As the Director of the Arizona Department of Revenue, I wish to welcome you to the 5th Annual Arizona Tax Talk Conference. It is the desire of DOR’s Community OutReach and Education Section to provide you with the most complete, up–to-date information concerning tax law changes and DOR programs, practices, and policies.
This event has been organized to provide a program specifically designed to respond to the needs of the tax professional community.
I also want to thank AFIT (Arizona Forum for the Improvement of Taxation) for partnering with the Arizona Department of Revenue so we may continue to provide excellent customer service to the taxpayers of Arizona. This partnership has proven to be very valuable and constructive and I personally look forward to continuing our regular partnering meetings with AFIT officials to improve upon our service delivery.
Our commitment to you, the tax professional, is confirmed by our dedication to “Public Trust, Excellence, and Quality Customer Service.”
Mark W. Killian
Arizona Department of Revenue
AFIT (Arizona Forum for the Improvement of Taxation) joins DOR & IRS to assist in organizing and planning the conference, publicity, and broadening the scope of Arizona Tax Talk 2002.
Two days of concurrent and general sessions will allow the opportunity to attend the topics of your choice. For those seeking Continuing Professional Education (CPE), the maximum number of credits is 15.
Phoenix/Tempe December 3 & 4, 2002 Sheraton Phoenix Airport Hotel
1600 South 52nd Street
Tempe, AZ 85281
Tucson December 10 & 11, 2002 Tucson Convention Center
260 South Church Avenue
Tucson, AZ 85701
Glendale December 17 & 18, 2002 Glendale Civic Center
Registration and Information Desk opens at 7:00 am
Opening General Session begins at 8:00 am
Lunch is from 11:30 am – 1:00 pm
Concurrent Sessions follow from 1:00 pm – 5:00 pm
The registration fee for the 2002 conference is $125 per person (the one-day rate is $100 per person and you may select day one or day two of the program). You may use your Visa® or MasterCard® to pay for registration fees. The fee includes access to all sessions, handouts including DOR Booklet X, DOR CD-ROM of tax forms and information, two continental breakfasts, and two luncheons.
Attendance at the conference or concurrent session qualifies for Continuing Professional Education (CPE) Credits. Other professional groups should consult with their respective licensing agencies regarding acceptability of credit. General sessions qualify for CPE credit, and with the concurrent sessions and Luncheon speaker the maximum number of CPE credits available to be earned is 15.
The General Session
Tax Update - Updates on the following topics:
BRITS (Business Reengineering Integrated Tax System)
Tax Update - 2003 Legislative Tax Law Changes, Forms, Notices and Publication. Update on Significant Tax Law Provisions for Tax Years 2001-2003.
Update on the following topics:
New Services for 2003
Abusive Tax Schemes
Exam and Collection Reengineering
Information Reporting Program
Practitioners Priority Service
Employer Identification Number
Other new key messages
Arizona e-commerce Update – You will have the opportunity to hear what new and exciting changes are in store for Arizona in the next electronic filing season.
Contracting Industry – Advanced Contracting, Transaction Privilege Tax issues to be discussed: Marketing Arm/Construction Owner Builder/Spec Builder, Constructions Manager, Architectural & Engineering Fees, etc.
How To Reduce Client Frustration - Income: This session will cover client frustration involving: Postmarks, Extended Due Dates, Misapplied Payments, Check Box Issues, Document Requests (e-filed returns), Errors on Returns Form page 2, PTC Documentation, W-2 information when company is no longer in business, Rapid Refunds and other issues.
Business: This session will cover client frustrations involving: Missing Returns, Unapplied and Misapplied Payments, Late Filing Penalties, Postmark Dates, Joint Tax Applications, TPT/Withholding ID Numbers, Related Billing & Filing Problems.
Navigating Through DOR’s “NEW” Website - The Webmaster will provide a tour of the new web site. The webmaster will also detail enhancements scheduled for the near future. Comments and suggestions will be sought and greatly appreciated.
Offer In Compromise – You will learn: When a taxpayer should request an Offer-In-Compromise; What the taxpayers options are in resolving their liability; What the Offer-In-Compromise criteria is; and the effect of the statute of limitations.
