2019 AFIT Winter Seminar

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

4304 E Cotton Center Blvd, Phoenix, AZ, 85040, United States

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2. Review and Proceed

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

Desert Willow Conference Center, 4304 E Cotton Center Blvd, Phoenix, AZ, 85040, 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 the Organizer View other events

Chuck Schwartz
Certified Financial Planner

About Chuck Schwartz

Certified Financial Planner

About Jason Silver

Attorney

About James G. Busby

Attorney

About Gregory A. Robinson

Attorney
Tom Johnson
Asst Dir, Education and Compliance, AZDOR

About 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.

About Thala Taperman Rolnick, CPA

Certified Public Accountant, Owner
Al Anderson
Certified Financial Planner

About Al Anderson

Certified Financial Planner

About Tracy Essig

Attorney
Caroline E. Ware
AZ Taxpayer Advocate

About Caroline E. Ware

AZ Taxpayer Advocate
Ed Zollars
Certified Public Accountant

About Ed Zollars

Certified Public Accountant

About Laura J. Hamblin

Attorney