NY Chapter Education

New York NATP Education

NY Chapter Fall Series is Now Open for Registration!

This year’s Fall Series is two full days of education!

Day One: NY NATP 2022 Essential Annual Seminar (8 CE, including 2 CE for Ethics)

Retirement Tax Issues (2 CE Fed Tax):
This module will examine the tax treatment of qualified retirement  plans, QDROs, annuities and Social Security. Complete with examples, this module will  address what to do with retirement income and will serve as a tool for those returning to tax preparation as well as an excellent review for the seasoned preparer!
Sale of a Residence: More than Section 121 (2 CE Fed Tax):
This session examines, with the use of real life scenarios, all the nuances of the sale of a residence: from the sale of the home with business use, with rental use, sold as part of a life estate and the straight sale. Bring your pencil!
Tax Season Issues (2 CE Fed Tax): 
Once again, just when you think you’ve seen it all, someone walks in or calls with something that you are not sure of and need to look up. In this seminar we have collected some interesting frequently asked questions that stumped tax preparers this past  tax season. And each year there seems to be even more issues.
Ethics: What Would You Do? (2 CE Ethics):
In order to ethically serve taxpayers, a tax professional  must recognize potential gray areas, this module looks into both common and specialized situations that all preparers will face in their day-to-day practice and examines potential resolutions in accordance with Circular 230.
**As a chapter of NATP, we cannot offer Federal topics as a webinar, it is a violation of our charter with NATP, these classes cannot be offered as webinars

Day Two: NY NATP 2022 Essential NY Topics Annual Seminar (8 Credits for NYS CPAs, No Fed CE)

Seminar includes a complete review of the New York State Individual Tax Return form IT-201 and the Non-Resident and Part Year Resident Form IT-203. It will include sales tax, a discussion of the tax treatment of NYS Retirees and Hot Topics from the current/upcoming year (8 credits for NYS CPAs).
*State topics do not qualify for Federal CE, this class only qualifies for NYS CPA credit
**This class DOES NOT count for the NYS Preparer Registration Education Credits, only NYS DTF can give those credits

Dates and Locations

In 2022 we will be in 15 different locations throughout the state!

Middletown
Hampton Inn
Oct. 20-21, 2022
Staten Island
Hilton Garden Inn
Oct. 24-25, 2022
Bayside (Queens)
Adria Hotel
Oct. 26-27, 2022
Hauppauge
Radisson Hotel
Oct. 28-29, 2022
Albany (Latham)
Century House
Oct. 31-Nov. 1, 2022
Fishkill
Hyatt House
Nov. 2-3, 2022
*Annual Meeting 11/3*
Syracuse
Hilton Garden Inn
Nov. 2-3, 2022
*Annual Meeting Simulcast 11/3*
NYC
The New Yorker
Nov. 21-22, 2022
*Lunch not provided at this location*
Kingston
Best Western Plus
Nov. 28-29, 2022
Tarrytown
Sheraton
Nov. 30-Dec. 1, 2022
Buffalo
Hilton Garden Inn
Oct. 31-Nov. 1, 2022
Riverhead
Hilton Garden Inn
Nov. 7-8, 2022
Westbury
Viana Hotel & Spa
Nov. 9-10, 2022
Rochester
RIT Inn & Conference Center
Nov. 28-29, 2022
Binghamton
Double Tree
Nov. 30-Dec. 1, 2022

Pricing

Essential Annual Seminar
Early Bird
(ends two weeks before the seminar)
Members: $195
Non-members: $235
Printed book: $25 each
Standard registration
(within two weeks of seminar)
Members: $215
Non-members: $260
Printed book: $25 each
Essential NY Topics Annual Seminar
Early Bird
(ends two weeks before the seminar)
All attendees: $190
Printed book: $25 each
Standard registration
(within two weeks of seminar)
All attendees: $215
Printed book: $25 each

Fall/ Winter Webinars are Now Open for Registration!

NY NATP Preparing a Basic IT201 Tax Return Webinar

This webinar is a hands-on course discussing the ins and outs of preparing a basic NY IT201 tax return as well as filing requirements, filing status, most common adjustments to NYS income and introduce some basic NYS tax credits.

