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Southern Arizona Chapter of Enrolled Agents
For More Info
Date      TopicPresenter Phone More Info
Oct. 17, 2017 IRS Criminal InvestigationsPatrick Taylor, Special Agent, IRS CID
Sept. 19, 2017 Foster Care and Adoption IssuesLin LeClair, EA 320-1041 TheAdoptionTaxCredit
Foster Care Handout
Aug. 15, 2017 Arizona Proposition 206Jo Ann Sabbagh, EA 867-8833 Handout & additional material
July 18, 2017 Schedule C Audit RisksForrest Davis, EA 393-8813 Handout
June 20, 2017 Cost SegregationBrett Hansen, MBA 602-568-0032 Cost Segregation slides
May 16, 2017 IRS UpdateLisa Novack, IRS 602-636-9476 Handout
Jan. 17, 2017 Arizona Tax UpdateKatie Parker, AzDOR 628-6431 Arizona Update
Dec. 20, 2016 Foreign Accounts - Form 8938/ FinCEN 114Mike Martin, EA 722-8363 FBAR and Form 8938
Nov. 15, 2016 Penalty Abatement - Reasonable Cause and First-TimeForrest Davis, EA 393-8813 Penalty Relief handout
Oct. 18, 2016 New FLSA Laws and Payroll Issues Larry Bailliere, EA 290-9090 APC FLSA Changes
Sept. 20, 2016 Automobile ExpensesJo Ann Sabbagh, EA 867-8833 Handout
Aug. 16, 2016 Arizona TPT UpdateKatie Parker (520) 628-6431
July 19, 2016 Taxation of the Marijuana IndustryDon Hartman, CPA 579-2156
June 21, 2016 ACA ReviewJason Flax, ADP 750-0831 Health Care Reform
May 17, 2016 Collection Information StatementChet Ware, EA 318-5585
Jan. 19, 2016 2015 AzDOR Tax UpdateAmy Belcher-Benesch (602) 716-6037 2015 Legislative Summaries
Dec. 15, 2015 Representing Non-Filers (2 hours CPE) Jeff Augenstein, EA, AzSEA President 928-526-3999
Nov. 17, 2015 Tax Planning for Social Security BenefitsGeorge Harris, EA 320-1041 Social_Security_Planning_111715.pdf
Oct. 20, 2015 Dollars and $ense of DivorceJanet Baker 202-3628 Divorce Finance handout
Sept. 22, 2015 NOL's - Part 2Jo Ann Sabbagh, EA 867-8833 NOL Part 2 - Calculating MTI
Aug. 18, 2015 What is an NOL and How Can We Use It? Jo Ann Sabbagh, EA 867-8833 Handout
July 21, 2015 1099 vs W-2Kerry Freeman, EA 623-518-2157 Handout
June 16, 2015 What's New in Appeals and a Review of Appeals ProceduresTom Rex, CPA, USTCP 433-9291 Handout
Supplement
May 19, 2015 Intentionally Defective TrustsMark Valentine 498-0088 handout
Jan. 20, 2015 Arizona Income Tax UpdateLin Leclair, EA 320-1041 Handout
AZ Booklet X Vol 1
AZ Booklet X Vol 2
Dec. 15, 2014 AZ TPT Update 2015Amy Belcher Benesch, AzDOR (602) 716-6037 Powerpoint slides
TPT Simplification website
Nov. 18, 2014 2014 IRS Collections UpdateJeri Cantrell, EA 749-5013 Handout
Oct. 21, 2014 New Repair RegulationsPhil Shaffer, EA, CFP 250-7693 Handout
Sept. 16, 2014 Tax Implications of DOMADon Hartman, CPA 579-2156 Handout
Aug. 19, 2014 Getting the Most out of IRS E-ServicesForrest Davis, EA 393-8813 Handout
July 22, 2014 Pesky Publicly Traded Partnership K-1'sGeorge Harris, EA 320-1041 Handout
YouTube video
PTP K-1 Tax Packages
June 17, 2014 The Tony Soprano School of IRS RepresentationSheldon Lazarow, Tax Attorney 623-5856 Handout
May 20, 2014 Home Interest DeductionPhil Shaffer, EA 250-7693 Handout
Jan. 21, 2014 Arizona Tax UpdateLin Leclair, EA 320-1041 Handout
AZ Tax Guide
Dec. 17, 2013 Non-Estate Tax Issues for Lower income Taxpayers, Part 2Greg Gadarian, Esq. 529-2242 Handout
Nov. 19, 2013 Non-Estate Tax Issues for Lower income TaxpayersGreg Gadarian, Esq. 529-2242 Handout
