November 10, 2021 8:00am – 4:30pm Map & Directions 602-431-0001

ASCPA Annual Conference - Day 2

Online registrations are currently closed, please call (602) 324-6847 for additional registration options

Description

Day 2 - November 10, 2021 - Webcast

We’re excited that you are interested in this event! Click here for full conference details including agenda, speakers and how to register.

Location

Desert Willow Conference Center
4340 E Cotton Center Blvd Ste 100
Phoenix, AZ 85040-8908

Registration Time

7:30am

Fees

Member:
$299
Phoenix
Specialized Knowledge
8

Sponsors

 

Event Leaders

WIlson, Brooke

Rating: 0.00


Brooke Wilson
Manager, Tax Services McGladrey LLP Phoenix brooke.wilson@mcgladrey.com 602.760.2624

Summary of Experience
Brooke is a manager for McGladrey's state and local and exempt organization services groups, serving clients out of the firm's Phoenix and Las Vegas offices. She consults clients on a variety of state and local tax issues, including audit defense, tax appeals, nexus determinations, and planning. Since joining McGladrey, Brooke has prepared state taxability matrices; written sales tax research memos and nexus studies; assisted with state tax audits and refund claims; and represented clients in informal and formal hearings for clients in the construction, manufacturing, and retail industries in multiple states. Prior to joining McGladrey, Brooke worked in the Tax Research and Analysis Section of the Arizona Department of Revenue.

Brooke is also the client service contact for the Phoenix office's not-for-profit tax clients. In this capacity, Brooke consults with not-for-profit clients of varying sizes on tax issues and prepares Federal Form 990's and state returns. She works mainly with 501C3, 501C4, and 501C6 organizations.

Brooke is an attorney licensed to practice in the State of Arizona.
Professional Affiliations and Credentials
? Arizona Bar Association's Tax Law Section
? Arizona Bar Association's Young Lawyer's Division
? Arizona Tax Research Association
? IPT Luncheon Committee Member
Publications
? "Reporting Arizona Use Tax on Personal Income Tax Returns", September 2011, AZ CPA
Seminars
? "Nevada Sales and Use Tax", Lorman Education Services, May 9, 2012 and June 15, 2010
? "Sales and Use Tax Collection in the Era of Amazon", American
 Society of Women Accountants, Mesa East Valley Chapter, May 24 2012
? "Arizona's Transactions Privilege ("Sales") Tax – Most Often Missed Issues", American Society of Women Accountants, Mesa East Valley Chapter, June 16, 2010

Brooke Wilson
Manager, Tax Services
Education
? BA in Political Science, Missouri State University, Springfield, Missouri
? Juris Doctorate, Wake Forest University, Winston-Salem, North Carolina


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Zelhart, Sarah Christine

Rating: 4.42


Sarah Zelhart, CPA, CGMA, has served for more than 20 years in both corporate and not-for-profit environments. She currently serves as Director of Chapter Financial Support and Compliance for Make-A-Wish America supporting the 60 chapters nation-wide.

Within these roles she has concentrated on internal controls, process improvement, mergers and acquisitions. With a continuing eye to determining and implementing best practices, she has dedicated her professional life to creating environments with transparent operations and strong governance.

She volunteers with the Valley of the Sun United Way, as a Wish Granter and the Steering Committee for the Not for Profit Section of the ASCPA.


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Onsager, Richard C.

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RICHARD C. ONSAGER, attended Arizona State University where he obtained his B.A. in philosophy. He then attended Brown University where he received his master's degree. Unfortunately, his master's degree was also in philosophy, so after graduation he was still without marketable skills. He therefore attended Arizona State University law school. There Onsager earned his J.D. degree (magna cum laude) and served as the Outside Articles Editor for the Law Review. He then attended New York University College of Law, and received his L.L.M degree in taxation. Upon his graduation from N.Y.U. someone was heard to comment: "Four degrees and he still can't balance a check book."

