A. DISCUSSION OF CURRENT DEVELOPMENTS. Current tax issues, recent significant tax and business events, and practitioner comments will be reviewed and discussed. STEPHEN J. RODIS, CPA — Co-Chairman, Phoenix Tax Workshop; Wallace, Plese + Dreher, LLP email@example.com
B. ESTATE PLANNING FOR OWNERS OF CLOSELY HELD BUSINESSES. Our speaker will walk us through the nuances of estate planning for S Corp and LLC owners. STEVEN F. BUEL, CPA — Wallace, Plese + Dreher, LLP firstname.lastname@example.org
C. EXIT PLANNING FOR BUSINESSES. Our speaker will discuss the ins and outs of LOI’s, purchase agreements, key provisions, and more. JAMES P. O’SULLIVAN, ESQUIRE — Tiffany & Bosco, P.A. email@example.com
D. THE NEW MRRA CONSTRUCTION SALES TAX REGIME. Our Advisory Board member will explain what it is and how it works. PAT DERDENGER, ESQUIRE— Steptoe & Johnson, LLP firstname.lastname@example.org
Purchase this single session for the 2017-18 Phoenix Tax Workshop Series for $70.
Choose to purchase the series, which includes (8) three-hour Saturday sessions. 24 Hours of Live CPE for $340! Added Bonus for purchasing series: You will gain access to all the 2017-18 recorded sessions for later viewing, and you save more than $25 per workshop when you buy the entire series!
Click here to purchase: http://www.ascpa.com/ptw_series
Arizona Society of CPAs More With This Vendor
Rodis, Stephen J.
Stephen J. Rodis, CPA, is a partner with Wallace, Plese + Dreher, LLP in Chandler and Scottsdale. He is the Director of Tax Services for the Firm. Steve has over 30 years of experience in local and national public accounting firms in the Phoenix metro area. Rodis’ professional services include tax and consulting to privately held companies and their owners, ownership structure and entity selection, mergers and acquisitions, and sales and use tax. Recognizing increasing revenues and managing cash flow are top priorities, he incorporates industry knowledge and benchmarking in tax planning strategies. His experience includes working with entrepreneurial companies in a variety of stages, from start-up to exit planning. As WP+D’s international team leader, he helps companies evaluate global expansion. Rodis was previously a managing tax partner in local and national CPA firms. He is a member of the AICPA Tax Section, Arizona Society of CPAs, Board Member of the Phoenix Committee on Foreign Relations, and co-chair of the Phoenix Tax Workshop. Rodis received his Bachelor of Science Degree in Accounting from Arizona State University.
O'Sullivan, James Patrick
James P. O'Sullivan is a Shareholder of the law firm of Tiffany & Bosco, P.A., of Phoenix. He represents primarily closely-held businesses, including law firms and other service professionals. O'Sullivan frequently serves as counsel and as consulting counsel to other attorneys in transactions and as an expert witness in business law matters. He has substantial experience with mergers and acquisitions business growth issues, formation and dissolution of businesses and resolving disputes among owners. O'Sullivan has lectured and published extensively on business law and related ethics issues. He was one of the drafters of the revised Arizona corporate statutes and is a co-author of Arizona Corporate Practice, published by Thomson West.
Buel, Steven F.
Steve began his career with one of the Big Four firms. Prior to joining WP+D, he was a partner with Dennis, Schmich & Co., Ltd. With nearly 30 years of professional accounting experience, he provides comprehensive tax planning and consulting to individuals, partnerships, corporations, and financial and private foundations. Specializing in estate and trust tax planning, he helps individuals and families avoid probate by evaluating estate planning documents, trusts designations and beneficiaries, and asset valuations. Emphasizing well-thought-out tax planning prior to death, he educates clients regarding gifting limitations, transfer tax equivalent credits, generation skipping-transfers, split gifting, spousal trusts, marital deduction gifting, education and medical gifting, gift tax exclusions, and deceased spouse unused exemption (DSUE). He assists clients with late returns, non-filing, state tax collections, liens, levies, installation agreements, voluntary disclosures, and tax shelter audits. He also provides tax and accounting services before and during IRS examinations, and civil, administrative, and judicial matters. Collaborating with other professionals, he analyzes and organizes appropriate information to defend complex tax litigation matters. Outside of the office, Steve explores Arizona’s roadways and scenery on his Harley-Davidson, plays golf, and spends time with his family.
Pat Derdenger advises businesses across industry sectors on federal, state, and local tax law. With more than four decades of experience in tax law, Pat has been recognized as a certified tax law specialist by the Arizona State Bar, and in 2017 received the Arizona State Bar’s “Top Tax Attorney” award.
In his extensive state and local tax practice, Pat advises businesses on corporate and individual income, multistate sales and use, and property tax matters, and counsels them on the state and local tax implications of their business transactions. He also represents clients in related litigation matters, from audits and appeals through various administrative states, as well as in federal and state courts and courts of appeals, and the U.S. Tax Court. He has obtained private tax rulings for clients on state and local tax issues and helped draft state tax legislation for clients and industry groups. Pat also advises businesses on the tax implications of various economic incentives and benefits of relocating to and operating in Arizona. In addition, he frequently represents construction industry and homebuilder clients on tax issues related to maintenance, repair, replacement, alteration (MRRA) and modification projects in Arizona.
Pat also counsels clients on federal income and employment tax matters, independent contractor/employee tax issues, responsible officer penalties, information return filing penalties, and federal and state excise taxes, and represents them in related litigation matters. Clients also turn to him for advice on constitutional issues, including the federal commerce clause, due process clause, and equal protection clause.
Pat is a frequent lecturer on state and local tax subjects to various professional audiences and continuing education programs, and he leads Steptoe’s annual construction industry tax conference.