Southwest Fest 2017
Scottsdale, Arizona
Join Arizona's Enrolled Agents at the 2017 Southwest Fest! Held at the luxurious Hotel Valley Ho in the heart of Scottsdale's Arts and Entertainment District, Southwest Fest features two of the nation's top educators. Keynote speaker Kathy Morgan, EA will focus on tax preparation topics, and will be joined by NTPI Faculty member Marc Dombrowski, EA. Aaron Blau, EA, CPA will also return to provide an ethics update with a focus on conflicts-of-interest.
Education
Event qualifies for 18 hours of CPE (2 hours ethics, 17 hours IRS, 1 hour NAEA)
Kathryn Morgan has spent over 20 years with the Premium H&R Block office in Bossier City, Louisiana. An Enrolled Agent, Kathy also is a fellow of the prestigious National Tax Practice Institute and is a noted Instructor and Representation Specialist. Kathy's work can be found published by several research companies, icnluding Parker Tax Publishing and Taxconnections.com.
Topics
- Residential Rentals: Money Pit or Hidden Gem
- over the Road Transportation Workers
- Working From Home, This will be a Snap, Right?
- Living Off the Grid: Bringing Clients into Compliance
- Audit Assistance vs. Audit representation: Is There a Difference?
Marc Dombrowski hails from the Buffalo/Niagra area of New York State and serves as the President of Tax Help Associates and Hamburg Tax Service, LLC. Marc has been a faculty member of the National Tax Practice Institute since 2009.
Topics
- Representation 101
- IRS Correspondence
Gelie Akhenblit, CEO / Founder of NetworkingPhoenix is an entrepreneur, speaker, mother and mentor who has altered the landscape of networking in Phoenix, Arizona by visualizing, creating, and launching an online platform that has democratized how people connect in-person.
Most recently, Gelie delivered a TEDx talk on the topic of freedom. In her message, she shared her story of being a political refugee from the former Soviet Union and how her journey to freedom has evolved and led her to chase after her dreams. She urges people not to settle for anything else and to always keep pushing.
Topics
- The Power of Networking and Building Profitable Relationships
Lisa Novak, is the Senior Stakeholder Liaison with the IRS, a function of the Small Business and Self-Employed Division of the Internal Revenue Service. As a Liaison, she works with practitioner and small business orgaizations to provide members with information about policies, practices, and procedures with the IRS.
Topics
- Updates for the Tax Practitioner
Schedule
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Wednesday, June 21 |
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3:00 – 5:00 |
Registration |
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Sands Ballroom |
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4:30 – 5:20 |
Welcome Reception |
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Sands Ballroom |
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5:20 – 7:00 |
Ethics for the Tax Professional |
Aaron Blau, EA, CPA |
Sands Ballroom |
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Thursday, June 22 |
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8:00 – 9:40 |
Residential Rentals: Money Pit or Hidden Gem (2 hours) |
Kathy Morgan, EA |
Sands Ballroom |
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9:40 – 10:00 |
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BREAK |
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10:00 – 11:40 |
Working from Home: This will be a snap, right? |
Kathy Morgan, EA |
Sands Ballroom |
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11:40 – 1:00 |
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LUNCH |
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1:00 – 1:50 |
A View From Washington |
Cedric Calhoun, CAE |
Sands Ballroom |
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1:50 – 2:40 |
A View from the IRS |
Lisa Novak |
Sands Ballroom |
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2:40 – 3:00 |
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BREAK |
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3:00 – 4:40 |
IRS Correspondence |
Marc Dombrowski, EA |
Sands Ballroom |
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Friday, June 23 |
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8:00 – 9:40 |
Audit Assistance vs. Audit Representation: Is there a Difference? |
Kathy Morgan, EA |
Sands Ballroom |
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9:40 – 10:00 |
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BREAK |
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10:00 – 11:40 |
Representation 101 |
Marc Dombrowski, EA |
Sands Ballroom |
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11:40 – 1:00 |
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LUNCH/AUCTION |
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1:00 – 2:40 |
Representation 101 (Continued) |
Marc Dombrowski, EA |
Sands Ballroom |
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2:40 – 3:00 |
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BREAK |
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3:00 – 4:40 |
On The Road Again: Today’s Traveling Workforce |
Kathy Morgan, EA |
Sands Ballroom |
Accomodations
The Hotel Valley Ho celebrates sixty years in downtown Scottsdale. Brimming with mid-century modern charm, the hotel is where history and luxury meet. Stay steps away from Downtown Scottsdale's renowned dining, shopping and art galleries for a stay that's both relaxing and entertaining. To check out what's around the hotel, click here!
To register, use the following instructions:
- Go to www.hotelvalleyho.com
- Click on “Book Now”
- Enter reservation dates and group code “ASEA2017"
The cut-off date for our group is May 24, 2017. Please register as soon as possible.