November 4, 2020 – November 6, 2020 8:00am – 1:00pm Map & Directions 602-252-4144

Webcast: Arizona Federal Tax Institute Conference

Description

NEW: The Arizona Federal Tax Institute Conference is going virtual and offering you even more than before.

  • The conference will now be held over three days in the mornings to help you maximize CPE while balancing your busy schedule.
  • All sessions will be available via webcast. Just like our seminars, most sessions will be recorded and available to attendees to re-watch after the event for up to one year. 
  • Attend all three days to earn up to 16.5 hours of CPE! See the new agenda below for more details. 

Enhance your knowledge on a broad range of topics relevant to tax practitioners. 

This three-day conference provides a detailed analysis of the current and recurring issues affecting the practitioner who provides tax and estate planning services to the family unit and the closely held corporation. It's one-stop shopping for all the latest updates you'll need to ensure continued success. 


Register online or by phone at (602) 252-4144.

Location

ASCPA Live Online Webcast
Phoenix, AZ 85034-6617

Registration Time

7:30am

Fees

Member:
$550
Non-Member:
$550
Webcast
Taxation
16

Agenda


Day 1 | November 4 | 8:00 a.m. – 1:00 p.m.

Lapses in Ethical Judgment: How and Why They Happen
Marianne Jennings, Arizona State University

A Brave New World: Sales Tax and Nexus Compliance
Pat Derdenger, Lewis Roca

Tax Update for 2020
Edward K. Zollars, Thomas, Zollars & Lynch, Ltd

When International Tax Compliance Goes Wrong
Burgess JW Raby, Raby Law Office


Day 2 | November 5| 8:00 a.m. – 1:00 p.m.

Retirement Impact of The Secure Act
Lisa Germano, Actuarial Benefits and Design Company

2020 IRS Representative Update
Robert McKenzie, Saul Ewing Arnstein & Lehr LLP

Multi-generational Office and the Current Environment
Michael Seaver, Michael S. Seaver


Day 3 | November 6| 8:00 a.m. – 1:00 p.m.

COVID-19 Tax Relief Update
Edward K. Zollars, Thomas, Zollars & Lynch, Ltd

Taxing Cannabis: A Review of Recent Tax Court Cases and Tax Reform Update
Brandon Keim, Frazier Ryan Goldberg & Arnold, Ltd
Spencer Bunn, Price Kong & Co, CPAs PA
Luke Ortner, Internal Revenue Service

Intelligent Automation: A Buzzword We Can Finally Get Behind
Nick Mortensen, Eide Bailly LLP

Economic Update
Jim Rounds, Rounds Consulting Group


 

Sponsors

Thank You to Our Gold Sponsors:
Catholic Charities Community Services
Catholic Education Arizona

Bedford Cost Segregation
Institute for Better Education

Designed For

This conference is designed to serve the needs of tax practitioners.

Event Leaders

Jennings, Marianne M.

Rating: 4.86


Professor Marianne Jennings is a professor emeritus of legal and ethical studies in business in the W.P. Carey School of Business at Arizona State University. She served as director of the Lincoln Center for Applied Ethics from 1995-1999.

Professor Jennings has hundreds of articles in academic, professional and trade journals. In 2006, Emerald Management Review named her article, “Ethics and Investment Management,” one of the top 50 articles in 2005. She was named a Top 100 Thought Leader by Trust Across America and one of the 100 Most Influential People in Business Ethics by Ethisphere.

She has six textbooks and monographs in circulation. The ninth edition of her Business Ethics was published in 2017. Her Seven Signs of Ethical Collapse is used as an audit tool and a primer on corporate culture.

Her columns have been syndicated, and her work has appeared in the Wall Street Journal, the Chicago Tribune, the New York Times, and Washington Post.
Professor Marianne Jennings is a professor of legal and ethical studies in business in the W.P. Carey School of Business at Arizona State University. She served as director of the Lincoln Center for Applied Ethics from 1995-1999.

Professor Jennings has hundreds of articles in academic, professional and trade journals. In 2006, Emerald Management Review named her article, “Ethics and Investment Management,” one of the top 50 articles in 2005. She was named a Top 100 Thought Leader by Trust Across America and one of the 100 Most Influential People in Business Ethics by Ethisphere.