Oct. 22, 2013 Confident Social Security PlanningMilton Ames, CFP (520) 369-2909 Maximizing Social Security Benefits in Retirement
Sept. 17, 2013 ADOR Collections, Subordination of Liens, OICs.Frank Bouche (602) 716-6892 AzDOR Collections
Aug. 20, 2013 LLC As An S-CorpLance Bonlender, EA & Forrest Davis, EA 320-0050 Handout
July 16, 2013 Healthcare Reform ReviewMary Keysor, Elan Benefits (520) 990-7202 Handout
HealthCare.gov
June 18, 2013 Practice Before the Tax CourtTom Rex, USTCP, CPA (520)322-6771 Handout
May 21, 2013 Elder IssuesAnita Royal   Guide to Fiduciary Issues
Pima County Public Fiduciary
Jan. 15, 2013 Federal Tax UpdatesGeorge Lopez, IRS (602) 636-9474  
Dec. 11, 2012 Currently Not Collectible vs. Offer-In-CompromiseJeri Cantrell, EA 749-5013 CNC closing Codes
Nov. 20, 2012 Business or Hobby -- the Tax ImpactForrest Davis, EA 393-8813 Handout
Oct. 16, 2012 Planned Giving ToolsJerry Robinson, Salvation Army 795-9671 Working Poor Tax Credit
The Salvation Army Tucson
Sept. 18, 2012 Employee vs. Independent Contractor: A Review and the IssuesAdam Pesola, Paychex 603-4889 IRS Pub 1779
Form SS-8
Form 8952
Aug. 21, 2012 Arizona Voters to Decide Fate of Tax Issues in NovemberFarrell Quinlan 602-263-7690 NFIB
July 17, 2012 Foreclosures: Tax Ramifications and Preparer IssuesJohn Standifer, Tax Attorney 792-2450 Handout
June 19, 2012 Taxpayer Advocacy Panel & AppealsBen Tuchi, TAP Panel Member 878-9324  
May 15, 2012 Trust Fund Recovery Penalties and AppealsJeri Cantrell, EA 749-5013 Handout
Jan. 17, 2012 The New Schedule DPhil Shaffer, EA 250-7693 Handout
Dec. 13, 2011 Arizona Tax OdditiesLin Leclair, EA 320-1041 Handout
Nov. 15, 2011 Social Security Options for Baby BoomersMilton Ames, CFP 398-4376 Social Security section American Academy of Actuaries
Oct. 18, 2011 Small Business Retirement PlansVic Hess, CPA, CFP 318.5543 Handouts
Sept. 20, 2011 Reasonable Cause for Penalty AbatementJeri Cantrell, EA 749-5013 Handout
Aug. 16, 2011 Return Preparer Oversight / Circular 230 UpdateMike Martin, EA 722-8363 More info
July 19, 2011 How to Implement an Estate Plan, and What Tax Returns Are Required George Harris, EA 320-1041 Handout
June 21, 2011 The Military Taxpayer UpdatedMSgt Lance Bonlender, EA 320-0050 Handout
May 17, 2011 Updates in Estate and Trust Tax LawTeresa Lancaster and Benjamin Burnside / Bogurtz & Gordon Attorneys 321-9700  
Jan. 18, 2011 Arizona Tax UpdateTom Waters, Arizona Dept. of Revenue (602) 716-6283 2010 Legislative Summary
Dec. 14, 2010 Online Business Services for EmployersKari Sanderfer, Social Security Administration 602-379-3004 Business Services Online
Medicare Online
Nov. 16, 2010 Doing Sec. 7216 Disclosures Properly and How Pima Council on Aging Can Help You Enhance Services to Your ClientsSean Bailey, EA & Jim Murphy, Pima Council on Aging 296-8000 Sec. 7216 handout
Section 7216 Information Center
How PCOA Can Help You
Oct. 19, 2010 Tax Issues Panel DiscussionMark Crawford, EA; Mike Martin, EA; Vicky McGoldrick, EA; Chet Ware, EA    
Sept. 21, 2010 IRA DistributionsGeorge True & Jonathan Haley (602) 241-1601
Aug. 17, 2010 Health Care Reform LegislationMary Keysor, Elan Benefits (520) 990-7202 The Affordable Care Act Summarized (Word doc)
Healthcare Reform (PDF, 30MB)
July 20, 2010 Taxes Versus BankruptcyJeri Cantrell, EA (520) 749-5013 Handout
June 15, 2010 Self-Rentals: Tricky Tax IssuesForrest Davis, EA (520) 322-9147 Handout
