May 21, 2022 9:00am – 12:00pm Map & Directions 602-252-4144

Phoenix Tax Workshop - May

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

Description

The Phoenix Tax Workshop was established in 1961 to educate professionals in all areas of taxation - federal, state and local. We invite you to join this elite group of tax professionals at their Saturday CPE/CLE sessions (eight times per year).

Location

ASCPA Learning Center
4801 E Washington St Ste 180
Phoenix, AZ 85034-2040

Registration Time

8:30am

Fees

Member:
$70
Non-CPA Staff:
$70
Non-CPA Staff (100% club):
$70
Non-CPA Staff (sole proprietor):
$70
Non-Member:
$70
Phoenix
Taxation
3

Objectives

Purchase this single webcast session for the 2022-23 Phoenix Tax Workshop Series for $70.

  • Choose to purchase the series, which includes (8) three-hour Saturday sessions. 24 Hours of Live CPE for $375! Added Bonus for purchasing series: You will gain access to all the 2021-22 recorded sessions for later viewing, and you save more than $20 per workshop when you buy the entire series!
  • Click here to purchase: www.ascpa.com/ptw_series

Course Level

Intermediate

Vendor

Arizona Society of CPAs More With This Vendor

Prerequisites

None.

Event Leaders

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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Rolnick, Thala Taperman

Rating: 4.50


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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Feldman, Ira S.

Rating: 4.46


Ira S. Feldman, CPA, CVA, AEP, is president of FELCO Business Services, Inc. He was a founding partner in Toback CPAs PC, one of Arizona's largest local CPA firms (sold in 2000 to a national CPA firm), where he provided business and tax counseling for more than 35 years. Feldman has a long history as an advocate for small business. He has been a delegate to the White House Conference on Small Business twice, founded the Arizona Small Business United and served as Director and President of the Arizona Small Business Association. As a Certified Valuation Analyst, a Certified Estate Planner and a CPA, Feldman continues to provide services for clients in Arizona. He serves as Chairman of the Phoenix Tax Workshop and is editor of the Arizona Tax Guides.


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Hockensmith, Robert F.

Rating: 4.47


Robert (Bob) Hockensmith is the President of Robert F Hockensmith, CPA, PC, a certified public accounting and consulting firm. He prepares financial statements, offers payroll services, tax return preparation, litigation support, and financial advice to the public. He presently teaches at University of Phoenix for the School of Business. He is a frequent guest on both CBS and ABC TV, offering financial and tax topics to the general public. He has written 2 books entitled, 52 Pick Up – Tax Saving Tips for every week, and 52 Ways to Outsmart the IRS, both published in 2019 & 2020, respectively. Previously, he was a Consultant and Accountant with both Ernst & Young and Arthur Andersen, CPA's. Robert served with the US Army, enlisting in May 1972 as a Private. After rising to the rank of Staff Sergeant, he attended University of Arizona and later received a commission as a Lieutenant in 1980. He deployed both as a reservist and on active duty, eventually attaining the rank of Colonel in 2002, and after serving 36 years, retired in 2008. He served during the Vietnam, Desert Storm, Operation Iraqi Freedom and Operation Enduring Freedom periods. After military service, he then joined the Department of Homeland Security as a Disaster Reservist, until 2013. Robert can also be found on the web and social media under AZMONEYGUY.


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Robinson, Gregory A.

Rating: 4.67


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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