Events
Providing quality, affordable continuing education is a priority for the Arizona Society of Enrolled Agents.
SouthWest Fest 2022
SouthWest Fest 2022
by Arizona Society of Enrolled Agents
When: June 16-17, 2022
Where: Virtual
AzSEA offers SouthWest Fest 2022 as a virtual event (webinar) plus Fall Seminar 2022 as an in-person event with a single registration this year.
| Date | Time | Topic | Speaker | Credit |
|---|---|---|---|---|
| June 16, 2022 |
9:00am -9:45am | AzSEA Annual Meeting |
||
| June 16, 2022 | 10:00am - 12pm | IRS and other initiatives in COVID relief (PPP, Employee Retention Credit, Economic Injury Disaster Loans) fraud investigations, along with an increasing number of IRS referrals for criminal prosecution of non-payment of payroll trust fund taxes. | Jason Silver, Attorney | 2 |
| June 16, 2022 | 1:20pm - 3:00pm | Community Property issues, concerns & opportunities associated with Community Property Rules, which could affect almost all married taxpayers in Arizona. | Greg Robinson, Tax Attorney | 2 |
| June 16, 2022 | 3:10am - 4:50pm | Ethics | Christine Freeland, CPA | 2 |
| June 17, 2022 |
8:00am - 9:45am 10:00am - 11:45am 1:00pm - 2:45pm 3:00pm 4:45pm |
Review current developments, including recent IRS guidance on the timing of forgiveness of PPP loans. With in-depth coverage of Form 7203 and Schedules K-2 and K-3, introduced by IRS in recent months and required on 2021 tax returns. Provide an overview of Employee Retention Credit claims, which could result in large refunds for your business clients. Mr. Bradley will also address important tax planning considerations for the anticipated uncertain economy ahead. |
Bradley Burnett, Tax Attorney | 8 |
| October 21, 2022 | In-Person | Desert Willow Conference Center, | 4340 E. Cotton Center Blvd, Phoenix. | |
| October 21, 2022 | The representation of taxpayers under examination, with in-depth review of audit issues and audit techniques. Sherrill will also address representation in unagreed examinations, primarily in the form of administrative appeals within the IRS, but also the possibility of petitioning the Tax Court. | Sherrill Trovato, MBA, MST, EA and USTCP | 4 | |
| October 21, 2022 | A small group of Arizona EAs who have extensive experience in matters involving the IRS Collection Division will discuss approaches to representing clients with significant delinquent tax debt. | 2 | ||
| October 21, 2022 | A Collections panel will have a roundtable discussion of the issues and challenges of representing clients before the IRS, as the Service continues to struggle in a post-COVID environment. | Sherrill Trovato, MBA, MST, EA and USTCP | 1 |
Registration Options:
- Full SouthWest Fest, three-day package: $375.00
OR
- Two-day webinar, June 16 & 17: $300.00
OR
- One-day seminar, October 21: $175.00
Registration for the three-day and two-day options will close on June 14 at 5:00 PM.
Registration for the October 21 single-day in-person seminar will close on October 18 at 5:00 PM.