Onsager has helped to obfuscate at least four Arizona statutes. He was a member of the committee that drafted the Arizona Limited Liability Company Act, the committee that prepared revisions to Arizona's Partnership Act and Limited Partnership Act, and the committee that drafted Arizona's new Non-Profit Corporation Act.

After helping to insure that the LLC Act was incomprehensible to all but a few insiders, Onsager wrote a two volume treatise on limited liability companies ( "Arizona Limited Liability Company Forms and Practice Manual" published by Data Trace Legal Publishers, Inc.) as well as the materials on limited liability companies contained in T. Thompson, et. Al., Arizona Corporate Practice, published by West Publishing. He is also the author of various articles on arcane tax topics published in obscure tax journals. To the best of his knowledge, no one has ever read any of these articles.

Onsager has served as both a visiting professor and an adjunct professor of law at Arizona State University College of Law. At the law school he has taught courses on federal income taxation, corporate tax, the taxation of partnerships and Subchapter S corporations, and business organizations. After finishing one of his tax courses, a statistically significant number of his students decide that tax law is really not for them after all.

Onsager is currently an attorney with the law firm of Onsager, Werner & Oberg, P.L.C. in Phoenix, Arizona. He is certified as a tax specialist by the Arizona Board of Legal Specialization and is a past chair of the Tax Section of the State Bar. Onsager is listed in the Best Lawyers in America, Southwest Superlawyers, the Martindale-Hubble Bar Register of Preeminent Lawyers, and Arizona's Finest Lawyers. In 2011 he was selected by the Tax Section of the Arizona State Bar to be the first recipient of the Henry Tom Outstanding Tax Attorney Award, given to an attorney "who has distinguished him or herself by making significant contributions to the field of tax law." In 2014 Onsager was selected Lawyer of the Year in tax law for the Phoenix metropolitan area by Best Lawyers in America.


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Rivers, Steve M.

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Steven Rivers is co-founder and managing partner of Rivers & Moorehead, with over 23 years experience in public accounting, industry and consulting. In 2004, he founded R&M to provide businesses with the highest quality technical accounting, financial reporting and compliance resources. Rivers has built the firm into the leading technical accounting consulting firm in Phoenix with a nationwide client list. He is an experienced leader who believes in clear communication, accountability and execution.


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Weninger, Jeff

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Jeff Weninger has lived in Chandler with his wife and three kids for more than 20 years. He has dedicated his time to serving our community, both as a small business owner and elected leader. During his time at the Capitol, Weninger has been a champion for small business, our schools and first responders throughout our state. He is fighting to keep our communities safe end encouraging economic growth by keeping taxes low and reducing bureaucratic red tape.


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Cudzewicz, Alexander J.

Rating: 4.41


Alex Cudzewicz is the president of Oak Brook Asset Management, Corporation located in Scottsdale, Arizona. They provide investment advisory services for individual clients. He founded the firm in 1993. He is a Registered Investment Advisor and has been awarded the Personal Financial Specialist designation by the AICPA. Previously, with Sargent & Lundy LLC, a global leader in professional services for the electric power industry, Cudzewicz held various accounting and financial positions for 24 years. As chairman of the employee pension committees, he directed the management of the firm's $300 million defined contribution plan and $200 million defined benefit plan.

Cudzewicz is a member of the American Institute of Certified Public Accountants, the Illinois CPA Society, and the Arizona CPA Society. He is a former president of the Chicago Pension Forum, an organization comprised of representatives from major corporations in Chicago who sponsored pension plans. Since 1994 he has given numerous presentations in Chicago, Washington, D.C. and Arizona. He has authored an article for The Advisor's Network journal and authored and co-authored articles for AZ CPA magazine.

Cudzewicz is active in community affairs and has served on the board of directors and advisory boards of several not-for-profit organizations. He is currently on the board of Desert Foothills Choral Foundation. He is an advisor to the International Finance Committee for the Society of Medical Missionaries and a member of the Finance and Investment Committee for the Crosier Fathers and Brothers.