May 25, 2010 How the Arizona Taxpayer Advocate Office Can Help You and Your ClientsFrank Bustos
Taxpayer Advocate Service, Arizona
(602) 636-9500 Taxpayer Advocate Service
Jan. 19, 2010 Arizona Tax UpdateTom Waters
Arizona Dept. of Revenue
(602) 716-6283 2009 Legislative Summary
Dec. 15, 2009 Tax UpdateDon Hartman, CPA 579-2156 Tax update handout
2010 Refund Planner
Military Spouse Residency
Nov. 17, 2009 Abatement of PenaltiesCharles Dangel, EA 760-5055 F/843 instructions
Taxpayer Advocate Service
Oct. 20, 2009 Tax Issues for Clergy and Police OfficersStefanie Campbell, EA 602-997-9056 Pub 517
Sep. 15, 2009 Foster Children and Adoption CreditLin Leclair, EA 320-1041 Adoption Credit
Adoption Benefits Increased
Adoption Taxpayer Identification Number
Aug. 18, 2009 Pension UpdatePhil Shaffer, EA 901-3322 Powerpoint presentaiton
Retirement Plans for Small Business
July 21, 2009 City of Tucson TPT, Tax, and Tax AmnestyPam Reinke, City of Tucson 791-4566 Tucson Finance Dept
June 16, 2009 Conducting Tax Research OnlineForrest Davis EA 322-9147 AzTaxPros Resources
Brown Mackie Tax Research
Powerpoint presentation
May 19, 2009 Section 529 Plans for Arizona TaxpayersCarl Stauss 299-2873 Edward Jones: Saving for Education
Jan. 20, 2009 Arizona Tax UpdateTom Waters, AzDOR (602) 716-6283 Legislative Summary
Individual Income tax Changes for 2008
Dec. 16, 2008 Trust Fund RecoveryJack Wood, EA 928-771-1120  
Nov. 18, 2008 Year-End Tax PlanningPanel discussion headed by Pat Raskob, EA 690-1999  
Oct. 21, 2008 Tax Update 2008Don Hartman, CPA 579-2156 Tax update handout
2009 Refund Planner
Sept. 16, 2008 Arizona Military Family CreditDiane D’Angelo (602) 234-8421 Az Military Family Relief Fund Tax Credit
Aug. 19, 2008 Differences Between Arizona and Federal TaxesLin LeClair, EA 320-1041  
July 15, 2008 Intent To Levy Notifications Step By StepAl Pedolsky, EA 742-7837  
June 17, 2008 Arizona Tax Credits and $10,000 Parent ExemptionDoug Williamson
Arizona Department of Revenue
(602) 716-6790 www.azdor.gov
May 20, 2008 Online Tax ResearchMel Brodie, EA 296-9079  
Jan. 15, 2008 Arizona Tax UpdateDoug Williamson
Arizona Department of Revenue
(602) 716-6790 www.azdor.gov
2007 Legislative Summary
Dec. 18, 2007 Making the Most of IRS e-ServicesCurt Corliss, EA (623) 882-0400 IRS e-Services
Nov. 20, 2007 Tax Issues for Military and Military RetireesLance Bonlender, EA 320-0050 Powerpoint slides (4.5MB)
Pub 704 - Taxpayers in the Military
Oct. 16, 2007 IRS AuditsMark Crawford EA and Virginia Zuelow EA 690-1999 Handout
TIGTA: Schedule C and Tax Abuse
Sept. 18, 2007 Tax Law UpdateDon Hartman, CPA 579-2156 Handout
PDF Converter
Aug. 21, 2007 Tax Aspects of Upside-Down Real EstateRay Edwards
Forrest Davis EA
977-6498
322-9147
Handout and links
July 17, 2007 Social SecurityJim Pavletich
Social Security Administration
(602) 379-4518 ext 1202 www.ssa.gov
June 19, 2007 Arizona Tax CreditsLin LeClair, EA 320-1041 http://www.azdor.gov/Refunds and Credits/creditrefundmenu.htm
May 15, 2007 What Gets Employers In TroubleGavin Weidman
Immigration and Customs
520-620-7551 www.uscis.gov
Jan. 16, 2007 Arizona Tax UpdateDoug Williamson
Arizona Department of Revenue
(602) 716-6790 www.azdor.gov
2006 Tax Changes
2006 Legislative Summary
Dec. 12, 2006 Tax Debt Resolution: New ChallengesJack Wood, EA (928) 771-1120 TIGTA Report
Means Testing
