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/WEBINAR

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

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