Farm and Urban Income Tax Schools

The program is intended for tax professionals and is designed to provide up-to-date training on current tax law and regulations. This year’s program, taught entirely by our experts on teaching teams, will review recent cases and rulings and key legislation, provide an in-depth review and analysis of a number of tax areas, and cover newly enacted regulations and procedures critical to tax practitioners. The program stresses practical information to facilitate the filing of individual and small business returns, in addition to farm returns.

2014 Tax Schools - Dates and Locations

  • Waterloo: Oct. 28-29
  • Maquoketa: Oct. 30-31
  • Sheldon: Nov. 10-11
  • Red Oak: Nov. 11-12
  • Ottumwa: Nov. 13-14
  • Mason City: Nov. 17-18
  • Denison: Dec. 8-9
  • Ames: Dec. 15-16

 

Agenda: 
Schedule for Both Days at All Locations
 
7:45 a.m. - On-Site Check In and Continental Breakfast (provided)
8:30 a.m. - Morning Session Begins
10:15-10:30 a.m. - Morning Break
12:00 p.m. - Lunch (provided)
12:50 p.m. - Afternoon Session Begins
2:30-2:45 p.m. - Afternoon Break (snack provided)
4:30 p.m. - Dismissal
 
Tax School Primary Topics
  • Volume A: Tax Update - Affordable Care Act Update, Agricultural Issues and Rural Investments, IRS Representation and Procedures, Marriage Tax Aspects, Capitalization or Repair
  • Volume B: Entities & Advanced 1040 Issues - Rulings and Cases, Entity Selection, Small Business Issues, Passive Activities, Individual Taxpayer Issues
  • Volume C: 1040 Issues - Special Taxpayers, Elder Issues, Capital Gains and Losses, Net Operating Losses, Select Rules for Retirement Plans
Materials
  • The bound workbooks used in the Tax School are volumes A, B and C of the University of Illinois Federal Tax Workbook. At each school, registrants will receive a printed perfect bound version of the workbook upon check-in. In addition, several days before the start of the school that will be attended, registrants will receive an e-mail providing them access to a downloadable electronic version of the workbook.

 

Dates and Location:

  • October 28-29: Waterloo - Hawkeye Community College. Tama Hall (1501 East Orange Rd., Waterloo, IA 50704-8015)
  • October 30-31: Maquoketa - Centerstone Inn & Suites (1910 Nairn Dr. Maquoketa, IA 52060, Phone: 563-652-0222)
  • November 10-11: Sheldon Northwest Iowa Community College; Building A, Rm 119 (603 W. Park Street, Sheldon, IA 51201)
  • November 11-12: Red Oak - Red Coach Inn (1200 Senate Ave & Hwy 34 Red Oak, IA 51566, Phone: 712-623-4864)
  • November 13-14: Ottumwa - Indian Hills Community College, Rural Health Education Center (655 Indian Hills Drive, Ottumwa, IA 52501)
  • November 17-18: Mason City - North Iowa Area Community College, Muse-Norris Center (500 College Drive, Mason City, IA 50401)
  • December 8-9: Denison - Boulders Conference Center (2507 Boulders Drive, Denison, IA 51442)
  • December 15-16: Ames - Quality Inn & Suites (2601 East 13th Street Ames, IA, US, 50010, Phone: 515-232-9260 - A room block is set-up for the Dec. 14-15.  The cost is $89 for a king and $79 for double queens).
 
 
Continuing Education: 
 
This course is designed for:
  • Other Tax Return Preparers (IRS - RPO Continuing Education)
    • Approved for 16 hours of CPE (13 hours of Federal Tax and 3 hours of Updates)
  • Certified Public Accountants (Iowa Board of Accountancy)
    • 16 hours of CPE (The Iowa Accountancy Examining Board does not pre-approve seminars, but it is left to the individual to determine the appropriate course of study).
  • Enrolled Agents (IRS - RPO Continuing Education)
    • Approved for 16 hours of CPE (13 hours of Federal Tax and 3 hours of Updates)
  • Certified Financial Planners (Certified Financial Planner Board of Standards)
    • Approved for 16 hours of CPE
  • Attorneys 
    • Approved for 13 hours of CLE (Iowa Supreme Court Commission on Continuing Legal Education)
    • Approved for 12.5 hours of CLE (United States District Court - Southern District of Iowa)
  • Real Estate Professionals (Iowa Real Estate Commission)
    • Approved for 13 hours of CPE (Iowa Real Estate Commission)
  • Insurance Professionals (Iowa Insurance Division) 
    • Approved for 13 hours of CPE
Application has been made for continuing education credits from accrediting organizations for the above-listed participants. Approval is pending. CPE credits may range from 13-16 hours, depending on accrediting group rules, if attending both days.
 
Speakers: 

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.
  • 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.
  • Kristy S. Maitre is a tax specialist for the Center for Agricultural Law and Taxation. She is also an enrolled agent and has almost 30 years experience with IRS, most recently as the IRS Senior Stakeholder Liaison for Iowa. Kristy is well-respected among Iowa tax practitioners for her knowledge, service and dedication.
Day 2 Teaching Teams
  • Waterloo, Ottumwa, Mason City 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. 
    • James L. Goodman is a practicing attorney and partner in the law fi rm 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 pastinstructor of accounting courses at Drake University.
    • 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.
  • Maquoketa, Sheldon, Red Oak 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 Certifi ed 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.

Day 2 (All Locations at 12:50 PM)

  • 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. His presentation will focus on Iowa tax issues, legislative developments, and Iowa return preparation.
Registration: 

 

 

Date and Time: 
Thursday, November 13, 2014 - 9:45am to Tuesday, December 16, 2014 - 9:45am
Location: 
8 Locations in Iowa