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.
