A. DISCUSSION OF CURRENT DEVELOPMENTS. Current tax issues, recent significant tax and business events, and practitioner comments will be reviewed and discussed. STEPHEN J. RODIS, CPA — Co-Chairman, Phoenix Tax Workshop; Wallace, Plese + Dreher, LLP email@example.com
B. SIX FIGURE TAX SAVINGS USING QUALIFIED PLANS. Our speakers will remind us about what occurred in 1974: President Nixon resigns; 8,000 Terracotta soldiers discovered; Muhammad Ali knocks out George Foreman; Lucy discovered, most complete early human skeleton; ERISA enacted into federal law. Forty-three years later, the rest is history, but ERISA continues to be an incredibly powerful tax savings and planning tool used by large and small business alike. Case studies presented demonstrate how qualified plans can solve common and unlikely client situations while generating substantial income tax savings. ARMANDO G. ROMAN, CPA/PFS — AXIOM Financial Advisory Group, LLC firstname.lastname@example.org HENRY DESPAIN, APA, QPA, ERPA — MGKS email@example.com
C. PERSONAL INJURY AWARDS. Our Advisory Board member will walk us through the tax impact of the various types of PI awards. KELLY C. MOONEY, ESQUIRE — Gallagher & Kennedy firstname.lastname@example.org D. HOT TOPICS IN ADVOCACY. Our Local Taxpayer Advocate will give us an overview of TAS’ nationwide priorities. CAROLINE E. WARE — Local Taxpayer Advocate, Internal Revenue Service email@example.com
D. HOT TOPICS IN ADVOCACY. Our Local Taxpayer Advocate will give us an overview of TAS’ nationwide priorities. CAROLINE E. WARE — Local Taxpayer Advocate, Internal Revenue Service firstname.lastname@example.org
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
Arizona Society of CPAs More With This Vendor
Henry DeSpain, APA graduated from Arizona State University in December of 1990 with a degree in Finance. Currently he is a consultant for Matthews, Gold, Kennedy & Snow, Inc. In addition to his consulting responsibilities he is the team leader for the defined benefit department of MGKS, Inc. Henry has 15 years experience working and consulting in the qualified plan market. Part of his consulting work includes giving seminars to advisors throughout the state of Arizona regarding design and implementation of qualified retirement plans. In addition, he is responsible for writing articles for the company’s quarterly newsletter and other publications.
Roman, Armando G.
Armando G. Roman, CPA, MBA, PFS, is founder and managing principal of AXIOM Financial Advisory Group, LLC a wealth management firm. He founded AXIOM Financial Advisory Group, LLC in 2001 while operating Roman & Company CPAs, P.C. He uses his 25 years of experience in public and private industry accounting to provide comprehensive wealth management services to his clients. Roman chairs the Audit Committee of Maricopa Integrated Health Systems, serves on boards of directors of many not-for-profit organizations and frequently authors articles on business. He received his undergraduate degree in accounting and Finance from the University of Arizona and MBA in economics from Drexel University.
Rodis, Stephen J.
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.
Mooney, Kelly C.
Kelly C. Mooney, J.D., L.L.M. (Taxation) is a shareholder in the Tax Department at Gallagher & Kennedy, P.A., in Phoenix, Arizona. She practices in the area of federal tax law, with an emphasis on the taxation of individuals, corporations, partnerships, tax-exempt entities, and civil tax controversy matters. Ms. Mooney received her J.D., summa cum laude, from the University of Arizona in 2002 and an L.L.M. in Taxation from the University of San Diego in 2005.
Ms. Mooney’s recent experience includes: (i) tax planning and analysis for businesses (including partnerships, C corporations, S corporations, and real estate joint ventures) and individuals; (ii) representation of individuals and businesses in civil controversy at audit and appeals before federal and state taxing authorities; and (iii) formation of non-profit entities, preparation of applications for exemption from federal income tax, and representation of tax-exempt entities before the Internal Revenue Service. Ms. Mooney can be contacted at: Gallagher & Kennedy, P.A., 2575 East Camelback Road, Phoenix, Arizona 85016, 602-530-8075, or by e-mail at: email@example.com.
Caroline Ware is the Local Taxpayer Advocate for the State of Arizona. Prior to moving to Phoenix, Caroline was the Local Taxpayer Advocate for the State of Alaska. She joined the Taxpayer Advocate Service from Community Legal Services of Mid-Florida, where she was their Deputy Director and previously the Director of their Low Income Taxpayer Clinic. At CLSMF, Caroline advocated for low income taxpayers before all levels and divisions of the IRS. In 2014, she was presented with the Glenn Shuman Outstanding Advocate award.
Caroline received her Bachelor of Arts from Tufts University in Medford, Mass., where she studied economics and entrepreneurial leadership. She received her Juris Doctorate degree from Florida State University and her Masters of Law degree in taxation from the University of Florida. In her personal time, Caroline enjoys trying new things, exploring new places and spending time with her significant other and her ferocious dachshund.