Arizona Chapter Education
AZ NATP Annual Conference
This event will offer the following education:
- Transfers in Practice: Buying or Selling a Tax Practice
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Buying or Selling a Tax Practice is a dynamic, two-hour panel discussion designed for tax practitioners interested in the real-world process of transitioning a tax practice. Attendees will hear firsthand from experienced tax professionals who have successfully bought and sold practices, sharing their insights, lessons learned, and practical tips. The discussion will cover key considerations such as valuation, client retention, and negotiation strategies, all from the perspective of practitioners who have been through the process themselves. This session offers actionable advice and candid perspectives to help tax preparers confidently navigate the complexities of buying or selling a tax practice. Presented by Lin Leclair, EA; Jaye Tritz, EA, CFP; Maria Wasserman.
- Pen-to-Paper Partnerships
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Tax professionals will find this hands-on course is just what they need to expand their tax practice by preparing partnership returns. This course covers the basics of partnership taxation, and the completion of a partnership return with its accompanying schedules. We will also discuss analyzing the partners' capital accounts, guaranteed payments to partners, tracking partners' basis in the entity as well as the sale or exchange of partnership interests and the resultant tax consequences. Presented by Jaye Tritz, EA, CFP®.
- Schedule E - more than just partnership income
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Schedule E (Form 1040) is used by U.S. taxpayers to report income or losses from rental real estate, royalties, partnerships, S corporations, estates, trusts, and more. It's a form attached to your main tax return (Form 1040) to help report these specific types of income. Some Common Deductions for rental properties include: Mortgage interest, Property taxes, Depreciation, Insurance, Repairs and maintenance, Utilities, and Management fees. Presented by Ruby Gurule, MBA, AFSP.
- Partnership Potpourri
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Taxpayers who are partners in a partnership will receive a Schedule K-1 (Form 1065). The amount of loss and deductions taxpayers may claim on their individual tax returns may be less than the amount reported on the Schedule K-1 due to various limitations. It is the partner's responsibility to consider and apply those limitations, including basis, at-risk, and passive loss limitations. In addition, there may be fringe benefits provided by the partnership to the partner that need to be reported on the individual's return. Finally, we will look at certain deductions the partner may have that are not reported on the Schedule K-1. Presented by Jaye Tritz, EA, CFP®.
Additional details can be found in our
event flyer!
Register Now!If you'd like to use your AZ Bucks, please bring the AZ Bucks certificate to the event and our Treasurer will reimburse you for the value of the AZ Bucks.
Date & Time:
August 20-22, 2025
Attendee Check-In on Aug. 20: 3:00 p.m. Arizona Time
Education on Aug. 20: 5:00 p.m. - 6:40 p.m.
Attendee Check-In on Aug. 21: 7:30 a.m.
Education on Aug. 21: 8:05 a.m. - 4:55 p.m.
Annual Meeting on Aug. 21: 12:15 p.m. - 1:15 p.m.
Attendee Check-In on Aug. 22: 7:30 a.m.
Education on Aug. 22: 8:00 a.m. - 4:30 p.m.
Location:
DoubleTree by Hilton Phoenix Mesa - Palo Verde Room
1011 West Holmes Avenue
Mesa, AZ 85210
480-833-5555
Reserve your Room by July 27, 2025, for a room rate of $109.00 plus tax for the nights of Aug. 19-22. Group Name: Arizona Chapter National Association of Tax Professionals; Group Code: 923.
Fees:
Early pricing ends August 6, 2025.
Registration includes meals. Print and electronic materials are also included. A link to the electronic materials will be provided via email by August 20 for download. Email and download will be from arizonanatp@gmail.com. Materials are available to purchase for non-registrants ($100 for either print or electronic materials). Please
contact our Treasurer, Bonnie Smith, to order.
