February 19, 2022 9:00am – 12:00pm Map & Directions 602-252-4144

Phoenix Tax Workshop - February

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 2021-22 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 2021-22 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

Prerequisites

None.

Event Leaders

Gelber, Terry Howard

Rating: 4.19


Terry Gelber CPA has been an AZ resident for 8 years, and lives with his Wife Barbara of 29 years, and beloved dog Coco.
Terry first became a CPA in 2005 in San Diego, CA, after an extended internship, and received AZ reciprocity in 2016.
Terry has been regularly involved with taxation since 1995, and joined the PTW in 2014.
Terry has worked for himself, Ernst & Young, the CA Board of Equalization, and several boutique firms.
Terry loves to learn, and has spent a lot of the last 30 months studying for the US Tax Court Nonattorney exam, and is awaiting his results this April.
Terry works primarily with closely held businesses.


More With Gelber, Terry Howard

Black, Ponie Curtis

Rating: 4.04


Curtis Black is a tax professional, CPA with MBA, specializing in United States Tax (over 30 years experience) and United States International Tax (15 years experience). He has worked internationally, in the US International Tax area, with one of the largest Chartered Accounting firms in Canada, heading up the Corporate US and International Tax Departments as the Principal of US and Cross Border Tax. He was a previous President and Managing Shareholder of Henderson and Black & Co the 13th largest CPA firm in New Mexico. Deloitte Big Four and other national CPA firm tax experience. Additional experience includes CFO and Controller positions, where he was responsible for the treasury function and formulated and communicated tax and treasury policies to company executive management and Board of Directors. He has experienced SOX & SEC, ASC 740 Deferred Taxes for company financial audits, including preparation of tax provision for SEC 10Q and 10K filings. His background includes significant manufacturing experience with knowledge of tax manufacturing UNICAP rules, as well as experience with entertainment, high tech, solar energy, medical, law firm, real estate and retail industries.
Curtis has active CPA licensing in two states - Arizona and New Mexico.
His firm location is the Scottsdale (Gainey Ranch) area.


More With Black, Ponie Curtis

Derdenger, Patrick

Rating: 4.55


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.


More With Derdenger, Patrick

Feldman, Ira S.

Rating: 4.46


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.


More With Feldman, Ira S.

Hockensmith, Robert F.

Rating: 4.47


Robert (Bob) Hockensmith is the President of Robert F Hockensmith, CPA, PC, a certified public accounting and consulting firm. He prepares financial statements, offers payroll services, tax return preparation, litigation support, and financial advice to the public. He presently teaches at University of Phoenix for the School of Business. He is a frequent guest on both CBS and ABC TV, offering financial and tax topics to the general public. He has written 2 books entitled, 52 Pick Up – Tax Saving Tips for every week, and 52 Ways to Outsmart the IRS, both published in 2019 & 2020, respectively. Previously, he was a Consultant and Accountant with both Ernst & Young and Arthur Andersen, CPA's. Robert served with the US Army, enlisting in May 1972 as a Private. After rising to the rank of Staff Sergeant, he attended University of Arizona and later received a commission as a Lieutenant in 1980. He deployed both as a reservist and on active duty, eventually attaining the rank of Colonel in 2002, and after serving 36 years, retired in 2008. He served during the Vietnam, Desert Storm, Operation Iraqi Freedom and Operation Enduring Freedom periods. After military service, he then joined the Department of Homeland Security as a Disaster Reservist, until 2013. Robert can also be found on the web and social media under AZMONEYGUY.


More With Hockensmith, Robert F.

Related Courses