September 23, 2017 9:00am – 12:00pm Map & Directions 602-252-4144

Phoenix Tax Workshop

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

A. DISCUSSION OF CURRENT DEVELOPMENTS. Current tax issues, recent significant tax and business events, and practitioner comments will be reviewed and discussed. IRA FELDMAN, CPA, CEP, CVA — Co-Chairman, Phoenix Tax Workshop ira@aztax.org

B. FINANCIAL EXPLOITATION OF THE ELDERLY. Our Advisory Board member will discuss the dilemma created by the mandatory reporting requirement of ARS 46-454 and the accountant-client privilege. THOMAS J. MURPHY, ESQUIRE — Murphy Law Firm tom@murphylawaz.com

C. WHEN IS ACTIVITY A PARTNERSHIP FOR INCOME TAX PURPOSES? Why would you want not to be? What does one need to do to elect out? MICHAEL D. LEMME, CPA — Hunter Hagan & Company, Ltd. mike@hunterhagan.com

D. TAX IMPLICATIONS OF VIRTUAL CURRENCY. Our Advisory Board Member will review the implications of accepting Bitcoins and the like as payment and the reporting requirements for a Bitcoin account. Does he accept Bitcoins as payment for services? BURGESS J.W. RABY, ESQUIRE — Raby Law Office bur@rabytaxlaw.com

E. THOSE STANDARD POWERS OF ATTORNEY WITH THE COMMON ESTATE PLAN. Why do we need to use them? What are the important provisions? Where should we “file” them? CATHY KNAPP, ESQUIRE — Frazer Ryan Goldberg & Arnold, LLP cknapp@frgalaw.com

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

Course Level

Intermediate

Vendor

Arizona Society of CPAs More With This Vendor

Event Leaders

Feldman, Ira S.

Rating: 4.52


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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Lemme, Michael D.

Rating: 4.54


Michael David Lemme, CPA is a shareholder with Hunter Hagan & Company, Ltd. Lemme graduated from Arizona State University with a Bachelor of Science in Accounting in 1986 and a Masters in Taxation in 1990. He has an emphasis in the area of international tax, tax planning for the sale of businesses, corporate mergers and reorganizations, state and local tax issues, tax planning for closely held business and their owners, tax research, Arizona Department of Revenue tax controversy issues and general tax matters. Lemme is a member of the American Institute of CPAs, the Arizona Society of CPAs, Valley Estate Planners, and the Arizona Society of CPA's Tax Legislation Task Force for which he currently serves as Chairman. He has been with the firm since 1995.


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Knapp, Cathy Leigh

Rating: 4.70


Cathy L. Knapp is a partner with the law firm of Frazer Ryan Goldberg & Arnold LLP. Ms. Knapp focuses on estate planning, probate and trust administration and planning for closely held businesses. Ms. Knapp represents individuals and families in structuring trusts, limited liability companies, limited liability limited partnerships and other entities to maximize the transfer of property to the next generations. Ms. Knapp represents beneficiaries and fiduciaries in probate and trust administration.

Ms. Knapp serves on the Planned Giving Professional Advisory Council for Southwest Autism
Research and Resource Center.

Ms. Knapp received a Master’s of Science in Taxation from Golden Gate University and is licensed as a CPA.


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Murphy, Thomas J.

Rating: 4.72


Thomas J. Murphy is an attorney located in the Ahwatukee area of Phoenix. His practice emphasizes estate planning, elder law (to include nursing home issues), all probate matters (to include contested matters and guardianships) and tax controversies.

He was the 1999-2000 President of the Estate Planning, Probate and Trust Section of the Maricopa County Bar Association. Murphy was selected by the National Academy of Elder Law Attorneys to serve on its prestigious Steering Committee to plan NAELA’s 2002 Advanced Elder Law Institute and the 2009 Special Needs Program. He serves on the Advisory Board of the Phoenix Tax Workshop and the Editorial Board of NAELA News.

Murphy has been published in many national, state and local professional journals writing on a wide variety of legal and tax matters. His articles on the impact of the new HIPAA regulations on health care powers of attorney and related documents have garnered him wide recognition as one of the nation’s foremost authorities in this field. Likewise, This his writings on the 2005 bankruptcy bill, on the effect of the Terri Schiavo case on the drafting of living wills and on the proper designation of beneficiaries for retirement plans have been published in the nation’s most prestigious journals for estate planning and elder law. His articles explaining new IRS regulations for required minimum distributions from retirement plans have been widely published and were the featured articles in the August 2, 2002 and April 6, 2001 editions of Tax Practice, the nation’s leading weekly tax journal. His articles on beneficiary deeds and financial powers of attorney were prominently featured in the June 2002 and December 1998 issues of Arizona Attorney. Both articles have been widely praised and are considered to be the definitive source of authority in Arizona on the topics.

