AFIT WINTER TAX SEMINAR

January 22, 2025
8:30 AM to 5:00 PM
Desert Willow Conference Center
4340 East Cotton Center Boulevard
Phoenix, Arizona 85040

Register Now

8:00 AM – 8:25 AM LOGIN / REGISTRATION

8:25 AM WELCOME

8:30 AM – 10:10 AM ARIZONA DEPARTMENT OF REVENUE – A DEEPER LOOK

   Rob Woods                                  AZ DOR

This session will address ADOR’s voluntary disclosure program, the administrative appeals process, and ways to circumvent ADOR’s collections efforts including payment plans and offers in compromise .

10:10 AM – 10:30 AM BREAK

10:30 AM – 11:20 PM ANNUAL FEDERAL TAX UPDATE

   Edward Zollars                                  CPA

11:20 AM – 12:10 PM FinCEN – What Now? (Speaker to be determined)

12:10 PM – 1:20 PM LUNCH

1:20 PM – 3:00 PM ETHICAL MINEFIELDS (A panel)

TTopics will include Conflicts of Interest, Unauthorized Practice of Law and more. Panelists include Marcy Maslov, Lin Leclair, Lisa Gervase and Burgess Raby.

3:00 PM – 3:20 PM BREAK

3:20 PM – 5:00 PM LOOKING FORWARD TO THE SUNSET OF TCJA (A panel)

   Ed Zollars              Yesenia Simmons               Katie Gudgel

PLEASE NOTE; SPEAKERS AND SUBJECTS MAY CHANGE DUE TO AVAILABILITY

5 hours CPE – Tax Law; 1 hour CPE – Update; 2 hours CPE – Ethics
NOTE: Some sessions focused solely on Arizona state tax issues may not qualify for Enrolled Agent Circular 230 CPE credit.

Virtual Attendance via Streaming is Available at the Same Cost.

REGISTRATION: $295 (Early registration at $250, through December 15, 2024) Last day to register (for in-person): January 16, 2025 by 11:00 PM

Click Here to Register

Why YOU should attend this AFIT Winter Tax Seminar:

  • Timely Topics presented by knowledgeable practitioners.
  • Option to attend in person or on-line.
  • In-depth look at compliance functions at AZ Department of Revenue.
  • Opportunity for in-person attendees to meet with Taxpayer Advocate Service representatives or Account Resolution advisors from DOR on problem cases. Bring properly-executed, signed Forms 2848 or AZ Form 285.
  • Annual Federal Tax Update with Ed Zollars, CPA. This is always a favorite. Ed will review key tax legislation changes, IRS Regulations and Announcements, and important Court decisions.
  • A special tax planning resource, Looking Forward to the Sunset of the TCJA, will explore several issues that will be important to discuss with clients during this filing season. A two-hour structured discussion by a panel of experienced tax professionals.
  • Ethical Minefields: A panel’s overview of situations that can challenge even the most-seasoned practitioners. TWO HOURS OF ETHICS CPE!
  • Downloadable course materials: AFIT will make available downloadable seminar materials for ALL technical topics to save on your laptop, tablet or similar device. You may print the materials for your future reference.
  • Desert Willow Conference Center is a clean, modern facility with excellent, healthy food choices, and safe, convenient and free parking. Meals and breaks are included in the registration fee.
  • AFIT seminars provide high-quality tax education in a professional setting.
  • In-person attendees will have an excellent opportunity for networking.
  • Easy on-line registration
  • GREAT CPE VALUE – 8 hours of high-level CPE for less than $32 per hour.

15% Discount for Early Registration: Register and pay on by Sunday, December 15th, 2024 and save.

Seminar/Webinar cost: $295 ($250 on or before 11:00 PM December 15)

On-line attendees can register up to January 20, 2025 at Noon!

Register Now

  AFIT SUMMER EDUCATIONAL EVENT

AUGUST 1st, 2024
8:30 AM to 5:00 PM
Desert Willow Conference Center
4340 East Cotton Center Boulevard
Phoenix, Arizona 85040

8:00 AM- 8:25 AM Log in or sign in at registration desk

8:25 AM WELCOME:   Jason Silver, President, Arizona Forum for Improvement of Taxation (AFIT)

8:30 AM – 9:20 AM       ARIZONA DEPARTMENT OF REVENUE – Legislative Update; Problem review Office

   Rob Woods and Staff                                         AZ DOR

9:30 AM – 10:20 AM    IRS-Notices & IRS-TAS-Increased Compliance Efforts; ERC Claims

    Lisa Novack, IRS Sr Stakeholder Liaison

     Melissa Chapman, Local Taxpayer Advocate   

                                                 OR

 9:30 AM – 10:20 AM         BREAKOUT   ARIZONA DEPARTEMENT OF REVENUE: ADOR’s audit process for income tax and TPT audits, and an introduction to their voluntary disclosure program and ADOR’s managed audit program

James Busby, Attorney

AZDOR Staff

BREAK 10:20 – 10:40

10:40 AM – 12:20 PM   ANNUAL FEDERAL TAX UPDATE INCLUDING CTA UPDATE

Edward Zollars, CPA

Gregory Robinson, Attorney

12:20 PM – 1:10 PM       LUNCH        

1:10 PM – 2:50 PM    ENTITIES AND THEIR ISSUES:  THEORY/ PRACTCE/ TAX REPORTING: also Do-it-Yourselfers and their lack of documentation, co-mingling, etc.