Cancellation Policy:
Cancellations must be submitted to NATP by August 15, 2025, and are subject to a $50 fee.
| Credits/Hours | Field of Study | | |
|---|
| 16 | Federal Tax Law Topic | | |
| 2 | Practice Management | | |
All tax preparers are responsible to verify the number of credits they receive each year and the related state or federal reporting requirements to maintain their credentials.
Arizona Credits on the AZ-140 (Webinar)
Arizona tax laws are often overlooked due to the state's low tax rates, but state credits can still provide significant value by reducing tax liability dollar for dollar, up to certain thresholds.
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Some credits, such as the Property Tax Credit (PTC), Excise, and select business credits, are even refundable and reported directly on the AZ-140. However, most credits require a separate form and flow onto Form 301 – Nonrefundable Individual Tax Credits and Recapture for Forms 140, 140PY, 140NR, and 140X. Although Form 301 is primarily for individuals, it also encompasses many business tax credits and is used to report carryovers from prior years. After this webinar, tax professionals will be equipped to identify, claim, and explain the impact of Arizona tax credits on their clients' state tax liabilities.
This webinar will be presented by Ruby Gurule, AFSP and Katherine Gudgel, EA.
Date & Time:
October 28, 2025
10:00 a.m. - 11:40 a.m. Arizona Time
Register Now!
Location/Materials:
Online -
A personal link to the webinar will be sent to each registrant via email one week, one day, and one hour before the webinar. Materials will be emailed one week in advance via link. Link will also be posted in Zoom during the presentation.
Fees:
| Standard | |
|---|
| Member | $50 | |
| Non-Member | $75 | |
For attendees wanting to use their AZ Bucks, they will need to mail their AZ Bucks to the Chapter treasurer, who will reimburse them via check mailed to their preferred address. Please
email for the treasurer's address.
Cancellation Policy:
Cancellations must be submitted to NATP by October 27, 2025. All tax preparers are responsible for verifying the number of credits they receive each year and the related state or federal reporting requirements to maintain their credentials.
| State Hours | Field of Study | |
|---|
| 2 | State tax topic/update | |
No CPE or state CE is included.
AZ NATP 2025 Tax Update
Your Arizona chapter will be offering this seminar at two locations. Each event will offer the following education:
- Top Answers: Ethics Edition! Circular 230 Challenge
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Forget everything you know about dry, lecture-style ethics classes—this session is all about energy, interaction, and a little friendly competition! In "Top Answers: Ethics Edition," you'll join your fellow tax professionals to guess the top answers to questions about the latest Circular 230 updates, based on real public comments submitted to the IRS about each proposed change. After the game, we'll break down what these updates mean for your practice and how to stay compliant in today's evolving tax landscape. Note: This session does not qualify for Ethics Credit for CPAs. Objectives: Identify and explain the most significant proposed changes to Circular 230 affecting tax professionals. Recognize the ethical implications of new requirements, such as technological competence and updated standards for contingent fees. Evaluate how public feedback has shaped the proposed regulations and what that means for your practice. Presented by Katherine (Katie) Gudgel, EA.
- Get Ready for Tax Season
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Join us for an in-depth exploration of the most recent changes in tax laws and regulations that could impact you and your clients. Designed for both seasoned professionals and newcomers. This class will equip you with the knowledge and strategies needed to navigate the evolving tax landscape. Don't miss this opportunity to stay ahead of the curve and enhance your expertise. This class will not only cover the tax changes for both Federal and Arizona but will also assist you in becoming a "Tax Hero" with your clients for tax planning for the future. Learning Objectives: - Review the latest developments in Federal and Arizona tax law - Understand key tax provision changes - Apply updated regulations to tax preparation - Discuss how to incorporate updated regulations for immediate and long-range tax planning. Presented by Lin Leclair, EA and Karen Sullivan, EA.
