October 21, 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


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

Registration Time





Non-CPA Staff


Non-CPA Staff (100% club)


Non-CPA Staff (sole proprietor)






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. ANNUAL ACA (OBAMACARE) EXCHANGE UPDATE. Our speaker will return to update us on next year’s alternatives. Caution: You may not like his presentation, but it’s not his fault. DAVE PEROLIS — The Argus Group dave@argusaz.com

C. TAX IMPLICATIONS OF MEDICAL MARIJUANA. Our speaker focuses his practice on this new billion dollar industry. But is it a tax nightmare? JEFFREY TICE, CPA— Jeffrey S. Tice CPAPC jstice@hotmail.com

D. UNDERSTANDING EMPOLYER OWNED LIFE INSURANCE (EOLI) AND 101(j). Our speakers, experts in the industry, will help to demystify tax implications. BRIAN HARTSTEIN, MSFS, CLU, ChFC — Bayntree Wealth Advisors bhartstein@bayntree.com CAROLINE MCKAY, JD — AVP & Counsel, John Hancock cmckay@jhancock.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

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Event Leaders

Hartstein, Brian

Rating: 4.50

Brian Hartstein is the Director of Corporate Development with Bayntree Wealth Advisors and brings more than twenty years of experience to the firm. His areas of focus include tax, business, and retirement planning as well as all types of specialized and general insurance procurement and planning.

His approach consists of educating clients, as well as working with their accounting and legal advisors, to create efficiency in their overall planning thereby enriching their personal lives and the
lives of their families.

Brian has been practicing in Scottsdale, Arizona since 1995 where he has counseled and educated thousands of affluent individuals and families, CPAs, tax specialists, attorneys, and financial service professionals. He earned his undergraduate degree from Lafayette College and his Master of Science in Financial Services from The American College of Financial Services®.

Brian is a frequent speaker and educator across the country as
well as being an avid writer. He has been published and quoted in publications including Accounting Today, Journal of Financial Planning, Journal of Financial Service Professionals, Arizona Republic, and more.

From 2002 to 2003, he served as president of the Financial Planning Association of Greater Phoenix, held a board of director position for over a decade, and is still an active member of the organization. Brian also serves on the advisory board of the Phoenix Tax Workshop, and is a member of the Society of Financial Service Professionals.

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McKay, Caroline B.

Rating: 4.76

Caroline McKay is AVP and Counsel with the Advanced Markets Group for the U.S. Individual Life operations of John Hancock, a Manulife company. In her current position, Ms. McKay manages the Case Design Team and provides advanced tax and estate planning insurance expertise to home office employees, field personnel, producers and advisors.

Before joining John Hancock, Ms. McKay was in private practice in the Boston area where she concentrated her practice on estate planning, probate, business succession planning, and charitable planning for moderate and high net worth individuals and companies.

Ms. McKay receiver her Bachelor of Arts degree, magna cum laude, in History from Cobly College in Waterville, Maine, and her Juris Doctor degree cum laude from Suffolk University Law School, Boston, Massachusetts. While at Suffolk Law, Ms. McKay was a member and writer for the Law Review, and, following graduation, spent one year clerking for the honorable Chief Justice, Paul Suttell, of the Rhode Island Supreme Court.

Ms. McKay is licensed to practice law in the Commonwealth of Massachusetts. She currently serves on the Editorial Advisory Board for Tax Facts, a publication of The National Underwriter Company, and is a contributing author of the 16th Edition of The Tools & Techniques of Estate Planning from the Leimberg Library. She is also a contributor and editor of the Canadian Taxation of Life Insurance, Eight Edition published by Carswell.

Ms. McKay is currently in pursuit of her LLM degree in Taxation at NYU Law.

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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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Perolis, David A.

Rating: 4.58

David Perolis, is an original founder of The Argus Group, and takes pride in his Customer Service efforts. Dave has a strong background in insurance as well as investments. He is extremely knowledgeable and efficient when it comes to Employee Benefits and the demands of operating a business, as well as understanding the challenges employees face in today's economic climate. You can take comfort in knowing Dave will do what's best for you and your interests above all else. Dave is proud to be an Endorsed Local Provider for Investments by Dave Ramsey. Dave has 3 children and 4 grandchildren that he and his wife enjoy spending as much time with as they can. He rides a nice Harley-Davidson motorcycle every opportunity that comes his way as well.

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Tice, Jeffery S.

Rating: 4.58

Jeff Tice CPA
Dispensary Founder, Ex Arizona Licensee, MMJ Expertise
Jeff Tice is a proven business leader with over twenty-five years’ experience at the executive level. He is the founder of a dispensary and major cultivation in Tempe, Arizona, has open and provided leadership for multiple dispensaries and grow facilities, in multiple states, and has a practice focused on this nascent industry. He has been an advocate and leader in the cannabis industry for many years. Some successes include:

•Completed /advised on over twenty applications in ten states
•Developed joint venture and other transactional models and management
•Licensed and operated multi-site, multi-state, fully-integrated MMJ licenses
•Completed over fifteen formal/informal reviews from MMJ oversight bodies including, state, federal, local, and police departments.
•Expertise provided for entity governance and structure, management services contracts, legal and litigation support.
•Back office compliance and financial transaction management, and KPI development.
•Advised and executed recapitalizations, exit planning and divestitures.
•280 E, GAAP, GAAS, SEC, and accounting expertise, created transactional framework for compliance, risk mitigation and ease of operations management.
•Cost structuring, cost behavioral analysis, and enterprise cost improvements with implications to value.
•Receiver and litigation support services.
•Valuation and forensic accounting methodology development for the cannabis industry.
•280 E tax and transactional framework creation unique to MMJ industry

Mr. Tice has led corporate leadership teams in developing and executing strategic plans, improving the performance of sales and marketing, maximizing operating results, and cost efficiencies, while mitigating risks. He has presented to board members, senior executive teams, the Department of Education, Wall Street analysts, legal teams, classrooms (as a graduate faculty member and administrator), and large industry organization groups.

He has served on several boards of directors, advisory boards, and provides expertise for corporate governance. Mr. Tice earned his Master of Accountancy at Brigham Young University, is a Certified Public Accountant , Certified Global Management Accountant, and an AICPA Forensics and Valuation Services member.

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