Tracy Essig, Attorney

Laura Landre, CPA

 OR

1:10PM – 2:50 PM    BREAKOUT: USING IRS TRANSCRIPTS IN PREPARATION AND REPRESENTATION                                                                      

Jack Wood, EA

 Lisa Novack, IRS Sr Stakeholder Liaison               

BREAK   2:50 – 3:10

3:10 PM – 4:50 PM REBUILDING BASIS

Jaye Tritz, Enrolled Agent     

 OR

3:10 PM – 4:00 PM    ESTATE AND TRUST ISSUES: and the problems related thereto                         

Thala Taperman Rolnick, CPA

Gregory Robinson, Attorney

AND

4:00PM – 4:50 PM     BREAKOUT PRACTITIONER PANEL: Resources and Referrals for Tax Professionals 

Gregory Robinson, Attorney          

PLEASE NOTE; SPEAKERS AND SUBJECTS MAY CHANGE DUE TO AVAILABILITY

            4 hours CPE – Tax Law;     3 hours CPE – Update;     1 hour CPE – Ethics

NOTE:  Some sessions focused solely on Arizona state tax issues may not qualify for Enrolled Agent Circular 230 CPE credit.   

None of the CPE is NASBA certified.                        

Why you should attend this AFIT Winter Tax Seminar:

  • Timely Topics presented by knowledgeable practitioners.
  • The option to attend in person or on-line.
  • Updates from Internal Revenue Service and AZ Department of Revenue.
  • Opportunity for in-person attendees to meet with Taxpayer Advocate Service representatives or Account Resolution advisors from DOR on problem cases.  Bring properly executed, signed Forms 2848 or AZ Form 285.
  • Annual Federal Tax Update with Ed Zollars, CPA.  Expanded to two hours and will include update on Corporate Transparency Act by Gregory Robinson.  Be ready!
  • BREAK-OUT SESSIONS ARE BACK, for in-person attendees.   a 1-hour breakout session will run from 9:30 until 10:20, one 2-hour breakout session will run from 1:10, and end at 2:50 and one – hour session will run from 3:10 to 4:50.  ONLY IN-PERSON ATTENDEES WILL BE ABLE TO OPT FOR THE BREAK-OUTS.  WE ARE UNABLE TO STREAM THE BREAK-OUT SESSIONS FOR VIRTUAL ATTENDEES.
  • A discussion of ADOR’s audit process for income tax and TPT audits, and an introduction to their voluntary disclosure program and their managed audit program. James Busby and AZDOR Staff.
  • Entities and their issues presented by Tracy Essig and Laura Laundre will concentrate on Theory/Practice/Tax Reporting.
  • Using IRS transcripts in preparation and representation cases with Jack Wood and Lisa Novack.
  • Rebuilding Basis with Jaye Tritz
  • Estate and Trust Issues with Thala Taperman Rolnick and Gregory Robinson
  • Practitioner Panel with Gergory Robinson covering resources and referrals for tax practitioners
  • Downloadable course materials:  AFIT will make available downloadable seminar materials for ALL technical topics to save on your laptop, tablet or similar device.  You may print the materials for your future reference.
  • Practitioner Panel with Gergory Robinson covering resources and referrals for tax practitioners
  • Desert Willow Conference Center is a clean, modern facility with excellent, healthy food choices, and safe, convenient and free parking. Meals and breaks are included in the registration fee.
  • AFIT seminars provide high-quality tax education in a professional setting.
  • In-person attendees will have an excellent opportunity for networking.
  • Easy on-line registration
  •   GREAT CPE VALUE – 8 hours of CPE for less than $200.

 Seminar cost: $199 before 11:00 pm July 22, 2024, $249 after 11:00pm July 22nd, 2024.

 Last day for registration:  July 29th, 2024, by 11:00 PM

 Cancellation policy: Full refund (less 10% administrative fee) if requested 10 or more days prior to seminar (July 15th, 2024, or prior).

 REGISTRATION LINK AT www.afitaz.org

Break-out sessions 

 9:30 AM – 10:20 AM         BREAKOUT   ARIZONA DEPARTEMENT OF REVENUE: ADOR’s audit process for income tax and TPT audits, and an introduction to their voluntary disclosure program and ADOR’s managed audit program.

James Busby, Attorney

AZDOR Staff

1:10PM – 2:50 PM    BREAKOUT: USING IRS TRANSCRIPTS IN PREPARATION AND REPRESENTATION                                                                      

Jack Wood, EA

 Lisa Novack, IRS Sr Stakeholder Liaison

3:10 PM – 4:00 PM    ESTATE AND TRUST ISSUES: and the problems related thereto                         

Thala Taperman Rolnick, CPA

Gregory Robinson, Attorney

AND

4:00PM – 4:50 PM     BREAKOUT PRACTITIONER PANEL: Resources and Referrals for Tax Professionals 

Gregory Robinson, Attorney          

 

             

NOTE:  Break-out sessions will be available to in-person attendees only.

            An in-person registrant will be able to choose either or both of the break-out sessions, in lieu of the sessions in the same time slots in the main space.

Register Now

Real Estate Investor vs In the Business of Real Estate

June 7, 2024
3003 N Central Ave
Phoenix, AZ 85012
  • 8:30- 9:00 Intro, Breakfast, networking (will have egg sandwiches + burritos + bagels, fruit, coffee, etc.)
  • 9:00- 9:05 Welcome
  • 9:05-10:00 Presentation by Yesenia Simmons
  • 10:00-10:30 Questions
  • 10:30 Ending of the seminar

Register Now

AFIT WINTER TAX SEMINAR

January 18, 2024
8:30 AM to 5:00 PM
Desert Willow Conference Center
4340 East Cotton Center Boulevard
Phoenix, Arizona 85040

8:00 AM – 8:25 AM LOGIN / REGISTRATION

8:25 AM WELCOME

8:30 AM – 9:20 AM ARIZONA DEPARTMENT OF REVENUE – FILING SEASON UPDATE
Rob Woods – AZ DOR

9:25 AM – 10:15 AM INTERNAL REVENUE SERVICE – UPDATE
Melissa Chapman – Local Taxpayer Advocate