- IRS Online Resources
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This session explores the powerful suite of online tools and resources available through IRS.gov that support both tax professionals and the taxpayers they serve. Led by Enrolled Agent Andrea Morales, this course highlights how to effectively navigate and apply these digital tools to improve tax law compliance, taxpayer representation, and tax planning. Participants will learn how IRS online resources can: help taxpayers access their accounts, make payments, and track refunds; empower professionals to retrieve transcripts, submit authorizations, and securely exchange information; provide accurate and up-to-date guidance through publications, FAQs, and interactive tools; support tax planning with tools like the Tax Withholding Estimator and Interactive Tax Assistant; keep users informed through alerts, newsletters, and the IRS digital daily. Presented by Andrea Morales, EA.
Mesa
Date & Time:
December 5, 2025
Attendee Check-In: 7:00 a.m. Arizona Time
Education: 7:30 a.m. - 5:00 p.m.
Location
Double Tree by Hilton Phoenix Mesa
1011 West Holmes Ave
Mesa, AZ 85210
480-833-5555
Reserve your room by Nov. 2, 2025, to secure the rate of $159/night + tax. Reservation code: TAX.
Register for Mesa on Dec. 5!
Tucson
Date & Time:
December 8, 2025
Attendee Check-In: 7:00 a.m. Arizona Time
Education: 7:30 a.m. - 5:00 p.m.
Location
Viscount Hotel
4855 E Broadway
Tucson, AZ 85711
520-745-6500
Register for Tucson on Dec. 8!
Fees:
| Early | Standard | |
|---|
| Member | $275 | $325 | |
| Non-Member | $325 | $375 | |
| | | |
Early registration ends November 19, 2025.
Print and electronic materials are included with registration. Electronic materials will be emailed the night before the conference.
Continental breakfast and lunch are provided with registration.
For those unable to attend, E-materials may be purchased for a $100. Please
contact our chapter treasurer for more information.
Cancellation Policy:
Cancellations must be submitted to NATP by December 1, 2025, and are subject to a $50 fee.
| Credits/Hours | Field of Study | | |
|---|
| 2 | Federal Tax Law Topic | | |
| 5 | Federal Tax Law Update | | |
| 2 | Ethics | | |
All tax preparers are responsible to verify the number of credits they receive each year and the related state or federal reporting requirements to maintain their credentials.
Pluses and Minuses on the Arizona Tax Return (On-Demand Webinar)
This on-demand webinar includes the presentation slides and a recording of the June 17, 2025 webinar broadcast.
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The preparation of an Arizona Income Tax Return starts with the income as reported on the federal tax return. However, there are several adjustments that need to be made – both additions and subtractions – before the appropriate tax rate calculations can be applied. Some of the common ones include adjustments for depreciation and interest from municipal and U.S. government sources. We will be discussing both the common, and some of the not so common, additions and subtractions used to derive the Arizona taxable income. Objective: To correctly calculate the Arizona adjusted gross income.
Presented by Lin Leclair, EA. The video and materials will be available until Oct. 15, 2026.
Register Now!
Fees:
| Standard | |
|---|
| Member | $50 | |
| Non-Member | $75 | |
For registrants wanting to use their AZ Bucks, they will need to mail their AZ Bucks to the Chapter treasurer, who will reimburse them via check mailed to their preferred address. Please
email for the treasurer's address.
Cancellation Policy:
Because this is an online education offering, it is nonrefundable.
| Hours | Field of Study | |
|---|
2
| State Tax Topic/Update | |
No CPE is included.
All tax preparers are responsible to verify the number of credits they receive each year and the related state or federal reporting requirements to maintain their credentials.
