April 27, 2019 9:00am – 12:00pm Map & Directions 602-252-4144

Phoenix Tax Workshop - April

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

Giordano, Josephine

Rating: 4.55


Josephine Giordano, CPA, ABV, CFE, CFF, CBA, ASA, CDBV, CIRA
Director

602 544 3558 • jgiordano@kotzinvaluation.com

EDUCATION
Adelphi University, MBA, Corporate Finance, 1993
Hofstra University, BBA, Accounting, 1984

PROFESSIONAL DESIGNATIONS
Certified Public Accountant (CPA)
Accredited in Business Valuation (ABV)
Certified Fraud Examiner (CFE)
Certified in Financial Forensics (CFF)
Certified Business Appraiser (CBA)
Accredited Senior Appraiser (ASA)
Certified in Distressed Business Valuation (CDBV)
Certified Insolvency & Restructuring Advisor (CIRA)

PROFESSIONAL AFFILIATIONS
American Institute of Certified Public Accountants (AICPA)
Arizona Society of Certified Public Accountants (ASCPA)
Association of Certified Fraud Examiners (ACFE)
American Society of Appraisers (ASA)
Association of Insolvency & Restructuring Advisors (AIRA)
Institute of Business Appraisers (IBA)
Maricopa County Bar Association: Bankruptcy Section; Estate Planning, Probate & Trust Section

BUSINESS HISTORY
Giordano Forensic and Valuation Services, PLLC (Phoenix): Principal/Owner (2013-2015)
Simon Consulting, LLC (Phoenix): Managing Director (2014-2015)
Sierra Consulting Group, LLC (Phoenix): Managing Director (2005-2013)
Spinelli Corporation (Scottsdale): Financial Consultant (2004-2005)
White Giordano & Associates (Phoenix): Partner (1999-2004)
American Express Tax and Business Services (Phoenix): Tax Professional/Business Appraiser (1997-1999)

RANGE OF EXPERIENCE
BUSINESS VALUATION
Conducted detailed financial and industry analysis and due diligence to determine the value of closely held businesses, business
units, professional practices, and emerging growth companies. Valuations included income, market and asset based approaches.
Performed business valuations across a broad spectrum of industries, for a variety of purposes, including employee share
ownership plans (ESOPs), marital dissolution, estate and gift taxes, dissenting and oppressed shareholder litigation, buy-sell
agreements, bankruptcy and reorganization proceedings, mergers and acquisitions, and damages in commercial litigation.
Reviewed and analyzed financial information for purposes of identifying and calculating normalization adjustments.
Performed analysis of industry and financial data to determine applicable value drivers and risk characteristics for a variety of
different businesses and industries.
Developed financial models, analyzed industry trends and risk characteristics, and developed discount rates for the valuation of
closely-held businesses.

FRAUD INVESTIGATION AND FORENSIC ACCOUNTING
Served as court-appointed Special Master in forensic accounting matters.
Reviewed accounting records of various entities for purposes of analyzing and identifying preferential payments, Ponzi schemes,
fraudulent conveyance allegations and asset diversions.
Performed complex fraud investigations and forensic accounting services for financial institutions, privately held companies, and
government agencies.
Traced cash receipts and disbursements and reconstructed accounting records and financial transactions.

COMMERCIAL LITIGATION
Assisted legal counsel in the pre-complaint through trial phases of various commercial litigations. Support services included
business valuations, detailed financial analysis, and forensic accounting analysis and preparation of expert reports.
Prepared detailed expert reports and rebuttal analysis of opposing expert reports.
Reviewed related-party transactions and disclosures.
Reviewed accounting and corporate records for purposes of highlighting factors supporting alter ego allegations.
Prepared graphs and exhibits used by legal counsel at trial.
Reviewed opposing experts’ reports and depositions and prepared questions used to cross-examine opposing experts.

BANKRUPTCY AND RESTRUCTURING PROCEEDINGS
Represented debtors, creditors and trustees in all phases of formal bankruptcy proceedings and out-of-court restructurings.
Prepared budgets and forecasts for cash collateral and plan confirmation purposes.
Provided expert witness testimony in bankruptcy and restructuring proceedings.
Assisted in assessing viability and feasibility, identifying assets, reviewing financial position and enterprise and liquidation
values, identifying potential voidable transfers and fraudulent conveyances, developing business plans and projections,
reconciling and analyzing proof of claims and evaluating plans of reorganization.
Performed valuations of business units and assets for plan confirmation, collateral assessment, fraudulent conveyance
and preferential payment analysis.
Developed detailed financial models to determine solvency at various points in time for preference and fraudulent conveyance
litigation and to determine potential recovery to secured unsecured creditors under a variety of different assumptions.
Assisted with the preparation and filing of bankruptcy schedules, statement of financial affairs and monthly operating reports.
Assisted with the liquidation of assets and sale of business units.

