Jul
21
9:00 AM09:00

AFIT 2017 Summer Seminar

ARIZONA FORUM FOR IMPROVEMENT OF TAXATION

SUMMER TAX SEMINAR

July 21, 2017

9:00 AM to 4:45 PM

Black Canyon Conference Center

8:30 AM -   9:00 AM  DOORS OPEN / REGISTRATION

9:00 AM  WELCOME

9:10 AM – 10:00 AM  ARIZONA DEPARTMENT OF REVENUE – UPDATE
Tom Johnson & Wendy Bingham, AZ DOR 

10:20 AM -  Noon  TAXPAYER ADVOCATE SERVICE - A VIEW FROM THE FIELD
Chris Neighbor, Deputy Executive Director

Noon      -   1:15 PM  Lunch   -   CONSIDERED TAX WISDOM FROM BURGESS RABY
Burgess Raby, International Tax Attorney

1:20 PM  -  2:10 PM  
CHURCH TAX LAW OVERVIEW: RELIGIOUS INSTITUTIONS IN A SECULAR ENVIRONMENT   

Gregory Robinson, Attorney

                                              OR

ACTIVE PARTICIPATION IN REAL ESTATE INVESTMENTS
Laura Lee Laundre, CPA

2:15 PM  -  3:05 PM  AN INTRODUCTION TO THE INTERNAL REVENUE MANUAL
Jack Wood, Enrolled Agent

                       OR

SAFEGUARDING TAXPAYER DATA – BEST PRACTICES
Ryan Scissons, Network Security Technician

3:25 PM  -  4:15 PM  TAX REFORM AT 183 DAYS INTO THE TRUMP PRESIDENCY
Thala Rolnick, CPA

                        OR

PREPARER PENALTIES
Gregory Robinson, Attorney

 

The AFIT Winter Seminar is tentatively scheduled

for January 25, 2018.

Please check www.afitaz.org around November 15 for updates.

 

Why you should attend this AFIT Summer Tax Seminar:

 

•Timely Topics presented by knowledgeable practitioners.

•Choice of Topics:  In the afternoon time slots, attendees will have their choice from SIX different presentations.

•An opportunity to meet one-on-one with Taxpayer Advocate Service staff to help resolve problem cases.  BE SURE TO HAVE COPY OF PROPERLY-EXECUTED FORM 2848 POA!

•Two representatives from AZ DOR Collection Division will be on site to assist with problem cases.  BE SURE TO HAVE PROPERLY-EXECUTED FORM 285 AUTHORIZING REPRESENTATION!

•Downloadable course materials:  AFIT will make available downloadable seminar materials for ALL technical topics to save on your laptop, tablet or similar electronic device.  If you wish, you may print out the materials for your future reference.

•Easy on-line registration

•State of the art conference facility

•Excellent food choices – Lunch & breaks are included!

•Parking is convenient, safe and free

•OUTSTANDING NETWORKING OPPORTUNITIES

•GREAT CPE VALUE – “Safeguarding Taxpayer Data” may qualify for one CPE hour of Ethics

•A Discount for Early Registration:  Register and pay on or before Tuesday, July 11th and save 10%.

 

Seminar cost:  $140   ($125 on or before July 11, 2017)

Last day for registration:  July 16, 2017, by 11:00 PM

 

Cancellation policy:  Full refund (less 10% administrative fee) if requested10 or more days prior to the seminar.  (July 12, 2017, or prior).

 

REGISTRATION LINK AT www.afitaz.org

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AFIT 2017 Winter Tax Seminar
Jan
19
9:00 AM09:00

AFIT 2017 Winter Tax Seminar

  • Black Canyon Conference Center (map)
  • Google Calendar ICS

ARIZONA FORUM FOR IMPROVEMENT OF TAXATION

WINTER TAX SEMINAR

January 19, 2017
9:00 AM to 4:45 PM
Black Canyon Conference Center
9440 N. 25th Avenue
Phoenix, Arizona 85021

8:30 AM -   9:00 AM    DOORS OPEN / REGISTRATION

9:00 AM            WELCOME

9:10 AM – 10:00 AM    ARIZONA DEPARTMENT OF REVENUE – UPDATE
                                    Tom Johnson            AZ DOR 