Or

8:35 AM – 10:15 AM BREAKOUT Katie Gudgel EA
Arizona Tax Preparation – Unusual Items

10:15 AM – 10:35 AM BREAK

10:40 AM – 12:20 PM ANNUAL FEDERAL TAX UPDATE
Edward Zollars – CPA

12:20 PM – 1:10 PM LUNCH

1:10 PM – 2:00 PM RETIREMENT OPTIONS FOR BUSINESS TAXPAYERS
Yesenia Simmons, CPA & Michelle Moses

2:00 PM – 2:50 PM PRACTICING ETHICALLY – CONSIDERATIONS WITH CHATGPT
Jack Wood – EA

Or

1:10 PM – 2:50 PM BREAKOUT Tracy Essig ATTORNEY
Dischargeable, or Not? Taxes and Bankruptcy

BREAK 2:50 – 3:10

3:10 PM – 4:00 PM HOW CAN A PROFESSIONAL AVOID LIABILITY FOR THE
CORPORATE TRANSPARENCY ACT PENALTIES
Gregory Robinson – ATTORNEY

4:00 PM – 4:50 PM THINKING BEYOND TCJA
Ed Zollars – Thala Taperman Rolnick – Yesenia Simmons

PLEASE NOTE; SPEAKERS AND SUBJECTS MAY CHANGE DUE TO AVAILABILITY

4 hours CPE – Tax Law; 3 hours CPE – Update; 1 hour CPE – Ethics
NOTE: Some sessions focused solely on Arizona state tax issues may not qualify for Enrolled Agent Circular 230 CPE credit.

Why YOU should attend this AFIT Winter Tax Seminar:

  • Timely Topics presented by knowledgeable practitioners.
  • Option to attend in person or on-line.
  • Updates from Internal Revenue Service and AZ Department of Revenue.
  • Opportunity for in-person attendees to meet with Taxpayer Advocate Service representatives or Account Resolution advisors from DOR on problem cases. Bring properly-executed, signed Forms 2848 or AZ Form 285.
  • Annual Federal Tax Update with Ed Zollars, CPA. Expanded to two hours, and may include updates on Corporate Transparency Act, FinCEN reporting, 1099-K reporting, etc. Be ready!
  • BREAK-OUT SESSIONS ARE BACK, for in-person attendees. Two, two-hour sessions are available. One session will run from 8:30 until 10:15, and the other will begin at 1:10, and end at 2:50. ONLY IN-PERSON ATTENDEES WILL BE ABLE TO OPT FOR THE BREAK-OUTS. WE ARE UNABLE TO STREAM THE BREAK-OUT SESSIONS FOR VIRTUAL ATTENDEES.
  • A discussion of tax planning tips for business taxpayers, utilizing enhanced retirement plans and techniques. Yesenia Simmons, CPA, & Michelle Moses.
  • A special tax planning resource, Thinking Beyond TCJA, will explore some issues that may be important to discuss with clients during this filing season.
  • Downloadable course materials:  AFIT will make available downloadable seminar materials for ALL technical topics to save on your laptop, tablet or similar device.  You may print the materials for your future reference.
  • Desert Willow Conference Center is a clean, modern facility with excellent, healthy food choices, and safe, convenient and free parking. Meals and breaks are included in the registration fee.
  • AFIT seminars provide high-quality tax education in a professional setting.
  • In-person attendees will have an excellent opportunity for networking.
  • Easy on-line registration
  • GREAT CPE VALUE – 8 hours of CPE for less than $200.
20% Discount for Early Registration:  Register and pay on or before Thursday, January 11th, 2024 and save.
Seminar/Webinar cost:  $249   ($199 on or before 11:00 PM January 11,)
Last day to register:  January 15, 2024 by 11:00 PM
DOWNLOAD PDF
Register Now

AFIT WINTER TAX SEMINAR

January 23, 2023
8:30 AM to 5:00 PM Desert Willow Conference Center
4340 East Cotton Center Boulevard
Phoenix, Arizona 85040

8:00 AM – 8:30 AM LOGIN / REGISTRATION

8:30 AM WELCOME

8:35 AM – 9:25 AM
ARIZONA DEPARTMENT OF REVENUE – UPDATE
Rob Woods – AZ DOR

9:30 AM – 10:20 AM
INTERNAL REVENUE SERVICE UPDATE
Melissa Chapman & Lisa Novack

10:20 AM – 10:40 AM BREAK

10:40 AM – 12:20 PM FEDERAL TAX UPDATE
Ed Zollars – CPA

12:25 PM – 1:15 PM LUNCH

1:15 PM – 2:05 PM TRICKY TRUST ISSUES
Thala Taperman Rolnick – CPA

2:10 PM – 3:00 PM
UPDATE – TAX REPORTING OF DIGITAL ASSET TRANSACTIONS
Robert Hockensmith – CPA

3:00 PM – 3:15 PM BREAK

3:15 PM – 4:05 PM
COVID TAX RELIEF FRAUD ENFORCEMENT
Jason Silver – Attorney

4:10 PM – 5:00 PM
TWO OR THREE THINGS TO KEEP IN MIND IN 2023
Panel: Thala Taperman Rolnick, Katie Gudgel & Jack Wood

PLEASE NOTE; SPEAKERS AND SUBJECTS MAY CHANGE DUE TO AVAILABILITY

4 hours CPE – Tax Law; 4 hours CPE – Update;
NOTE: Some sessions focused solely on Arizona state tax issues may not qualify for Enrolled Agent Circular 230 CPE credit.