Transaction Privilege and Use Tax - Discussion about what is happening in the TPT Audit Function of the DOR.
Topics will include staff reductions and their impact, refunds, protests and audits (state only and joint audits). Time will be allotted for Q & A.
Unclaimed Property – “The Pot of Gold at the End of the Rainbow” - This presentation will discuss the history of Unclaimed Property followed by holder reporting, what their responsibilities are, as well as the processing side of the unit and what the department does to locate owners.
Immigration and Naturalization Service - The role of Immigration & Naturalization Service and employers' responsibilities.
Social Security Administration – Representatives from the Social Security Administration will present subjects focusing on retirement, survivor disabilities benefits and much more.
Alternative Agreements - In the past, the sole focus of IRS has been on correcting problems at the back-end of the tax process. But, we all know, it’s far better for the customer, and far less expensive, to get it right the first time. Find out how the IRS is promoting voluntary compliance through voluntary agreements within such areas as the food and beverage industries.
Burden Reduction - One of the strategies in our Business Plan is “Reduce Burden on Small Business Taxpayers”. Major areas of focus will be on the following: Simplifying forms, pubs and communication; Streamlining internal policies, processes and procedures; Promoting less burdensome rulings, regulations and law; and Partnering with internal and external stakeholder to more effectively and efficiently identify and address burden reduction initiatives. Discussion on areas identified for Burden Reduction and status of proposed initiatives.
Electronic Filing - Presentation on EFTPS (Electronic Federal Tax Payment System) and Electronic filing of returns both personal and business, explaining the effectiveness and benefits of electronic filing.
National Research Project - The National Research Program (NRP) is a comprehensive effort by the IRS to measure payment, filing and reporting compliance for different types of taxes and various sets of taxpayers. The first stages will focus on individual income taxes, while future stages will measure other taxes and other types of taxpayers.
Offer in Compromise - Topics to be covered:
What’s new with Offers in Compromise?
The Truth about the OIC Program.
What can taxpayers do to assist the service in providing a timely decision on the offer submission?
Submitting an Offer in Compromise
Reasonable Collection Potential
Centralized Offer In Compromise
Third Party Authorization/CAF - Update on Centralized Authorization File (CAF). It’s simpler, faster and more secure for taxpayers to authorize individuals to represent them, including receiving confidential tax information. The IRS now will maintain authorization and representative records, along with taxpayer records, in a Centralized Authorization File. An overview of what's coming later in the year.
Arizona Tax Talk 2002 Conference Registration Form
Method of Registration
Mail with check or credit card information to: Community OutReach and Education, Arizona Department of Revenue, 1600 West Monroe, Phoenix AZ 85007
) Fax with credit card information to (602) 364-0085
(1) First Name: Last Name:
(2) First Name: Last Name:
(3) First Name: Last Name:
r Alternative Agreements (IRS) r Alternative Agreements (IRS)
r Electronic Filing (IRS) r Electronic Filing (IRS)
r How To Reduce Client Frustration/Business r How To Reduce Client Frustration/Business
r Transaction Privilege and Use Tax r Transaction Privilege and Use Tax
3:00 pm 4:00 pm
r Contracting Industryr Contracting Industry
r Burden Reduction (IRS) r Burden Reduction (IRS)
r Third Party Authorization (IRS) r Third Party Authorization (IRS)
r Unclaimed Property r Unclaimed Property
With 72 hours notice, appropriate accommodations can be provided to individuals with disabilities. Please call (602) 542-3062.
If you are hearing impaired, please call TDD: in Maricopa County, (602) 542-4021, or toll free, statewide 1-800-397-0256.
This document is available in an alternative format upon request.
For additional information call
Community OutReach and Education at 602-542-3062 or toll free in Arizona, 1-877-863-0655
December 3 & 4, 2002
Sheraton Phoenix Airport Hotel
1600 South 52nd Street
Tempe, AZ 85281
December 10 & 11, 2002
Tucson Convention Center
260 South Church Avenue
Tucson, AZ 85701
December 17 & 18, 2002
Glendale Civic Center
5750 West Glenn Drive
Glendale, AZ 85301
Arizona Department of Revenue First-Class Mail
Community OutReach and Education Section U.S. Postage