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| Date | Topic | Presenter | Phone | More Info |
| Dec. 13 | Arizona Tax Oddities | Lin Leclair, EA | 320-1041 | Handout |
| Nov. 15 | Social Security Options for Baby Boomers | Milton Ames, CFP | 398-4376 | Social Security section American Academy of Actuaries |
| Oct. 18 | Small Business Retirement Plans | Vic Hess, CPA, CFP | 318.5543 | Handouts |
| Sept. 20, 2011 | Reasonable Cause for Penalty Abatement | Jeri Cantrell, EA | 749-5013 | Handout |
| Aug. 16, 2011 | Return Preparer Oversight / Circular 230 Update | Mike 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 Updated | MSgt Lance Bonlender, EA | 320-0050 | Handout |
| May 17, 2011 | Updates in Estate and Trust Tax Law | Teresa Lancaster and Benjamin Burnside / Bogurtz & Gordon Attorneys | 321-9700 | |
| Jan. 18, 2011 | Arizona Tax Update | Tom Waters, Arizona Dept. of Revenue | (602) 716-6283 | 2010 Legislative Summary |
| Dec. 14, 2010 | Online Business Services for Employers | Kari 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 Clients | Sean 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 Discussion | Mark Crawford, EA; Mike Martin, EA; Vicky McGoldrick, EA; Chet Ware, EA | ||
| Sept. 21, 2010 | IRA Distributions | George True & Jonathan Haley | (602) 241-1601 | |
| Aug. 17, 2010 | Health Care Reform Legislation | Mary Keysor, Elan Benefits | (520) 990-7202 | The Affordable Care Act Summarized (Word doc) Healthcare Reform (PDF, 30MB) |
| July 20, 2010 | Taxes Versus Bankruptcy | Jeri Cantrell, EA | (520) 749-5013 | Handout |
| June 15, 2010 | Self-Rentals: Tricky Tax Issues | Forrest Davis, EA | (520) 322-9147 | Handout |
| May 25, 2010 | How the Arizona Taxpayer Advocate Office Can Help You and Your Clients | Frank Bustos Taxpayer Advocate Service, Arizona |
(602) 636-9500 | Taxpayer Advocate Service |
| Jan. 19, 2010 | Arizona Tax Update | Tom Waters Arizona Dept. of Revenue |
(602) 716-6283 | 2009 Legislative Summary |
| Dec. 15, 2009 | Tax Update | Don Hartman, CPA | 579-2156 | Tax update handout 2010 Refund Planner Military Spouse Residency |
| Nov. 17, 2009 | Abatement of Penalties | Charles Dangel, EA | 760-5055 | F/843 instructions Taxpayer Advocate Service |
| Oct. 20, 2009 | Tax Issues for Clergy and Police Officers | Stefanie Campbell, EA | 602-997-9056 | Pub 517 |
| Sep. 15, 2009 | Foster Children and Adoption Credit | Lin Leclair, EA | 320-1041 | Adoption Credit Adoption Benefits Increased Adoption Taxpayer Identification Number |
| Aug. 18, 2009 | Pension Update | Phil Shaffer, EA | 901-3322 | Powerpoint presentaiton Retirement Plans for Small Business |
| July 21, 2009 | City of Tucson TPT, Tax, and Tax Amnesty | Pam Reinke, City of Tucson | 791-4566 | Tucson Finance Dept |
| June 16, 2009 | Conducting Tax Research Online | Forrest Davis EA | 322-9147 | AzTaxPros Resources Brown Mackie Tax Research Powerpoint presentation |
| May 19, 2009 | Section 529 Plans for Arizona Taxpayers | Carl Stauss | 299-2873 | Edward Jones: Saving for Education |
| Jan. 20, 2009 | Arizona Tax Update | Tom Waters, AzDOR | (602) 716-6283 | Legislative Summary Individual Income tax Changes for 2008 |
| Dec. 16, 2008 | Trust Fund Recovery | Jack Wood, EA | 928-771-1120 | |
| Nov. 18, 2008 | Year-End Tax Planning | Panel discussion headed by Pat Raskob, EA | 690-1999 | |
| Oct. 21, 2008 | Tax Update 2008 | Don Hartman, CPA | 579-2156 | Tax update handout 2009 Refund Planner |
| Sept. 16, 2008 | Arizona Military Family Credit | Diane D’Angelo | (602) 234-8421 | Az Military Family Relief Fund Tax Credit |
| Aug. 19, 2008 | Differences Between Arizona and Federal Taxes | Lin LeClair, EA | 320-1041 | |
| July 15, 2008 | Intent To Levy Notifications Step By Step | Al Pedolsky, EA | 742-7837 | |
| June 17, 2008 | Arizona Tax Credits and $10,000 Parent Exemption | Doug Williamson Arizona Department of Revenue |
(602) 716-6790 | www.azdor.gov |
| May 20, 2008 | Online Tax Research | Mel Brodie, EA | 296-9079 | |
| Jan. 15, 2008 | Arizona Tax Update | Doug Williamson Arizona Department of Revenue |
(602) 716-6790 | www.azdor.gov 2007 Legislative Summary |
| Dec. 18, 2007 | Making the Most of IRS e-Services | Curt Corliss, EA | (623) 882-0400 | IRS e-Services |
| Nov. 20, 2007 | Tax Issues for Military and Military Retirees | Lance Bonlender, EA | 320-0050 | Powerpoint slides (4.5MB) Pub 704 - Taxpayers in the Military |