SAVE THE DATE: July 13, 2023
AFIT’s Summer Tax Seminar

Why you should attend this AFIT Winter Tax Seminar:
  • Timely Topics presented by knowledgeable practitioners.
  • An opportunity to meet one-on-one with Taxpayer Advocate Service staff to help resolve problem cases. BE SURE TO HAVE A COPY OF PROPERLY-EXECUTED FORM 2848 POA!
  • Representatives from AZ DOR Collection Division will be on site to assist with problem cases. BE SURE TO HAVE PROPERLY-EXECUTED ARIZONA FORM 285 (OR 285-I) AUTHORIZING REPRESENTATION!
  • Downloadable course materials: AFIT will make available downloadable seminar materials for ALL technical topics to save on your laptop, tablet or similar electronic device. If you wish, you may print out the materials for your future reference.
  • Easy on-line registration
  • State of the art conference facility
  • Excellent food choices – Lunch & breaks are included!
  • Parking is convenient, safe and free.
  • OUTSTANDING NETWORKING OPPORTUNITIES.
  • GREAT CPE VALUE – 8 hours of CPE at less than $20 per hour.
  • ATTENDING VIRTUALLY is an option when registering.
  • A Discount for Early Registration: Register and pay on or before Thursday, January 19th (11:45 PM) and save 21%.
Seminar cost: $190 ($150 on or before January 19, 2023, 11:45 PM).
Last day for registration: January 23, 2023 by 6:00 PM

Cancellation policy: Full refund (less 10% administrative fee) if requested 10 or more days prior to seminar (January 17, 2023 or prior).

Register at www.AFITAZ.org

DOWNLOAD PDF
Register Now

AFIT WINTER TAX SEMINAR/WEBINAR

January 20, 2022
9:00 AM to 5:00 PM
A Virtual Learning Event
Phoenix, Arizona 85021

8:15 AM – 9:00 AM LOGIN / REGISTRATION
9:00 AM WELCOME
9:05 AM – 9:55 AM ARIZONA DEPARTMENT OF REVENUE – UPDATE
Rob Woods – AZ DOR
10:15 AM – 11:05 AM CRYPTOCURRENCY
Burgess Raby – Attorney
11:10 AM – NOON IRS INITIATIVES: HIGH-INCOME TAXPAYERS
Jason Silver & Greg Robinson – Attorneys
12:00 PM – 1:15 PM Lunch, Taxpayer Advocate Update
Dawn Marie Baltadonis, TAS
1:20 PM – 2:10 PM FEDERAL TAX UPDATE
Michael Lemme – CPA
2:15 PM – 3:05 PM FILING SEASON UPDATE
Lisa Novack, Stakeholder Liaison – IRS
3:20 PM – 4:10 PM HOW FEDERAL PROSECUTORS PROCEED IN CRIMINAL TAX CASES
Monica Klapper – Assistant US Attorney

5 hours CPE – Tax Law; 2 hours CPE – Update;
NOTE: Some sessions focused solely on Arizona state tax issues may not qualify for Enrolled Agent Circular 230 CPE credit.

Register at www.AFITAZ.org, after Dec. 9, 2021

SAVE THE DATE: Thursday, July 28, 2022 (Tentative) AFIT’s Summer Tax Seminar

Why you should attend this AFIT Winter Tax Webinar:

  • Timely Topics presented by knowledgeable practitioners.
  • Financial crimes and creative tax evasion tactics are increasingly in the news. Monica Klapper, an Assistant US Attorney for the Department of Justice in Arizona, will provide insight on how the DOJ approaches criminal tax cases.
  • Special presentation by Michael Lemme, CPA, who will review the most significant tax provisions in enacted or pending Federal legislation.
  • A session on cryptocurrency, presented by Attorney Burgess Raby.
  • A special update from the Local Taxpayer Advocate during the 75-minute lunch period. These TAS presentations are always very informative. And you will still have 25 minutes for lunch.
  • Filing season procedural updates from Lisa Novack, IRS Stakeholder Liaison in Phoenix.
  • Downloadable course materials: AFIT will make available downloadable seminar materials for ALL technical topics to save on your laptop, tablet or similar electronic device. If you wish, you may print out the materials for your future reference.
  • AFIT believes this webinar is a safe way for practitioners to access high-quality tax education with no risk to health.
  • Easy on-line registration.
  • A great ZOOM experience!
  • GREAT CPE VALUE
  • A Discount for Early Registration: Register and pay on or before Friday, January 14th and save.

Webinar cost: $140 ($125 on or before January 14, 2022)
Last day for registration: January 17, 2022 by 6:00 PM
Cancellation policy: Full refund (less 10% administrative fee) if requested 10 or more days prior to webinar (January 10, 2022 or prior).

Register Now
Download PDF

AFIT SUMMER TAX SEMINAR

July 21, 2023
Seminar/Webinar
Register is open
8:30 AM to 5:00 PM Desert Willow Conference Center
4340 East Cotton Center Boulevard
Phoenix, Arizona 85040

8:00 AM – 8:30 AM LOGIN / REGISTRATION

8:30 AM WELCOME

8:35 AM – 9:25 AM ARIZONA DEPARTMENT OF REVENUE – MID-YEAR UPDATE
Rob Woods – AZ DOR

9:25 AM – 9:40 AM BREAK

9:40 AM – 11:20 PM SECURE ACT(S); DETERMINING THE TAXABLE DISTRIBUTION
Stephanie Sterling – EA

11:25 AM – 12:15 AM INTERNAL REVENUE SERVICE – MID-YEAR UPDATE
Melissa Chapman – Local Taxpayer Advocate
Lisa Novack – Senior Stakeholder Liaison

