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Webcast: Arizona Tax Workshop - September

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Member Price $70.00

Non-Member Price $70.00

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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.

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Gregory A. Robinson, JD, Farley, Robinson & Larsen, PC

Gregory A. Robinson has been an attorney from 1979 to the present in the private practice of law in Phoenix, Arizona, specializing in corporate, tax and estate planning matters in the firm of Farley, Robinson & Larsen. He was a senior trial attorney from 1972 to 1979 for the Internal Revenue Service District Court in Washington, D.C., Los Angeles, California and Phoenix, Arizona. He is a certified tax specialist with the State Bar of Arizona. Robinson’s professional affiliations include but are not limited to: American Bar Association (Tax Section and Real Property Probate and Trust Section); Arizona State Bar (1988-89 Chairman of the Tax Section, Member of the Business Probate and Trust Sections); Maricopa County Bar; Phoenix Tax Workshop (Board member 1980 to present); Arizona Forum for the Improvement of Taxation (Board member 1989 to present). He is a frequent speaker of tax and estate planning subjects to Phoenix Tax Workshop, Arizona Society of Practicing Accountants, and KFYI Radio Talk Show. Robinson graduated with a Bachelor of Arts degree with high distinction and obtained a Juris Doctorate from Arizona State University.

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Thala Taperman Rolnick, MST, Thala T. Rolnick, CPA, PLLC

Thala Taperman Rolnick, CPA, MST practices public accounting from offices in Sun City and Phoenix, Arizona. Her practice concentrates on tax planning and compliance for individuals, trusts, estates, partnerships and closely held small corporations. Thala served three years on the Internal Revenue Service Electronic Tax Administration Advisory Committee (ETAAC), and was responsible for providing information used in the tax preparer section of the committee’s 2002-2004 Congressional reports. She has testified at the House of Representative’s Committee on Small Business regarding IRS audit issues and in 2012, she testified on the Estate Tax. She also served as a member of the US Chamber of Commerce Small Business Tax Sub council and as a regional Tax Advisory Chair for the Small Business Administration Office of Advocacy. She currently chairs the IRS Liaison Committee and previously chaired the Arizona Department of Revenue Liaison Committee of the Arizona Society of CPAs. She has presided over several roundtable discussions of the Small Business Administration, Office of Advocacy, Washington, DC. Thala speaks regularly at Phoenix Tax Workshop where she is a member of their Advisory Board. She is also a member of the Board of Directors for Valley Estate Planners. She has also spoken to the Arizona Bar Association on Elder Care issues. In addition, she has served as a panelist on the Internal Revenue Service webcast series, “Tax Talk Today.” Thala taught continuing education to CPAs throughout the country through what is now Nichols Patrick for four years where she was also responsible for updating the firm’s Individual and Business Staff Training, Advance Individual Tax Preparation, Alternative Minimum Tax and Estate Gift and Trust manuals. In addition, she taught Financial and Estate Planning for Over 55 and Under 40. Thala received her Bachelors of Accounting degree, cum laude, from State University of New York at Albany. She received her Masters of Taxation from Arizona State University.

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Thomas J. Murphy, JD, Murphy Law Firm