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McDonald, Richard

Rating: 0.00


Rich McDonald's storied 25-year career as Fender's inspirational and charismatic product visionary is well documented. He has long been venerated as the modern-day Heart and Soul of one of America's most symbolic and iconic brands. His career accolades include induction into the Music and Sound Retailer's Hall Of Fame, member of the esteemed NAMM Board of Directors and recipient of the trade's Lifetime Achievement Award. 

His journey to the C-Suite of the legendary, multi-national company, however, would offer a host of challenges and require a versatile, energetic and purposeful approach.


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Zollars, Edward K.

Rating: 4.87


Edward K. Zollars, CPA, is in public practice in Phoenix, Arizona as a partner with the firm of Thomas, Zollars & Lynch, Ltd. He has been in practice for more than 35 years, specializing in tax issues for closely held businesses and individuals. 

Zollars has been professionally involved with both tax and technology issues, combining the two disciplines in producing the Current Federal Tax Development Update Podcast and website, dealing with current tax issues. He has been a member of AICPA Tax Division Committees focusing on tax and technology issues and was the Tax Section's representative on three occasions to the AICPA's Top Ten Technologies project. He is also a member of the Phoenix Tax Workshop's Advisory Committee and currently serves on the Tax Legislation Liaison Committee for the Arizona Society of CPAs. Zollars was selected as a Life Member by the Arizona Society of CPAs in May, 2010.

Along with writing, editing and presenting courses for Loscalzo Institute, Zollars has written articles published in Practical Tax Strategies and the Tax Adviser. He has been a frequent contributor to a number of professional tax discussion groups, and served as systems operator on the AICPA's Accountants Forum in the mid-1990s.

He has spoken regularly on tax and technology topics since 1996, speaking before conferences sponsored by the AICPA and a number of state societies of CPAs.


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Nyman, Michael S.

Rating: 4.61


Michael S. Nyman, CPA, CISA, CISSP, CITP, CRISC is a Senior IT Assurance Manager for CliftonLarsonAllen. Mike has more than 17 years of experience in planning, developing, performing, supervising, and reviewing information system audits for external financial audits and co-sourced internal audit departments. This includes leading and managing Sarbanes/Oxley Internal Control audits from both management's assessment and the external audit. He has a working knowledge of the information systems auditing standards as published by the Information Systems Audit and Control Association. He has significant knowledge and experience with the concepts, terminology, capabilities, and application of business and control risk associated with various information systems architectures. Mike has an in-depth understanding of complex business processes with the underlying information security and control issues and is able to concisely and effectively communicate them to the internal and external parties. In addition, he has a well-rounded IT background of infrastructure and development management. Nyman also serves as chair of the Technology for Accounting Conference Committee for the ASCPA.


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Boals, Maryglenn

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Maryglenn Boals, CLTC, is founder and president of MgBoals & Associates, LLC, an independent insurance agency specializing in long term care planning and insurance products. She brings more than 23 years of experience in the healthcare field to her long term care planning. Boals blends her expertise from long term care facilities, hospitals and insurance plans to the agency and her planning process. She is certified by the Corporation for Long Term Care and has trained with one of the country's top elder law attorneys. Boals has a Bachelor of Arts degree from the University of Northern Iowa and a certificate in Gerontology. She is a former licensed nursing home administrator and has been recognized locally and nationally for her work in the field of aging. Boals has received the Individual Achievement Award from the Area Agency on Aging, Region One and a Leadership Award from the American Association of Health Plans.


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Colyar, Tristan J.

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Tristan Colyar advises clients on business transactions and provides clients with outside general counsel services.? He is an experienced deal lawyer in debt and equity financings, public securities offerings and mergers and acquisitions.? Prior to joining Osborn Maledon, Colyar practiced with the international law firm Latham & Watkins.