12:15 PM – 1:00 PM LUNCH

1:05 PM – 2:45 PM EMPLOYEE RETENTION CREDIT: CLAIMING THE CREDIT AND REPRESENTING A CLIENT IN AN ERC AUDIT
Bradley Burnett – Attorney, CPA

2:50 PM – 3:10 PM BREAK

3:10 PM – 4:00 PM FORM 1099-K – WHAT’S COMING
Jaye Tritz – EA

4:00 PM – 4:50 PM CORPORATE TRANSPARENCY ACT
Ed Zollars – CPA

PLEASE NOTE; SPEAKERS AND SUBJECTS MAY CHANGE DUE TO AVAILABILITY

7 hours CPE – Tax Law; 1 hour CPE – Update;
NOTE: Some sessions focused solely on Arizona state tax issues may not qualify for Enrolled Agent Circular 230 CPE credit.

SAVE THE DATE: January 18, 2024
AFIT’s Winter Tax Seminar

Why you should attend this AFIT Summer Tax Seminar:
  • Timely Topics presented by knowledgeable practitioners.
  • Option to attend in person or on-line.
  • Updates from Internal Revenue Service and AZ Department of Revenue.
  • Opportunity for in-person attendees to meet with Taxpayer Advocate Service representatives or Account Resolution advisors from DOR on problem cases. Bring properly-executed, signed Forms 2848 or AZ Form 285.
  • Update with Ed Zollars, CPA, on Corporate Transparency Act, which will likely affect your S-corp or LLC business clients. FinCEN reporting. Be ready!
  • Bradley Burnett, Attorney and CPA, will guide us through eligibility for the Employee Retention Credit, and IRS audit focus on ERC refunds (over $150 Billion refunded as of May, 2023, and 800,000 claims pending).
  • A session on Form 1099-K reporting presented by Jaye Tritz, EA.
  • An analysis of recent changes in retirement income tax policies and their impact. Presented by Stephanie Sterling, EA and Financial Advisor.
  • Downloadable course materials: AFIT will make available downloadable seminar materials for ALL technical topics to save on your laptop, tablet or similar electronic device. If you wish, you may print out the materials for your future reference.
  • Desert Willow Conference Center is a clean, modern facility with excellent, healthy food choices, and safe, convenient and free parking. Meals and breaks are included in the registration fee.
  • AFIT believes this seminar/webinar is a safe way for tax practitioners to access high-quality tax education in a professional setting
  • In-person attendees will have an ample opportunity for networking.
  • Easy on-line registration
  • GREAT CPE VALUE – 8 hours of CPE for less than $200.
20% Discount for Early Registration: Register and pay on or before Thursday, July 13th, 2023 and save.
Seminar/Webinar cost: $245 ($195 on or before 11:00 PM July 13, 2023)
Last day for registration: July 17, 2023 by 11:00 PM
DOWNLOAD PDF
Register Now

AFIT SUMMER TAX SEMINAR/WEBINAR

July 28, 2022
9:00 AM to 4:30 PM
Desert Willow Conference Center
4340 East Cotton Center Boulevard
Phoenix, Arizona 85040

Agenda as of 5/31/2022

8:15 AM – 9:00 AM LOGIN / REGISTRATION
9:00 AM WELCOME
9:05 AM – 9:55 AM ARIZONA DEPARTMENT OF REVENUE – UPDATE
Neeraj Deshpande – AZ DOR
10:10 AM – 11:00 AM TAXPAYER ADVOCATE SERVICE
Erin Collins, Taxpayer Advocate – IRS
11:10 AM – NOON ID-YEAR FEDERAL TAX UPDATE
Ed Zollars – CPA
NOON – 1:15 PM LUNCH
1:20 PM – 3:00 PM TRUSTS AND TAX ISSUES
Tom Murphy – Attorney
3:20 PM – 4:10 PM CRYPTOCURRENCY TAX REPORTING
Robert Hockensmith – CPA

PLEASE NOTE; SPEAKERS AND SUBJECTS MAY CHANGE DUE TO AVAILABILITY

$135 early registration fee ends July 20, 2022 at 6:00 PM
$160 late registration fee ends July 26, 2022 at 6:00 PM

4 hours CPE – Tax Law; 2 hours CPE – Update;
NOTE: Some sessions focused solely on Arizona state tax issues may not qualify for Enrolled Agent Circular 230 CPE credit.

SAVE THE DATE: January 26, 2023 AFIT’s Winter Tax Seminar

Why you should attend this AFIT Winter Tax Seminar:

  • Timely Topics presented by knowledgeable practitioners.
  • Option to attend in person or on-line.
  • AZDOR Update
  • Federal and State tax Update with Ed Zollars, CPA.
  • Presentation by Tom Murphy, Attorney, who will talk about trusts and the associated tax issues.
  • Filing season procedural updates from Lisa Novack, IRS Stakeholder Liaison in Phoenix.
  • A session on cryptocurrency reporting presented by Robert (Bob) Hockensmith, CPA.
  • A special update from Erin Collins, Taxpayer Advocate.
  • Downloadable course materials: AFIT will make available downloadable seminar materials for ALL technical topics to save on your laptop, tablet or similar electronic device. If you wish, you may print out the materials for your future reference.
  • AFIT believes this seminar/webinar is a safe way for practitioners to access high-quality tax education with no risk to health.
  • Easy on-line registration
  • GREAT CPE VALUE

A Discount for Early Registration: Register and pay on or before Wednesday, July 20th, 2022 and save.
Seminar/Webinar cost: $160 ($135 on or before 6:00 PM July 20, 2022)
Last day for registration: July 26, 2022 by 6:00 PM