COURT-APPOINTED RECEIVERSHIPS
Provided oversight and responsibility during court-appointed receiverships for the day-to-day operations and financial management
of both small and large multi-state operations in numerous industries.
Managed litigation and adherence to regulatory compliance.
Managed process and procedures of government/regulatory audits.


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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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Ware, Caroline

Rating: 4.46


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.


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Zeitzer, Beth Jo

Rating: 0.00


Beth Jo Zeitzer is the Owner and Designated Broker of R.O.I. Properties, and the owner of R.O.I. Asset Management Solutions. R.O.I. Properties is a full-service real estate brokerage firm which works with business owners, investors and property owners, regarding the management, marketing and sale of Commercial and Residential properties, including office, industrial, retail, multi-family, hospitality, mobile home parks, land and single-family assets. In additional to serving as Real Estate Broker, through R.O.I. AMS, Zeitzer is appointed by numerous courts as Receiver, Real Estate Special Commissioner, Special Master, Bankruptcy Trustee and Expert Witness in real estate matters and legal proceedings. Zeitzer is an attorney by training and former Corporate Counsel and Director of Commercial Properties for Del Webb Corporation. Zeitzer was named one of the 50 Most Influential Women in Arizona Business, by AZ Business Magazine. She is a Director for APLA (Arizona Private Lenders Association), Past President of AZCREW (Arizona Commercial Real Estate Women), Past President of TMA (Turnaround Management Association), a member of Valley Estate Planners, Arizona Bankers Association, Arizona Trustee Association, Valley Partnership, Urban Land Institute, California Receivers Forum and other Real Estate and Banking trade organizations.


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Murphy, Thomas J.

Rating: 4.72


Thomas J. Murphy is an attorney located in the Ahwatukee area of Phoenix. His practice emphasizes estate planning, elder law (to include nursing home issues), all probate matters (to include contested matters and guardianships) and tax controversies.

He was the 1999-2000 President of the Estate Planning, Probate and Trust Section of the Maricopa County Bar Association. Murphy was selected by the National Academy of Elder Law Attorneys to serve on its prestigious Steering Committee to plan NAELA’s 2002 Advanced Elder Law Institute and the 2009 Special Needs Program. He serves on the Advisory Board of the Phoenix Tax Workshop and the Editorial Board of NAELA News.

Murphy has been published in many national, state and local professional journals writing on a wide variety of legal and tax matters. His articles on the impact of the new HIPAA regulations on health care powers of attorney and related documents have garnered him wide recognition as one of the nation’s foremost authorities in this field. Likewise, This his writings on the 2005 bankruptcy bill, on the effect of the Terri Schiavo case on the drafting of living wills and on the proper designation of beneficiaries for retirement plans have been published in the nation’s most prestigious journals for estate planning and elder law. His articles explaining new IRS regulations for required minimum distributions from retirement plans have been widely published and were the featured articles in the August 2, 2002 and April 6, 2001 editions of Tax Practice, the nation’s leading weekly tax journal. His articles on beneficiary deeds and financial powers of attorney were prominently featured in the June 2002 and December 1998 issues of Arizona Attorney. Both articles have been widely praised and are considered to be the definitive source of authority in Arizona on the topics.

Murphy has been cited as a leading authority on estate planning law in the March 2002 edition of SmartMoney magazine, published by the Wall Street Journal, the December 2004 edition of Kiplinger’s Retirement Report and the April 2004 edition of Bloomberg’s Wealth Advisor. He is the author of the acclaimed booklet Legal Issues Facing the Terminally Ill and Their Families in Arizona, that has been widely distributed by the local hospice agencies. The American Bar Association adopted and expanded his booklet that served as the basis for its new book, Legal Guide for the Seriously Ill – Seven Key Steps To Get Your Affairs In Order, that will be published later this year by the ABA in conjunction with the National Hospice and Palliative Care Organization. Murphy is a contributor to many leading treatises: Elder Law Essentials in Arizona, Arizona Probate Litigation, Remedies for Financial Exploitation of the Elderly, The Probate Process From Start To Finish, Elder Care in Arizona: Resolving Legal and Financial Issues, Protecting Personal Assets and Minimizing Estate Taxes At Death, Successful Wealth Transfer Strategies and Estate Planning and Recovery for Elderly Clients all published by the National Business Institute.

