Events
Providing quality, affordable continuing education is a priority for the Arizona Society of Enrolled Agents.
SouthWest Fest 2026 Part 2
October 26, 2026
8:00 AM - 5:00 PM
Add to Calendar
Desert Willow Conference Center
4340 E Cotton Center Blvd
Phoenix, AZ 85040
Venue website
Directions
dual-track tax preparation and representation
CPE: 8 hours of tax or tax-related education
Course Fee: AzSEA Members: $275
Non-members: $375
Join (dues of $65) and $ave: $340
| Time | Topic | Speaker |
|---|---|---|
| 8:00-8:25am | Registration | |
| 8:30-10:10am | Business (Tax Practice) For Sale: Seller and Buyer Perspectives | Kat Tracy, EA Bill Burke, CPA |
| 10:10-10:30am | Break | |
| 10:30am-12:10pm |
US Tax Court Practitioner: Theory vs Practice |
Tom Rex,CPA, USTCP P K Perinkulam, EA, USTCP Bree Stamper-Gimbar, Attorney |
| 10:30am-12:10pm | Evaluating Your Prospective New Tax Representation Client | Jack Wood, EA |
| 12:10-1:10pm | Lunch | |
| 1:10-2:50pm | Trust Tax Reporting: Fundamental Concepts | Mary Sunderland, EA, USTCP |
| 1:10-2:50pm | IRS Transcript Analysis: Step One in Representation | Jack Wood, EA |
| 2:50-3:10pm | Break | |
| 3:10-4:50pm | Aging Clients, Failing Memories, Missing Tax Records | Stephanie Sterling, EA, WMA, AIF |
| 5:15pm - ?? | AzSEA is hosting "Attendee Appreciation Reception" at On the Rocks | Optional social time |
CANCELLATION POLICY: Cancel on or before Oct 20 and receive all but $75 of your fee. NOTE: Dues of $65 on a Join and $ave registration are non-refundable.
VENDORS:
- If you would like to set up a table, please visit our vendor page
- 1 vendor rep and 1 vendor table: $225
- 2 vendor reps and 1 vendor table: $275
- For more information, contact Jack Wood at (928) 533-4777
Tickets
$375.00 AzSEA member
$275.00 Earlybird rate before October 16
$375.00 Nonmember
$340.00 Join and $ave
