NY Chapter Education

New York NATP Education

NY Chapter Summer Series is Now Open for Registration!

In 2022 we are offering two different classes! This year’s Summer Series is two full days of education, offering 8 CE per day!

Day One: Intermediate S Corporations

Intermediate S Corporations is for tax professionals who have prepared S corporation returns and are looking to improve their skills and proficiency. Topics will include reasonable compensation, built-in gains tax, distributions and stock basis, qualified business income deduction, shareholder loss limitations, ownership changes and liquidation issues.

Day Two: Nuts and Bolts of Trusts

Nuts and Bolts of Trusts will present how to prepare a basic Form 1041 and provide an understanding of the basic types of trusts typically used by taxpayers, the reasoning behind utilizing trusts and the treatment of income distributed by a trust. This topic will also present how to recognize the tax impact of funding a trust and transferring assets to a trust as well as when a trust is subject to the net investment income tax.

Dates and Locations

Instructors: Ed Arcara, CPA &
George Powers, EA
Saugerties
Diamond Mills Hotel & Tavern
Aug. 15-16, 2022 
Syracuse/Verona
Turning Stone Resort & Casino
Aug. 17-18, 2022
Rochester
RIT Inn & Conference Center
Aug. 29-30, 2022
Instructors: Kathryn Keane, EA &
Joseph E Rodriguez, EA
Tarrytown 
Sheraton Tarrytown Hotel
Aug. 8-9, 2022
Hauppauge
Radisson Hotel Hauppauge
Aug. 10-11, 2022
New York City
New Yorker by Wyndham
Aug. 22-23, 2022
Westbury
Viana Hotel & Spa
Aug. 24-25, 2022

Pricing

Early bird
(ends two weeks before the seminar)
Members: $225
Non-members: $250
Printed book: $25 each
PDF books are available for free via download two days before the live seminar.
Standard registration
(within two weeks of seminar)
Members: $250
Non-members: $275
Printed book: $25 each
PDF books are available for free via download two days before the live seminar

 

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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