2019 AFIT Winter Seminar

Thursday, January 24 2019, 9:00 AM - 4:15 PM [MST]

9440 N 25th Avenue, Phoenix, AZ, 85021, United States

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Event Information

Thursday, January 24 2019, 9:00 AM - 4:15 PM [MST]

About the Event

2019 AFIT WINTETAX SEMINAR

 

January 24,2019

9:00 Ato 4:30 PM

 

BlacCanyoConferencCenter

9440 N.25th Avenue

PhoenixArizona 85021


Please note:  Speakers and Subjects are subject to change based on availability of speaker.

 

8:15AM -    9:00AM       DOORS OPEN /REGISTRATION

 

   9:00AM – 9:10 AM        WELCOME

 

9:10AM – 10:00AM       ARIZONA DEPARTMENTOF REVENUE–UPDATE

Tom Johnson                                       AZ DOR

 

10:20AM- 11:10 AM     SECTION 199A –WHAT WE HAVE LEARNED AND NOT LEARNED FROM THE PROPOSED REGULATIONS

ThalaTaperman Rolnick                      CPA

OR

HOW TAX PROFESSIONALS CAN HELP THEIR CLIENTS COLLEGE FINANCIAL NEEDS

Al Anderson                                        CFP

 

11:15AM – 12:05PM      ARIZONA’S NEW RULES FOR LIMITED LIABILITY COMPANIES AND THE IMPACT ON ENTITY CONSIDERATIONS AND OWNERS

TracEssig                                          Attorney

 

12:05PM-1:15PM      Lunch   -   TAXPAYER ADVOCATE SERVICE–UPDATE

Caroline E.Ware                      Local Taxpayer Advocate

 

1:20 PM-2:10PM        PARTNERSHIP AUDIT RULE CHANGES AND 2018 RETURNS

Edward Zollars                                     CPA

 

2:15 PM-3:05PM        GETTING QUEASY OVER ARIZONA’S PAID SICK TIMELAW

Laura J.Hamblin                                 Attorney

OR

TAX IMPLICATIONS OF BENEFICIARY DESIGNATIONS

Chuck Schwartz                                   CFP

 

3:25PM  -  4:15PM         PANEL: EMERGING ISSUES AND HOT TOPICS

JasonSilver  (Facilitator)                    Attorney

 

5hoursCPE–TaxLaw;     2hoursCPE–Update;

NOTE:Some sessionfocused solely on Arizona stattax issuemanot qualify foEnrolled AgenCircular230 CPE credit.

 

SAVE THE DATE:Thursday, July25, 2019

AFIT’s Summer Tax Seminar

Whyou shouldattend this AFITWinterTaxSeminar:

   TimelyTopicspresentedbyknowledgeablepractitioners.

   ChoiceofTopics:At the mid-morning and afternoon timslots, attendees will choosfroFOUR different presentations.

   Aopportunity to meet one-on-one with Taxpayer Advocate Service staff to helresolve problem case.BE SURE THAVE COPY OF PROPERLY-EXECUTED FORM 284POA!

   Twrepresentatives froAZDOR Collection Divisiowill bonsite to assiswith problem casesBE SURE THAVPROPERLY-EXECUTED FORM28AUTHORIZINREPRESENTATION!

   Downloadable coursmaterials:AFIwill makavailable downloadable seminamaterials foALL technical topics to save on your laptop,tablet osimilar electronic device.Iyowish, yomaprint out the materials foyour futurreference.

   Eason-line registration

   State of the art conference facility

   Excellent food choices–Lunch & breakare included!

   Parking is convenient, safand free

   OUTSTANDING NETWORKING OPPORTUNITIES

   GREACPVALUE

   A Discount foEarly Registration: Register and pay on or before

Tuesday, Januar15th and save 10%.

 

 

Seminar cost:  $140   ($125 on or before January15, 2019) Last day for registration:  January17, 2019 by 11:00 PM

 

 

Cancellatiopolicy:Fulrefun(less10administrative fee) if requested1or more dayprioto seminar (January15201oprior).

 

 

REGISTRATION LINK Awww.afitaz.org

 

Event Location

About the Organizer

Arizona Forum for Improvement of Taxation, AFIT, is a coalition of the Arizona Bar, Arizona Society of Enrolled Agents, Arizona Association of Accounting and Tax Professionals, and the Arizona Society of Certified Public Accountants with liaison from the Internal Revenue Service and the Arizona Department of Revenue. In addition to conducting educational programs for tax professionals, the AFIT Board of Directors (composed of designated representatives from the professional associations) meets monthly with tax agency liaisons to discuss tax administration issues, including return filing, examination issues and collection practices, as well as new developments.

