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
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
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%.