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Odgers, Amy Jeanne

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With over six years of experience in Big Four public accounting, Amy Odgers served both public and private company clients, in a wide variety of industries. She works within the firm's SEC Compliance, Pre-Audit Preparation and Outsourced Accounting Services practice areas, and is proficient in U.S. GAAP, SEC filings, financial reporting, internal controls, audit preparation and technical accounting research.


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O'Connor, Nathan

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Nathan O'Connor is a Managing Director at Equity Methods, a consultancy that helps hundreds of public and private companies model, value and account for equity compensation and other complex securities. As the first point of contact for prospective clients, O'Connor brings over a decade of quantitative consulting experience to bear in collaborating with the Valuation, Reporting, and HR Advisory practices within Equity Methods to ensure that prospective clients' needs are met.


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Phillips, Kelsey L.

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Kelsey Phillips joined Henry + Horne in 2014. She received her Bachelor of Science and Accounting from Arizona State University and her Master of Business Administration in Accounting from Western International University. Phillips specializes in tax preparation and tax planning services to individuals and small businesses. In the last two years, she has worked with Jeff Later on clients needing services related to FIRPTA.


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Barash, James I.

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James Barash is a state and local tax (SALT) partner for the Phoenix and las Vegas offices of RSM. He brings over 25 years of experience in the specialized field of state and local taxes. Prior to joining RSM, he worked in public SALT positions with two Big Four firms and large corporate tax departments.


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Weissmueller, Ryan J.

Rating: 0.00


As founder of Fintrepid Solutions, Ryan Weissmueller uses his nearly two decades of experience with the creation, growth and ongoing support of small and midsize businesses, he is skilled in delivering customized, nimble solutions to support leadership teams and their companies.? He has significant experience with acquisitions and sales, capital raises, treasury management, financial analysis, KPI's and strategic financial support to CEO's and management teams in multiple industries including healthcare, manufacturing, retail, construction and service businesses.


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Rounds, Jim

Rating: 4.58


Jim Rounds is President of Rounds Consulting Group. The firm specializes in economic development and tax policy analysis; education research; transportation economics; fiscal planning including revenue forecasting and budget development; strategic planning and marketing; impact and market studies; and litigation support.

Mr. Rounds regularly provides advice to policymakers at the State Capitol, mayors throughout the state as well as city council members, county board members, and other public and private sector leaders in the community. He has delivered hundreds of economic presentations throughout Arizona and is quoted weekly on television, radio, and in printed media.

Mr. Rounds specializes in using proper analysis and communication to bridge political gaps. For example, Jim is a Senior Fellow at the Goldwater Institute; a board member of the Maricopa County IDA; and advisor to education focused groups including the Helios Education Foundation, Achieve 60 AZ, the Rodel Foundation, the Arizona Board of Regents, and the various state universities, among others. Jim is also the lead economist for multiple rural and urban area healthcare and hospital associations.

Other areas of recent study include advanced workforce analysis; minimum wage impact analysis; State Trust Land finance; public employee pension reform; utility infrastructure investment; and state and local area tourism planning.

Recently, Jim has been supporting the concept of "growing from within," which includes efforts to better understand small business development issues, and strategic investment in education and workforce training. Jim is a lead member of the Joint Legislative Budget Committee's Finance Advisory Committee, and has served on scores of committees and task force efforts at both the state and local levels.

Mr. Rounds began his career as a Senior Economist and Senior Budget Analyst with the Arizona Joint Legislative Budget Committee, and has been engaged in policy related economics for more than two decades. Jim has a Bachelor of Science degree and a Master of Science degree in Economics from Arizona State University.



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Ariano, Jonathan

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Jonathan Ariano's practice focuses on representing growth-oriented and entrepreneurial clients, often in connection with the firm's outside general counsel practice. He routinely represents companies in business transactions and corporate governance matters, including mergers and acquisitions, venture capital, debt and private equity financing and securities offerings.


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Harrison, Elliot

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After 5 years in the IT industry, Elliot's focus is to help businesses both big and small understand the necessity of securing their business from today's threats and how MDR (Managed Detection and Response) is instrumental to doing that.


