June 18, 2022 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. 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 2022-23 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

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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Duran, Peter

Rating: 4.00


Peter Duran joined MidFirst Bank in June of 2017 as a Vice President of Business Banking. His banking career started in retail banking as a Branch Manager in 1990 and joined the Business/ Commercial lending specialty five years later. Over the last 29 years, he has been instrumental in helping small and mid-size businesses in many diverse industries achieve successful growth. Duran’s expertise focus in the areas of commercial real estate lending, equipment financing, working capital lines of credit and deposit/treasury management solutions for profit and non for profit businesses. For the past 25 years, he has volunteered in boards and finance committees of local Food Banks and other non for profits.


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Graham, Barry S.

Rating: 4.00


Barry S. Graham, CPA, CMA, is a Senior Audit Manager with Wallace, Plese + Dreher, LLP in Chandler and Scottsdale. Barry has over 10 years of combined business and public accounting experience. He manages financial statement audits and reviews, and leads agreed-upon procedures (AUPs) engagements. With the new lease accounting standards, ASC 842, he educates and provides guidance to private companies on the new standards. Actively involved in planning, fieldwork, and reporting, he ensures clients receive appropriate levels of service and communication. As an advocate and strong supporter of community involvement, Barry has served on various boards and commissions for the City of Scottsdale. Barry received a B.A. from Boston University in Economics and International Relations and an M.S. from University of Massachusetts in Accounting.


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Valentine, Paul J.

Rating: 4.51


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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Zeitzer, Beth Jo

Rating: 4.58


Beth Jo Zeitzer is the Owner and Designated Broker of R.O.I. Properties, and the owner of R.O.I. Asset Management Solutions. R.O.I. Properties is a full-service real estate brokerage firm which works with business owners, investors and property owners, regarding the management, marketing and sale of Commercial and Residential properties, including office, industrial, retail, multi-family, hospitality, mobile home parks, land and single-family assets. In additional to serving as Real Estate Broker, through R.O.I. AMS, Zeitzer is appointed by numerous courts as Receiver, Real Estate Special Commissioner, Special Master, Bankruptcy Trustee and Expert Witness in real estate matters and legal proceedings. Zeitzer is an attorney by training and former Corporate Counsel and Director of Commercial Properties for Del Webb Corporation. Zeitzer was named one of the 50 Most Influential Women in Arizona Business, by AZ Business Magazine. She is a Director for APLA (Arizona Private Lenders Association), Past President of AZCREW (Arizona Commercial Real Estate Women), Past President of TMA (Turnaround Management Association), a member of Valley Estate Planners, Arizona Bankers Association, Arizona Trustee Association, Valley Partnership, Urban Land Institute, California Receivers Forum and other Real Estate and Banking trade organizations.


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Rodis, Stephen J.

Rating: 4.56


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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