2013 Tax Schools

Continuing Education

The 2013 Tax Schools were approved for:

• Certified Public Accountants - This 2-day course qualifies for 16 hours of CPE
• Enrolled Agents - Approved for 16 hours of CEP
• Attorneys - Approved for 13 hours of CLE
• Real Estate Professionals  - Approved for 15 hours of CPE
• Insurance Professionals - Approved for 13 hours of CPE
• Other Tax Return Preparers - Approved for 16 hours of CPE

The Tax Schools were not approved for ethics.  Ethics were offered during these events in 2013:

• For Attorneys - Taxation Legal Ethics Webinar on December 19, 2013 (approved for 1.5 CLEs)
• For Enrolled Agents, CPAs, and Other Tax Return Preparers: Taxation Ethics Circular 230 Webcast that was available from October 1 - November 15, 2013

Speakers for 2013 Tax Schools:

2013 Day 1 Teaching Team (All Locations)

• Roger A. McEowen is the Leonard Dolezal Professor in Agricultural Law at Iowa State University and Director of the Center for Agricultural Law and Taxation (CALT). He is a member of the Iowa and Kansas Bar Associations and is licensed to practice in Nebraska. He is widely published in law reviews, other agricultural law publications and the CALT website. He also conducts
  agricultural tax and law seminars across the country.  For contact info: https://www.calt.iastate.edu/staff
• Joe Kristan, CPA, is the Roth & Company Tax Technical director. A respected tax technician, Joe’s practice includes real estate, manufacturing companies, closely-held businesses, and
  foreign-owned U.S. operations. Mr. Kristan works regularly with partnership taxation and corporate acquisitions and restructurings. Mr. Kristan frequently teaches at tax schools and is an author of articles for technical and general publications. Mr. Kristan also writes the Roth & Company tax weblog and e-mail newsletter. For contact info: http://rothcpa.com/blog-index/
• Kristy Maitre, is the IRS Senior Stakeholder Liaison for Iowa. Kristy is well-respected among Iowa tax practitioners for her service and dedication. She will address current IRS issues of importance to practitioners, and will provide insight from the perspective of the IRS into numerous issues that are addressed at the seminar.
  • Phone: 515-564-6837
  • Email: Kristy.S.Maitre@irs.gov

2013 Day 2 Teaching Teams

• Maquoketa, Waterloo, Red Oak and Denison
  • A. David Bibler is a practicing attorney and CPA with the Buchanan Law Firm in Algona, Iowa. He is the co-author of the Iowa State Bar Tax Manual and a frequent speaker on various taxation
    topics. Mr. Bibler is a past instructor of taxation courses at the University of Iowa and Buena Vista University.  Contact info: http://www.northiowalaw.com/david_bibler.htm
  • James L. Goodman is a practicing attorney and partner in the law firm of Moore, McKibben, Goodman, Lorenz & Ellefson, LLP in Marshalltown, Iowa. He is also an annual speaker at the Iowa State Bar Association Tax School on related taxation topics. Mr. Goodman is a past instructor of accounting courses at Drake University.  Contact info: http://www.marshalltownlaw.com/attorneys/Goodman_James.htm
  • Lee E. Wilmarth is a practicing attorney and a partner in the Anderson, Wilmarth, Van Der Maaten, Belay and Fretheim Law Firm in Decorah, Iowa. He is a co-author with Orville W.
    Bloethe and A. David Bibler of the Iowa State Bar Association Income Tax Manual and is a frequent speaker on various taxation topics. Contact info: http://www.andersonlawdecorah.com/Attorneys/Lee-E-Wilmarth.shtml
• Sheldon, Mason City, Ottumwa and Ames
• David M. Repp is a tax attorney and shareholder at Dickinson Law in Des Moines. He provides a broad range of tax counsel including federal and state income tax planning, taxation of employee benefits, equity structure and mergers, and succession planning. He also advises clients with respect to the management of their wealth to minimize estate and inheritance taxes. Mr. Repp is an owner and active participant in a 3,000-acre farming operation in Dallas County that raises corn and soybeans.
• Paul Neiffer is an Agribusiness Certified Public Accountant and is a Principal in the Agribusiness Group of CliftonLarsonAllen LLP. He is based out of Yakima, WA, and specializes in
  income taxation and accounting services related to farmers and processors. Paul authors a monthly column for Top Producer magazine and maintains a blog entitled “The FarmCPA” located at www.farmcpatoday.com. Office Phone #: 509-823-2910

Jim McNulty is the program manager in the Taxpayer Services and Policy Division of the Iowa Department of Revenue. His primary area of expertise is individual and corporation income tax. Mr. McNulty is also involved in tax credit programs, legislation and the protest process. Office Phone #: (515) 281-6183