She has six textbooks and monographs in circulation. The ninth edition of her Business Ethics was published in 2017. Her Seven Signs of Ethical Collapse is used as an audit tool and a primer on corporate culture.

Her columns have been syndicated, and her work has appeared in the Wall Street Journal, the Chicago Tribune, the New York Times, and Washington Post.


More With Jennings, Marianne M.

Rounds, Jim

Rating: 4.67


Jim Rounds is President of Rounds Consulting Group. The firm specializes in economic development and tax policy analysis; education research; transportation economics; fiscal planning including revenue forecasting and budget development; strategic planning and marketing; impact and market studies; and litigation support.

Mr. Rounds regularly provides advice to policymakers at the State Capitol, mayors throughout the state as well as city council members, county board members, and other public and private sector leaders in the community. He has delivered hundreds of economic presentations throughout Arizona and is quoted weekly on television, radio, and in printed media.

Mr. Rounds specializes in using proper analysis and communication to bridge political gaps. For example, Jim is a Senior Fellow at the Goldwater Institute; a board member of the Maricopa County IDA and Valley Partnership; and advisor to education focused groups including the Helios Education Foundation, Achieve 60 AZ, the Rodel Foundation, the Arizona Board of Regents, and the various state universities, among others. Jim is also the lead economist for multiple rural and urban area healthcare and hospital associations.

Other areas of recent study include advanced workforce analysis; minimum wage impact analysis; State Trust Land finance; public employee pension reform; utility infrastructure investment; and state and local area tourism planning.

Mr. Rounds began his career as a Senior Economist and Senior Budget Analyst with the Arizona Joint Legislative Budget Committee, and has been engaged in policy related economics for more than two decades. Jim has a Bachelor of Science degree and a Master of Science degree in Economics from Arizona State University.


More With Rounds, Jim

Zollars, Edward K.

Rating: 4.84


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 35 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 focusing on 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 Institute, 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 societies of CPAs.


More With Zollars, Edward K.

Derdenger, Patrick

Rating: 4.69


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

McKenzie, Robert

Rating: 4.90


Robert E. McKenzie is a Partner of the law firm of Arnstein & Lehr LLP of Chicago, Illinois, concentrating his practice in representation before the Internal Revenue Service and state tax agencies. He has lectured extensively on the subject of tax representation. He has presented courses before thousands of CPA's, attorneys and Enrolled Agents nationwide. He has made numerous media appearances including Dateline NBC and The ABC Nightly News. Prior to entering private practice, Mr. McKenzie was previously employed by the Internal Revenue Service, Collection Division, in Chicago, Illinois. Robert served as a member of the IRS Advisory Council (IRSAC) which is a group appointed by the IRS Commissioner to provide advice to him and his management team (2009 – 2011). Mr. McKenzie was Vice Chair Professional Services of the ABA Tax Section (2003 – 2005). He is past Chairman of the Employment Tax Committee and past co-chair of the Task Force for Bankruptcy Legislation of the ABA Section on Taxation and past Chairman of the Chicago Bar Association Federal Tax Committee. He was Dean of the National Tax Practice Institute (1998-2002). Mr. McKenzie is the author of REPRESENTATION BEFORE THE COLLECTION DIVISION OF THE IRS and coauthor REPRESENTING THE AUDITED TAXPAYER BEFORE THE IRS and REPRESENTATION BEFORE THE UNITED STATES TAX COURT. Mr. McKenzie has received has been selected for listing by Law and Leading Attorneys where he served on its Advisory Board. He has been elected to the American College of Tax Counsel and serves as Vice President of its Board of Regents.


More With McKenzie, Robert

Notes

CONFERENCE PLANNING COMMITTEE

Ryan Littleton, CPA - Committee Chair - Hammond Travers & Tuttle, PC
Kate E. Franklin, CPA - Tull, Forsberg & Olson, PLC
Richard Onsager, Esq. - Onsager, Werner & Oberg, PLC
Burgess Raby - Raby Law Office
Steven Scheiner, CPA - CBIZ/MHM PC
Jeffrey A. Schlichting, CPA - Eide Bailly LLP
John Simpson, CPA, MBA  - Simpson Tax & Consulting, PLLC
Peggy Ullmann, CPA - Ullmann & Company, P.C.
Bob Wyndelts, Ph.D, CPA - Wyndelts & Company PLC
Edward Zollars, CPA - Thomas, Zollars & Lynch, Ltd.

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