| Oct. 16, 2007 | IRS Audits | Mark Crawford EA and Virginia Zuelow EA | 690-1999 | Handout TIGTA: Schedule C and Tax Abuse |
| Sept. 18, 2007 | Tax Law Update | Don Hartman, CPA | 579-2156 | Handout PDF Converter |
| Aug. 21, 2007 | Tax Aspects of Upside-Down Real Estate | Ray Edwards Forrest Davis EA |
977-6498 322-9147 |
Handout and links |
| July 17, 2007 | Social Security | Jim Pavletich Social Security Administration |
(602) 379-4518 ext 1202 | www.ssa.gov |
| June 19, 2007 | Arizona Tax Credits | Lin LeClair, EA | 320-1041 | http://www.azdor.gov/Refunds and Credits/creditrefundmenu.htm |
| May 15, 2007 | What Gets Employers In Trouble | Gavin Weidman Immigration and Customs |
520-620-7551 | www.uscis.gov |
| Jan. 16, 2007 | Arizona Tax Update | Doug Williamson Arizona Department of Revenue |
(602) 716-6790 | www.azdor.gov 2006 Tax Changes 2006 Legislative Summary |
| Dec. 12, 2006 | Tax Debt Resolution: New Challenges | Jack Wood, EA | (928) 771-1120 | TIGTA Report Means Testing Form B22A |
| Nov. 21, 2006 | Retirement Plans for Small Businesses | Carl Stauss | 299-2873 | Edward Jones 401(k) Plans Comparison |
| Oct. 17, 2006 | New Tax Laws Update | Don Hartman, CPA | 579-2156 | Handout |
| Sep. 19, 2006 | The Other Tax Aspects of Real Estate | Forrest Davis, EA | 322-9147 | Handout |
| Aug. 15, 2006 | Tips, Tricks and Traps in Preparing the Final 1040, 1041 and 706 Tax Returns | Rusty Rollins/Morris, Hall and Kinghorn | 320-5100 | www.morristrust.com" |
| July 18, 2006 | The ABC's of Tax Basis | Lin Leclair, EA | 320-1041 | Handout |
| June 20, 2006 | Mergers and Acquisitions of Accounting Practices | Ken Bergovoy / Advantage Services | (623) 466-8240 | Handout |
| May 16, 2006 | Reading, Interpreting and Dealing With IRS Notices | Al Pedolsky EA | 742-7837 | Understanding Your Notice: irs.gov |
| Jan. 17, 2006 | Arizona Tax Update | Doug Williamson Arizona Dept of Revenue |
877-863-0655 | www.revenue.state.az.us/ |
| Dec. 13, 2005 | Recent Developments in Gift and Estate Tax Planning | Kevin Kinghorn | 320-5100 | EA Jornal: Tax Changes for 2005 |
| Nov. 15, 2005 | New Rules for Qualifying Child and Qualifying Relatives | Lin Leclair EA | 745-1138 | Handout |
| Oct. 18, 2005 | Explanation & Analysis of Energy & Highway Tax Act of 2005 | Don Hartman CPA | 579-2156 | Energy Incentives Act summary |
| Sept. 20, 2005 | Schedule C Audit Issues | Larry Martin EA | 722-8363 | |
| Aug. 16, 2005 | Written Tax Advice and Tax Preparer Ethics Considerations | Don Chaney, Esq., CPA | 721-5765 | Handout |
| July 19, 2005 | The Latest in Elder Issues | Paul Moors Esq. | 321-0100 | Adult Protective Services Pima Council on Aging Az Long Term Care System Fiduciary Certification Program |
| June 21, 2005 | IRS Representation Update | Charles Dangel EA | 749-1200 | |
| May 17, 2005 | Selling a Tax Practice | Ken Bergovoy Advantage Services, L.L.C. |
623-466-8240 | |
| Jan. 18, 2005 | Arizona Update | Arizona Department of Revenue | 877-863-0655 | www.revenue.state.az.us |
| Dec. 14, 2004 | Beyond Taxes | Patricia Raskob, EA | 690-1999 | |
| Nov. 16, 2004 | Community Property | Hartley Newkirk, JD | 575-0360 | |
| Oct. 19, 2004 | Tax Year 2004 Tax Update | Don 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 Tangles | Don Chaney, Esq., CPA | 721-5765 | Arizona Law of Closely Held Business CD-ROM |
| July 20, 2004 | The AMT Threat | Martha 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 Planning | Rusty Rollins, Attorney | 577-7777 | |
| Jan. 20, 2004 | State Filing Update | Doug Williamson Arizona Department of Revenue |
877-863-0655 | www.revenue.state.az.us |
| Dec. 18, 2003 | Trust Issues | Patricia Rascob EA | 690-1999 | |
| Nov. 18, 2003 | Computer Security & Privacy | Bob Jordan, EA | 296-7808 | Links & more info |
| Oct. 21, 2003 | Making the Most of the AzTaxPros.org Website | Forrest Davis EA | 322-9147 | Click here for handout |
| Sept. 16, 2003 | Rental Real Estate Structure and Tax Considerations | Don Chaney, Esq., CPA | 721-5765 | Book highlights |
| Aug. 19, 2003 | Jobs and Growth Tax Relief Reconciliation Act of 2003 | Don Hartman, CPA | 579-2156 | |
| June 17, 2003 | New Regs for Sale of Residence | Martha Lawrence EA | 293-0966 | Click here for handout |
| May 20, 2003 | Long Term Care | Paul Moors, esq. | 321-0100 | www.elderlawtucson.com |