April 23, 2019

If We Can Do It, So Can You! Get Involved...
A message from National

Another tax season has concluded! Congratulations on all your hard work. I know tax season never really ends, but hopefully you’ve been able to take a breather. Now’s the time to reset and reflect on the past four months, brush up on the topics you wish you knew a little better and learn what you need to know in order to complete those extensions. Some chapters are hosting early education events that may interest you, and all chapters are actively in the education planning process, so keep a watchful eye out for sessions happening throughout the year. Now’s also a great time to get involved with your chapter! Help influence the topics for your chapter’s year-end meetings, write a newsletter article about your experiences this
tax season or simply help organize a networking event in your area. Reach out to the chapter president in your state and see how you can contribute.


We survived tax season! Now reward yourself with a few days of relaxation and fantastic education on the beautiful sands of Orange Beach, AL. It's not too late too register! Access our webpage for registration information and the hotel link to reserve your sleeping room.

Kathryn Keane is excited to be returning and we are looking forward to her instruction! She is a phenomenal instructor with excellent experience and knowledge. A total of up to 18 CE credits are available, including ethics & updates. There will be three networking events, so bring your business cards to exchange with other professionals.

Any questions or problems, feel free to call me or anyone of your Alabama Board of Directors, everyone's numbers are listed in our Newsletter.


With the busiest part of tax season over, take the opportunity to relax, recharge, and learn during our June 5-7, 2019 Annual Conference at one of Phoenix's newest resorts, Pointe Hilton Tapatio Cliffs in the North Phoenix Mountain Preserve. Our featured speaker will be Tom O'Saben, EA, CFP®.   

Our Annual Conference starts on Wednesday, June 5 at 4 p.m. (registration starts at 3 p.m.) with a Happy Hour Networking Reception – followed by a Practice Management Facilitated Discussion. Share with others what works for you and learn strategies to help you in your business. Register now!

The summary from the April 5, 2019 First Friday Meeting with our local IRS liaison, Lisa Novack is now available.


Save the date for our Annual Meeting and Conference on Oct. 18 in San Diego. You can find more details on our website.


Connecticut 2019 Spring Conference & Connecticut Update!

Featuring Kathryn Morgan, EA, USTCP and Kris Roberts, MBA, EA, ABD
Topics Include:

  • Ethics
  • The Military Taxpayer
  • Reporting Fraudulent or Unqualified Preparers
  • Taxes in Divorce
  • The Life of An Asset

Access the website for the full agenda and the registration form.


Florida early bird deadlines approach:  

  1. Our May 30-31 Spring conference in Daytona Beach hotel group rate ends April 29, 2019.
  2. Early bird conference registration ends May 10, 2019. Sign up now!
  3. Seas the Day cruise seminar early bird registration ends April 30, 2019.

Our Spring conference is when we hold elections for new Board members. Contact Ken Dowdall, Nominations Chair to apply. See Ken's comprehensive article in the newsletter as well as conference and cruise information and registration forms. This is your Chapter's 30th Anniversary so we have a great Spring conference planned with Melinda Garvin as our speaker plus a relaxing eight-day cruise in December before another tax season is upon us. Time for a break--see you at the beach!

It's all on our website too! 


Georgia Chapter of NATP Savannah Regional Class - Online registration now available! Can't wait to see you there May 17 and 18!


Join us along with personal financial consultant Joanna Amberger for a 2 hour CPE course on May 23, 2019.
What: Social Security & Tax Issues your Clients Keep Asking you About
When: Thursday, May 23, 2019, 7:30 a.m. – 10 a.m. Includes a breakfast buffet
Where: Waikele Country Club
Cost:  Members $40 and Non-Members $50.
Why: Do your clients ever come to you with questions like:

