New York Chapter Education


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Early Day 1 Early Day 2 Early Both Days Standard Day 1 Standard Day 2 Standard Both Days
Member $195 $190 $375 $215 $215 $420
Non-Member $235 $190 $415 $260 $215 $465
Paper Materials $20 $20 $40

Early pricing available until Oct. 4, 2018

Lunch and digital textbook is included.  Paper text is an additional $20.00

Cancellations must be submitted to NATP by October 11, 2018 and are subject to a $25 fee.


Class is from 8:00 am to 4:30 pm.  Registration begins at 7:30 am.

Essential Annual Seminar Dates

October 18- Riverhead

October 22- Fishkill

October 24- NYC

October 26- Westbury

October 29- Buffalo

October 30- Rochester

November 1- Syracuse

November 2- Binghamton

November 26- Tarrytown

November 28- Bayside/Queens

November 30- Melville

December 3- Kingston

December 5- Middletown

December 10- Albany

December 11- Islip

Comprehensive IT-201/203 Dates

October 19- Riverhead

October 23- Fishkill

October 25- NYC

October 27- Westbury

October 31- Rochester

November 3- Binghamton

November 27- Tarrytown

November 29- Bayside/Queens

December 1- Melville

December 4- Kingston

December 12- Islip



The Essential Annual Seminar Topics Include:


The New Schedule A: This seminar will include both an explanation of the

many changes to the deductions allowed on the new Schedule A.  It will also

include a review of allowable medical expenses, state and local taxes,

Mortgage interest as well as contributions, casualty losses and miscellaneous

deductions. (2 CE Cir. 230 Preparers)

Section 199A and its Impact on Sch E This seminar will discuss the effects of the

new section 199A deduction on Schedule E. How the section 199A deduction is

determined as well as the requirement to   carryover any loss, the effects of depreciation

on any section 199A deduction.  It will also cover an explanation of the factors that raise

an activity to the level of a trade or business. (2 CE Cir. 230 Preparers)


Tax Season Issues: Every year our education committee members

get stumped by an unusual situation. Included this year are: head of household eligibility,

the effect of alimony on the tax return, early distributions from IRA accounts, taxable

scholarships, Basis in inherited property and the solar credits! (2 CE Cir. 230 Preparers)

NYS Update & Hot Topics: Driver’s license mandate, NYS ABLE, STAR and so much more

(No federal CE)

NYS DTF: A representative from the NYS Department of Taxation and Finance

will discuss recent issues facing NYS. (0 federal CE; 0 CE for NYS)

The Comprehensive IT-201/203:

The perfect course for office staff, new preparers or experienced preparers

looking for a complete review of New York State personal income tax

returns. Learn what your software does not do for you!


Prior Education and Events

2017 Essential Annual Seminar Series Multiple dates from October-December Multiple locations
2017 Comprehensive IT-201 Series Multiple dates from October-December Multiple locations
2018 Summer Series July & August Multiple locations
Basic 1040 & 201 Tax Prep Course January 2018 Multiple locations