Education Hours: 2 state tax topic/update hours; No Federal IRS CPE credits.

Date & Time:

December 20, 2022
Webinar Sign In: 1:55 p.m. ET
Education: 2:00 p.m. – 4:00 p.m. ET

NY NATP Preparing a Basic IT201 Tax Return Webinar in Spanish Webinar

This webinar is a hands-on course discussing the ins and outs of preparing a basic NY IT201 tax return as well as filing requirements, filing status, most common adjustments to NYS income and introduce some basic NYS tax credits.

Education Hours: 2 state tax topic/update hours; No Federal IRS CPE credits.

Date & Time:

December 21, 2022
Webinar Sign In: 1:55 p.m. ET
Education: 2:00 p.m. – 4:00 p.m. ET

 

NY NATP IT203 Nonresident and Part Year Resident Webinar

This webinar deals with the filing intricacies a NYS connected taxpayer may encounter as well as the following:

  • Determine the effects nonresident and part year residency could have on filing status.
  • Explain key definitions including domicile, residence, permanent place of abode and statutory resident.
  • Cover the primary and secondary factors in determining domicile.
  • Learn the types of New York income sourced to nonresidents.
  • Discuss types of income requiring allocation and review the income allocation worksheet.
  • Explain the three-factor apportionment method, special accruals and preparation of form IT-2663, Nonresident real property estimated income tax.
  • Discuss Telecommuting including the Convenience Rule.

Education Hours: 2 state tax topic/update hours; No Federal IRS CPE credits.

Date & Time:

January 10, 2023
Webinar Sign In: 1:55 p.m. ET
Education: 2:00 p.m. – 4:00 p.m. ET

Fees:

Standard
Member $30
Non-Member $30

NY NATP Late Breaking NYS Update Webinar

This webinar is open to NATP members only.
The webinar will update members on the most recent and late breaking changes in NY tax law changes that are known.

Education Hours: 1 state tax topic/update hours; No Federal IRS CPE credits.

Date & Time:

January 17, 2023
Webinar Sign In: 10:55 a.m. ET
Education: 11:00 a.m. – 12:00 p.m. ET

Fees:

There is no fee to attend the NY NATP Late Breaking NYS Update Webinar; however, registration is required

Registration includes a PDF of the course materials which will be emailed the morning of the event and available in the webinar platform.

Click here for more information and registration

 

Previous Events

Preparing a NYS IT201 Basic Tax Return Jan. 2022 Webinar
NYS IT203 Nonresident and Part Year Resident Jan. 2022 Webinar
NYS and the Retiree Dec. 2021 Webinar
2021 NY NATP Annual Meeting and NY Hot Topics Dec. 2021 Webinar
NY 2021 Winter Preparing S Corporation Returns-Hauppauge Dec. 2021 Hauppauge
Essential Annual Seminar and Comprehensive 201/203 series Oct. – Dec. 2021 Multiple Locations
Summer Series Aug. – Sept. 2021 Multiple Locations
NYS and the CARES Act – Repeat Broadcast Jan. 2021 Webinar
NYS and the CARES Act Jan. 2021 Webinar
NY NATP Preparing a Basic IT201 Tax Return in Spanish Jan. 2021 Webinar
NY NATP Preparing a Basic IT201 Tax Return Jan. 2021 Webinar
NY Annual Meeting and NY Hot Topics Dec. 2020 Webinar
NY NATP 2020 Form IT-203 Nonresident, Part Year Resident Nov. 2020 Webinar
NY NATP 2020 Form IT-201/203 Credits and Other Taxes Nov. 2020 Webinar
2020 Form IT-201/203 Adjustments to Federal AGI Nov. 2020 Webinar
Summer Series Aug. – Sept. 2020 Multiple Locations
Fall Series Oct. – Dec. 2019 Multiple Locations
Summer Series Aug. – Sept. 2019 Multiple Locations
Fall Series Oct. – Dec. 2018 Multiple Locations
Summer Series Aug. 2018 Multiple Locations

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