September 22, 2018 9:00am – 12:00pm Map & Directions 602-252-4144

Phoenix Tax Workshop - September

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

 Phoenix Tax Workshop September 22, 2018

CURRENT DEVELOPMENTS/STAKEHOLDER LIAISON/POST WAYFAIR/SMALL TAX COURT

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. UNDERSTANDING PAYMENT OPTIONS AND OTHER HOT IRS TOPICS. IRS stakeholder liaison will cover current issues. LISA A. NOVACK — IRS Senior Stakeholder Liaison Lisa.a.novack@irs.gov

C. INTERSTATE SALES POST WAYFAIR. Our Advisory Board member who focuses his practice on SALT issues, will help us understand this groundbreaking SCUS decision by discussing the current implementation among states, how and when your clients should respond, and ancillary implications related to doing business income taxes. JAMES G. BUSBY, JR. — The Cavanagh Law Firm jbusby@cavanaghlaw.com

D. SMALL TAX COURT: HOW YOU CAN ASSIST YOUR CLIENTS. Our speakers, one formerly with the IRS Counsel, and one an EA who recently passed his Tax Court Exam, will explain the Small Tax Court and how a qualified non-attorney practitioner can assist their client with the process. BRANDON KEIM, ESQUIRE— Frazer Ryan Goldberg & Arnold, LLP bkeim@frgalaw.com THOMAS A. GORCZYNSKI, EA— Gorczynski & Associates tom@gtax.biz

Course Level

Intermediate

Vendor

Arizona Society of CPAs More With This Vendor

Event Leaders

Novack, Lisa

Rating: 4.58


Lisa Novack is a Senior Stakeholder Liaison with the Southwest Area of Stakeholder Liaison - Field Operations, a function of the Small Business and Self-Employed Division of the Internal Revenue Service. As a Liaison, she works with practitioner and small business organizations to provide members with information about the policies, practices and procedures the IRS uses to ensure compliance with the tax laws. She has been with the IRS since 1987, starting out as a tax auditor before getting into education and outreach. She has a Bachelor of Arts degree in Criminal Justice from Indiana University.


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Feldman, Ira S.

Rating: 4.53


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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Keim, Brandon

Rating: 4.68


Brandon Keim, a partner at Frazer Ryan, joined the firm after serving as a senior trial attorney with the Internal Revenue Service.
At the IRS, he received the Chief Counsel National Award for Superior Achievement in Outstanding Litigation, and he was routinely recognized for his service as a trial attorney. In 2015, Brandon successfully litigated the first Section 831(b) captive insurance case before the U.S. Tax Court; he litigated a second captive insurance case in 2016. For over four years, he oversaw and advised IRS attorneys and revenue agents auditing captive insurance transactions nationwide. Brandon also acted as an advisor to IRS attorneys on partnership and estate and gift tax matters and was an instructor at a national course designed to train new IRS trial attorneys on all aspects of practice. Brandon has the experience and knowledge to handle a broad scope of tax controversy matters. In addition to Section 831(b) captive insurance matters, his tax litigation experience includes
corporate, partnership, collection, and complex estate and gift tax matters; international tax matters; abusive transactions; employment tax; property tax; and fraud. Brandon is a CPA and a former financial statement auditor who offers a strong understanding of accounting and business concepts in tax matters.


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Zollars, Edward K.

Rating: 4.82


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 25 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 dealing with 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 Associates, 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 society of CPAs.


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