NATP Utah will celebrate its 25th anniversary this year! Our celebration will be planned in conjunction with the annual con- ference scheduled for November 16, 2015 at the Salt Lake Com- munity College in Sandy. The board is busy planning our confer- ence and we hope you will save the date! We are work- ing on some excellent educa- tion classes. We are also planning extra social events to celebrate along with some amazing door prizes and lots of fun! Watch for more de- tails to come in the Chapter Weekly and plan on joining us this year at Conference! Recently we sent out a sur- vey asking what type of activi- ties and events you would be interested in attending. We had 15 people respond which is a fraction of our member- ship. Of those that responded, the majority of you said that you would be interested in at- tending a hosted roundtable discussion on different tax topics, office management, problem tax returns you’ve encountered, etc. Forty-two percent of you said you would be interested in attending casual networking luncheons. Twenty-eight percent said they would at- tend a community service project unrelated to tax prac- tice and 14% said that they would like free state instruc- tion. For those who did not take the survey, it is only 5 ques- tions and 1-2 minutes to complete. Please take a min- ute, click on the link and let us know what interests you! https:// www.surveymonkey.com/ r/93FGVTM Thank you to those who re- sponded! Happy Anniversary Utah Chapter! INSIDE THIS ISSUE: Interview with Charles Daud- founding member 3 Save Money on your tax books by ordering through NATP! 5 Board member contact info 6 4 You few of you spoke—we need the rest of you! Summer Newsletter AUGUST 20, 2015 SPECIAL POINTS OF INTEREST: • Utah Chapter celebrates its 25th anniver- sary • Annual conference November 16, 2015!
Transcript
NATP Utah will celebrate its 25th anniversary this year! Our celebration will be planned in conjunction with the annual con-ference scheduled for November 16, 2015 at the Salt Lake Com-munity College in Sandy. The board is busy planning our confer-ence and we hope you will save the date! We are work-ing on some excellent educa-tion classes. We are also planning extra social events to celebrate along with some amazing door prizes and lots of fun! Watch for more de-tails to come in the Chapter Weekly and plan on joining us this year at Conference!
Recently we sent out a sur-
vey asking what type of activi-
ties and events you would be
interested in attending. We
had 15 people respond which
is a fraction of our member-
ship.
Of those that responded, the
majority of you said that you
would be interested in at-
tending a hosted roundtable
discussion on different tax
topics, office management,
problem tax returns you’ve
encountered, etc.
Forty-two percent of you said
you would be interested in
attending casual networking
luncheons. Twenty-eight
percent said they would at-
tend a community service
project unrelated to tax prac-
tice and 14% said that they
would like free state instruc-
tion.
For those who did not take
the survey, it is only 5 ques-
tions and 1-2 minutes to
complete. Please take a min-
ute, click on the link and let
us know what interests you!
https://
www.surveymonkey.com/
r/93FGVTM
Thank you to those who re-
sponded!
Happy Anniversary Utah Chapter!
I N S I D E
T H I S I S S U E :
Interview
with
Charles
Daud-
founding
member
3
Save Money
on your tax
books by
ordering
through
NATP!
5
Board
member
contact info
6
4
You few of you spoke—we need the rest of you!
Summer Newsletter A U G U S T 2 0 , 2 0 1 5
S P E C I A L
P O I N T S O F
I N T E R E S T :
• Utah
Chapter
celebrates
its 25th
anniver-
sary
• Annual
conference
November
16, 2015!
