June 16, 2018 9:00am – 12:00pm Map & Directions 602-252-4144

Phoenix Tax Workshop - June

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. As a new series offered by the Arizona Society of CPAs, 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 2018-19 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 2018-19 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

June 16, 2018

 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 stever@wpdcpa.com

B. QUALIFIED OPPORTUNITY ZONES. Our speakers will discuss this new program created through the recently enacted TCJA that allows taxpayers to defer or eliminate capital gains when investigating in economically disadvantaged areas. STEPHEN A. GOOD, ESQUIRE — Fennemore Craig Attorneys sgood@fclaw.com SAMUEL S. EFIRD, ESQUIRE— Fennemore Craig Attorneys sefird@fclaw.com

C. EMERGING C CORPS. Our Advisory Board member will present issues to consider when evaluating Subchapter C structure for clients. PAUL J. VALENTINE, ESQUIRE — Jennings, Strouss & Salmon, PLC pvalentine@jsslaw.com

D. CONTROLLED GROUPS AND AFFILIATED SERVICE GROUPS. Our Advisory Board member will explain the impact on qualified plans. Alan Gold, CPA — MGKS agold@mgks.com

Course Level

Intermediate

Vendor

Arizona Society of CPAs More With This Vendor

Event Leaders

Good, Stephen

Rating: 4.71


Stephen A. Good, is a business, tax and estate planning lawyer. He helps clients structure their businesses and negotiate commercial transactions, with an emphasis on advising clients regarding the associated income, estate and gift tax implications. He is particularly skilled at drafting partnership agreements and LLC operating agreements. Steve also helps families and individuals accomplish their estate planning, succession and wealth preservation objectives in a tax-efficient manner.
When he’s not at work, Steve enjoys time with his wife and three children, and he is an avid college sports fan, particularly football and basketball. From time to time, Steve also plays the trombone in a local R&B band.


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Gold, Alan

Rating: 4.61


Alan Gold, CPA is a partner with MGKS. He has been providing
customized employee benefit administration and consulting services
for more than 30 years. Gold is a member of the American Institute of
CPAs and the Arizona Society of CPAs. He is a past president of the
Arizona chapter of the National Institute of Pension Administrators
(NIPA). Gold current serves as an advisory board member to the
Phoenix Tax Workshop, as well as a board member of the Arizona
Society of CPAs, and the Jewish Community Foundation of Greater
Phoenix. Prior to establishing a specialized employee benefits practice,
Gold was associated with a Big Eight accounting firm.


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Rodis, Stephen J.

Rating: 4.57


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.


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Valentine, Paul J.

Rating: 4.58


Paul J. Valentine focuses his practice in the field of Taxation at Arboleda Brechner, attorneys. His practice emphasizes structuring corporate, partnership and real estate transactions, counseling medium and small businesses and exempt organizations in tax matters, litigating tax cases in federal courts, and handling administrative controversies before the IRS. Valentine's experience with Arizona state and city tax controversy includes income tax, sales tax, and commercial rent tax.

He received a B.A. with honors from the University of Leeds, his J.D. from American University, Washington College of Law, and an LL.M. (Taxation) from New York University School of Law. He externed for Judge Blackburn-Rigsby, DC Court of Appeals.

Valentine is admitted to practice in Massachusetts and Arizona.


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Efird, Samuel S.

Rating: 4.69


Samuel S. Efird, is a member of the firm’s business and finance practice group, and focuses on general corporate law, entity formation and governance, mergers and acquisitions, and venture capital transactions. He also helps clients navigate the tax implications of their business activities, particularly as it related to forming and operating partnerships and limited liability companies.
Prior to joining Fennmore Craig, Sam worked for the United States Senate and Arizona Chamber of Commerce and Industry. He also externed with the Sate of Arizona Governor’s Office of General Counsel and the Maricopa Country Attorney’s Office.
Outside of work, Sam enjoys spending time with his wife and their two dogs, watching college sports, reading and exploring the outdoors. Sam also serves on the board of a local charter school and its management company.


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