  • Should I start collecting Social Security at 62 or wait until full retirement age?
  • Can I collect Social Security and keep working?
  • Can my wife start collecting on my Social Security even if I'm not ready to retire?
  • What is the Additional Medicare Tax that keeps coming out of my paycheck?
  • I'm turning 65 this year and I'm still working full-time. Do I have to apply for Medicare?
  • Would it be better for me to use my retirement savings from my IRA or start collecting my Social Security early?
  • How can I start putting away more money for retirement and save taxes?
  • What is going to happen to the Social Security? Will it be there when I am old enough to collect?
  • My spouse just passed away. Do I have to notify Social Security?
  • A self-employed business owner comes in year after year with losses. What can we tell him or how can we encourage him to show some profits so he may be eligible for Social Security? Do you know how much or how little they have to make to qualify for credits?
  • An older client wants to retire because he needs to take care of his parent, or babysit his grandkids; however, he just found out that he does not have enough credits to collect Social Security. What eligibility suggestions can we offer him?
Register here!
Send checks payable to:
NATP-Hawaii, 92-551 Uhiuala St., Kapolei, HI 96707
For questions, please call Sue Sowders 808-230-7395.


The science fiction author Frank Herbert wrote, “There is no real ending. It’s just the place where you stop the story."  

We may have ended our 2019 tax season story, but soon the rest of the story must continue. KS-NATP board members will soon be meeting to plan our summer and fall education opportunities. Comments, questions, ideas for topics? Reach out to us at  kansasnatp@gmail.com.  

One sequel to our tax story is tax planning which usually addresses federal issues. We should round out a good plan with state considerations. The Tax Foundation has published 2019 State Individual Income Tax Rates and Brackets on their website.  

Did you know we offer a Tax Professional’s Scholarship? For more information visit our website and the Tax Professional’s Scholarship tab.

Reach out to us on Facebook. Let’s start a dialogue. Let us know how your tax season went.  


Register now 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.

We look forward to seeing you on May 16-17! Visit our website for more information.

New Jersey

Hope Everyone Had a Great Tax Season!

Our May 9, 2019 Seminar at the Hotel ML in Mt Laurel, NJ is now open for registration.   

This seminar is timed perfectly for right after tax season. This will be a full day seminar to include breakfast and lunch. Alexis Reid from the NJ Tax University will speak on New Jersey Updates. Bring your Tax questions and get answers from the top people in the industry. PA Berkheimer Taxes will also be discussed and Schedule E will fill up the afternoon. Don't forget about those new logs our clients have to keep for rental properties.
If you have yet to do so, please register now. An email will be sent out this week to all paid attendees only. The email will include a link and instructions providing access to the electronic materials.

We will also have a half day seminar on June 13, 2019 at the Holiday Inn, 707 Hwy 46 East, Parsippany, NJ. The topic will be "Using Value Based Billing in Your Practice and Maximizing Profits". Registration is now open!
Just a reminder for those joining us on the 30th Anniversary Cruise to Bermuda, don't forget to register for our on board classes. Register now!

New York

Congratulations! You made it through April 15!

We hope you are taking some time to rest, spend time with friends and family and enjoying the Spring weather. Don’t forget the NY Chapter is here to help you out! Please Call the New York chapter at 800-822-3260! Please remember, we can only answer NYS-based questions.

Keep an eye out for our April Newsletter to be released later this week!


Deadline is quickly approaching! Our earlybird special and the hotel block will be closing on May 1st for the our "Texas Waves of CPE's". Please go the Chapter website for more details, a complete agenda and hotel information. You won't want to miss the sail-ebration of our 30th anniversary and the education being provided by our top notch speakers, Larry Gray and Randy Lawshe'.

The First Friday Minutes from the April 5 meeting with our Local IRS Liaisons is now available.

Other updates can be found on Facebook and LinkedIn, or you can email us a txnatp@gmail.com.


WI NATP Spring Seminar Education Event
Join WI NATP on June 6, 2019 at the Holiday Inn Express in Janesville, WI for Spring Seminar Education featuring, Kathryn M Keane.
Earn up to 8-CPE Credits. The special member pricing is $110 if registered by May 17, 2019, lunch included.
Topics to include:
  • Real life Estate
  • Death, Dying & the Tax Man
  • The Numbers Game: 1231,1240, Etc...What it all means.
  • Basis, Basis, Basis....It's all about the Basis!
Visit our website for further details and to register.
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