P A G E 2
First Letter to Utah NATP
Interview with Charles Daud, founding member
P A G E 3
As we are celebrating our 25th anniversary as a state chapter, we thought we would interview Charles Daud, one of the original members and still a mem-ber of the Utah Chapter. Chapter: To begin, let’s get to know you personally a little better. You are married and live in Herriman. Do you have children or grand-children? Charles: Yes, we have one son, two grandsons, and two granddaughters. Chapter: How long have you lived in Utah? Charles: About 38 years. Chapter: Have you always worked for yourself? Charles: Yes Chapter: (Chuckle), You’re a man of few words. You are a founding member of Utah NATP. What was the organization like 25 years ago? Charles: I joined NATP in 1988, Kim Brown contacted about 25 members in Utah, and she got in touch with national about the process to form a state chapter. I recall we spent about a
year getting the organization and a committee put to-gether. Chapter: Why did you choose NATP over some of the other professional organi-zations? Charles: The research ser-vice that NATP provides gave me a good reason to join NATP. Especially consid-ering that in the 1980s the internet was not available or commonly used. At that time, I still used a pencil and paper forms, erasers and cal-culators to prepare tax re-turns. I had to research books to find answers and it was very convenient to just call NATP and ask them to research the answer if I had a question. Chapter: Have the objec-tives of Utah NATP changed or improved over the years? Charles: I think the objec-tives have improved in the area of education and re-searching tax issues. Chapter: Has the education offered by NATP improved over the years or do you feel it has always been the best? Charles: It has improved. It used to be that there was only a one day conference with limited educational sub-
jects hosted in a small Las Vegas hotel. Now you can go to a full four day conference in nice five star hotels that rotate around the country and they have a large variety of educational subjects. They also went from simple news-letters to a host of publica-tions. Chapter: You have attended the NATP National Confer-ence as long as I have known you, what would you say to members who have never attended a National Conference? Charles: I have attended since 1990. It is worth it to attend the conference, and receive about 28 CPE’s in four days. It’s great to fulfill the CPE requirements in such a short time. And the speakers are experienced tax practitioners that actually deal with the current tax is-sues. It’s great! Chapter: You have served on the Utah NATP board several times and in several positions. What has been most rewarding in your ser-vice? Charles: The most reward-ing thing is working with tax practitioners who are very dedicated, dependable and Cont. next pg.
P A G E 4
hardworking. And everyone on the board does their part to make our events successful. Chapter: What would you say to members who haven’t taken the opportunity to serve or are a little nervous to serve on the board? Charles: By serving on the board, it gives you opportunities to net-work. Everyone on the board has had different experiences with tax issues, clients, and auditing and it’s great to be able to learn from them.
Chapter: If you could pick one thing that has brought you the most benefit from your NATP membership, what would it be?
Charles: I took an auditing class from NATP and learned how to prepare for the audit, how to re-search the applicable tax code. I was able to find a resolution for one of my clients and help reduce their tax liability. NATP has helped me be a better tax practitioner.
Chapter: How do you envision Utah NATP twenty-five years from now?
Charles: In this global economic environment, I envision the chap-ter will expand to educate practi-tioners on issues related to some-one doing business in foreign countries or foreigners doing busi-ness in the United States.
Thank you Charles for taking time to share with us!
Interview continued...
Original board members of Utah NATP: Kim Brown, President, SLC David Bond, Vice President, Kaysville Jean Hill, Secretary/Treasurer, Layton Charles Daud, Clearfield Dwight Holman, Brigham City Larry Gray, SLC Gary Ward, Sandy Mark Wiekhorst, SLC Neil Aronoff, Kearns Myrna Shipp, Roy
Cheaper tax books for you—bonus for NATP Utah!
P A G E 5
The Tax Book and QuickFinder are teamed up with NATP to offer it’s members a discount on their prod-ucts. As a bonus, NATP Utah receives $5 for every book purchased using the NATP discount code!
When or-dering from The Tax Book, use Promo Code 430, see form at left. When or-dering from Quick-Finder, use Promo Code Q680, see forms next page.
P A G E 6
P A G E 7
Utah NATP Board Members and Contact Information
Voluntary Contributions on the Utah Income Tax Form Every year, Utahns have the opportunity to give to a select number of charitable organizations on their Income Tax Form. By designating an amount either from their income tax return or personal funds, Utahns can easily give generously and confidently. All organizations shown in the “Part 4 - Voluntary Contributions” section have been approved by the Utah Tax Commission. One of the eight options on the 2014 Income Tax Form is the Pamela Atkinson Homeless Trust Fund. For nearly 20 years, the Pamela Atkinson Homeless Trust Fund has leveraged income tax donations for investments in homelessness and continues to provide a flexible state-funding source focused on delivering critical services. All donations to the trust fund go directly to organizations statewide that provide vital services and assistance to individuals and families experiencing homelessness. For more information visit: jobs.utah.gov/htf.
Let your clients know about this simple way to give
