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

WHO IS ATTENDING

STEFANIE CAMPBELL

STEFANIE CAMPBELL

STEFANIE CAMPBELL

STEFANIE CAMPBELL

STEFANIE CAMPBELL

Christine Spiehs

George Shackelford

Mabel Sawyer

Laura Sexton

David Freeland

Ray Sigafoos

Thala Taperman Rolnick

Richard A Prather

Jaye Herr

Katherine Kredit

Nellie Williams

Melanie Brown

Steven Stein

Jason Silver

Joanne BassolinoBassolino

Thomas Sorrells

Norris C Enloe

Michael Visco

Phylis Bolno

Harold Brown

Lee Maroon

Jack Gallagher

Rheta Peiser

Murray Peck

DANIEL MEIJOME

EDWARD OSINSKI

CHRISTOPHER HILL

Vernon Schmidt

Darlene Landgrave

Carol Swango

Rosemary Klarkowski-Lucas

Dale Sawyer

Janet Schilling

Charlotte Hargreaves

KEITH CUVELIER

Scott Betler

Patricia Lawrence

Philip Borgia

Anne Boatman

GRACE CHEN

Glynn Ley

Tracy Cowardin

Robert Lukey

Erik Oliver

Vickie Wagner

Joyce Andersen

Sharon Gordon

Diana Wright

Julie Schilling

Carol Kneringer

Carol Kneringer

Regine Patterson

MIKE BELTRAN

JOSEPH W. MORGANS EA

Martin Hernandez, Sr., E.A.

James Benham

Sharyn Bacon

Gabriella Westfall

Theodora Hackenberg

Marianne Healy

Tamerra Tomasson

Jeanie k Sutton

Mike Davis

Joseph Caruso

Todd Kuehn

Donald Herman

John Herman

DRURY SYLVESTER

Bree Stamper-Gimbar

Xingli Zhang

Kathleen Kilstrom

Daniel O'Connor

David Raseley

Amy Hanagan

Terry Brown

ROSAURA RUIZ

Erik L Anderson

Janet Furst

Catherine Haas

Thomas Sieg

Mithil Patel

Maria Pina

Amanda Stewart

Bertha Tarpley

Saundra Ruth

Barbara Richert

Douglas Clark

Sherry Prentice

John Wood

Janiece Seager

Linda Hodge James

IRA FELDMAN

William Curosh

Rafael Carmona

James G. Busby, Jr.

Leanna Griffin

Leonard Baker

Laura Laundre

AMY BENTLEY

FELICIA ANDERSON-SEAN

David Walters

John Weinstein

Amanda Markham

Tom Johnson

Tiffany Powell

Joe McInerney

Stephanie Sterling

KATHLEEN MORLEY

Blanca Meza Gonzalez

SHERRILL CLARK

Gregory Robinson

JoAnn ReganRegan

Althea Lott

Jeffrey Moore

Barbara Ramsier

Anne Ross

Mercedes Castellon

TRINIDAD AGUIRRE

TRINIDAD AGUIRRE

Mary Mattoon

Maria Krey

TAMMY MORO

Ernie Gallardo

Rebecca Everhard

Valerie Sommer-Sawai

Ron Maceyko

Charles Whiting

Jamie Baker

David Fellows

Laura Hamblin

William Boyd

Christine Freeland

Edward Dziuk

Vonna Barnes

Gary Stallman

Dennis Martin

Eric Church

Herb Anderson

RICHARD EASTON

Danny Andersen

Claudia Schenck

Aarti Kapadia

Doug Rader

Diana Heard

PHILLIP FITZEKAM

Chuck Schwartz

Ted Niedzialek

Rick Barsness

Carol Barsness

Miguel Barrera

Robert Packard

Judith Meduna

Arlene Rheinfelder

Larry Lloyd

Karisa Hager

Douglas Harter

Gary Brown

John Griffin

Kathryb Perry

Glenn Millar

Roxanne Augenstein

Jeffrey Augenstein

Judith Jacobsen

Sandra Lawes

DELFINA AMARILLAS

ALEX MOCTEZUMA

CRISTINA TORRES

Kenneth Forman

Margaret Stallworthy

Paige Stepicka

Cyndi Bennett