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

Phoenix Tax Workshop - September


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).  


ASCPA Learning Center
4801 E Washington St Ste 180
Phoenix, AZ 85034-2040

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Non-CPA Staff


Non-CPA Staff (100% club)


Non-CPA Staff (sole proprietor)






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:

 Phoenix Tax Workshop September 22, 2018


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

B. UNDERSTANDING PAYMENT OPTIONS AND OTHER HOT IRS TOPICS. IRS stakeholder liaison will cover current issues. LISA A. NOVACK — IRS Senior Stakeholder Liaison

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

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 THOMAS A. GORCZYNSKI, EA— Gorczynski & Associates

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Event Leaders

Novack, Lisa

Rating: 4.57

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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Busby, James G. Jr.

Rating: 4.62

James G. Busby, Jr. is a Senior Member of The Cavanagh Law Firm, a Phoenix-based law firm where his practice involves all areas of state and local tax including sales, use, gross receipts, privilege, excise, and severance taxes as well as income, real and personal property taxes. Mr. Busby assists his clients with state and local tax planning, litigation and controversy, legislation and policy matters. Before entering private practice, Mr. Busby served as Chief Auditor and Principal Tax Analyst for the Transaction Privilege (Sales) and Use Tax Division of the Arizona Department of Revenue. During his time at the Department, he argued and settled cases for the Department, advised the Director on tax policy issues as a member of the Uniformity Committee, and acted as liaison to the Attorney General's office. As Chief Auditor, he employed a staff of 125 professionals to administer Arizona's sales, use and severance tax audit programs including the Cities Program, which conducts audits for 75 Arizona municipalities. In his law practice, and before that while working for two of the world’s largest accounting firms (Arthur Andersen and Deloitte), Mr. Busby has successfully advised and represented numerous clients of all sizes and from numerous industries in a variety of tax matters. Mr. Busby is a Fellow of the American College of Tax Counsel, lectures extensively on state and local tax topics, co-authored the chapter regarding the Judicial Review of Taxation in the Arizona Appellate Handbook published by the State Bar of Arizona, writes a column related to Arizona tax issues for State Tax Notes entitled SALT From My Saddle, and authors a column on state and local tax topics for the AZ CPA Magazine entitled A Dash of SALT. Active in the business, professional and nonprofit communities, Mr. Busby is a past Chair and the current Legislative Liaison for the State Bar of Arizona’s Tax Section, a member of the National Association of State Bar Sections’ Executive Committee, a board member at the Arizona Tax Research Association, on the Advisory Board for the Phoenix Tax Workshop, and a member of the Business Advisory Council for the Streamlined Sales Tax Project. He earned his J.D. and M.B.A. from Arizona State University and his B.A. from Brigham Young University. Mr. Busby is a Certified Public Accountant and a member of the State Bar of Arizona and the Utah State Bar. Direct dial: (602) 322-4146. E-mail address:

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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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Keim, Brandon

Rating: 4.70

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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