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Learn 16 hours of continuing education credit while relaxing at Phoenix' Sheraton Crescent Hotel.
Seminar Schedule
Thursday, June 12
Chuck Henderson Memorial Golf Tournament: 6:30am
Registration: 4pm
Practitioner Forum: 6pm (2 CPE)
Friday, June 13
AzSEA Annual Meeting
Tax Plans and Concerns for the Aging Client: Jerry Riles, EA (4 CPE)
Luncheon & Keynote Speaker: David Hatt, EA, NAEA President
Social Security - The Rest of the Story: Jim Pavletich (3 CPE)
President's Dinner (included in registration): 6pm
Saturday, June 14
Tax Plans and Concerns for the Aging Client, Part 2: Jerry Riles, EA (4 CPE)
Luncheon & Auction
Tax Practice Standards and the Return Preparer: Dr. William Raby (2 CPE Ethics)
Taxes for the Military & Military Families: Lance Bonlender, EA (1 CPE)
For more information, contact:
Nellie Williams, EA
(602) 265-1040
ntwmseaaz@aol.com
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Speakers
Jerry Riles, EA
An experienced tax and accounting practitioner specializing in small business and individual taxation, Jerry has been self-employed since 1963 and practices in Zachary, LA. He has been an income tax lecturer since 1979 and holds a B.S. degree in Accounting.
James Pavletich
Jim is Public Affairs Director for the Phoenix district office of Social Security Administration.
Dr. William Raby, CPA
Dr. Raby is a Professor Emeritus at Arizona State University.
Lance Bonlender, EA
Lance is owner of LB Tax Services LLC in Tucson and a military reservist. He is the durrent president of the Southern Arizona Chapter of Enrolled Agents.
David Hatt, EA, CFP
David is a principal of Norberg-Schwerin-Hatt in Menlo Park, CA. He is an NTPI fellow and current president of the National Association of Enrolled Agents.
Pat Hammond
Ms. Hammond is the National Director of Field Operations, IRS Stakeholder Liaison. She will be a Thursday evening panel guest.
Vince Perez
Mr. Perez is Assistand Director, Examination for the Arizona Department of Revenue.
Gale Garriott
Mr. Garriott is Director of the Arizona Department of Revenue. He will be a Thursday evening panel guest.
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