CONTACT ORGANIZER View other events

Event Speakers

Tom Johnson
Asst Dir, Education and Compliance, AZDOR

Thala Taperman Rolnick, CPA
Certified Public Accountant, Owner

Thala practices public accounting from offices in Phoenix and Sun City, Arizona. Her practice concentrates on compliance and tax planning for individuals, trusts, estates, partnerships, and closely held small corporations.

Al Anderson
Certified Financial Planner

Caroline E. Ware
AZ Taxpayer Advocate

Ed Zollars
Certified Public Accountant

Chuck Schwartz
Certified Financial Planner

WHO IS ATTENDING

Aarti Kapadia

ALEX MOCTEZUMA

John Weinstein

Steven Stein

Althea Lott

Amanda Markham

Mercedes Castellon

AMY BENTLEY

Anne Ross

Arlene Rheinfelder

Amanda Stewart

Darlene Landgrave

Martin Hernandez, Sr., E.A.

Barbara Richert

Scott Betler

William Curosh

William Boyd

Amy Hanagan

Blanca Meza Gonzalez

Robert Lukey

Barbara Ramsier

Joyce Andersen

Bree Stamper-Gimbar

Bertha Tarpley

Carol Barsness

Carol Swango

Douglas Clark

Catherine Haas

Charlotte Hargreaves

Christine Freeland

Chuck Schwartz

SHERRILL CLARK

Carol Kneringer

Claudia Schenck

Melanie Brown

CRISTINA TORRES

Christine Spiehs

Marianne Healy

CHRISTOPHER HILL

Cyndi Bennett

Dale Sawyer

Danny Andersen

David Freeland

David Fellows

DELFINA AMARILLAS

Dennis Martin

Douglas Harter

Diana Wright

DANIEL MEIJOME

DRURY SYLVESTER

Daniel O'Connor

Donald Herman

Doug Rader

Eric Church

Edward Dziuk

EDWARD OSINSKI

Erik Oliver

Erik L Anderson

FELICIA ANDERSON-SEAN

Kenneth Forman

Gabriella Westfall

Ernie Gallardo

Gary Stallman

Gary Brown

Glynn Ley

Glenn Millar

GRACE CHEN

Gregory Robinson

Karisa Hager

Harold Brown

Herb Anderson

Mabel Sawyer

Diana Heard

IRA FELDMAN

Jaye Herr

John Wood

Judith Jacobsen

Janet Schilling

Joanne BassolinoBassolino

James G. Busby, Jr.

Joseph Caruso

Jeanie k Sutton

Jeffrey Moore

Jeffrey Augenstein

Janet Furst

Jack Gallagher

JoAnn ReganRegan

Joe McInerney

John Herman

John Griffin

Jason Silver

Judith Meduna

JOSEPH W. MORGANS EA

Kathryb Perry

Kathleen Kilstrom

KEITH CUVELIER

Katherine Kredit

KATHLEEN MORLEY

Laura Sexton

Laura Hamblin

Leanna Griffin

Lee Maroon

Leonard Baker

Linda Hodge James

Laura Laundre

Larry Lloyd

Maria Krey

Mike Davis

Ted Niedzialek

Miguel Barrera

Michael Visco

MIKE BELTRAN

Mithil Patel

George Shackelford

Mary Mattoon

Maria Pina

Margaret Stallworthy

Nellie Williams

Norris C Enloe

ROSAURA RUIZ

Patricia Lawrence

Regine Patterson

Phylis Bolno

Rheta Peiser

Philip Borgia

PHILLIP FITZEKAM

Paige Stepicka

David Raseley

Ray Sigafoos

Rafael Carmona

Ron Maceyko

James Benham

Julie Schilling

RICHARD EASTON

Richard A Prather

Rick Barsness

Tom Johnson

Robert Packard

Rosemary Klarkowski-Lucas

Roxanne Augenstein

Sandra Lawes

Saundra Ruth

Tiffany Powell

Stephanie Sterling

Janiece Seager

Sharon Gordon

Sharyn Bacon

Sherry Prentice

STEFANIE CAMPBELL

TRINIDAD AGUIRRE

TAMMY MORO

Tamerra Tomasson

Rebecca Everhard

Anne Boatman

Terry Brown

Thala Taperman Rolnick

Theodora Hackenberg

Todd Kuehn

Thomas Sorrells

Tracy Cowardin

Thomas Sieg

Vonna Barnes

Vernon Schmidt

Vickie Wagner

Valerie Sommer-Sawai

David Walters

Xingli Zhang