Thomas J. Murphy is an attorney located in the Ahwatukee area of Phoenix. His practice emphasizes estate planning, elder law (to include nursing home issues), all probate matters (to include contested matters and guardianships) and tax controversies. He was the 1999-2000 President of the Estate Planning, Probate and Trust Section of the Maricopa County Bar Association. Murphy was selected by the National Academy of Elder Law Attorneys to serve on its prestigious Steering Committee to plan NAELA’s 2002 Advanced Elder Law Institute and the 2009 Special Needs Program. He serves on the Advisory Board of the Phoenix Tax Workshop and the Editorial Board of NAELA News. Murphy has been published in many national, state and local professional journals writing on a wide variety of legal and tax matters. His articles on the impact of the new HIPAA regulations on health care powers of attorney and related documents have garnered him wide recognition as one of the nation’s foremost authorities in this field. Likewise, This his writings on the 2005 bankruptcy bill, on the effect of the Terri Schiavo case on the drafting of living wills and on the proper designation of beneficiaries for retirement plans have been published in the nation’s most prestigious journals for estate planning and elder law. His articles explaining new IRS regulations for required minimum distributions from retirement plans have been widely published and were the featured articles in the August 2, 2002 and April 6, 2001 editions of Tax Practice, the nation’s leading weekly tax journal. His articles on beneficiary deeds and financial powers of attorney were prominently featured in the June 2002 and December 1998 issues of Arizona Attorney. Both articles have been widely praised and are considered to be the definitive source of authority in Arizona on the topics. Murphy has been cited as a leading authority on estate planning law in the March 2002 edition of SmartMoney magazine, published by the Wall Street Journal, the December 2004 edition of Kiplinger’s Retirement Report and the April 2004 edition of Bloomberg’s Wealth Advisor. He is the author of the acclaimed booklet Legal Issues Facing the Terminally Ill and Their Families in Arizona, that has been widely distributed by the local hospice agencies. The American Bar Association adopted and expanded his booklet that served as the basis for its new book, Legal Guide for the Seriously Ill – Seven Key Steps To Get Your Affairs In Order, that will be published later this year by the ABA in conjunction with the National Hospice and Palliative Care Organization. Murphy is a contributor to many leading treatises: Elder Law Essentials in Arizona, Arizona Probate Litigation, Remedies for Financial Exploitation of the Elderly, The Probate Process From Start To Finish, Elder Care in Arizona: Resolving Legal and Financial Issues, Protecting Personal Assets and Minimizing Estate Taxes At Death, Successful Wealth Transfer Strategies and Estate Planning and Recovery for Elderly Clients all published by the National Business Institute. Murphy has been invited to speak before such groups as the National Academy of Elder Law Attorneys, the State Bar of Arizona, the Arizona Society of Certified Public Accountants, the Arizona Federal Tax Institute, the National Association of Tax Professionals, the Arizona Forum for the Improvement of Taxation, the Maricopa County Bar Association, the West Maricopa County Bar Association, the Mohave County Bar Association, the Coconino County Bar Association, the College of Estate Planning Attorneys, the Phoenix Tax Workshop, the National Business Institute, Lorman Education Services, the Entrepreneurial CPA Network, the Greater Phoenix Chamber of Commerce, the Arizona Paralegal Association, Legal Assistants of Metropolitan Phoenix, the Estate Planning Tax Study Group, Valley Estate Planners, the East Valley Estate Planning Council, the Financial Planning Association of Greater Phoenix, the Prescott Estate Planning Council, WebCredenza.com, Bisk Education, Prudential Financial, Arizona Bank and Trust, Chandler Regional Hospital, Virginia C. Piper Cancer Center at Scottsdale Healthcare, Hospice of the Valley, RTA Hospice, the W P Carey Graduate School of Business at Arizona State University, Mesa Community College and Phoenix College. He is a member of the National Academy of Elder Law Attorneys, the Tax Law, Probate & Trust Law and Mental Health & Elder Law Sections of the State Bar of Arizona and the Arizona Medicaid Planning Council. He has appeared on several local television and radio stations to discuss tax and legal issues affecting the elderly and their families. Murphy has served on numerous state and county bar association committees and was selected to be the State Bar representative to the Arizona Supreme Court’s Committee on Reform of Lower Jurisdiction Courts. He has testified as an expert witness in cases before the Maricopa County Probate Court regarding probate practices in Arizona. He has regularly appeared before the Arizona Court of Appeals litigating many of the cutting-edge appellate cases in probate law. He is also one of the most experienced trial attorneys in the Southwest, having been the sole or lead counsel in over 100 jury trials. He has successfully litigated cases in the United States Tax Court, the Arizona Tax Court and the Arizona Board of Tax Appeals. He has represented clients before all levels of the Internal Revenue Service and Arizona Department of Revenue. Murphy was born and raised in Attleboro, Massachusetts, a suburb of Boston. He is an honors graduate of Tufts University with a double major in economics and history. He received his law degree from Suffolk University Law School with a concentration in taxation. He is a former officer in the United States Air Force with assignments to the 314th Combat Support Group, Little Rock Air Force Base, Arkansas and the 401st Tactical Fighter Wing, Torrejon Air Base, Spain. He is married to the former Ana Maria Orrantia, a native Arizonan who is a Professor of Nursing at Mesa Community College. They have four children. He has coached many teams in the Ahwatukee YMCA, Mountain Pointe Pony League and Region 1046 of the American Youth Soccer Organization (AYSO). Murphy also served for many years as Outdoor Activities Coordinator in his sons’ Cub Scout Pack 179. His hobbies include running, cooking, blues and R&B music, modern art (Impressionism through Cubism) and reading about the Civil War and World War II.

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Non-Member Price $70.00

Member Price $70.00