planning to try something new and run a webinar. The topic will be NJ state related. Watch your emails and Chapter News for more information.

Our Annual Meeting and Seminar will be on Oct. 3. Mark your calendars now so you will not miss this great event. If you are interested in running for a position on the board of directors, please contact Jean Millerchip, nominations chairperson. Voting for the 2020 board of directors will be held at this meeting.

Finally, don't forget about the Tax Forum in Atlantic City this year, Oct. 17-18. Your NJ Chapter will host a Meet and Greet for all NJ members attending the forum, on Thursday, Oct. 17 in the 7 Star Lounge at Harrah's to continue our 30th anniversary celebration. More information will be coming so watch you Chapter News and your emails.

New York

The NY Chapter Summer Series is now open for registration! Check out the Education page for more details.

Topics include: TCJA, Entity Selection, Quickbooks, Filing Status, Dependency, Cannabis Taxation, AirBnB and Cryptocurrency! More information is available in our May newsletter.

Classes start Aug. 6! Early bird pricing ends two weeks before the start of the seminar, Reserve your spot and register now!

Registration can be done online from the Education page or by calling Member Services at National!


The 2019 Ohio NATP Chapter Leader election process has begun. This year there are four open positions, per the bylaws. The Nomination Committee has sent applications to several interested parties. To date, two qualified applications have been returned.

If you are interested in serving on the Ohio NATP Board, would like to receive an application form or have questions regarding board duties or the nomination process, please contact Joan Grispin by sending her an email or contacting her at the information listed below.  

Anyone interested in applying is also welcome to attend our board meeting on July 18 the evening before our July Tax Seminar event at the Nationwide Conference Center in Lewis Center (Columbus area), Ohio. We would love to see you there!

The deadline for completed applications is July 26.

Joan Grispin, CPA
Ohio NATP Nomination Committee Chair


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, Pennsylvania.  

Nov. 7, David Braden from the PA Dept of Revenue will discuss PA topics and updates; a representative from Berkheimer will have local updates and discussion; and our IRS stakeholder liaison will present on federal topics.

Nov. 8 will be a full day of federal topics. Details on the courses and registration will be coming soon.

  • We have a  block of rooms currently reserved at the Penn Stater. The group code is TAXP19B. Please refer to this code when making your reservation.
  • It's important to note that the guestroom block will be held only until June 30 so please make reservations as soon as possible.
  • The room rate for a standard room is $119 per night. 
We look forward to seeing you in November!


Do you have a family member who is attending college? Could they use some financial help? Well, here is your chance to help them. Your NATP Texas Chapter offers a $1000 scholarship each year. Apply now. The July 15 deadline is approaching quickly.

Thank you to all who attended our annual meeting and banquet in Galveston. All board members and officers remained the same for 2020.

If you are attending the National Conference in Chicago next month, we are having a Texas Get-Together. More details to come.

The IRS continues to remind us of the Paycheck Checkup. The most recent First Friday Hot Issues meeting is now available on the website. The IRS has set all the dates for the 2019 Regional Practitioner Meetings. We look forward to seeing you at one of these seven events.

Your board of directors is here for all of your tax help. If you have any questions or concerns, please contact us texasnatp@gmail.com. You can follow us on Facebook & LinkedIn for more info and Texas Happenings.
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