NY Chapter Education

NY Chapter Fall Series 2023

In 2023 we are offering Two different classes!

This year’s Fall Series is 2 Full days of Education!

Keep an eye out for our Winter Webinar series, announcement to be made later in the fall

Event locations listed in red below will be available for registration shortly!

In 2023 we will be in 13 different locations throughout the state!

Class begins at 8 AM and runs thru 4:30 PM, you may check in after 7:30 AM

Binghamton*

Double Tree

October 19-20, 2023

*Annual Meeting on 10/19*

NYC

3 West Club

October 23-24, 2023

*Lunch not provided at this location*

Albany

Courtyard Marriott Thruway

October 23-24, 2023

Westbury

Viana Hotel & Spa

October 25-26, 2023

Fishkill

Spring Hill Suites

October 25-26, 2023

Hauppauge

Radisson Hotel

October 27-28, 2023

Bayside (Queens)

Adria Hotel

October 30-31, 2023

Tarrytown

Sheraton

November 1-2, 2023

Buffalo

Hilton Garden Inn Buffalo Airport

November 6-7, 2023

Rochester

Marriott Rochester Airport

November 8-9, 2023

*Special Guest NATP Board Member Sherri Hoskisson*

Syracuse

Hilton Garden Inn

November 13-14, 2023

Kingston

Best Western Plus

November 15-16, 2023

Staten Island

Hilton Garden Inn

November 20-21, 2023

Day One: NY NATP 2023 Essential Annual Seminar

(8 CE, including 2 CE for Ethics)

2023 Tax Season Issues (2 CE Fed Tax):

This seminar will cover Traditional and Roth IRA adjusted gross income phaseout limits and explains the tax consequences of Roth IRA backdoor conversions, explain new required minimum distribution rules and penalties, cover the new laws concerning penalty free retirement plan distributions and new retirement plan limits will be fully explained, cover which expenses qualify as higher education expenses for 529 distributions, explain the taxation and how to report nonqualified 529 plan distributions, review Filing Status, the Child and Dependent Tax Credit and Kiddie Tax rules including several examples, cover Schedule A including medical expenses, state tax deductions, mortgage interest and contributions, and Estate Tax and Gift Tax, Section 179 expenses and Bonus depreciation will also be covered.

 

Schedule B&D (2 CE Fed Tax):

Over the years investments have gotten increasingly complex along with how the financial information is reported. It is no longer just interest or dividends being reported but OIDs, specified private activity bond interest, bond premiums paid, and accrued interest paid to name a few. Sales of these investments are increasing in their complexities, especially when it comes to digital currency and how this currency is treated when sold, lost, or stolen.

This course is geared towards tax professions that prepare personal returns that contain investment income and dividends and sales of the several types of securities and other investments.

Understanding the new 1099K (2 CE Fed Tax):

The IRS updated the requirements for issuing Form 1099-K (and then postponed some requirements). We need to make sure our clients understand why they received the form and where it should be reported.

Ethics 2.0 (2 CE Ethics):

Ethics is a vital part of the annual continuing education for tax professionals. Circular 230 regulates our industry as to how we interact with clients, the Internal Revenue Service, and our practice. This module covers Circular 230 by examining scenarios to facilitate discussion and explore the requirements faced by tax professionals.

**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 2023 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

Register Now!

Register Online at the link above or call 800-558-3402 Ext 3

Pricing Per Class

Essential Annual Seminar

Early Bird

(ends two weeks before the seminar)

Members: $250

Non-Members: $300

Printed Book: $25 each

Standard Registration

(within two weeks of seminar)

Members: $300

Non-Members: $350

Printed Book: $25 each

Essential NY Topics Annual Seminar

Early Bird

(ends two weeks before the seminar)

All Attendees: $205

Printed Book: $25 each

Standard Registration

(within two weeks of seminar)

All Attendees: $230

Printed Book: $25 each

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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