AFIT SUMMER TAX SEMINAR/WEBINAR

JULY 21, 2023

8:30 AM to 5:00 PM

Desert Willow Conference Center

4340 East Cotton Center Boulevard

Phoenix, Arizona 85040

8:00 AM – 8:30 AM LOGIN / REGISTRATION

8:30 AM                          WELCOME AND ADMINISTRATIVE ANNOUNCEMENTS

                                                          Jason Silver, President, AFIT                               

8:35 AM-9:25 AM        ARIZONA DEPARTMENT OF REVENUE – UPDATE

Rob Woods & Staff                                                 AZ DOR 

9:25 AM-9:40 AM        Break

9:40 AM-11:20 AM      SECURE ACT(S): DETERMING THE TAXABLE DISTRIBUTION

                                             Stefanie Sterling                                                   EA

11:25 AM- 12:15 PM    INTERNAL REVENUE SERVICE MID-YEARUPDATE

Melissa Chapman,                                               LTA 

Lisa Novack,                                                         Senior Stakeholder Liaison

12:15 PM-1:00 PM         LUNCH

1:05 PM-2:45 PM          EMPLOYEE RETENTION CREDIT: CLASIMING THE CREDIT

                                        and REPRESENTING A CLIENT IN AN ERC AUDIT

Bradley Burnett                                                     Attorney

2:50 PM-3:10 PM         BREAK

3:10 PM-4:00 PM         FORM 1099K - WHAT'S C0MING

Jaye Tritz                                                             EA

4:00 PM-4:50PM          CORPORATE TRANSPARNECY ACT

Ed Zollars                                                           CPA

PLEASE NOTE: SPEAKERS AND SUBJECTS MAY CHANGE DUE TO AVAILABILITY

7 hours CPE – Tax Law; 1 hour CPE – Update.

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.

•       Options to attend on-line.

·     Opportunity for in-person attendees to meet one-on-one with Taxpayer Advocate Service representatives or Account Resolution advisors from DOR on problem cases to help resolve problem cases.  Bring a copy of PROPERLY-EXECUTED SIGNED FORM 2848 or AZ Form 285.

•  Update with Ed Zollars, CPA on Corporate Transparency Act, which will likely affect your S-Corp or LLC business clients. FinCen Reporting.  Be Ready!

• Bradley Burnett, Attorney and CPA will guide us through eligibility for the Employee Retention Credit, and IRS audit focus on ERC refunds (over $150 Billion refunded as of May, 2023 and 800,000 pending clients.

• A session on Form 1099-K reporting, presented by Jaye Tritz, EZ
• An analysis of recent changes in retirement income tax policies and their impact.  Presented by Stephanie Sterling, EA and Financial Advisor,

·      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

·      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.

·      EAFIT believes this seminar/webinar is a safe way for tax practitioners to access high-quality tax education in a professional setting, excellent food choices – Lunch & breaks are included!

·      In-person attendees will have ample opportunity for networking.

·      GREAT CPE VALUE- 8 hours of CPE for less than $200.

20% Discount for Early Registration:  Register and pay on or before Thursday, July 13th, (11:45 PM) and save.

 Seminar cost: $195 by 11:45 pm July 13, 2023, $245 after 11:45 pm July 13, 2023.

 Last day for registration:  July 17, 2023 by11:00 PM

 Cancellation policy: Full refund (less 10% administrative fee) if requested 10 or more days prior to seminar (July10, 2023 or prior).

 REGISTRATION LINK AT www.afitaz.org