Sept. 15, 2020

Get Your State Tax Education
Message from National

Many chapters are offering state education virtually this year, so be sure to check out your chapter or surrounding states to see what’s offered.


SAVE THE DATE! Friday, Dec. 4, is set for federal and state update classes followed on Dec. 5 with the AFTR class. Watch Chapter News for updates with registration information. IRS’s Nora Huffman and attorney Blake Madison will be our instructors.


Still thinking about renewing your QuickFinder or subscription to TheTaxBook? Our chapter gets a rebate on orders when you use our chapter code. Here is the order form for QuickFinder and the offers from TheTaxBook with the chapter code. Thanks for helping out the chapter!

We're in the process of plans for our annual meeting and education. So, stay tuned and stay healthy!


Online registration is open for our Arizona Fall State Tax Review and Annual Meeting webinar to be held on Oct. 27 at 10 a.m. This 2-hour webinar will cover the Arizona Form 140 and how it differs from the IRS Form 1040. Our featured speaker will be Katherine Ann Gudgel, EA, PHD. There will be a Q&A session following the webinar.

Our membership is our most valuable resource, and we are looking for members who are interested in giving back to their chapter. We are now accepting nomination applications. If you are interested, please contact Sharon Lewis, EA, at sharon@lbstax.com.


We have three webinars now open for registration:

  • CA Tax Update by FTB on Oct. 7
  • California Best Practices: Compliance and Documentation on Oct. 19
  • California EDD Payroll Tax Updates on Oct. 21

Registration is also now open for our annual meeting and Zoom training webinar on Oct. 28.


PLEASE SAVE THE DATE! We will have our Colorado NATP annual meeting and a presentation from the Colorado Department of Labor on Oct. 22. The presentation will focus on how to set up and manage Colorado UI accounts and the ongoing struggle with independent contractors vs. employee designations. There will also be a Q&A session to better address specific questions. We will announce the time as soon as the agenda is finalized. Please mark your calendar now!


Your board has decided to hold the Annual Meeting and Conference live, Nov. 12-13, at the Shores Resort and Spa in Daytona Beach Shores. Our latest newsletter has details, including applying for a board position, applying for a scholarship and registering for the conference. Note that seating is limited, so register early.


Our Fall Conference and Annual Meeting is coming up in just a few short weeks. If you have not already registered and plan to attend, you will need to do so ASAP. Due to COVID-19, we have made the decision to limit the number of attendees to 100, and we are almost at capacity. You can find more information on this live CPE event, topics and online registration on our chapter’s website.


The Idaho chapter is teaming up with the Idaho Association of Tax Professionals for a fall update seminar!

Please mark Oct. 27-28 on your calendars. The main event will be in Boise, with remote broadcast locations to be determined.

Steve O'Rourke will be our featured instructor. It promises to be a great event!

See you in October!


Registration for the Illinois Credits and Modifications webinar is now open. Get some great education from the comfort of your own home or office on Sept. 23 from 12 p.m. - 2 p.m. Please see our website for additional information and to register.


Registration for the Council Bluffs Seminar is now open. It will be held Oct. 16 at Darrah and Company in Council Bluffs. Please see our website for additional information.


The Kansas chapter will be hosting its Annual Chapter Meeting online this year at 1:00 on Oct. 23. This is hosted by the board members and no educational materials or CE are provided. There is no cost to attend but you do need to register online. This webinar is for KS-NATP members only and you are encouraged to attend.

This is the time when members are given the floor to offer comments, interact with board members, and provide suggestions. Registration is open and can be found on the chapter’s education page at natptax.com.

The details for the tri-state webinar in November will be posted soon.


Please join us for our final session of our KY: Line by Line Webinar Series!

We will be going line by line on the Schedule M. We will learn how to correctly report adjustments from the Federal 1040 to the KY 740. We will walk through the form line by line to make sure you understand the adjustments your software is making!

Sept. 17, 2020 1:00 p.m. - 3:00 p.m.

Members: $45; nonmembers $50

Register now!


We plan on having a virtual annual meeting on Thursday, Oct. 29, at 1:00 pm CT. Please make plans to join us!


Our Purely Michigan seminar, covering various Michigan income tax topics, including changes and updates, will be held virtually this year on Oct. 21. Registration is now open!


Registration for the MN Fall Conference is now open. It will be held Sept. 21-22 at Pier B Resort in Duluth. Please see our website for additional information.

New Hampshire

Registration for the New Hampshire Fall Seminar is now open. It will be held Oct. 8-9 at the Holiday Inn in Concord. Please see our website and flyer for additional information.

New Jersey

Our Annual Meeting and Webinar will be held on Thursday, Oct. 1, 2020, from 9:00 a.m. to 10:45 a.m. Kathryn Keane has prepared a practice management class called "What did COVID Teach Us." Join us and see how colleagues are handling this special situation now and in the future. See our flyer for more information.

Our annual meeting will be held in the middle of the webinar from 9:35 a.m. to 10:05 a.m. Make sure you attend to vote for the 2021 NJ board of directors. If you are a NJ member and would like to only attend the Annual Meeting, there will be no charge. Please contact Julia Robinson, julia@mhacpanj.com, if interested in attending only the annual meeting.

New York

Registration is now open for our three-part NYS webinar series on everything you need to know on the NYS IT 201/203 tax return.

  • Part 1 - Nov. 4 at 2-4 p.m. EST. - Adjustments to Federal AGI - How to recognize and correctly calculate common NYS adjustments to income and bring awareness to the less common NYS adjustments to income.
  • Part 2 – Nov. 11 at 2-4 p.m. EST. - Credits and Other Taxes – Major credits affecting New York Resident, Part-Year Resident and Non-Resident taxpayer, and other taxes that a New York State individual taxpayer payer may be subject to.
  • Part 3 – Nov. 18 at 2-4 p.m. EST. - Nonresident, Part Year Resident - Effects nonresident and part year residency could have on filing status, determining domicile, types of income, income requiring allocation, the three factor apportionment method, special accruals, preparation of form IT-2663, Nonresident real property estimated income tax.

North Carolina

Save the date for our annual meeting, which will be held virtually on Oct. 28. Details will be coming soon.


Our tax preparation in a post-COVID world webinar on Oct. 19 at 1:00 p.m. - 4:30 p.m. EST is now open for registration. Enjoy some great education in the comfort of your own home or office. We hope to “see” you there!


We are currently taking nominations for our annual MARK Award. See the application for more details.


  • Nov. 18 - webinar at 1 pm (topic TBA)
  • Dec. 3 - annual meeting and elections (call for nominations coming soon), Networking, 2021 Brain Strain and Charity event

IRS did not hold a September First Friday meeting. Next meeting is scheduled for Oct. 2.

Continued prayers for all those effected by the latest storms around the state. If you need assistance, have questions or comments, your board of directors can be reached at texasnatp@gmail.com, on our website and through Facebook and LinkedIn.


Save the date for our Utah Chapter Annual Conference, held at the Salt Lake Community College in Sandy on Nov. 2 from 8:30 a.m. - 4:50 p.m. Registration will be open soon, so keep an eye on our website for registration details.


Registration for the Vermont Tax Symposium is now open. It will be held virtually on Oct. 22 from 8:30 a.m. - 12:30 p.m. EST. Please see our website for additional information.


Registration for both the Farm Seminar and WI Tax Update are now open. They will be held Sept. 24 and 25 respectively, both being held at the Ingleside Hotel in Pewaukee. Please see our website and Farm Tax flyer or Tax Update Seminar flyer for additional information.

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