Form B22A
Nov. 21, 2006 Retirement Plans for Small BusinessesCarl Stauss 299-2873 Edward Jones
401(k) Plans Comparison
Oct. 17, 2006 New Tax Laws UpdateDon Hartman, CPA 579-2156 Handout
Sep. 19, 2006 The Other Tax Aspects of Real EstateForrest Davis, EA 322-9147 Handout
Aug. 15, 2006 Tips, Tricks and Traps in Preparing the Final 1040, 1041 and 706 Tax ReturnsRusty Rollins/Morris, Hall and Kinghorn 320-5100 www.morristrust.com"
July 18, 2006 The ABC's of Tax BasisLin Leclair, EA 320-1041 Handout
June 20, 2006 Mergers and Acquisitions of Accounting PracticesKen Bergovoy / Advantage Services (623) 466-8240 Handout
May 16, 2006 Reading, Interpreting and Dealing With IRS NoticesAl Pedolsky EA 742-7837 Understanding Your Notice: irs.gov
Jan. 17, 2006 Arizona Tax UpdateDoug Williamson
Arizona Dept of Revenue
877-863-0655 www.revenue.state.az.us/
Dec. 13, 2005 Recent Developments in Gift and Estate Tax PlanningKevin Kinghorn 320-5100 EA Jornal: Tax Changes for 2005
Nov. 15, 2005 New Rules for Qualifying Child and Qualifying RelativesLin Leclair EA 745-1138 Handout
Oct. 18, 2005 Explanation & Analysis of Energy & Highway Tax Act of 2005Don Hartman CPA 579-2156 Energy Incentives Act summary
Sept. 20, 2005 Schedule C Audit IssuesLarry Martin EA 722-8363  
Aug. 16, 2005 Written Tax Advice and Tax Preparer Ethics ConsiderationsDon Chaney, Esq., CPA 721-5765 Handout
July 19, 2005 The Latest in Elder IssuesPaul Moors Esq. 321-0100 Adult Protective Services
Pima Council on Aging
Az Long Term Care System
Fiduciary Certification Program
June 21, 2005 IRS Representation UpdateCharles Dangel EA 749-1200  
May 17, 2005 Selling a Tax PracticeKen Bergovoy
Advantage Services, L.L.C.
623-466-8240  
Jan. 18, 2005 Arizona UpdateArizona Department of Revenue 877-863-0655 www.revenue.state.az.us
Dec. 14, 2004 Beyond TaxesPatricia Raskob, EA 690-1999  
Nov. 16, 2004 Community PropertyHartley Newkirk, JD 575-0360  
Oct. 19, 2004 Tax Year 2004 Tax UpdateDon Hartman, CPA 579-2156 American Jobs Creation Act of 2004
Sept. 21, 2004 What's the Basis of My Basis?Mel Melvin, EA 531-1111  
Aug. 17, 2004 Tax Legal Tips and TanglesDon Chaney, Esq., CPA 721-5765 Arizona Law of Closely Held Business CD-ROM
July 20, 2004 The AMT ThreatMartha Lawrence, EA 293-0966 Home Mortgage Interest (EA Journal/Mar-Apr 2004) 624K
AMT: What Is It And Why Should I Care? (EA Journal/Nov-Dec 2003) 337K
June 15, 2004 So Your Client Died ... Now How Do You Cope With the Lawyer?Bert Whitley EA 320-1300 Fiduciary Practices
May 18, 2004 Retirement PlanningRusty Rollins, Attorney 577-7777  
Jan. 20, 2004 State Filing UpdateDoug Williamson
Arizona Department of Revenue
877-863-0655 www.revenue.state.az.us
Dec. 18, 2003 Trust IssuesPatricia Rascob EA 690-1999  
Nov. 18, 2003 Computer Security & PrivacyBob Jordan, EA 296-7808 Links & more info
Oct. 21, 2003 Making the Most of the AzTaxPros.org WebsiteForrest Davis EA 322-9147 Click here for handout
Sept. 16, 2003 Rental Real Estate Structure and Tax ConsiderationsDon Chaney, Esq., CPA 721-5765 Book highlights
Aug. 19, 2003 Jobs and Growth Tax Relief Reconciliation Act of 2003Don Hartman, CPA 579-2156  
June 17, 2003 New Regs for Sale of ResidenceMartha Lawrence EA 293-0966 Click here for handout
May 20, 2003 Long Term CarePaul Moors, esq. 321-0100 www.elderlawtucson.com

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