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Chichester, John J

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John J. Chichester, Jr., CFP, CPA, PFS, has successfully worked for more than 20 years in the financial services industry for companies such as Price Waterhouse, Lehman Brothers, and Salomon Brothers Asset Management. Currently, he is the founder and CEO of Chichester Financial Group LLC. His unique income and estate tax reduction and wealth maximization strategies bring significant, measurable benefit to all of his clients. Chichester primarily assists clients in clarifying their vision for their ideal future. He assesses where they really are now, and then develops a written plan that will help guide his clients to their stated vision.

Chichester's carefully selected client base includes professionals and business owners of closely-held companies. His practice is tailored to individuals with the wisdom to see the value of proper estate planning, the business acumen to act on objective recommendations, and the financial wherewithal to make sound, long-term decisions. Results include significant reductions in estate, income, capital gains, and gift taxes; preservation of family businesses for subsequent generations; and maximization of existing wealth through comprehensive investment planning.

Chichester is noted for his commitment to the financial industry and for his ongoing efforts to keep abreast of the evolving complexities relating to the financial marketplace. 

In his professional career, among other accomplishments, he was senior financial analyst with Lehman Brothers, New York; senior manager with Salomon Brothers Asset Management Inc, New York; vice president with GTF Asset Management (USA), Inc., New York; and senior manager for MeesPierson Fund Services, N.A., Curaao, Netherlands Antilles. In addition, Chichester was honored as the national Rookie Financial Planner of the Year for 2005 and the national Financial Planner of the Year for 2006 through his affiliation with New England Financial. He has also been a past chair of the Financial Planning Section for the Arizona Society of Certified Public Accountants. Chichester has appeared in the December 22, 2008 and September 21, 2009 issues of Forbes® Magazine as one of the Most Dependable™ Wealth Advisors of the Southwest United States as chosen by Goldline Research, an independent research firm. He serves on the investment committee for two local non-profits, as well as an international non-profit based out of London. Chichester is also active in his children's schools and sits on the School Council for a local high school. He was also selected to be a member of the Representative Advisory Council for his Broker/Dealer and meets monthly with executive level management to help shape financial planning at his Broker/Dealer on a national level.

Chichester is a Registered Representative offering securities through First Allied Securities, Inc., a registered Broker/Dealer and Member FINRA/SIPC, and an Investment Advisor Representative offering services through First Allied Advisory Services, Inc.

In his free time, he enjoys reading, running, tennis, taekwondo, working out, and spending time with his wife, Michelle, and their three children, Justin, Dillon, and Owen.


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Stratton, Lisa

Rating: 0.00


Lisa Stratton is a Senior Philanthropic Advisor for the Arizona Community Foundation. She oversees ACF's professional advisor outreach system, including the Professional Advisory Board, whose 40+ members provide strategic planning, guidance, and oversight to ACF. Lisa also leads asset development activities for the Kellenberger + Tollefson Center for LGBTQ Philanthropy.


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Kur, Kimberly C.

Rating: 0.00


As ACF's Senior Vice President, Kimberly oversees the foundation's statewide asset development activities. Kimberly is responsible for training and guiding ACF's central office and regional staff teams in areas of planned giving, donor cultivation and stewardship, prospect management and building partnerships with professional advisors. Kimberly also works closely with existing and future donors, nonprofits and professional advisors to facilitate lifetime and planned charitable gifts. 

Since joining ACF in 2000, Kimberly has served as ACF's principal liaison with estate and financial professionals and developed a comprehensive system of outreach to these professionals that is a model for community foundations throughout the country. In addition, Kimberly led the development of ACF's relationship and prospect management systems, leading relationship managers in their efforts to customize and deliver services that match their donors' unique philanthropic and personal interests. 

