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

Chuck Schwartz
Certified Financial Planner

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

Aarti Kapadia

ALEX MOCTEZUMA

Althea Lott

Amanda Markham

Amanda Stewart

AMY BENTLEY

Amy Hanagan

Anne Boatman

Anne Ross

Arlene Rheinfelder

Barbara Ramsier

Barbara Richert

Bertha Tarpley

Blanca Meza Gonzalez

Bree Stamper-Gimbar

Carol Barsness

Carol Kneringer

Carol Swango

Catherine Haas

Charles Whiting

Charlotte Hargreaves

Christine Freeland

Christine Spiehs

CHRISTOPHER HILL

Chuck Schwartz

Claudia Schenck

CRISTINA TORRES

Cyndi Bennett

Dale Sawyer

DANIEL MEIJOME

Daniel O'Connor

Danny Andersen

Darlene Landgrave

David Fellows

David Freeland

David Raseley

David Walters

DELFINA AMARILLAS

Dennis Martin

Diana Heard

Diana Wright

Donald Herman

Doug Rader

Douglas Clark

Douglas Harter

DRURY SYLVESTER

Edward Dziuk

EDWARD OSINSKI

Eric Church

Erik Oliver

Erik L Anderson

Ernie Gallardo

FELICIA ANDERSON-SEAN

Gabriella Westfall

Gary Brown

Gary Stallman

George Shackelford

Glenn Millar

Glynn Ley

GRACE CHEN

Gregory Robinson

Harold Brown

Herb Anderson

IRA FELDMAN

Jack Gallagher

James Benham

James G. Busby, Jr.

Jamie Baker

Janet Furst

Janet Schilling

Janiece Seager

Jason Silver

Jaye Herr

Jeanie k Sutton

Jeffrey Augenstein

Jeffrey Moore

JoAnn ReganRegan

Joanne BassolinoBassolino

Joe McInerney

John Griffin

John Herman

John Weinstein

John Wood

Joseph Caruso

JOSEPH W. MORGANS EA

Joyce Andersen

Judith Jacobsen

Judith Meduna

Julie Schilling

Karisa Hager

Katherine Kredit

Kathleen Kilstrom

KATHLEEN MORLEY

Kathryb Perry

KEITH CUVELIER

Kenneth Forman

Larry Lloyd

Laura Hamblin

Laura Laundre

Laura Sexton

Leanna Griffin

Lee Maroon

Leonard Baker

Linda Hodge James

Mabel Sawyer

Margaret Stallworthy

Maria Krey

Maria Pina

Marianne Healy

Martin Hernandez, Sr., E.A.

Mary Mattoon

Melanie Brown

Mercedes Castellon

Michael Visco

Miguel Barrera

MIKE BELTRAN

Mike Davis

Mithil Patel

Murray Peck

Nellie Williams

Norris C Enloe

Paige Stepicka

Patricia Lawrence

Philip Borgia

PHILLIP FITZEKAM

Phylis Bolno

Rafael Carmona

Ray Sigafoos

Rebecca Everhard

Regine Patterson

Rheta Peiser

RICHARD EASTON

Richard A Prather

Rick Barsness

Robert Lukey

Robert Packard

Ron Maceyko

ROSAURA RUIZ

Rosemary Klarkowski-Lucas

Roxanne Augenstein

Sandra Lawes

Saundra Ruth

Scott Betler

Sharon Gordon

Sharyn Bacon

SHERRILL CLARK

Sherry Prentice

STEFANIE CAMPBELL

Stephanie Sterling

Steven Stein

Tamerra Tomasson

TAMMY MORO

Ted Niedzialek

Terry Brown

Thala Taperman Rolnick

Theodora Hackenberg

Thomas Sieg

Thomas Sorrells

Tiffany Powell

Todd Kuehn

Tom Johnson

Tracy Cowardin

TRINIDAD AGUIRRE

Valerie Sommer-Sawai

Vernon Schmidt

Vickie Wagner

Vonna Barnes

William Boyd

William Curosh

Xingli Zhang