Register Now
Download PDF

AFIT WINTER TAX SEMINAR/WEBINAR

January 20, 2022
9:00 AM to 5:00 PM
A Virtual Learning Event
Phoenix, Arizona 85021

8:15 AM – 9:00 AM LOGIN / REGISTRATION
9:00 AM WELCOME
9:05 AM – 9:55 AM ARIZONA DEPARTMENT OF REVENUE – UPDATE
Rob Woods – AZ DOR
10:15 AM – 11:05 AM CRYPTOCURRENCY
Burgess Raby – Attorney
11:10 AM – NOON IRS INITIATIVES: HIGH-INCOME TAXPAYERS
Jason Silver & Greg Robinson – Attorneys
12:00 PM – 1:15 PM Lunch, Taxpayer Advocate Update
Dawn Marie Baltadonis, TAS
1:20 PM – 2:10 PM FEDERAL TAX UPDATE
Michael Lemme – CPA
2:15 PM – 3:05 PM FILING SEASON UPDATE
Lisa Novack, Stakeholder Liaison – IRS
3:20 PM – 4:10 PM HOW FEDERAL PROSECUTORS PROCEED IN CRIMINAL TAX CASES
Monica Klapper – Assistant US Attorney

5 hours CPE – Tax Law; 2 hours CPE – Update;
NOTE: Some sessions focused solely on Arizona state tax issues may not qualify for Enrolled Agent Circular 230 CPE credit.

Register at www.AFITAZ.org, after Dec. 9, 2021

SAVE THE DATE: Thursday, July 28, 2022 (Tentative) AFIT’s Summer Tax Seminar

Why you should attend this AFIT Winter Tax Webinar:

  • Timely Topics presented by knowledgeable practitioners.
  • Financial crimes and creative tax evasion tactics are increasingly in the news. Monica Klapper, an Assistant US Attorney for the Department of Justice in Arizona, will provide insight on how the DOJ approaches criminal tax cases.
  • Special presentation by Michael Lemme, CPA, who will review the most significant tax provisions in enacted or pending Federal legislation.
  • A session on cryptocurrency, presented by Attorney Burgess Raby.
  • A special update from the Local Taxpayer Advocate during the 75-minute lunch period. These TAS presentations are always very informative. And you will still have 25 minutes for lunch.
  • Filing season procedural updates from Lisa Novack, IRS Stakeholder Liaison in Phoenix.
  • Downloadable course materials: AFIT will make available downloadable seminar materials for ALL technical topics to save on your laptop, tablet or similar electronic device. If you wish, you may print out the materials for your future reference.
  • AFIT believes this webinar is a safe way for practitioners to access high-quality tax education with no risk to health.
  • Easy on-line registration.
  • A great ZOOM experience!
  • GREAT CPE VALUE
  • A Discount for Early Registration: Register and pay on or before Friday, January 14th and save.

Webinar cost: $140 ($125 on or before January 14, 2022)
Last day for registration: January 17, 2022 by 6:00 PM
Cancellation policy: Full refund (less 10% administrative fee) if requested 10 or more days prior to webinar (January 10, 2022 or prior).

Register Now
Download PDF

AFIT SUMMER TAX WEBINAR

July 22, 2021
9:00 AM to 4:30 PM
A Virtual Learning Event
Phoenix, Arizona
Tentative as of 6/4/2021
8:15 AM – 9:00 AM LOGIN / REGISTRATION
9:00 AM WELCOME
Jason Silver, AFIT President
9:05 AM – 9:55 AM ARIZONA LEGISTATIVE TAX UPDATE
What was proposed. What was enacted. What’s still
lurking.
James Busby – Attorney
10:15 AM – NOON TAXPAYER ADVOCATE SERVICE
Erin M Collins, National Taxpayer Advocate
12:00 AM – 1:15 PM LUNCH
ARIZONA DEPARTMENT OF REVENUE – UPDATE
Grab a sandwich and receive an update on AZDOR
Operations and Q&A on Tax Policies and procedures
Rob Woods, Ernie Powell, AZ DOR
1:20 PM – 3:00 PM PAYROLL IMPACES OF THE CARES AND FAMILIES FIRST ACTS
A case study, forms-oriented approach.
Terry Bakker, Taxspeaker.com – CPA, EA
3:20 PM – 4:10 PM COVID-19 – INCOME TAX UPDATE
Ed Zollars – CPA
5 hours CPE – Tax Law; 2 hours CPE – Update
NOTE: Some sessions focused solely on Arizona state tax issues may not qualify
for Enrolled Agent Circular 230 CPE credit.
Please note: Speakers and subject matter may change or be augmented as schedules may change.

Registration Link: https://afitaz.org

SAVE THE DATE: January 20, 2022
AFIT’s Winter Tax Seminar

Why you should attend this AFIT Tax Seminar:
  • Timely Topics presented by knowledgeable practitioners.
  • Optional topics during the 70-minute lunch period. These do not offer CPE credit, but they are very informative. And you will still have 30 minutes for lunch.
  • Downloadable course materials: AFIT will make available downloadable seminar materials for ALL technical topics to save on your laptop, tablet or similar electronic device. If you wish, you may print out the materials for your future reference.
  • AFIT believes this webinar is a safe way for practitioners to access high-quality tax education without exposure to health risks.
  • Easy on-line registration
  • A great ZOOM experience!
  • GREAT CPE VALUE
Register Now
Download PDF

