2024 AFIT Winter Educational Event, Thursday, January 18, 2024

Thursday, Jan 18, 2024 at 8:00 AM to 5:00 PM MST

4340 E Cotton Center Blvd, Phoenix, AZ, 85040, United States

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Thursday, Jan 18, 2024 at 8:00 AM to 5:00 PM MST

Desert Willow Conference Center, 4340 E Cotton Center Blvd, Phoenix, AZ, 85040, United States.

   AFIT WINTER EDUCATIONAL EVENT 

January 18, 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      LOGIN / REGISTRATION

 8:25 AM                        WELCOME   Jason Silver, President, Arizona Forum for Improvement of Taxation (AFIT)

    8:30 AM - 9:20 AM       ARIZONA DEPARTMENT OF REVENUE – FILING SEASON UPDATE

                                                            Rob Woods and staff                                         AZ DOR

 

     9:25 AM – 10:15 AM     INTERNAL REVENUE SERVICE - UPDATE

                                                            Melissa Chapman                    Local Taxpayer Advocate                          OR

            8:35 AM – 10:15 AM         BREAKOUT    Katie Gudgel       EA                                                                                           Arizona Tax Preparation – Unusual Items

BREAK  10:15 – 10:35

     10:40 AM – 12:20 PM   ANNUAL FEDERAL TAX UPDATE                                                                                                                   Edward Zollars                                    CPA                            

     12:20 PM – 1:10 PM       LUNCH        

                                                           

        1:10 PM – 2:00 PM    RETIREMENT OPTIONS FOR BUSINESS TAXPAYERS

                                                            Yesenia Simmons, CPA & Michelle Moses

 

       2:00 PM – 2:50 PM    PRACTICING ETHICALLY – CONSIDERATIONS WITH CHATGPT                                                                         Jack Wood                                      EA

                   OR

           1:10 PM – 2:50 PM                    BREAKOUT   Tracy Essig      ATTORNEY   

                                                      Dischargeable, or Not?  Taxes and Bankruptcy 

BREAK   2:50 – 3:10

       3:10 PM -  4:00 PM     HOW CAN A PROFESSIONAL AVOID LIABILITY FOR THE CORPORATE TRANSPARENCY ACT PENALTIES

                                                  Gregory Robinson                           ATTORNEY           

 

        4:00 PM – 4:50 PM    THINKING BEYOND TCJA                              

                                                            Ed Zollars     Thala Taperman Rolnick     Yesenia Simmons                                

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.                          

 

 

 

 

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 may include updates on Corporate Transparency Act, FinCEN reporting, 1099-K reporting, etc.  Be ready!
  • BREAK-OUT SESSIONS ARE BACK, for in-person attendees. Two, two-hour sessions are available.  One session will run from 8:30 until 10:15, and the other will begin at 1:10, and end at 2:50.   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 tax planning tips for business taxpayers, utilizing enhanced retirement plans and techniques.  Yesenia Simmons, CPA, & Michelle Moses.
  • A special tax planning resource, Thinking Beyond TCJA, will explore some issues that may be important to discuss with clients during this filing season.
  • 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 January 11, 2024, $245 after 11:45 pm, $249 after 11:00pm January 11th 2023.

 Last day for registration:  January 15, 2024 by 11:00 PM

 Cancellation policy: Full refund (less 10% administrative fee) if requested 10 or more days prior to seminar (January 8, 2024 or prior).

 REGISTRATION LINK AT www.afitaz.org

Break-out sessions 

  8:35 – 10:15         Arizona Tax Preparation – Unusual Items                                                                                              Katherine Gudgel                                                 EA

1:10 – 2:50           Dischargeable, or Not?  Tax Debt in Bankruptcy

                                        Tracy Essig                                                      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.

Arizona Forum for Improvement of Taxation, AFIT, is a coalition of the Arizona Bar, Arizona Society of Enrolled Agents, Arizona Association of Accounting and Tax Professionals, and the Arizona Society of Certified Public Accountants with liaison from the Internal Revenue Service and the Arizona Department of Revenue. In addition to conducting educational programs for tax professionals, the AFIT Board of Directors (composed of designated representatives from the professional associations) meets monthly with tax agency liaisons to discuss tax administration issues, including return filing, examination issues and collection practices, as well as new developments.

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