BIO

As a founding partner in Toback CPA's, Arizona's largest local CPA firm [sold in 2000 to a National CPA firm]. Ira has provided business and tax counseling for over thirty years.


Ira has a long history as an advocate for small business. He has been a delegate to the While House Conference on Small Business twice, founded the Arizona Small Business United and Served as Director and President of the Arizona Small Business Association.

​As a CPA, Certified Estate Planner, and a Certified Valuation Analyst, Ira continues to provide services for clients in Arizona. 

Ira serves as Chairman of the Phoenix Tax Workshop and is editor of the Arizona Tax Guides. He was honored with life
membership in the Arizona Society of CPA's.


IRA S. FELDMAN
​CPA, CVA, AEP

ira@felco.biz​


Educational Background

​B. S. – Business Administration, University of Arizona, Accounting Major/Finance Minor

MBA – Arizona State University


Current Professional Affiliations

Ira provides business and tax counseling services primarily to the profession. CPA (Arizona);member of the American Institute of CPA’s; Certified Valuation Analyst (CVA); member National Association of Certified Valuation Analysts; Accredited Estate Planner; Member, Tax Court Bar; Chairman, Phoenix Tax Workshop; Member, served on Editorial Review Boards of Practical Tax Strategies (RIA) and Practioners Tax Bulletin.


Former Professional Affiliations

Member, Professional Advisory Board of Arizona State University and University of Arizona Schools of Accounting. Director, Accounting firms Associated, Inc. (CPA America), a national association of CPA firms and Chairman of its Taxation Committee; member of the Board of Directors and Chairman of Taxation Committee, Arizona Society of CPA’s; Director and Treasurer, DeGrazia Art and Cultural Foundation, Tucson, Arizona and Friends of DeGrazia Foundation. Recipient of Arizona Society of CPA’s Life Member Award (2013)


Community Affiliations

Delegate 1986 and 1995 White House Conference on Small Business. President and Founder, Arizona Small Business United. Director and President, Arizona Small Business Association. For 1998-1999. Director, Small Business Council of America. Recipient of the U.S. Small Business Administration’s 1997 Arizona Accountant Advocate of the Year Award. Director, Florence Project for Immigration Rights. Former Director, Native Peoples Magazine.


Business Affiliations

Founding Partner of Toback CPA’s, one of Arizona’s largest CPA firms. Founding partner of Toback Technology Group, a software integration firm with offices in Phoenix and Denver. In January, 2000 both Toback firms were sold to a national CPA firm.


Publications and Presentations

Speaker on various small business and tax topics, including tax policy, business valuations, estate planning, closely held corporations, qualified retirement plans, state tax issues, practice management and family owned businesses


Editor, Arizona Income Tax Guide®, Arizona Sales and Use Tax Guide® and Arizona Personal Property Tax Guide® Published by the Arizona Society of CPA’s, Including revision editions, since 1974.


Editor, Toback CPA’s Monthly Client Letter


Editor, Tax Planning Checklists – Published annually by Warren Gorham & Lamont


Selected Articles

" Current Challenges to the Family Limited Partnership Scheme for Estate Planning," Practical Tax Strategies, January 2014


“Is Tax Reform Good for Small Business?" Arizona Living


“Rental of Home Office to Employer Salvages Deduction for Professional Employee”, Taxation for Lawyers


“Planning for Loans to Participants from Qualified Plans After ERISA”, Tax Advisor.


“Client Looking for Tax Shelter Investments May Be Missing Opportunities Under His Note”, Taxation for Accountants, and

Taxation for Lawyers.


“Admissions to Tax Court Can Aid Both the Accountant and His Clients", Taxation for Accountants.


“How to Handle Section 337 Liquidations”, Prentice-Hall Tax Ideas.


“Tax Aspects of Starting a New Business”, The Business Journal, Phoenix, Arizona.


“Family Limited Partnerships Can Work For Your Client”, Arizona CPA, October 2005


“Plan Now to Avoid Dealer Status for Investment Real Estate”, Practical Tax Strategies, November 2005


Selected Presentations

“Estate Planning and Compliance in this “Temporary Environment”, Arizona Society of CPA’s


“Deferred Charitable Giving”, Arizona Community Foundation.


“Roth IRA Conversions in a State of Change”, Maricopa County Bar Association.


“Practical Considerations in Today’s Quicksand, Legislative Environment”, Prescott Estate Tax Practioners.


“Realizing Your Firms Tax Service Potential” Private Companies Practice Section American Institute of CPA’s


“Tax Shelters after ERTA”, Arizona State Bar Convention.


“Successful Tax Planning for the Family and its Business”, Arizona Tax Institute


“Using Retirement Plans to Save Taxes and Enhance Cash Flow”, Phoenix Tax Workshop seminar on Successful Tax Planning.


“Hobby Losses and the Internal Revenue Service”, National Dairy Goat Association Conference.


Quoted In

Wall Street Journal, New York Times, Money Magazine, US News & World Report, USA Today, Arizona Republic, Business Journal, Who’s Who in America.

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