Previous Events
AZ-NATP Social at Taxposium in Las Vegas
| July 2025 | Las Vegas, NV |
Pluses and Minuses on the Arizona Tax Return
| Jun. 2025 | Webinar |
| Pass-Through Entity Tax for Personal Returns | Aug. 2024 - May 2025 | On-Demand Webinar |
| Charitable Contributions on the AZ-140 (Spanish) | Nov. 2024 - May 2025 | On-Demand Webinar |
| Introduction to the AZ-140 | Oct. 2024 - May 2025 | On-Demand Webinar |
| Performing Effective Client Interviews | Jun. 2024 - May 2025 | On-Demand Webinar |
| AZ NATP 2024 Tax Update | Dec. 2024 | Multiple Locations |
| Charitable Contributions on the AZ-140 (Spanish) | Nov. 2024 | Webinar |
| Introduction to the AZ-140 and Annual Meeting | Oct. 2024 | Webinar |
| Pass-ITIN Holders in Arizona (Spanish) | Sept. 2024 | Webinar |
| Pass-Through Entity Tax for Personal Returns | August 2024 | Webinar |
| Gettin' Down to Business - on the 1040 | August 2024 | Mesa |
| Takin' Care of Business - The S Corporation | August 2024 | Mesa |
| AZ Chapter Taxposium Networking | July 2024 | Orlando, FL |
| Performing Effective Client Interviews | June 2024 | Webinar |
| 2023 AZ Tax Update in Spanish ODW | Jan.-May 2024 | On Demand Webinar |
| Tax Treatment of Military Related Income ODW | Nov.-May 2024 | On Demand Webinar |
| Introduction to AZ-140 in Spanish ODW | Nov.-May 2024 | On Demand Webinar |
| Additions and Subtractions on Arizona Tax Returns ODW | Oct.-May 2024 | On Demand Webinar |
| 2023 AZ Tax Update in Spanish | Jan. 2024 | Webinar |
| AZ NATP 2023 Tax Update - Tucson | Dec. 2023 | Tucson |
|
| AZ NATP 2023 Tax Update - Spanish | Dec. 2023 | Mesa |
AZ NATP 2023 Tax Update - English
| Dec. 2023 | Mesa |
| Tax Treatment of Military Related Income | Nov. 2023 | Webinar |
| Introduction to AZ-140 in Spanish | Nov. 2023 | Webinar |
| Additions and Subtractions on Arizona Tax Returns | Oct. 2023 | Webinar |
| 2023 Annual Conference and Meeting | August 2023 | Mesa
|
| Arizona Chapter Taxposium Networking | July 2023 | San Antonio, TX
|
| Charitable Contributions on the AZ-140 | Oct. - April 2023 | On Demand Webinar
|
| AZ Chapter 2022 Tax Update-Tucson | Dec. 2022 | Tucson |
| AZ Chapter 2022 Tax Update-Mesa-In Spanish | Dec. 2022 | Mesa |
| AZ Chapter 2022 Tax Update-Mesa-In English | Dec. 2022 | Mesa |
| Charitable Contributions on the AZ-140 Webinar | Oct. 2022 | Webinar |
| AZ NATP 2022 Annual Conference and Meeting | Aug. 2022 | Mesa |
| AZ Chapter 2021 Tax Update - Tucson | Dec. 2021 | Tucson |
| 2021 Tax Update - Northwest Phoenix Taught in English | Dec. 2021 | Phoenix |
| 2021 Tax Update - Northwest Phoenix Taught in Spanish | Dec. 2021 | Phoenix |
| 2021 Tax Update - Mesa | Dec. 2021 | Mesa |
| Community Property in AZ and 2021 AZ Chapter Annual Meeting | Oct. 2021 | Webinar |
| AZ 2021 Annual Conference | Aug. 2021 | Mesa |
| AZ and Practice Management in Covid-19 Update | Jan. 2021 | Webinar |
| AZ Fall State Tax Review and Annual Meeting | Oct. 2020 | Webinar |
| 2019 Tax Update - Tucson English | Dec. 2019 | Tucson |
| 2019 Tax Update - Phoenix English and Spanish | Dec. 2019 | Phoenix |
| 2019 Tax Update - Tempe | Dec. 2019 | Tempe |
| Annual Conference | June 2019 | Phoenix |
| Tax Update | Dec. 2018 | Tucson, Tempe, Phoenix |
| Annual Conference | June 2018 | Tempe |