AFIT WINTER TAX WEBINAR

January 22, 2021
9:00 AM to 5:00 PM
A Virtual Learning Event
Phoenix, Arizona 85021
8:15 AM – 9:00 AM LOGIN / REGISTRATION
9:00 AM WELCOME
Jason Silver, AFIT President
9:15 AM – 10:05 AM ARIZONA DEPARTMENT OF REVENUE – UPDATE
Rob Woods, Grant Nulle – AZ DOR
Moderator: Adrianne Sloat
10:05 AM – 10:55 AM COMMUNITY PROPERTY
Greg Robinson & Jason Silver – Attorneys
Moderator: Bree Stamper-Gimbar
11:10 AM – NOON TAX PROFESSIONALS: RESPONSIBILITIES & CONCERNS
Sharyn M. Fisk Director, Office of Professional Responsibility
Moderator: Greg Robinson
12:00 AM – 1:10 PM LUNCH – We have a couple short, optional, non-CPE offerings:
12:00 – 12:15 – Jason Silver – What’s Trending in Criminal Investigations
12:45 – 1:10 – Jeremy Oswald – Local Taxpayer Advocate – Las Vegas
1:10 PM – 2:50 PM COVID-19 UPDATE (Tax Impact of PPP loan relief issues, new economic stimulus, nexus concerns for employers with remote employees, etc.)
Bradley Burnett – Attorney
Moderator: Jack Wood
3:05 PM – 4:00 PM FEDERAL TAX UPDATE
Ed Zollars – CPA
Moderator: Laura Lee Laundre
4:00 PM – 4:50 PM ANOTHER COVID-19 TAX SEASON: STUFF YOU NEED TO KNOW
Top Ten Tips for the Filing Season – Lisa Novack – IRS
Collection Changes for Clients with Tax Debt – Jack Wood – EA
Return Preparer Due Diligence in a COVID-19 Environment – Christine Z. Freeland – CPA
Moderator: Jason Silver
3 hours CPE – Tax Law; 3 hours CPE – Update; 1 hour Ethics
NOTE: Some sessions focused solely on Arizona state tax issues may not qualify
for Enrolled Agent Circular 230 CPE credit.

Registration Link: https://afitaz.org

SAVE THE DATE: Friday, July 23, 2021
AFIT’s Summer Tax Seminar

Why you should attend this AFIT Winter Tax Seminar:
  • Timely Topics presented by knowledgeable practitioners.
  • Special presentation by Sharyn Fisk, the Director of the IRS Office of Professional Responsibility.
  • Two optional topics during the 70-minute lunch period. These do not offer CPE credit, but they are very informative. And you will still have 30 minutes for lunch.
  • Downloadable course materials: AFIT will make availabledownloadable seminar materials for ALL technical topics to saveon your laptop, tablet or similar electronic device. If you wish,you may print out the materials for your future reference.
  • AFIT believes this webinar is a safe way for practitioners toaccess high-quality tax education without exposure to healthrisks.
  • Easy on-line registration
  • A great ZOOM experience!
  • GREAT CPE VALUE
  • A Discount for Early Registration: Register and pay on or before Monday, January 18th and save 17%.

Seminar cost: $120 ($100 on or before January 186, 2021)

Last day for registration: January 20th, 2021 by 6:00 PM

Cancellation policy: Full refund (less 10% administrative fee) if requested 10 or more days prior to seminar (January 12th, 2021 or prior).
Register Now
Download PDF

AFIT WINTER TAX SEMINAR

January 23, 2020
9:00 AM to 4:30 PM
Black Canyon Conference Center
9440 N. 25 th Avenue
Phoenix, Arizona 85021
8:15 AM – 9:00 AM DOORS OPEN / REGISTRATION
9:00 AM WELCOME
9:10 AM – 10:00 AM ARIZONA DEPARTMENT OF REVENUE – UPDATE
Tom Johnson, Dr. Grant Nulle – AZ DOR
10:00 AM – 10:20 AM BREAK
10:20 AM – 11:10 AM DEALING WITH DIFFICULT CLIENTS
Jack Wood and cast – EA
11:15 AM – 12:05 PM ARIZONA OFFERS IN COMPROMISE
AZ Attorneys General Staff
OR
CRYPTOCURRENCY
Jason Silver – Attorney
12:05 PM – 1:15 PM Lunch – IRS STAKEHOLDER LIAISON – UPDATE
Derek Gantner & Lisa Novack – IRS Stakeholder Liaisons
1:20 PM – 2:10 PM CALIFORNIA NEXUS
Pat Derdenger – Attorney
2:15 PM – 3:05 PM DEALING WITH DIFFICULT CLIENTS PART 2
Jack Wood and cast – EA
3:05 PM – 3:25 PM BREAK
3:25 PM – 4:15 PM FEDERAL TAX ISSUES
Ed Zollars – CPA
5 hours CPE – Tax Law; 1 hours CPE – Update; 7 hours CPE
NOTE: Some sessions focused solely on Arizona state tax issues may not qualify
for Enrolled Agent Circular 230 CPE credit.

SAVE THE DATE: Thursday, July 23, 2020
AFIT’s Summer Tax Seminar

Why you should attend this AFIT Winter Tax Seminar:
  • Timely Topics presented by knowledgeable practitioners.
  • An opportunity to meet one-on-one with Taxpayer Advocate Service staff to help resolve problem cases. BE SURE TO HAVE A COPY OF PROPERLY-EXECUTED FORM 2848 POA!
  • Representatives from AZ DOR Collection Division will be on site to assist with problem cases. BE SURE TO HAVE PROPERLY-EXECUTED FORM 285 AUTHORIZING REPRESENTATION!
  • Downloadable course materials: AFIT will make available downloadable seminar materials for ALL technical topics to save on your laptop, tablet or similar electronic device. If you wish, you may print out the materials for your future reference.
  • Easy on-line registration
  • State of the art conference facility
  • Excellent food choices – Lunch & breaks are included!
  • Parking is convenient, safe and free
  • OUTSTANDING NETWORKING OPPORTUNITIES
  • GREAT CPE VALUE
  • A Discount for Early Registration: Register and pay on or before Tuesday, January 14th and save 13%.

