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In-person workshop

Each year, NATP hosts workshops to help tax preparers like you get ready for a busy tax season. Our carefully selected team of instructors understands the importance of a timely update, knows the profession as experienced tax practitioners and brings expert knowledge to help you best serve your clients. Our instructors will use hands-on learning tools and real-life experiences to facilitate interactive discussions and present the material. 

 

Our Tax Season Updates workshops include two jam-packed days of need-to-know information, including business and individuals updates as well as today’s trending tax topics. Learn more >

Our in-person workshops offer the perfect opportunity for 

An immersive educational experience that goes

beyond just sitting in front

of a screen 

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Enhanced learning

Direct contact with speakers and attendees to ask questions, receive instant feedback and engage in meaningful discussions 

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Face-to-face interaction

A way to network with like-minded individuals, build connections and exchange ideas 

Networking possibilities

Locations

Your workshop will include

Two days of education, 8:00 a.m. to 4:30 p.m. local time 

Includes continental breakfast, refreshments and afternoon snack

Includes a one-hour break for lunch

Up to 16 CPE for AFSP, EA, CPA, CRTP, CFP®  

E-book and print textbook  

Downloadable presentation slides  

Quick reference desk card  

January on-demand webinar covering any last-minute tax law changes  

Find my location

Birmingham, AL | Nov. 12 & 13

Instructor: Mari Fries, EA, CFP®

Tucson, AZ | Nov. 21 & 22

Instructor: Mari Fries, EA, CFP®

Tempe, AZ | Nov. 18 & 19

Instructor: Mari Fries, EA, CFP®

San Jose, CA | Dec. 5 & 6

Instructor: Laura Strombom, EA, MBA, NTPI Fellow

Sacramento, CA | Oct. 24 & 25

Instructor: Laura Strombom, EA, MBA, NTPI Fellow

Santa Ana, CA | Oct. 21 & 22

Instructor: Laura Strombom, EA, MBA, NTPI Fellow

Pomona, CA | Dec. 2 & 3

Instructor: Laura Strombom, EA, MBA, NTPI Fellow

Lakewood, CO | Oct. 24 & 25

Instructor: Kathy Morgan, EA, USTCP

Shelton, CT | Dec. 2 & 3

Instructor: Mari Fries, EA, CFP®

Bristol, CT | Oct. 28 & 29

Instructor: Larry Zimbler, MST, EA

Windsor Locks, CT | Oct. 28 & 29

Instructor: Mari Fries, EA, CFP®

Cromwell, CT | Dec. 5 & 6

Instructor: Mari Fries, EA, CFP®

Tampa, FL | Dec. 12 & 13

Instructor: Christopher Picciurro, CPA, MBA, PFS, ARA

Jacksonville, FL | Dec. 5 & 6

Instructor: Jeremy Kniffen, CPA

Miami, FL | Dec. 5 & 6

Instructor: Amy Brosnan, EA

Orlando, FL | Dec. 9 & 10

Instructor: Christopher Picciurro, CPA, MBA, PFS, ARA

Palm Beach Gardens, FL | Dec. 2 & 3

Instructor: Amy Brosnan, EA

Atlanta, GA | Nov. 4 & 5

Instructor: Penny Wade Smith, EA

Macon, GA | Nov. 7 & 8

Instructor: Penny Wade Smith, EA

Honolulu, HI | Nov. 5 & 6

Instructor: Jaye Tritz, EA, CFP®

Boise, ID | Oct. 21 & 22

Instructor: Kathy Morgan, EA, USTCP

Skokie, IL | Dec. 2 & 3

Instructor: Jeremy Kniffen, CPA

Alsip, IL | Oct. 31 & Nov. 1

Instructor: Jeremy Kniffen, CPA

Arlington Heights, IL | Oct. 28 & 29

Instructor: Jeremy Kniffen, CPA

Carmel, IN | Nov. 21 & 22

Instructor: Christopher Picciurro, CPA, MBA, PFS, ARA

South Bend, IN | Nov. 18 & 19

Instructor: Christopher Picciurro, CPA, MBA, PFS, ARA

Iowa City, IA | Oct. 31 & Nov. 1

Instructor: Randy Adams, EA, MSA

Lenexa, KS | Nov. 18 & 19

Instructor: A.J. Reynolds, EA & Sameer Sharma, EA

Lexington, KY | Oct. 31 & Nov. 1

Instructor: Penny Wade Smith, EA

Baton Rouge, LA | Dec. 9 & 10

Instructor: Kathy Morgan, EA, USTCP

Kenner, LA | Dec. 12 & 13

Instructor: Kathy Morgan, EA, USTCP

Portland, ME | Oct. 31 & Nov. 1

Instructor: Larry Zimbler, MST, EA

Hunt Valley, MD | Nov. 12 & 13

Instructor: Chuck Stephens, CPA

