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Arizona Society of Enrolled Agents
SouthWest Fest 2007
Navigate the Maze

Thursday-Saturday,
May 31-June 2, 2007
Prescott, AZ

Register online here & save $10

Lots more at SouthWest Fest

Your best value in continuing professional education is even better this year:

17 hours of CPE

7 top speakers

Arizona-oriented practical information

Friday evening dinner is included in registration

New Practitioner's Forum on Thursday evening

New golf tournament to honor late AzSEA President Chuck Henderson

Enjoy a cool getaway in Prescott

Save $10 by registering online (below)

This is not a seminar to miss! Register now.

Registration fees
17 hours CPE
  NAEA member Nonmember
By May 15 $249 $289
After May 15 $289 $339
Partial registration
Thurs & Fri $190 $190
Saturday $170 $170

Attendance at all sessions will qualify a seminar participant for 15 hours of CPE credit for Enrolled Agents. Two of the hours relate to ethics training. Other professional groups should consult with their respective licensing agencies regarding possible qualifying credit.
ASEA has entered into an agreement with the Office of Professional Responsibility (OPR), IRS, to meet the requirements of 31 CFR sec. 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors and length of class hours. This agreement does not constitute an endorsement by the OPR as to quality of the program or its contribution to the professional competence of the enrolled agents. ASEA's Sponsor Number is 353.
Seminar Schedule

Thursday, May 31

  • Chuck Henderson Memorial Golf Tournament
  • Registration
  • Practitioner Forum
    Friday, June 1

  • AzSEA Annual Meeting
  • Community Property
  • Luncheon & Keynote Speaker
  • Ethics
  • Dual sessions, choice of:
    -- Liens & Levies
    -- Trust Fund Penalties
  • President's Appreciation Dinner (included in registration)
    Saturday, June 2

  • Trusts
  • Luncheon & Auction
  • 1031 Exchanges


    Presenters

    Jeri Cantrell, EA
    Geromina "Jeri" Cantrell worked for the IRS for 30 years, primarily in the Collection Division. Jeri was a member of the IRS Speakers' Panel and a classroom instructor for new revenue officers. Jeri has been an Enrolled Agent since 2002.

    Matt Dana, J.D.
    Matt Dana is a licensed attorney, CPA and CLU in Arizona. He is a principal of Dana Law Firm with offices in Phoenix and Prescott specializing in trusts, estate planning and probate matters.

    Jim Miller, J.D.
    Jim Miller received a Juris Doctorate from Villanova University School of Law and is a fully Qualified Intermediary for all types of 1031 tax deferred exchanges.

    Greg Robinson, J.D.
    Greg Robinson servedas a senior trial attorney with IRS. Since entering private practice in 1979, Greg has been designated a Certified Tax Specialist. He is active in AFIT and the Phoenix Tax Workshop, as well as the ABA and Maricopa County Bar.

    Bahar Schippel, J.D.
    Bahar Schippel received her J.D. from ASU in 1996. She served as an Attorney Advisor for the United States Tax Court. She is a partner at Snell & Wilmer LLP specializing in pass-through entities and representation in federal tax controversies.

    Henry Tom, J.D.
    Henry Tom worked for IRS from 1976 to 1988 in Examination and Appeals. He was admitted to the Arizona Bar in 1985 and is a Certified Tax Specialist. Henry is the current president of the Arizona Forum for Improvement of Taxation.

    Jack Wood, EA.
    Jack Wood worked for the IRS from 1971 to 1985. Jack then worked for a tax law firm in Providence, RI, that specialized in tax representation. Jack has been an Enrolled Agent since 1985. He now lives in Prescott, where he helps clients resolve tax problems.


  • Prescott Resort & Conference Center
    1500 Highway 69
    Prescott, AZ 86301
    Location Map

    Discounted room rates of $115 per night are available until 5 pm May 4. Additional rooms available at reduced rates for dates before and after the conference. For reservations, call (800) 96PINES and mention AzSEA SouthWest Fest for the special rates.

    Directions from Central and Southern Arizona:
    Take Interstate-17 north from Phoenix 62 miles. Exit at Cordes Junction (exit 262). Take Highway 69 33 miles to Prescott. As you approach central Prescott, you will see the Prescott Resort on top of a hill to the right. Turn right at the traffic light and follow the road up the hill to the hotel.


    Register Online Here!
    Save $10 when you register online!

    Paypal no longer requires you have a Paypal account to do an online payment. You will be asked for your name and contact information when you check out. If you already have a Paypal account, simply log in to it and that information will be on file for you.

    Fee - choose one:
    Name for badge:
    Additional information:
      

    Additional Lunch: Additional Friday $35

    Saturday $35
    Additional President's Dinner:
    Friday $40
    Chuck Henderson Golf Tournament:
    Thursday $75

    Cancellation policy:
    Only written cancellation requests will be accepted. Cancellation by May 15: Refund less $25 cancellation fee. Cancellation after May 15: partial refund only upon approval of AzSEA board. No refund for no-show.

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