Jan. 21, 2020

How Has Your Chapter Helped?
Message from National

We want to know how your chapter has affected you. How has being a member of your state’s chapter benefited your profession, your networked relationships and your overall experience with NATP? We’d love to hear from you. Send your story our way by emailing jbellotti@natptax.com.


Online registration is now open for our 2020 Annual Conference (June 3-5, 2020) at the Embassy Suites in Tempe. This is an amazing opportunity for you to jump-start your education for 2020. Our featured speaker is Kathy Morgan, EA, USTCP. This Annual Conference offers up to 16 hours of federal tax updates. There will also be two hours of practice management offered on Wednesday evening.

If you have an unresolved tax issue you would like submitted to our IRS liaison, please email Liz Dennis, government relations chair, at alohataxservices@gmail.com.


Your Colorado board members are meeting this month to discuss plans for upcoming training and meetings. Look for more information in the next few weeks! If you have suggestions or comments, please email our board president, Richard Reese, at richard@thetaxofficeco.com.


The Florida chapter Annual Meeting is scheduled for May 14-15, 2020, at the Shores Resort and Spa in Daytona Beach. We will also elect three board members. For details, view our January newsletter. Our speaker will be Randy Lawshe.


Your GA board of directors is hard at work on getting our next education event. We will be in Savannah again in May. Keep a watch on your email and our Facebook page for more information.


Have you seen the 2019 tax updates from the Illinois Department of Revenue?

They have a slide presentation with the updates, which can also be found on the IDOR home page. Just search for Public Act 101-355.

Some forms that have been updated include: IL-1040-ES, 1299-I, IL-1040, 112-V, 941 Schedule P.

There are also new forms for adult use of cannabis.

I hope everyone had a wonderful holiday season!


We had a positive response to our EA mentoring initiative! We are looking to help match individuals taking their EA exam with mentors who can provide them with guidance during the process. If you are interested in being a mentor or being mentored, please contact Education Committee Chair Bob Williams (rewccpa@twc.com). We appreciate all of you who have already responded.

We hope everyone has a productive filing season!!!

New Hampshire

The Winter Newsletter is available for your reading pleasure. Check it out!

New Jersey

We want to thank Glen Gizzie and the IRS for the wonderful award given to our longtime friend and Board of Directors member Willie Lau. He will be truly missed.

Save the dates for the following seminars/webinars in 2020:

  • May 19, 2020, in Mt Laurel
  • June 11, 2020 - A state topic webinar
  • Oct. 1, 2020 - Annual Meeting and Seminar
  • Dec. 3, 2020 - 1/2 day seminar
  • Jan. 9, 2021 - NJ Famous State Seminar

Thank you to all who contributed to our "Cold Weather Gear" collection for charity at our January 11th Seminar.

New York

Don’t forget to renew your NYS Tax Preparer Registration for 2020!

You must register or renew with the NYS Tax Department every year you are paid to prepare one or more NYS tax returns or will facilitate a refund anticipation loan/check (RAL/RAC).

You are exempt if you are an attorney, CPA, PA, EA, volunteer tax preparer, employee of the above or an employee of a business who only prepares the business’s tax returns.

If you have any questions, please call 800-822-3260.


Save the date for our annual meeting, July 26 in San Antonio.

Thank you for the suggestions that were submitted for our upcoming events. Our board of directors is putting the final touches on our 2020 education events and have started working on your 2021 opportunities. Please send all questions, concerns and ideas to texasnatp@gmail.com.

Upcoming events and gatherings will be posted here, on Facebook, and LinkedIn as the information is approved.

If you are ordering from TheTaxBook (Code 465) or Quickfinder (Code Q680), be sure to use these codes for additional discounts and to help your Texas Chapter.


Our December 2019 newsletter is out now!

Save the date for these great upcoming chapter education events:

  • June 4, 2020 (Thursday): Spring Seminar at the Bridgewood in Neenah, WI.
  • Sept. 24, 2020 (Thursday): Farm Seminar at the Ingelside in Pewaukee, WI, with speaker Steve O’Rourke.
  • Sept. 25, 2020 (Friday): WI Tax Update Seminar at the Ingelside in Pewaukee, WI, with David & Mary Mellem.
  • Nov. 5-6, 2020 (Thursday/Friday): WI Fall Seminar, Chapter Conference & Annual Meeting at the Ingelside in Pewaukee, WI, with speaker Steve O'Rourke.
eweb keepalive image