Worcester, MA | Nov. 12 & 13

Instructor: Jeremy Kniffen, CPA

Springfield, MA | Dec. 5 & 6

Instructor: Marilyn Meredith, EA

Milford, MA | Oct. 31 & Nov. 1

Instructor: Mari Fries, EA, CFP®

Woburn, MA | Nov. 14 & 15

Instructor: Jeremy Kniffen, CPA

Dedham, MA | Dec. 2 & 3

Instructor: Marilyn Meredith, EA

Livonia, MI | Oct. 21 & 22

Instructor: Marilyn Meredith, EA & Ruby Gurule, MBA, AFSP

Grand Rapids, MI | Oct. 24 & 25

Instructor: Marilyn Meredith, EA & Ruby Gurule, MBA, AFSP

Bloomington, MN | Oct. 22 & 23

Instructor: Raj Prashad, EA, CFP, ChFC

Saint Cloud, MN | Oct. 24 & 25

Instructor: Raj Prashad, EA, CFP, ChFC

Branson, MO | Dec. 9 & 10

Instructor: Jared Foos, EA

Chesterfield, MO | Dec. 12 & 13

Instructor: Jared Foos, EA

La Vista, NE | Nov. 21 & 22

Instructor: A.J. Reynolds, EA & Sameer Sharma, EA

Las Vegas, NV | Nov. 21 & 22

Instructor: Jeremy Kniffen, CPA

Concord, NH | Nov. 18 & 19

Instructor: Raj Prashad, EA, CFP, ChFC

Hasbrouck Heights, NJ | Nov. 12 & 13

Instructor: Jared Foos, EA

Parsippany, NJ | Nov. 14 & 15

Instructor: Jared Foos, EA

Iselin, NJ | Dec. 2 & 3

Instructor: Kathryn Keane, EA

Atlantic City, NJ | Nov. 19 & 20

Instructor: Kathryn Keane, EA

Mount Laurel, NJ | Nov. 21 & 22

Instructor: Kathryn Keane, EA

Hamilton, NJ | Dec. 5 & 6

Instructor: Kathryn Keane, EA

Albuquerque, NM | Oct. 28 & 29

Instructor: Amy Brosnan, EA

Bayside, NY | Oct. 31 & Nov. 1

Instructor: Kathryn Keane, EA

Hauppauge, NY | Nov. 7 & 8

Instructor: Amy Brosnan, EA

Rochester, NY | Oct. 31 & Nov. 1

Instructor: Kelly Bender, EA

East Syracuse, NY | Oct. 28 & 29

Instructor: Kathryn Keane, EA

Stony Brook, NY | Nov. 4 & 5

Instructor: Amy Brosnan, EA

Albany, NY | Nov. 4 & 5

Instructor: Kathy Morgan, EA, USTCP

Yonkers, NY | Nov. 4 & 5

Instructor: Raj Prashad, EA, CFP, ChFC

New York, NY | Nov. 7 & 8

Instructor: Raj Prashad, EA, CFP, ChFC

Fishkill, NY | Nov. 7 & 8

Instructor: Kathy Morgan, EA, USTCP

Amherst, NY | Oct. 28 & 29

Instructor: Kelly Bender, EA

Binghamton, NY | Nov. 7 & 8

Instructor: Randy Adams, EA, MSA & Lisa Dockler, EA

Charlotte, NC | Dec. 2 & 3

Instructor: Chuck Stephens, CPA

Winston-Salem, NC | Dec. 5 & 6

Instructor: Chuck Stephens, CPA

Columbus, OH | Nov. 4 & 5

Instructor: Marilyn Meredith, EA

Perrysburg, OH | Nov. 14 & 15

Instructor: Kelly Bender, EA

Cuyahoga Falls, OH | Nov. 12 & 13

Instructor: Kelly Bender, EA

West Chester, OH | Nov. 7 & 8

Instructor: Marilyn Meredith, EA

Oklahoma City, OK | Nov. 12 & 13

Instructor: Laura Strombom, EA, MBA, NTPI Fellow

Portland, OR | Oct. 31 & Nov. 1

Instructor: Amy Brosnan, EA

Lancaster, PA | Nov. 4 & 5

Instructor: Laura Strombom, EA, MBA, NTPI Fellow

Erie, PA | Nov. 7 & 8

Instructor: Laura Strombom, EA, MBA, NTPI Fellow

King of Prussia, PA | Nov. 4 & 5

Instructor: Randy Adams, EA, MSA & Lisa Dockler, EA

Pittsburgh, PA | Nov. 18 & 19

Instructor: Kelly Bender, EA

Warwick, RI | Nov. 21 & 22

Instructor: Raj Prashad, EA, CFP, ChFC

Hilton Head Island, SC | Nov. 14 & 15

Instructor: Kathy Morgan, EA, USTCP

Murfreesboro, TN | Oct. 28 & 29

Instructor: Christopher Picciurro, CPA, MBA, PFS, ARA

Grapevine, TX | Dec. 9 & 10

Instructor: Sameer Sharma, EA

Houston, TX | Dec. 2 & 3

Instructor: Larry Zimbler, MST, EA

San Antonio, TX | Dec. 5 & 6

Instructor: Larry Zimbler, MST, EA

Austin, TX | Dec. 12 & 13

Instructor: Sameer Sharma, EA

West Valley City, UT | Nov. 18 & 19

Instructor: Jeremy Kniffen, CPA

Fairfax, VA | Nov. 21 & 22

Instructor: Kelly Bender, EA

Richmond, VA | Dec. 12 & 13

Instructor: Kelly Bender, EA

Virginia Beach, VA | Dec. 9 & 10

Instructor: Kelly Bender, EA

Middleton, WI | Dec. 9 & 10

Instructor: Larry Zimbler, MST, EA

Green Bay, WI | Dec. 12 & 13

Instructor: Larry Zimbler, MST, EA

Special thanks to GetNetSet, our sponsor of the Tax Season Updates.

GetNetSet
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