10:20 AM -  Noon        DECEDENTS, TRUSTS AND ESTATES
                                    Allen D. Butler; Travis R. Campbell    Attorneys
            OR
                                    PUBLICLY TRADED PARTNERHSIPS AND THEIR “PESKY” K-1s
                                    George Harris                Enrolled Agent

Noon - 1:15 PM (Lunch)  INTERNAL REVENUE SERVICE – UPDATE
                                       Taxpayer Advocate; Stakeholder Liaison

1:20 PM  -  2:10 PM    FBAR AND OTHER FOREIGN DISCLOSURE REQUIREMENTS
                                  Jason Silver                 Attorney                    

            OR
                                  NET OPERATING LOSSES
                                  Ed Zollars                CPA            

2:15 PM  -  3:05 PM    WALKING AWAY FROM A FAILED BUSINESS: 
                                   TAX AND PRACTICAL RAMIFICATIONS
                                   Greg Robinson                Attorney
            OR
                                  THE COHAN RULE: DOES IT STILL APPLY?
                                  Nedda Lemman            Enrolled Agent

3:25 PM  -  4:15 PM   ELDERS @ RISK – PRACTITIONER RESPONSIBILITIES & LIMITATIONS          
                                  Tom Murphy            Attorney
                                        
5 hours CPE – Tax Law;     1 hours CPE – Update;     1 hour CPE – Ethics

REGISTRATION LINK AT www.afitaz.org
Why you should attend this AFIT Winter Tax Seminar:

•    Timely Topics presented by knowledgeable practitioners.
•    Choice of Topics:  At the mid-morning and early afternoon time slots, attendees will have their choice from SIX different presentations.
•    An opportunity to meet one-on-one with Taxpayer Advocate Service staff to help resolve problem cases.
•    Downloadable course materials:  AFIT will make available downloadable seminar materials for ALL technical topics to save on your laptop, tablet or similar electronic device.  If you wish, you may print out the materials for your future reference.
•    Easy on-line registration
•    State of the art conference facility
•    Excellent food choices – Lunch & breaks are included!
•    Parking is convenient, safe and free
•    OUTSTANDING NETWORKING OPPORTUNITIES
•    GREAT CPE VALUE – Includes one CPE hour of Ethics
•    A Discount for Early Registration:  Register and pay on or before Thursday, January 5th and save 10%.

Seminar cost:  $140   ($125 on or before January 5, 2017)
Last day for registration:  January 12, 2017 by 11:00 PM

Cancellation policy:  Full refund (less 10% administrative fee) if requested 10 or more days prior to seminar  (January 9, 2017 or prior).

REGISTRATION LINK AT www.afitaz.org

View Event →
Jul
21
9:00 AM09:00

AFIT 2016 Summer Tax Seminar

ARIZONA FORUM FOR IMPROVEMENT OF TAXATION

SUMMER TAX SEMINAR
July 21, 2016
9:00 AM to 4:45 PM
Black Canyon Conference Center
9440 N. 25th Avenue
Phoenix, Arizona 85021

  8:30 AM -   9:00 AM    DOORS OPEN / REGISTRATION

     9:00 AM            WELCOME

     9:10 AM – 10:00 AM    ARIZONA DEPARTMENT OF REVENUE – UPDATE
                    Tom Johnson                 AZ DOR

     10:20 AM -  Noon    PARTNERSHIP TAX AUDIT CHANGES – BBA 2015
                    Fred Witt                Attorney
            OR
                COMMUNITY PROPERTY TAX ISSUES
                    Gregory Robinson            Attorney

     Noon      -   1:15 PM    Lunch   -   IRS  UPDATE -  Taxpayer Advocate Service
                    Stephanie Valencia, Frank Bustos & Madelyn Bell

     1:20 PM  -  2:10 PM    PROBLEMS WITH RETIREMENT PLAN ADMINISTRATION
                    Charles Davis                Attorney     
            OR
                OVERVIEW OF TAX DEBT RESOLUTION
                    Jack Wood                Enrolled Agent

    2:20 PM  -  3:10 PM    MILITARY & VETERANS TAX ISSUES
                    Robert Hockensmith            CPA
            OR
                DISCHARGING TAXES IN BANKRUPTCY
                    Tracy Essig                Attorney

   3:30 PM  -  4:20 PM    CONFLICTS OF INTEREST FOR TAX PROFESSIONALS
                    Panel: Robinson; Laundre; Silver; Wood

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