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

Black Canyon Conference Center, 9440 N 25th Avenue, Phoenix, AZ, 85021, United States.

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

 

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

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

AK

Aarti Kapadia

AM

ALEX MOCTEZUMA

AL

Althea Lott

AM

Amanda Markham

AS

Amanda Stewart

AB

AMY BENTLEY

AH

Amy Hanagan

AB

Anne Boatman

AR

Anne Ross

AR

Arlene Rheinfelder

BR

Barbara Ramsier

BR

Barbara Richert

BT

Bertha Tarpley

BM

Blanca Meza Gonzalez

BS

Bree Stamper-Gimbar

CB

Carol Barsness

CK

Carol Kneringer

CS

Carol Swango

CH

Catherine Haas

CW

Charles Whiting

CH

Charlotte Hargreaves

CF

Christine Freeland

CS

Christine Spiehs

CH

CHRISTOPHER HILL

CS

Chuck Schwartz

CS

Claudia Schenck

CT

CRISTINA TORRES

CB

Cyndi Bennett

DS

Dale Sawyer

DM

DANIEL MEIJOME

DO

Daniel O'Connor

DA

Danny Andersen

DL

Darlene Landgrave

DF

David Fellows

DF

David Freeland

DR

David Raseley

DW

David Walters

DA

DELFINA AMARILLAS

DM

Dennis Martin

DH

Diana Heard

DW

Diana Wright

DH

Donald Herman

DR

Doug Rader

DC

Douglas Clark

DH

Douglas Harter

DS

DRURY SYLVESTER

ED

Edward Dziuk

EO

EDWARD OSINSKI

EC

Eric Church

EO

Erik Oliver

EA

Erik L Anderson

EG

Ernie Gallardo

FA

FELICIA ANDERSON-SEAN

GW

Gabriella Westfall

GB

Gary Brown

GS

Gary Stallman

GS

George Shackelford

GM

Glenn Millar

GL

Glynn Ley

GC

GRACE CHEN

GR

Gregory Robinson

HB

Harold Brown

HA

Herb Anderson

IF

IRA FELDMAN

JG

Jack Gallagher

JB

James Benham

JB

James G. Busby, Jr.

JB

Jamie Baker

JF

Janet Furst

JS

Janet Schilling

JS

Janiece Seager

JS

Jason Silver

JH

Jaye Herr

JS

Jeanie k Sutton

JA

Jeffrey Augenstein

JM

Jeffrey Moore

JR

JoAnn ReganRegan

JB

Joanne BassolinoBassolino

JM

Joe McInerney

JG

John Griffin

JH

John Herman

JW

John Weinstein

JW

John Wood

JC

Joseph Caruso

JE

JOSEPH W. MORGANS EA

JA

Joyce Andersen

JJ

Judith Jacobsen

JM

Judith Meduna

JS

Julie Schilling

KH

Karisa Hager

KK

Katherine Kredit

KK

Kathleen Kilstrom

KM

KATHLEEN MORLEY

KP

Kathryb Perry

KC

KEITH CUVELIER

KF

Kenneth Forman

LL

Larry Lloyd

LH

Laura Hamblin

LL

Laura Laundre

LS

Laura Sexton

LG

Leanna Griffin

LM

Lee Maroon

LB

Leonard Baker

LH

Linda Hodge James

MS

Mabel Sawyer

MS

Margaret Stallworthy

MK

Maria Krey

MP

Maria Pina

MH

Marianne Healy

MH

Martin Hernandez, Sr., E.A.

MM

Mary Mattoon

MB

Melanie Brown

MC

Mercedes Castellon

MV

Michael Visco

MB

Miguel Barrera

MB

MIKE BELTRAN

MD

Mike Davis

MP

Mithil Patel

MP

Murray Peck

NW

Nellie Williams

NE

Norris C Enloe

PS

Paige Stepicka

PL

Patricia Lawrence

PB

Philip Borgia

PF

PHILLIP FITZEKAM

PB

Phylis Bolno

RC

Rafael Carmona

RS

Ray Sigafoos

RE

Rebecca Everhard

RP

Regine Patterson

RP

Rheta Peiser

RE

RICHARD EASTON

RP

Richard A Prather

RB

Rick Barsness

RL

Robert Lukey

RP

Robert Packard

RM

Ron Maceyko

RR

ROSAURA RUIZ

RK

Rosemary Klarkowski-Lucas

RA

Roxanne Augenstein

SL

Sandra Lawes

SR

Saundra Ruth

SB

Scott Betler

SG

Sharon Gordon

SB

Sharyn Bacon

SC

SHERRILL CLARK

SP

Sherry Prentice

SC

STEFANIE CAMPBELL

SS

Stephanie Sterling

SS

Steven Stein

TT

Tamerra Tomasson

TM

TAMMY MORO

TN

Ted Niedzialek

TB

Terry Brown

TR

Thala Taperman Rolnick

TH

Theodora Hackenberg

TS

Thomas Sieg

TS

Thomas Sorrells

TP

Tiffany Powell

TK

Todd Kuehn

TJ

Tom Johnson

TC

Tracy Cowardin

TA

TRINIDAD AGUIRRE

VS

Valerie Sommer-Sawai

VS

Vernon Schmidt

VW

Vickie Wagner

VB

Vonna Barnes

WB

William Boyd

WC

William Curosh

XZ

Xingli Zhang