2024 TN Chapter NATP Annual Conference
Thursday, August 1st, 2024 and Friday, August 2nd, 2024
The TN Chapter Annual Conference will be held at the Murfreesboro Airport Business Center located at 1930 Memorial Blvd. Murfreesboro, TN 37129. Our speakers will be Melinda Garvin and AJ Reynolds. 16 hours of continuing education credits including 2 hours of ethics will be offered.
AJ Reynolds has over 30 years of experience in various areas of taxation. He brings his every day “in the trenches” experience when assisting attendees with real issues affecting tax professionals. Reynolds started his tax career in San Diego after proudly serving in the U.S. Navy onboard the Guided Missile Destroyer USS Callaghan.
Melinda Garvin is a tax professional at Foos-Garvin Accounting, Inc. in Ohio and has 35+ years of experience serving individual and businesses tax needs. Melinda has been an instructor for National Association of Tax Professionals (NATP) for over 15 years, OSU Income Tax School and has served in the past on the Ohio NATP Chapter Board as the Education Director. Melinda has also been a presenter at the IRS Nationwide Tax Forums and instructed various tax classes for Ohio State Bar Association, State Chapters of NAEA and local organizations.
Click here to register
CPE: IRS 16 hours
Conference Dates & Times:
Thursday, August 1, 2024 & Friday, August 2, 2024
Welcome Desk: 7:30 a.m. – 8:00 a.m. both days
Education: 8:00 a.m. – 5:00 p.m. both days.
Event Location:
Murfreesboro Municipal Airport
1930 Memorial Blvd
Murfreesboro, TN 37130
615-848-3254
(Enter terminal and go to the left to the meeting room)
Education Agenda:
Thursday:
08:00 am – 09:40 am – Partnership Schedules K-1 and Basis
10:00 am – 10:50 am – New Legislation Update
11:00 am – 11:50 am – Virtual Currency: A Simple Approach & Overview
01:00 pm – 02:40 pm – Schedule K-1 and Basis of S Corp Shareholder
03:00 pm – 03:50 pm – 199A – Is a Rental a Trade or Business (Case Law & Discuss Safe Harbor)
04:00 pm – 04:50 pm – S Corp (Form 7203) & Partnership Basis
Friday:
07:30 am – 8:00 am – Annual Meeting
08:00 am – 09:40 am – Ethics: Protecting Client Privacy – Obligations & Best Practices for the Tax Professional
10:00 am – 11:40 am – Closing an S Corporation
12:20 pm – 02:00 pm – Form 4797, Tax Planning, Sales Allocation and More
02:20 pm – 04:00 pm – All or Nothing – Strict Substantiation Rules
04:00 pm – 04:30 pm – Lisa Booker IRS Liaison
Registration Fees:
| Early | Standard | ||
|---|---|---|---|
| Member | $395 | $545 | |
| Non-Member | $445 | $595 |
Early Pricing available until July 15, 2024
Registration includes lunch and snacks. Guest lunch package (includes both days) are available for $50 and only offered as a two-day package.
Cancellation Policy:
Cancellations must be submitted to NATP by July 20, 2024.
2023 TN Chapter NATP Annual Conference
Monday, September 25, 2023 and Tuesday, September 26, 2023
This year we are thrilled to have AJ Reynolds, EA who has immense experience in all areas in taxation which encompasses over 30 years. His practice centers on individual, business, and estate tax preparation. In addition, AJ specializes in IRS audits, appeals, collections, innocent spouse, independent contractor vs. employee issues and civil tax fraud representations.
AJ’s clientele ranges from the average worker to Fortune 500 executives. AJ brings his everyday “in the trenches” experience to the seminars to assist attendees with real issues facing tax professionals. AJ started his tax career with a national CPA firm in San Diego, CA after proudly serving five years in the United States Navy.
CPE: IRS 16 hours
Conference Dates & Times:
Monday, September 25, 2023 & Tuesday, September 26, 2023
Welcome Desk: 7:30 a.m. – 8:00 a.m. both days
Education: 8:00 a.m. – 5:00 p.m. both days.
Event Location:
Lane Agri-Park Auditorium
315 John Rice Blvd.
Murfreesboro, TN 37129
615-898-7710
Education Agenda:
Monday:
08:00 am – 09:40 am – Tax Planning for the Moderate Income Client
10:00 am – 10:50 am – Assignment of Income Issues (S Corps)
10:50 am – 11:40 am – Correcting Depreciation and Form 3115
01:00 pm – 02:40 pm – Penalty Abatement & Reasonable Cause
03:00 pm – 04:40 pm – Decedent Estate & Final 1040
Tuesday:
08:00 am – 09:40 am – New Legislation Updates
10:00 am – 11:40 am – Ethics
01:00 pm – 02:40 pm – Installment Agreements, offers and Collections
03:00 pm – 03:50 pm – Schedule K2 and K3
03:50 pm – 04:40 pm – Rental Properties, emphasis on AirBNB, Passive Loss, 199A
Registration Fees:
| Early | Standard | ||
|---|---|---|---|
| Member | $390 | $440 | |
| Non-Member | $510 | $560 |
Early Pricing available until September 5, 2023
Registration includes lunch and snacks. Guest lunch package (includes both days) are available for $40 and only offered as a two-day package.
