January 20, 2018 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

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 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

CURRENT DEVELOPMENTS/AZ INCOME TAX UPDATE/TCJA CORP+BUSINESS/ NEW PARTNERSHIP AUDIT RULES

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 stever@wpdcpa.com

B. ARIZONA INCOME TAX UPDATE. Our Advisory Board member will provide the annual update we have come to rely on as the busy season has arrived. ED ZOLLARS, CPA — Thomas & Zollars, Ltd. edzollars@thomaszollarslynch.com

C. CORPORATE & BUSINESS LEGISLATION. Our speaker will walk us through the Corporate and Business changes included in the 2017 Tax Cuts and Jobs Act. CHRISTOPHER T. COOTS, CPA, PFS, JD — Wallace, Plese + Dreher, LLP chrisc@wpdcpa.com

D. THE NEW PARTNERSHIP AUDIT RULES. Our Advisory Board member will give us a practical approach to the New Partnership Audit Rules. ELIOT L. KAPLAN, ESQUIRE — Perkins Coie, LLP ekaplan@perkinscoie.com

Course Level

Intermediate

Vendor

Arizona Society of CPAs More With This Vendor

Event Leaders

Coots, Christopher T.

Rating: 4.65


Christopher T. Coots, CPA, PFS, JD, is a Tax Senior Manager with Wallace, Plese + Dreher. With more than 20 years of professional accounting experience , he provides comprehensive tax services to individuals, businesses, estates, and trusts. As a Personal Financial Specialist, Chris works with clients in evaluating their current
financial status, identifying financial objectives, and developing a financial plan. Prior to joining the Firm, he worked as a vice-president with a national bank and certified public accountant with national and regional accounting firms. Before pursuing his accounting career, he practiced as an estates and trusts attorney serving individuals and families. Chris earned his Bachelor of Science in Accounting from Indiana University and his law degree from the University of Arizona, James E. Rogers College of Law.


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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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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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Kaplan, Eliot

Rating: 4.70


Eliot L. Kaplan is a business attorney who counsels on private equity transactions, mergers and acquisitions, partnerships, limited liability companies and joint ventures, entity planning and structuring, entity formation and dissolution, corporate governance, fund formation and business reorganizations and restructurings, and the potential and related tax liabilities triggered by complex transactions and entity structures and administrative tax controversies.
Eliot is a Fellow in the American College of Tax Counsel. Eliot participates in the American Bar Association. As a member of the ABA's Section of Taxation, he is a member of its Sponsorship Committee, a former chair of its Real Estate Committee and is a member of its Partnership and LLC Committee. Eliot is a former member of the Corporate Laws Committee. In Arizona, Eliot is the CLE Chair of the Tax
Council of the State Bar of Arizona and serves on the Tax Law Advisory Commission of the State Bar of Arizona. Eliot lectures widely on tax issues before audiences such as the American Bar Association, New York University Institute, the AICPA, the Texas Annual Tax Institute and the California CPA Society. As an adjunct professor of law at the University of Missouri at Kansas City School of Law, he taught courses on the taxation of business organizations and partnerships.


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