April 23, 2022 9:00am – 12:00pm Map & Directions 602-252-4144

Webcast: 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
Webcast
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

Wolfson, Steven D.

Rating: 4.62


Steven D. Wolfson is an equity member of Dickinson Wright PLLC. Mr. Wolfson received his B.A. degree from Occidental College in 1985 and his Juris Doctorate from Arizona State University College of Law in 1991.

Mr. Wolfson is certified as a specialist in family law by the State Bar of Arizona Board of Legal Specialization. He is AV-rated as a preeminent attorney by Martindale-Hubbell. He was selected to be included in the Best Lawyers in America in the area of family law for 2010 through 2021. He has also been selected for listing in Super Lawyers every year since 2007. He was also listed by Super Lawyers as a Top Attorney in Arizona for 2010 through 2021. Mr. Wolfson was also selected by Arizona State University, Sandra Day O’Connor College of Law as recipient of the Outstanding Alumnus Award, Class of 1991.

Mr. Wolfson serves as a Judge Pro Tem in the Maricopa County Superior Court for family law cases. He is also a member of 2017-2018 Arizona Supreme Court Task Force on the Rule of Family Law Procedure. He is currently a member of the Arizona Supreme Court Child Support Guidelines Review Subcommittee (2020-present). He was the representative of the State Bar Family Law Section to the Domestic Relations Committee of the Arizona legislature (2002-2012). He is also a member of the Maricopa County, State Bar of Arizona and American Bar Associations. He is a past chair of the State Bar of Arizona Family Law Section and is currently the Legislative Liaison of the Family Law Section. He is admitted to practice before the United States District Court for the District of Arizona and the United States Court of Appeals for the Ninth Circuit.

Mr. Wolfson is a frequent speaker on family law issues. He presented at the seminar entitled “Child Custody and Co-Parenting in Arizona” in December 2000; he provided the annual case law update at CLE-By-the-Sea in July 2001; he spoke on “Custody Evaluations” at the Family Law Mini Conference in November 2002; and he presented “Video and Audio Tape Recording of Children” at the June 2003 State Bar Convention. In January 2010, he spoke on “Children and Passport Issues” at the American Academy of Matrimonial Attorneys annual seminar. In June 2011, he presented on spousal maintenance calculations at the State Bar of Arizona Family Law Section annual convention. In January 2012, he presented on “Child Support Deviations” at the American Academy of Matrimonial Attorneys annual “Better or for Worse” seminar. In January 2014, he spoke at the American Academy of Matrimonial Attorneys Arizona Family Law Institute on family law legislation. In January 2017, he spoke at the American Academy of Matrimonial Attorneys Arizona Family Law Institute on gender issues. In January 2019, he spoke at the American Academy of Matrimonial Attorneys Arizona Family Law Institute on regarding testimony by children. In January 2020, he spoke at the American Academy of Matrimonial Attorneys Arizona Family Law Institute on deviations in child support calculations. In January 2021, he presented at the American Academy of Matrimonial Attorneys Arizona Family Law Institute on representing clients with diminished capacity. He also provides television and radio commentary on family law issues.


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Hartstein, Brian

Rating: 4.43


Brian Hartstein serves as Director of Corporate Development for Bayntree Wealth Advisors. Through educating clients and partnering with accountants and legal advisors, he creates efficiency in planning, leading clients toward the value they seek in their lives and the lives of their families. His areas of focus include tax, business and retirement planning, as well as specialized and general insurance planning. Over two decades of diverse experience has allowed Brian to provide guidance to thousands of individuals and families.

Publications where Brian has been published or recognized include Accounting Today, Journal of Financial Planning, Journal of Financial Service Professionals, Arizona Republic, 401K Specialist Magazine and more. In the past, he served as president of the Financial Planning Association of Greater Phoenix and held a Board of Director position for over a decade with the organization. Additionally, Brian serves on the Board of Directors of the Phoenix Tax Workshop, First Financial Resources and is a member of the Society of Financial Service Professionals. Brian is also a national speaker and educator, especially in the accounting industry, and actively works with various charities.

Brian’s financial experience began with a job at his family’s pension firm in his early teens. As a third generation financial professional, he learned early on the importance of communication in creating successful long-term client relationships. Originally from Edison, New Jersey, Brian’s family relocated to Scottsdale, Arizona when he was in middle school. Brian earned his bachelor’s degree from Lafayette College and his master’s degree in financial services from The American College of Financial Services®. He enjoys spending time with his wife and three teenage sons. In addition to reading, traveling, mountain biking, and paddle boarding, he enjoys live music and coaching various youth sports for his sons.


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Mooney, Kelly C.

Rating: 4.68


Kelly Mooney provides clients with focused counsel on all matters related to federal taxation with an understanding that tax issues impact virtually every aspect of business, investment, and personal wealth management. She works collaboratively with attorneys in other practice groups to structure transactions that comply with federal tax law, offer tax relief when applicable, and provide tax-efficient results for her clients.
With a full working knowledge of complex areas of federal tax law, Kelly effectively communicates the issues to her clients related to tax planning and analysis for partnerships, LLCs, and corporations; and tax planning,
structuring, and documentation for real estate joint ventures organized as LLCs and general and limited partnerships, including joint ventures with international investors. She also conducts tax planning and analysis for individuals and planning for the taxation of amounts paid or received in litigation businesses and
individuals.
Kelly is a highly successful advocate when representing clients before the Internal Revenue Service and other taxing authorities. This includes experience with ruling requests, civil controversy cases, and collection matters. She has successfully negotiated the settlement of several complex and multiyear IRS examinations, cases involving the imposition of trust fund penalties, and contested claims for refund. She also regularly prepares and submits ruling requests to verify the tax treatment of complex transactions.
In her practice, Kelly has developed substantial experience on handling the tax issues of tax-exempt and other nonprofit organizations. This includes handling work for public charities and private foundations, and she regularly assists clients in filing for and obtaining tax-exempt status, deals with private inurement and
prohibited transaction issues, and conducts nonprofit governance evaluations.


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Murphy, Thomas J.

Rating: 4.65


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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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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