April 28, 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/REVERSE MORTGAGES/FAST TRACK/PRIVATE SCHOOL SCHOLARSHIP CREDIT/DOING IT WRONG=RIGHT!/SECTION 1033

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. REVERSE MORTGAGES. Our speaker will discuss the myths and realities associated with Reverse Mortgages. BILL PARKER — LHM Financial Corporation, dba CNN Mortgage bill.parker@cnnmortgage.com

C. FAST TRACK SETTLEMENTS. Our speaker; a CPA, attorney and former trial attorney with the IRS, will explain Fast Track Settlement, what is it, when it is applicable, and success rates. BRANDON A. KEIM, J.D., CPA— Frazer Ryan Goldberg & Arnold, LLP bkeim@frgalaw.com

D. PRIVATE SCHOOL SCHOLARSHIP. Our speaker, the Executive Director of the Institute for Better Education, will discuss the opportunity for moving a portion of Arizona income taxes out of the itemized deduction limitation into a charitable contribution deduction and a State tax credit. KIMBERLY J. KIRSCHNER— Institute for Better Education kim@ibescholarships.org

E. DOING IT WRONG = RIGHT! Our Advisory Board member will walk us through a case where the taxpayer represented himself, did everything wrong, lost in Tax Court, then won in the 11th Circuit. GREGORY A. ROBINSON, ESQUIRE — Farley Robinson & Larsen greg@lawfrl.com

F. SECTION 1033 SURPRISE. Our Advisory Board member will walk us through a case with a surprise result favoring the taxpayer. GREGORY A. ROBINSON, ESQUIRE — Farley Robinson & Larsen greg@lawfrl.com

Course Level

Intermediate

Vendor

Arizona Society of CPAs More With This Vendor

Event Leaders

Kirschner, Kim

Rating: 4.67


Kim Kirschner has not only been an S-Corp owner for over 20 years, she has also been the Corporate Coordinator for the Institute for Better Education (Arizona’s premier School Tuition Organization) for the past three years. With Kim’s unique experience, she offers an in depth look at who, what, when, where and how you can help your clients earn tax credits for contributions to School Tuition Organizations.


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Robinson, Gregory A.

Rating: 4.69


Gregory A. Robinson has been an attorney from 1979 to the present in the private practice of law in Phoenix, Arizona, specializing in corporate, tax and estate planning matters in the firm of Farley, Robinson & Larsen. He was a senior trial attorney from 1972 to 1979 for the Internal Revenue Service District Court in Washington, D.C., Los Angeles, California and Phoenix, Arizona. He is a certified tax specialist with the State Bar of Arizona. Robinson’s professional affiliations include but are not limited to: American Bar Association (Tax Section and Real Property Probate and Trust Section); Arizona State Bar (1988-89 Chairman of the Tax Section, Member of the Business Probate and Trust Sections); Maricopa County Bar; Phoenix Tax Workshop (Board member 1980 to present); Arizona Forum for the Improvement of Taxation (Board member 1989 to present). He is a frequent speaker of tax and estate planning subjects to Phoenix Tax Workshop, Arizona Society of Practicing Accountants, and KFYI Radio Talk Show. Robinson graduated with a Bachelor of Arts degree with high distinction and obtained a Juris Doctorate from Arizona State University.


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Keim, Brandon

Rating: 4.70


Brandon Keim, a partner at Frazer Ryan, joined the firm after serving as a senior trial attorney with the Internal Revenue Service.
At the IRS, he received the Chief Counsel National Award for Superior Achievement in Outstanding Litigation, and he was routinely recognized for his service as a trial attorney. In 2015, Brandon successfully litigated the first Section 831(b) captive insurance case before the U.S. Tax Court; he litigated a second captive insurance case in 2016. For over four years, he oversaw and advised IRS attorneys and revenue agents auditing captive insurance transactions nationwide. Brandon also acted as an advisor to IRS attorneys on partnership and estate and gift tax matters and was an instructor at a national course designed to train new IRS trial attorneys on all aspects of practice. Brandon has the experience and knowledge to handle a broad scope of tax controversy matters. In addition to Section 831(b) captive insurance matters, his tax litigation experience includes
corporate, partnership, collection, and complex estate and gift tax matters; international tax matters; abusive transactions; employment tax; property tax; and fraud. Brandon is a CPA and a former financial statement auditor who offers a strong understanding of accounting and business concepts in tax matters.


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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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Parker, Bill CPA*

Rating: 4.66


Bill Parker has a masters of accountancy with an emphasis in taxation degree from Arizona State University. He worked for an international accounting firm before going to work for a NYSE-listed company as their Tax Manager, VP of Investor Relations, Corporate Communications and, finally, Human Resources. Parker has been working in the residential and commercial lending industry full-time since 1999. He recently published an article in the AZ CPA magazine titled “Reverse Mortgages: A Financial Planning Tool” and continues to work at educating financial advisors on the often misunderstood, but potentially life-changing, Home Equity Conversion Mortgage, aka “the Reverse Mortgage”.


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