Webcast: Phoenix Tax Workshop - May
Webcast
3.0 Credits
Member Price $70.00
Non-Member Price $70.00
Overview
For over 60 years, the Phoenix Tax Workshop has brought together a community of tax experts to educate fellow tax professionals on the latest developments in federal, state and local taxes.
This workshop's agenda:
- Discussion of Current Developments. Current tax issues, recent significant tax and business events, and practitioner comments will be reviewed and discussed.
- Developing an Informed and Lasting Long-term Care Protection Strategy. Carrie Hall will discuss how clients can develop a strategy for long-term care that can help them be prepared for any future care needs.
- Guiding Clients Through Transaction Privilege Tax/Sales Tax. Former AZDoR attorney Ida Araya will provide a refresher on the process of registering and filing transaction privilege tax returns in Arizona, including the JT-1, and TPT classifications. She will also touch on the impacts of Wayfair in nexus determination, and help you understand how to source transactions to help you guide clients with multi-jurisdictional businesses.
- Transforming Balance Sheets with IRA Tax Planning. It’s commonplace for high-net-worth individuals to have a $1 million+ pre-tax IRA, resulting in significant deferred tax liabilities. This presentation will explore three case studies showing how methodical tax planning with Roth conversions can diffuse that tax liability, resulting in significant lifetime tax savings and more efficient wealth transfer to the next generation.
This event is part of the following bundles:
Leader(s):
Leader Bios
Brandon Keim Esq.,, JD, CPA, Frazer, Ryan, Goldberg & Arnold, LLP
Brandon Keim, a partner at Frazer Ryan, joined the firm after serving as a senior trial attorney with the Internal Revenue Service. At the IRS, he received the Chief Counsel National Award for Superior Achievement in Outstanding Litigation, and he was routinely recognized for his service as a trial attorney. In 2015, Brandon successfully litigated the first Section 831(b) captive insurance case before the U.S. Tax Court; he litigated a second captive insurance case in 2016. For over four years, he oversaw and advised IRS attorneys and revenue agents auditing captive insurance transactions nationwide. Brandon also acted as an advisor to IRS attorneys on partnership and estate and gift tax matters and was an instructor at a national course designed to train new IRS trial attorneys on all aspects of practice. Brandon has the experience and knowledge to handle a broad scope of tax controversy matters. In addition to Section 831(b) captive insurance matters, his tax litigation experience includes corporate, partnership, collection, and complex estate and gift tax matters; international tax matters; abusive transactions; employment tax; property tax; and fraud. Brandon is a CPA and a former financial statement auditor who offers a strong understanding of accounting and business concepts in tax matters.
Non-Member Price $70.00
Member Price $70.00