Murphy has been cited as a leading authority on estate planning law in the March 2002 edition of SmartMoney magazine, published by the Wall Street Journal, the December 2004 edition of Kiplinger’s Retirement Report and the April 2004 edition of Bloomberg’s Wealth Advisor. He is the author of the acclaimed booklet Legal Issues Facing the Terminally Ill and Their Families in Arizona, that has been widely distributed by the local hospice agencies. The American Bar Association adopted and expanded his booklet that served as the basis for its new book, Legal Guide for the Seriously Ill – Seven Key Steps To Get Your Affairs In Order, that will be published later this year by the ABA in conjunction with the National Hospice and Palliative Care Organization. Murphy is a contributor to many leading treatises: Elder Law Essentials in Arizona, Arizona Probate Litigation, Remedies for Financial Exploitation of the Elderly, The Probate Process From Start To Finish, Elder Care in Arizona: Resolving Legal and Financial Issues, Protecting Personal Assets and Minimizing Estate Taxes At Death, Successful Wealth Transfer Strategies and Estate Planning and Recovery for Elderly Clients all published by the National Business Institute.

Murphy has been invited to speak before such groups as the National Academy of Elder Law Attorneys, the State Bar of Arizona, the Arizona Society of Certified Public Accountants, the Arizona Federal Tax Institute, the National Association of Tax Professionals, the Arizona Forum for the Improvement of Taxation, the Maricopa County Bar Association, the West Maricopa County Bar Association, the Mohave County Bar Association, the Coconino County Bar Association, the College of Estate Planning Attorneys, the Phoenix Tax Workshop, the National Business Institute, Lorman Education Services, the Entrepreneurial CPA Network, the Greater Phoenix Chamber of Commerce, the Arizona Paralegal Association, Legal Assistants of Metropolitan Phoenix, the Estate Planning Tax Study Group, Valley Estate Planners, the East Valley Estate Planning Council, the Financial Planning Association of Greater Phoenix, the Prescott Estate Planning Council, WebCredenza.com, Bisk Education, Prudential Financial, Arizona Bank and Trust, Chandler Regional Hospital, Virginia C. Piper Cancer Center at Scottsdale Healthcare, Hospice of the Valley, RTA Hospice, the W P Carey Graduate School of Business at Arizona State University, Mesa Community College and Phoenix College. He is a member of the National Academy of Elder Law Attorneys, the Tax Law, Probate & Trust Law and Mental Health & Elder Law Sections of the State Bar of Arizona and the Arizona Medicaid Planning Council. He has appeared on several local television and radio stations to discuss tax and legal issues affecting the elderly and their families. Murphy has served on numerous state and county bar association committees and was selected to be the State Bar representative to the Arizona Supreme Court’s Committee on Reform of Lower Jurisdiction Courts. He has testified as an expert witness in cases before the Maricopa County Probate Court regarding probate practices in Arizona. He has regularly appeared before the Arizona Court of Appeals litigating many of the cutting-edge appellate cases in probate law. He is also one of the most experienced trial attorneys in the Southwest, having been the sole or lead counsel in over 100 jury trials. He has successfully litigated cases in the United States Tax Court, the Arizona Tax Court and the Arizona Board of Tax Appeals. He has represented clients before all levels of the Internal Revenue Service and Arizona Department of Revenue.

Murphy was born and raised in Attleboro, Massachusetts, a suburb of Boston. He is an honors graduate of Tufts University with a double major in economics and history. He received his law degree from Suffolk University Law School with a concentration in taxation. He is a former officer in the United States Air Force with assignments to the 314th Combat Support Group, Little Rock Air Force Base, Arkansas and the 401st Tactical Fighter Wing, Torrejon Air Base, Spain. He is married to the former Ana Maria Orrantia, a native Arizonan who is a Professor of Nursing at Mesa Community College. They have four children. He has coached many teams in the Ahwatukee YMCA, Mountain Pointe Pony League and Region 1046 of the American Youth Soccer Organization (AYSO). Murphy also served for many years as Outdoor Activities Coordinator in his sons’ Cub Scout Pack 179. His hobbies include running, cooking, blues and R&B music, modern art (Impressionism through Cubism) and reading about the Civil War and World War II.


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Raby, Burgess J.

Rating: 4.68


BURGESS J.W. RABY is a member of the State Bars of Arizona and California, and practices with Raby Law Office in Tempe, Arizona. His law practice emphasizes international business and tax law, including the tax and legal aspects of structuring offshore operations for U.S. companies, and all facets of planning for and structuring foreign investment in the U.S. Bur has represented United States-based clients with respect to tax and business matters in numerous countries, as well as representing foreign investors seeking to invest in the United States. He also has successfully represented clients in controversies with the Arizona Department of Revenue, the California Franchise Tax Board, and the Internal Revenue Service, and in litigation before the United States Tax Court, the U.S. District Court for the District of Arizona, the United States Court of Federal Claims, and the U.S. Courts of Appeals for the Ninth Circuit and the Federal Circuit.

Bur has written extensively on domestic and international legal and tax topics, including co-authoring for a number of years a periodic column in the leading U.S. tax publication, Tax Notes. He also speaks frequently on such topics before a variety of organizations, and he has taught classes on international tax law and international business structuring as an adjunct professor at The University of Arizona's James E. Rogers College of Law annually since 1995. He also has taught courses in international business law and taxation at Arizona State University College of Law, Scottsdale Community College, Paradise Valley Community College, and Thunderbird School of Global Management.


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