AFIT WINTER TAX SEMINAR
January 22, 2025
8:30 AM to 5:00 PM
Desert Willow Conference Center
4340 East Cotton Center Boulevard
Phoenix, Arizona 85040
Click Here to Register
8:00 AM – 8:25 AM LOGIN/ REGISTRATION
8:25 AM WELCOME
8:30 AM – 10:10 AM ARIZONA DEPARTMENT OF REVENUE – A DEEPER LOOK
Rob Woods AZ DOR
This session will address ADOR’s voluntary disclosure program, the administrative appeals process, and ways to circumvent ADOR’s collections efforts including payment plans and offers in compromise .
10:10 AM - 10:30 AM BREAK
10:30 AM – 11:20 PM ANNUAL FEDERAL TAX UPDATE
Edward Zollars CPA
11:20 AM – 12:10 PM FinCEN – What Now? (Speaker to be determined)
12:10 PM – 1:20 PM LUNCH
1:20 PM – 3:00 PM ETHICAL MINEFIELDS (A panel)
Topics will include Conflicts of Interest, Unauthorized Practice of Law and more. Panelists include Marcy Maslov, Lin Leclair, Lisa Gervase and Burgess Raby
3:00 PM – 3:20 PM BREAK
3:20 PM – 5:00 PM LOOKING FORWARD TO THE SUNSET OF TCJA (A panel)
Ed Zollars Yesenia Simmons Katie Gudgel
PLEASE NOTE; SPEAKERS AND SUBJECTS MAY CHANGE DUE TO AVAILABILITY
5 hours CPE – Tax Law; 1 hour CPE – Update; 2 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: $295 (Early registration at $250, through December 15,2024) Last day to register (for in-person): January 16, 2025 by 11:00 PM
Click Here to Register
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 compliance functions at 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. This is always a favorite. Ed will review key tax legislation changes, IRS Regulations and Announcements, and important Court decisions.
· A special tax planning resource, Looking Forward to the Sunset of the TCJA, will explore several issues that will be important to discuss with clients during this filing season. A two-hour structured discussion by a panel of experienced tax professionals.
· Ethical Minefields: A panel’s overview of situations that can challenge even the most-seasoned practitioners. TWO HOURS OF ETHICS CPE!
· 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.
This session will address ADOR’s voluntary disclosure program, the administrative appeals process, and ways to circumvent ADOR’s collections efforts including payment plans and offers in compromise .
· 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
$32 per hour.
15% Discount for Early Registration: Register and pay on by Sunday, December 15th, 2025 and save.
Seminar/Webinar cost: $295 ($250 on or before 11:00 PM December 15, 2024)
On-line attendees can register up to January 20, 2025 at Noon!
Click Here to Register