Kimberly also led the development of and currently oversees ACF's training programs for nonprofits throughout Arizona. As part of ACF's Center for Planned Giving, ACF offers a continuum of trainings for nonprofits at all levels from a basic introduction to planned giving to an intensive 15-month course taught through the Arizona Endowment Building.

Kimberly is a frequent guest speaker to nonprofit, professional advisor and general audiences on topics related to planned giving, fund development and donor stewardship. Previous leadership roles in the field include serving on the Boards of the Advancement Network, Inc. (Adnet) and the Planned Giving Round Table of Arizona (PGRTAZ). Currently, Kimberly is a member of Adnet, PGRTAZ and the Central Arizona Estate Planning Council.

Prior to joining ACF in 2000, Kimberly practiced as an estate planning attorney at a Philadelphia law firm. Before that, she served as judicial law clerk for the Commonwealth Court of Pennsylvania. She is a cum laude graduate of Temple University Beasley School of Law and earned a Bachelor of Arts degree in political science from the University of Pennsylvania. 

Kimberly also serves on numerous committees for a variety of nonprofits, including the Southwest Autism Research and Resource Center, the Jewish Federation of Greater Phoenix and Congregation Or Tzion. Kimberly has been honored with multiple awards for her service and leadership in the community. 



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Later, Jeffrey D.

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Jeff Later is a graduate of UCLA, with both a B.A. in Economics and an MBA in Finance/Accounting. Later spent 7 years at the Walt Disney Company as the director of the federal tax compliance group. Since 2012, he has concentrated his efforts back in the international individual tax realm, and works on a wide variety of international tax matters for Henry & Horne clients, including those individuals subject to the FIRPTA provisions.


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Marshall, William Ray

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William R. Marshall CPA, CITP, CGMA, CISA, CRISC, CGEIT, COSO/ERM has 32 years of experience in financial services industry and technology business groups specializing in technology systems, applications, infrastructure, emerging technology with associated risks in business & technical environments.


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Minniti, Robert K.

Rating: 4.70



Dr. Robert K. Minniti, is the President and Owner of Minniti CPA, LLC. Dr. Minniti is a Certified Public Accountant, Certified Forensic Accountant, Certified Fraud Examiner, Certified Valuation Analyst, Certified in Financial Forensics, Master Analyst in Financial Forensics, Chartered Global Management Accountant, and is a licensed private investigator in the state of Arizona. Dr. Minniti received his doctoral degree in business administration from Walden University, received his MBA degree and Graduate Certificate in Accounting from DeVry University's Keller Graduate School of Management, and received his Bachelor of Science in Business Administration degree from the University of Phoenix. Dr. Minniti taught graduate and undergraduate courses in forensic accounting at DeVry University, Grand Canyon University, Kaplan University, Northwestern University, and the University of Phoenix. He designed graduate and undergraduate courses for Grand Canyon University, Northwestern University, and Anthem College. He is a writer and public speaker. He has experience in forensic accounting, fraud examinations, financial audits, internal audits, compliance audits, real estate valuations, business valuations, internal control development, business continuation planning, risk management, cyber security, privacy laws, data security, Sarbanes-Oxley compliance work and business consulting. In addition to his practice Dr. Minniti is an instructor teaching continuing professional education classes for the American Institute of Certified Public Accountants, Compliance Online, Wolters Kluwer CPE Link/CCH, AccountingEd, Global Compliance Panel, Clear Law Institute, CPE Solutions, Canopy CPE, BankersWeb, Global CPE, The Institute of Management Accountants, the National Association of Valuators and Analysts, the Association of Certified Fraud Examiners, the Institute of Internal Auditors, various state CPA Societies, and corporate CPE training. Dr. Minniti is currently serving as a board member on the National Association of Certified Valuators and Analysts' (NACVA) Litigation Forensics Board (LFB) and as a committee member on the Arizona State Board of Accountancy's Law Review Advisory Committee.

For Additional Information

LinkedIn Profile: www.linkedin.com/in/robertminniti
Company Website: www.minniticpallc.com


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