AFIT SUMMER EDUCATIONAL EVENT
AUGUST 1st, 2024
8:30 AM to 5:00 PM
Desert Willow Conference Center
4340 East Cotton Center Boulevard
Phoenix, Arizona 85040
Register at www.afitaz.org
8:00 AM- 8:25 AM Log in or sign in at registration desk
8:25 AM WELCOME Jason Silver, President, Arizona Forum for Improvement of Taxation (AFIT)
8:30 AM - 9:20 AM ARIZONA DEPARTMENT OF REVENUE – Legislative Update; Problem Review Office
Rob Woods and staff AZ DOR
9:30 AM – 10:20 AM IRS-Notices & IRS-TAS-Increased Compliance Efforts; ERC Claims
Lisa Novack, IRS Sr Stakeholder Liaison
Melissa Chapman, Local Taxpayer Advocate
OR
9:30 AM – 10:20 AM BREAKOUT ARIZONA DEPARTEMENT OF REVENUE: ADOR's audit process for income tax and TPT audits, and an introduction to their voluntary disclosure program and ADOR's managed audit program
James Busby, Attorney
AZDOR Staff
BREAK 10:20– 10:40
10:40 AM – 12:20 PM ANNUAL FEDERAL TAX UPDATE INCLUDING CTA UPDATE
Edward Zollars, CPA
Gregory Robinson, Attorney
12:20 PM – 1:10 PM LUNCH
1:10 PM – 2:50 PM ENTITIES AND THEIR ISSUES: THEORY/ PRACTICE/ TAX REPORTING: Also, Do-it-Yourselfers and their lack of documentation, co-mingling, etc
Tracy Essig, Attorney
Laura Landre, CPA
OR
1:10PM – 2:50 PM BREAKOUT: USING IRS TRANSCRIPTS IN PREPARATION AND REPRESENTATION
Jack Wood, EA
Lisa Novack, IRS Sr Stakeholder Liaison
BREAK 2:50 – 3:10
3:10 PM - 4:50 PM REBUILDING BASIS
Jaye Tritz, Enrolled Agent
OR
3:10 PM – 4:00 PM ESTATE AND TRUST ISSUES: and the problems related thereto
Thala Taperman Rolnick, CPA
Gregory Robinson, Attorney
AND
4:00PM - 4:50 PM BREAKOUT PRACTITIONER PANEL: Resources and Referrals for Tax Professionals
Gregory Robinson, Attorney
PLEASE NOTE; SPEAKERS AND SUBJECTS MAY CHANGE DUE TO AVAILABILITY
4 hours CPE – Tax Law; 3 hours CPE – Update; 1 hour CPE - Ethics
NOTE: Some sessions focused solely on Arizona state tax issues may not qualify for Enrolled Agent Circular 230 CPE credit.
None of the CPE is NASBA certified.
Why you should attend this AFIT Winter Tax Seminar:
- Timely Topics presented by knowledgeable practitioners.
- Option to attend in person or on-line.
- Updates from Internal Revenue Service and AZ Department of Revenue.
- Opportunity for in-person attendees to meet with Taxpayer Advocate Service representatives or Account Resolution advisors from DOR on problem cases. Bring properly-executed, signed Forms 2848 or AZ Form 285.
- Annual Federal Tax Update with Ed Zollars, CPA. Expanded to two hours and will include update on Corporate Transparency Act by Gregory Robinson. Be ready!
- BREAK-OUT SESSIONS ARE BACK, for in-person attendees. a 1 hour brekout session will run from 9:30 until 10:20, one 2 hour breakout session will run from 1:10, and end at 2:50 and one 2 hour session will run from 3:10 to 4:50. ONLY IN-PERSON ATTENDEES WILL BE ABLE TO OPT FOR THE BREAK-OUTS. WE ARE UNABLE TO STREAM THE BREAK-OUT SESSIONS FOR VIRTUAL ATTENDEES.
- A discussion of ADOR’s audit process for income tax and TPT audits, and an introduction to their voluntary disclosure program and their managed audit program. James Busby and AZDOR Staff.
- Entities and their issues presented by Tracy Essig and Laura Laundre will concentrate on Theory/Practice/Tax Reporting.
- Using IRS transcripts in preparation and representation cases with Jack Wood and Lisa Novack.
- Rebuilding Basis with Jaye Tritz
- Estate and Trust Issues with Thala Taperman Rolnick and Gregory Robinson
- Practitioner Panel with Gergory Robinson covering resources and referrals for tax practitioners
- Downloadable course materials: AFIT will make available downloadable seminar materials for ALL technical topics to save on your laptop, tablet or similar device. You may print the materials for your future reference.
- Desert Willow Conference Center is a clean, modern facility with excellent, healthy food choices, and safe, convenient and free parking. Meals and breaks are included in the registration fee.
- AFIT seminars provide high-quality tax education in a professional setting.
- In-person attendees will have an excellent opportunity for networking.
- Easy on-line registration
- GREAT CPE VALUE – 8 hours of CPE for less than $200.
Seminar cost: $199 before 11:00 pm July 22, 2024, $249 after 11:00pm July 22nd 2024.
Last day for registration: July 29th, 2024 by 11:00 PM
Cancellation policy: Full refund (less 10% administrative fee) if requested 10 or more days prior to seminar (July 15th, 2024 or prior).
REGISTRATION LINK AT www.afitaz.org
Break-out sessions
9:30 AM – 10:20 AM BREAKOUT ARIZONA DEPARTEMENT OF REVENUE: ADOR's audit process for income tax and TPT audits, and an introduction to their voluntary disclosure program and ADOR's managed audit program.
James Busby, Attorney
AZDOR Staff
1:10PM – 2:50 PM BREAKOUT: USING IRS TRANSCRIPTS IN PREPARATION AND REPRESENTATION
Jack Wood, EA
Lisa Novack, IRS Sr Stakeholder Liaison
3:10 PM – 4:00 PM ESTATE AND TRUST ISSUES: and the problems related thereto
Thala Taperman Rolnick, CPA
Gregory Robinson, Attorney
AND
4:00PM - 4:50 PM BREAKOUT PRACTITIONER PANEL: Resources and Referrals for Tax Professionals
Gregory Robinson, Attorney
NOTE: Break-out sessions will be available to in-person attendees only.
An in-person registrant will be able to choose either or both of the break-out sessions, in lieu of the sessions in the same time slots in the main space.
