October 20, 2018 9:00am – 12:00pm Map & Directions 602-252-4144

Phoenix Tax Workshop - October

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

Course Level

Intermediate

Vendor

Arizona Society of CPAs More With This Vendor

Event Leaders

Rupprecht, Philip R.

Rating: 4.45


Philip R. Rupprecht’s practice with Aiken Schenk Attorneys at Law emphasizes wealth, estate and business preservation planning for high net worth individuals. His clients include real estate developers, executives of publicly traded companies, small business owners, lawyers, medical professionals and others who want to preserve accumulated assets from future, unwarranted litigation exposure. He also helps clients work through financial difficulties, providing debtor workout services as a member of the firm’s bankruptcy practice group. He is on the Asset Protection Committee of the American Bar Association and a member of the State Bar of Arizona and International Bar Association. He has published articles on homestead declarations; protection in an asset protection trust; increasing use of international trusts and paying no taxes going offshore. Rupprecht is a graduate of Arizona State University, College of Law, J.D. magna cum laude, 1983.


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Rodis, Stephen J.

Rating: 4.57


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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Derdenger, Patrick

Rating: 4.70


Pat Derdenger advises businesses across industry sectors on federal, state, and local tax law. With more than four decades of experience in tax law, Pat has been recognized as a certified tax law specialist by the Arizona State Bar, and in 2017 received the Arizona State Bar’s “Top Tax Attorney” award.

In his extensive state and local tax practice, Pat advises businesses on corporate and individual income, multistate sales and use, and property tax matters, and counsels them on the state and local tax implications of their business transactions. He also represents clients in related litigation matters, from audits and appeals through various administrative states, as well as in federal and state courts and courts of appeals, and the U.S. Tax Court. He has obtained private tax rulings for clients on state and local tax issues and helped draft state tax legislation for clients and industry groups. Pat also advises businesses on the tax implications of various economic incentives and benefits of relocating to and operating in Arizona. In addition, he frequently represents construction industry and homebuilder clients on tax issues related to maintenance, repair, replacement, alteration (MRRA) and modification projects in Arizona.

Pat also counsels clients on federal income and employment tax matters, independent contractor/employee tax issues, responsible officer penalties, information return filing penalties, and federal and state excise taxes, and represents them in related litigation matters. Clients also turn to him for advice on constitutional issues, including the federal commerce clause, due process clause, and equal protection clause.

Pat is a frequent lecturer on state and local tax subjects to various professional audiences and continuing education programs, and he leads Steptoe’s annual construction industry tax conference.


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Dew, James

Rating: 4.74


Jim Dew has taught many Accounting and Law Firms CE Credit Courses on Social Security Claiming Strategies. He is faculty for the Maricopa Bar Association and is a respected expert on this subject. He is often consulted by CPA’s and Attorneys on the nuances of Social Security rules as they apply to individual circumstances.

Jim’s Credits include:
BS, University of Arizona
MBA, Arizona State University
Certified Financial Planner (CFP®)
Certified Divorce Financial Analyst (CDFA®)
Chartered Financial Consultant (ChFC)®
Financial Planning Association (FPA)
Past President, FPA of Greater Phoenix
Executive Council Charities, Life Member
New Pathways for Youth, Board of Directors


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