Phoenix Tax Workshop Series
The Phoenix Tax Workshop was established in 1961 to educate professionals in all areas of taxation – federal, state and local. As a new series offered by the Arizona Society of CPAs, we invite you to join this elite group of tax professionals at their Saturday CPE/CLE sessions (eight times per year).
Arizona Tax Guides have been produced by Phoenix Tax Workshop for more than 20 years. Order the only comprehensive guides on Arizona taxes from the leaders in tax education here.
What does it cost?
The annual fee of $300 (due by the first meeting in May) includes the opportunity to receive at least 24 hours of CPE/CLE credit per year, which includes eight, three-hour meetings. Additional people from the same company pay $200 each. You may attend individual meetings for $60 (Maxiumum of two meetings. Payment can be applied towards annual fee if you decide to enroll in the series). To enroll in the Phoenix Tax Workshop Series, complete the registration form. Members of the ASCPA may join by checking the box on their dues invoice.
What’s on the agenda?
Topics are drawn from current tax issues, court cases and current legislation on both federal and state arenas. Programs are geared toward a casual learning environment. You will have the opportunity to take part in question and answer sessions to ensure you leave with a complete understanding of the material. Updated agendas will be sent prior to each meeting and will be available in the online CPE catalog. Check periodically for updated information.
Who’s on the agenda?
Presentation topics are selected and then matched with the expertise of speakers drawn from the Advisory Committee, members of the Legislature and Arizona government.
What is the Advisory Committee?
The Advisory Committee is comprised of the Valley’s top legal and tax accounting professionals who have agreed to volunteer their time to enhance the education of others.
Questions?
Email us at ptw@ascpa.com
Meeting Dates and Times
Monthly meetings are held in the ASCPA Learning Center on a Saturday from 9 a.m. to 12 p.m. A continental breakfast is included with each meeting. Register for individual sessions by clicking on the date below.
| May 15, 2010 - Meeting Agenda | November 20, 2010 |
| June 19, 2010 - Meeting Agenda | January 22, 2011 |
| September 25, 2010 - Meeting Agenda | February 19, 2011 |
| October 16, 2010 | April 23, 2011 |
Learn About the New 1099 Reporting Requirements
At the June Phoenix Tax Workshop session, Thala Taperman Rolnick, CPA reviewed a very onerous provision of the new Health Care Act which would attempt to fill the "tax gap" by requiring 1099 Forms for almost all payments. Think of what that means: electric bill; purchase of supplies; business meals at your favorite restaurant; all types of business payments. Are you and your clients ready for that? Learn more
ADVISORY COMMITTEE
Ira S. Feldman, CPA, CVA – Chairman Felco Business Services
Sandra Abalos, CPA Abalos & Associates, PC Patrick Derdenger, Esq. Steptoe & Johnson, LLP Robert H. Feldman, Esq. Barry R. Friefield, CPA Abalos & Associates, PC Brian Hartstein, CLU Economic Concepts, Inc. Robert E. Jones, Jr., Esq. Gallagher & Kennedy Michael D. Lemme, CPA Hunter Hagan & Co., Ltd. Steven R. Matthews, Actuary Matthews, Gold, Kennedy & Snow, Inc. Thomas Murphy, Esq. Murphy Law Firm Gammage & Burnham, PLC Jana K. Potenza, CPA Potenza CPA, PC Burgess J.W. Raby, Esq. Raby Law Offices William L. Raby, PhD, CPA Director Emeritus Gregory A. Robinson, Esq. Farley, Robinson & Larsen Stephen J. Rodis, CPA Wallace Plese + Dreher Joyce A. Rolfes, JD, CPA, CFP Five Peaks Financial Consulting, Inc. Jack N. Rudel, Esq. Jennings Strouss & Salmon, PLC Jason M. Silver, Esq. Silver Law PLC
James F. Polese, Esq.