Seminar cost: $165 ($140 on or before July 16, 2019)

Last day for registration: January 19th, 2020 by 6:00 PM

Cancellation policy: Full refund (less 10% administrative fee) if requested 10 or more days prior to seminar (January 14th, 2020 or prior).
Register Now
Download PDF

AFIT Summer Seminar July 25, 2019

TIME
CLASS
CPE
INSTRUCTOR
8:15 to 9 AM
Doors Open/Registration
9:00 to 9:10
Welcome
Jason Silver
9:10 to 10:00
ADOR Update
1 hour AZ
Taxes
Dr Grant Nülle
10:20 to 11:10
Ethics and Due Diligence
in light of TCJA
1 hour Ethics
Gregg Goodsell, E.A.
11:15 to 12:05
Succession Planning for
Tax Professionals
1 hour General
Knowledge
Jack Wood, E.A.
12:05 to 1:15
Lunch
TAS Presentation
1 hour Federal
Update
Caroline Ware, IRS TAS
1:20 to 2:10
Audit Reconsideration
vs OIC based on
doubt as to liability
or
IRS Transcript and
Technology
1 hour Federal
Law
1 hour Federal
Law
Jason Silver
Aaron Blau, CPA, E.A.
2:15 to 3:05
Wayfair and Arizona
Implications
or
Update on LLC and
Partnership requeriments
1 hour AZ
Taxes
1 hour Federal
Update
James Barash, CPA
Scott DeWald, Attorney
3:25 to 4:15
Panel
– Still in the Woods
– How are practitioners
preparing returns
when having to deal with
S-corporation unreasonable
comp, rental safe harbor,
parking lot issue
1 hour
Federal
Update
Thala Taperman
Rolnick, CPA.
Greg Goodsell, EA.
Yesinia Barraza
Simmons, CPA, MTax.
William R Boyd, CPA.
Register Now
Download PDF

AFIT WINTER TAX SEMINAR

January 24, 2019
9:00 AM to 4:30 PM
Black Canyon Conference Center
9440 N. 25 th Avenue
Phoenix, Arizona 85021
Please note: Speakers and Subjects are subject to
change based on availability of speaker.
8:15 AM – 9:00 AM DOORS OPEN / REGISTRATION
9:00 AM – 9:10 AM  WELCOME
9:10 AM – 10:00 AM ARIZONA DEPARTMENT OF REVENUE – UPDATE
Tom Johnson – AZ DOR
10:20 AM – 11:10 AM SECTION 199A – WHAT WE HAVE LEARNED AND NOT LEARNED FROM THE PROPOSED REGULATIONS
Thala Taperman Rolnick – CPA
OR
HOW TAX PROFESSIONALS CAN HELP THEIR CLIENTS MEET COLLEGE FINANCIAL NEEDS
Al Anderson – CFP
11:15 AM – 12:05 PM ARIZONA’S NEW RULES FOR LIMITED LIABILITY COMPANIES AND THE IMPACT ON ENTITY CONSIDERATIONS AND OWNERS
Tracy Essig – Attorney
12:05 PM – 1:15 PM Lunch – TAXPAYER ADVOCATE SERVICE – UPDATE
Caroline E. Ware – Local Taxpayer Advocate
1:20 PM – 2:10 PM PARTNERSHIP AUDIT RULE CHANGES AND 2018 RETURNS
Edward Zollars – CPA
2:15 PM – 3:05 PM GETTING QUEASY OVER ARIZONA’S PAID SICK TIME LAW
Laura J. Hamblin – Attorney
OR
BENEFICIARY DESIGNATIONS – IT MAKES ALL THE DIFFERENCE
Chuck Schwartz – CFP
3:25 PM – 4:15 PM PANEL: EMERGING ISSUES AND HOT TOPICS
Jason Silver (Facilitator) – Attorney
5 hours CPE – Tax Law; 2 hours CPE – Update;
NOTE: Some sessions focused solely on Arizona state tax issues may not qualify
for Enrolled Agent Circular 230 CPE credit.

SAVE THE DATE: Thursday, July 25, 2019
AFIT’s Summer Tax Seminar

Why you should attend this AFIT Winter Tax Seminar:
DRAFT as of 9-28-2018
  • Timely Topics presented by knowledgeable practitioners.
  • Choice of Topics: At the mid-morning and afternoon time slots, attendees will choose from FOUR different presentations.
  • An opportunity to meet one-on-one with Taxpayer Advocate Service staff to help resolve problem cases. BE SURE TO HAVE A COPY OF PROPERLY-EXECUTED FORM 2848 POA!
  • Two representatives from AZ DOR Collection Division will be on site to assist with problem cases. BE SURE TO HAVE PROPERLY-EXECUTED FORM 285 AUTHORIZING REPRESENTATION!
  • Downloadable course materials: AFIT will make available downloadable seminar materials for ALL technical topics to save on your laptop, tablet or similar electronic device. If you wish, you may print out the materials for your future reference.
  • Easy on-line registration
  • State of the art conference facility
  • Excellent food choices – Lunch & breaks are included!
  • Parking is convenient, safe and free
  • OUTSTANDING NETWORKING OPPORTUNITIES
  • GREAT CPE VALUE
  • A Discount for Early Registration: Register and pay on or before Tuesday, January 15th and save 10%.

Seminar cost: $140 ($125 on or before January 15, 2019) Last day for registration: January 17, 2019 by 11:00 PM

Cancellation policy: Full refund (less 10% administrative fee) if requested 10 or more days prior to seminar (January 15, 2019 or prior).
Register Now
Download PDF