Symposium 02.16.22 Practical Tax Talk
Presenter Itinerary 8:30 Gather | PEP Talk and Welcome 8:50a—10:10a
1.5 hr CE
Federal Tax Action Alerts Phoenix Tax Workshop
PEP Talk and stretch break
10:20a—11:10a
1.0 hr CE
Facilitated Discussion Dale Walters & Drake Qualls
PEP Talk (BizTown Peek) and Lunch Box
11:30a—12:50p 1.5 hr CE Un Taxing Your Clients Dr. Moira Summers (via Zoom) PEP Talk and stretch break
1:15p—2:25p
1 hr CE
AZ Legislative Update & Tax Update Rory Wilson & Elaine Smith
PEP Talk and stretch break (Tax Credit Story)
2:40p—3:20p
0.5 hr CE
AZ 529 + Finanicial Literacy Legislative Outlook Jeffrey Ong, AZ Treasurer Office
PEP Talk and stretch break
3:20p—3:30p
PEP Voting, Coming Events, Closing Remarks William Cerynik & Craig Waugh
3:30p—5:00p
End of Day Mixer (on site)
Times listed are Mountain Standard (Arizona) Time
Hybrid Event In-Person with social distancing: Junior Achievement Training Room 636 W Southern Ave Tempe 85282
Via Zoom: Meeting confirmation and reminder emails will provide meeting ID and password. Zoom Polling or Mentimeter will be used to facilitate dialogue and interaction.
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