Cancellation Policy:
Cancellations must be submitted to NATP by September 6, 2023.
2022 TN Department of Revenue – Business Tax Webinar
Friday, September 9, 2022
The webinar will be an informative session with a Q&A on Tennessee Business Tax.
CPE: 2 hours of State Tax Topic/Update education; No Federal IRS CPA credits.
Date & Time:
Friday, September 9, 2022
Webinar Sign In: 8:55 a.m. CT
Webinar Education: 9:00 a.m. – 10:00 a.m. CT
Location:
Online – A link to the webinar will be sent to each registrant via email the morning of the webinar. After clicking the Launch Webinar button, you will be asked to identify yourself with your name, email and location.
Fees:
There is no fee to attend this webinar; however, registration is required.
Cancellation Policy:
Cancellations must be submitted to NATP by September 9, 2022.
All tax preparers are responsible to verify the number of credits they receive each year and the related state or federal reporting requirements to maintain their credentials.
2022 TN Chapter NATP Annual Conference
Thursday, September 22, 2022 and Friday, September 23, 2022
This year we are thrilled to have Genaro Cardaropoli, CPA. Genaro has over 9 years experience in public accounting in both large and small firm settings. Genaro currently owns his own practice where he grew his own clientele and also purchased a book of business. He offers accounting, tax and consulting services in Appleton, WI.
Genaro used to work as a Lead Tax Specialist for almost five years at the National Association of Tax Professionals and prior to that, as a Senior Tax Associate at Grant Thornton, where he began his public accounting career, oversaw and reviewed the engagement of a large company with business in all 50 states of the U.S.
Genaro will cover the following topics:
- Tax Update – with expired provisions after 2021 and RMD’s.
- Ethics
- Schedule E – Mixed use Rental Properties, with and how Airbnb’s are affected.
- Form 4797 – with 1250 gains and 1231 losses, including the sale of business assets and the disposition of an S Corporation or Partnership interest.
- Business Startups and Closures – ways to reduce seller tax from the sale and practical constraints Ethics including circular 230 and Form 8867.
CPE: IRS 16
Conference Dates & Times:
Thursday, September 22, 2022 & Friday, September 23, 2022
Welcome Desk: 7:30 a.m. – 8:00 a.m. both days
Education: 8:00 a.m. – 5:00 p.m. both days.
Event Location:
Lane Agri-Park Auditorium
315 John Rice Blvd.
Murfreesboro, TN 37129
615-898-7710
Click here to get a list of nearby hotels.
Education Agenda:
Thursday:
8:00 a.m. – 3:00 p.m. -Tax Update
3:20 p.m. – 5:00 p.m. – Ethics
Friday:
8:00 a.m. – 9:40 a.m. – Schedule E
10:00 a.m. – 11:40 a.m. – Form 4797
1:00 p.m. – 5:00 p.m. – Business Startups & Closures
Registration Fees:
| Early | Standard | ||
|---|---|---|---|
| Member | $360 | $410 | |
| Non-Member | $410 | $460 |
Early Pricing available until September 2, 2022
Registration includes lunch and snacks. Guest lunch package (includes both days) are available for $35 and only offered as a two-day package.
Cancellation Policy:
Cancellations must be submitted to NATP by September 6, 2022 and are subject to a $75 fee.
2022 TN Department of Revenue – Franchise & Excise Tax Webinar
Friday, October 7, 2022
The webinar will be an informative session with a Q&A on Tennessee Franchise and Excise Tax.
CPE: 2 hours of State Tax Topic/Update education; No Federal IRS CPE credits.
Date & Time:
Friday, October 7, 2022
Webinar Sign In: 8:55 a.m. CT
Webinar Education: 9:00 a.m. – 10:00 a.m. CT
Location:
Online – A link to the webinar will be sent to each registrant via email the morning of the webinar. After clicking the Launch Webinar button, you will be asked to identify yourself with your name, email and location.
Fees:
There is no fee to attend this webinar; however, registration is required.
Cancellation Policy:
Cancellations must be submitted to NATP by October 7, 2022.
All tax preparers are responsible to verify the number of credits they receive each year and the related state or federal reporting requirements to maintain their credentials.
