NY Chapter Education

The NY NATP Summer Series for 2020 begins August 3rd!


Day One: Preparing S Corp returns (8 CE)
Many small business owners file as S corporations to reduce taxes, which
means there’s an increased need to add the preparation of S corporation
returns to your business. If you want to learn to add this skill to your
business or simply get up to speed on the most common areas of S
corporation taxation, this is the course for you! Receive the knowledge
necessary to accurately prepare Form 1120S, U.S. Income Tax Return for
an S Corporation, and the accompanying schedules.

Day Two: Introduction to Trusts and 1041 (8 CE)
In this course, you’ll gain a fundamental knowledge of trusts, including how
and why various types of trusts are created, the rights and duties of the
parties involved, and fiduciary income tax filing requirements. This course
provides information on how to complete a basic income tax return for a
trust by analyzing its income, deductions, and distributions during its
existence and upon termination, including how to file Form 1041.


Early Bird
(ends two weeks before the seminar)
Members: $225 Non-Members: $250 Printed Book: $20 each

Standard Registration
(within two weeks of seminar)
Members: $250 Non-Members: $275 Printed Book: $20 each

The NY Chapter has updated our Summer Series schedule to reflect current regulations and guidelines from NYS and the CDC!
In order to comply with CDC/NYS regulations the following safety regulations will be implemented:
  • Mask must be worn throughout the day (You must bring your own mask to class)
  • Class size will be limited. Rooms will be setup to give 6 ft of distance between each attendee.
  • Temperature will be taken at the start of the day with a contact-less thermometer before the attendee will be allowed to enter the seminar room, anyone testing over 100 degrees will be given a few minutes to cool down and then be tested again, anyone still testing over 100 degrees will not be permitted to enter. They will be given a full refund.
  • The attendee will answer a short survey before entering the room to ask if they have had exposure to the virus or have been symptomatic for the past 14 days. Survey results will be kept private.
  • Breakfast, Lunch and Snacks will be boxed and sealed and handled only by gloved hotel staff.
Our new schedule is below,
please register early we have a limited class size
in order to comply with social distance guidelines
Embassy Suites
August 3-4, 2020
Hyatt House
August 6-7, 2020
Radisson Hotel
August 17-18
Viana Hotel & Spa
August 19-20, 2020
This year’s Summer Series is 2 Full days of Education offering 8 CE per day!
Instructor Kathryn Keane, EA



Prior Education and Events

2019 Essential Annual Seminar Series Multiple dates from October-December Multiple locations
2019 Comprehensive IT-201 Series Multiple dates from October-December Multiple locations
2019 Summer Series July & August Multiple locations
Basic 1040 & 201 Tax Prep Course January 2018 Multiple locations