2026 AFIT WINTER EDUCATION EVENT
January 22, 2026
8:30 AM to 5:00 PM
Desert Willow Conference Center
4340 East Cotton Center Boulevard
Phoenix, Arizona 85040
8:00 AM – 8:25 AM LOGIN/ REGISTRATION
8:25 AM WELCOME
8:30 AM – 9:20 AM ARIZONA DEPARTMENT OF REVENUE – Filing Season Update
Rob Woods AZ DOR
9:20 AM – 10:10 AM FBAR AND FATCA- WHAT YOU NEED TO KNOW
Krish ("PK") Perinkulam EA
10:10 AM - 10:30 AM BREAK
10:30 AM – 12:10 PM TAX ADMINISTRATION - PAST, PRESENT & FUTURE
Charles Rettig IRS Commissioner (2018-2022) Attorney
Jason Silver Attorney
12:10 PM – 1:10 PM LUNCH
1:10 PM – 2:50 PM ANNUAL FEDERAL TAX UPDATE
Jaye Tritz EA/CFP
2:50 PM – 3:10 PM BREAK
3:20 PM – 4:10 PM CORRESPONDENCE AUDITS - FROM INCEPTION TO COLLECTION (A panel)
Monica Noel EA
Jason Silver Attorney
Jack Wood EA
4:10 - 5:00 PM REPRESENTATION DUE DILIGENCE
Jack Wood EA
PLEASE NOTE; SPEAKERS AND SUBJECTS MAY CHANGE DUE TO AVAILABILITY
5 hours CPE – Tax Law; 2 hour CPE – Update; 1 hours CPE - Ethics
NOTE: Some sessions focused solely on Arizona state tax issues may not qualify for Enrolled Agent Circular 230 CPE credit.
Virtual Attendance via Streaming is Available at the Same Cost.
REGISTRATION: $325 (Early registration at $275, through January 1, 2026) Last day to register (for in-person): January 16, 2026 by 11:00 PM
To Register: CLICK HERE
AFIT Summer Seminar is scheduled for July 22, 2026
SAVE THE DATE!
Registration expected to begin in early May
Why YOU should attend this AFIT Winter Tax Seminar:
- Timely Topics presented by knowledgeable practitioners.
- Option to attend in person or on-line.
- In-depth look at Filing Season updates at AZ Department of Revenue.
- Opportunity for in-person attendees to meet with Account Resolution advisors from DOR on problem cases. Bring properly-executed, signed AZ Form 285.
- Annual Federal Tax Update with Jaye Tritz, EA. This is always a favorite. Jaye will review key features of the OBBBA, as well as current status on W-2, 1099-NEC and 1099-MISC, 1099K, etc
- A rare discussion with a former IRS Commissioner will provide insight into tax administration over the years. AFIT President Jason Silver will guide a 100-minute discussion with Charles Rettig. IRS Commissioners can have significant impacts on the Service, taxpayers and tax professionals.
- Ethical Concerns: As the IRS hints of increased and more automated compliance, practitioners who normally avoid representation may have to get more involved. IRS auditors and collectors are instructed to report ill-prepared representatives. Be wary! ONE HOUR OF ETHICS CPE!
- Foreign income or assets? It’s a question you must ask. Learn how to comply with FBAR and FATCA issues. Presented by Krish “PK” Perinkulam, an EA with a Tax Court license.
- 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 high-level CPE for less than $35 per hour.
15% Discount for Early Registration: Register and pay on or before Thursday, January 1, 2026 and save.
Seminar/Webinar cost: $325 ($275 on or before 11:00 PM January 1,)
Registration for in-person attendees ends at 11:00 PM on January 16.
On-line attendees can register until January 20, 2026 at 11:00PM!
To Register: CLICK HERE