Murphy has been invited to speak before such groups as the National Academy of Elder Law Attorneys, the State Bar of Arizona, the Arizona Society of Certified Public Accountants, the Arizona Federal Tax Institute, the National Association of Tax Professionals, the Arizona Forum for the Improvement of Taxation, the Maricopa County Bar Association, the West Maricopa County Bar Association, the Mohave County Bar Association, the Coconino County Bar Association, the College of Estate Planning Attorneys, the Phoenix Tax Workshop, the National Business Institute, Lorman Education Services, the Entrepreneurial CPA Network, the Greater Phoenix Chamber of Commerce, the Arizona Paralegal Association, Legal Assistants of Metropolitan Phoenix, the Estate Planning Tax Study Group, Valley Estate Planners, the East Valley Estate Planning Council, the Financial Planning Association of Greater Phoenix, the Prescott Estate Planning Council, WebCredenza.com, Bisk Education, Prudential Financial, Arizona Bank and Trust, Chandler Regional Hospital, Virginia C. Piper Cancer Center at Scottsdale Healthcare, Hospice of the Valley, RTA Hospice, the W P Carey Graduate School of Business at Arizona State University, Mesa Community College and Phoenix College. He is a member of the National Academy of Elder Law Attorneys, the Tax Law, Probate & Trust Law and Mental Health & Elder Law Sections of the State Bar of Arizona and the Arizona Medicaid Planning Council. He has appeared on several local television and radio stations to discuss tax and legal issues affecting the elderly and their families. Murphy has served on numerous state and county bar association committees and was selected to be the State Bar representative to the Arizona Supreme Court’s Committee on Reform of Lower Jurisdiction Courts. He has testified as an expert witness in cases before the Maricopa County Probate Court regarding probate practices in Arizona. He has regularly appeared before the Arizona Court of Appeals litigating many of the cutting-edge appellate cases in probate law. He is also one of the most experienced trial attorneys in the Southwest, having been the sole or lead counsel in over 100 jury trials. He has successfully litigated cases in the United States Tax Court, the Arizona Tax Court and the Arizona Board of Tax Appeals. He has represented clients before all levels of the Internal Revenue Service and Arizona Department of Revenue.

Murphy was born and raised in Attleboro, Massachusetts, a suburb of Boston. He is an honors graduate of Tufts University with a double major in economics and history. He received his law degree from Suffolk University Law School with a concentration in taxation. He is a former officer in the United States Air Force with assignments to the 314th Combat Support Group, Little Rock Air Force Base, Arkansas and the 401st Tactical Fighter Wing, Torrejon Air Base, Spain. He is married to the former Ana Maria Orrantia, a native Arizonan who is a Professor of Nursing at Mesa Community College. They have four children. He has coached many teams in the Ahwatukee YMCA, Mountain Pointe Pony League and Region 1046 of the American Youth Soccer Organization (AYSO). Murphy also served for many years as Outdoor Activities Coordinator in his sons’ Cub Scout Pack 179. His hobbies include running, cooking, blues and R&B music, modern art (Impressionism through Cubism) and reading about the Civil War and World War II.


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King, Michael R.

Rating: 0.00


Mike King is a founding partner of Gammage and Burnham. His practice emphasizes creditors’ rights and construction issues, but also includes consulting and supervising throughout the firm’s areas of business. These areas include emphasis on creditors’ rights, including bankruptcy cases, general litigation, lender liability litigation, loan documentation, workouts, foreclosures and forcible detainers as well as deficiency collection and accounts collection. His client list includes banks, mortgage companies, distributors in various industries and leasing companies.

King is experienced in handling large lawsuits involving complex legal issues from crop damage claims and construction litigation to sophisticated Uniform Commercial Code cases.

His real estate practice includes construction, lending and finance, development, leasing and sales of retail, office, hotel, residential, multi-family and industrial properties and planned communities, as well as litigation in these areas.

King also represents construction clients including architects, engineers, contractors and material suppliers, in lien and bond claims and other litigation, as well as in contract negotiation and preparation. He is a co-author of the Arizona Construction Law Practice Manual & supplement published by the State Bar of Arizona.

In addition King represents clients in the organization and structure of corporations, partnerships and other businesses including shareholder agreements and annual meetings and filings.

Representing lenders and other clients in commercial lending and corporate finance areas, such as stock acquisitions and asset purchases, as well as representing parties to construction loans, semi-permanent loans and long-term financing is also included in King's practice.

King also advises clients on day-to-day business transactions, preparing and perfecting security interests, preparing sales and license agreements, distribution agreements, credit agreements, copyright and trademark applications, other intellectual property matters, employment agreements and advice on labor and other issues.

King has been continuously listed in the Best Lawyers in America for both Construction Law and Commercial Litigation since 2007. He was also recognized in Southwest Super Lawyers in 2007 for Bankruptcy & Creditor Rights.


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