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Presenter Itinerary
Symposium 02.16.22 Practical Tax Talk
8:30 Gather | PEP Talk and Welcome 8:50a—10:10a 1.5 hr CE Federal Tax Action Alerts
Phoenix Tax Workshop
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.
Our network of professional advisor partners is always growing. If you’re interested in connecting with us, give us a call at 602.682.2087 or email Lisa Stratton at LStratton@azfoundation.org.
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