Upcoming Seminars

May 31, 2017 Online

Get the latest SCOOP from Kristy!

Each 30-minute webinar session reviews all important tax happenings for the prior two weeks and explains their relevance.  Kristy also presents tips and tools of the trade to make the work of a tax professional a bit easier.  At the close of the session, participants ask questions and engage in an interactive discussion.  The Scoop is free to all who attend!  TaxPlace subscribers have unlimited access to all past archives of The Scoop.

This webinar occurs several times. Please register for the date and time that works best for you. 

► To register for Scoops from 8:00-8:30 AM CSThttps://attendee.gotowebinar.com/rt/6183823101003773443

► To register for Scoops from 12:00-12:30 PM CSThttps://attendee.gotowebinar.com/rt/5384869573750032387


June 6, 2017 Online

We're offering a number of opportunities for you to complete your ethics CPE/CLE requirement this year.  The classes will be structured as follows:

Ethics Part 1 (11:30 AM to 12:30 PM CST) - 1 hour of CPE/CLE - Part 1 is an overview of the Circular 230, Subpart A - Rules Governing Authority to Practice and Subparts C and D - Sanctions for Violation of the Regulations and Rules Applicable to Disciplinary Proceedings.

Ethics Part 2 (1:00 PM to 2:00 PM (CST) - 1 hour of CPE/CLE - Part 2 is an overview of Subpart B - Duties and Restrictions Relating to Practice Before the Internal Revenue Service, including examples to clearly define selected sections. In addition, the Office of Professional Responsibility has stated that a revision of Circular 230 is underway, so changes to the publication will be addressed, when available. 


June 7, 2017 Online

Get the latest SCOOP from Kristy!

Each 30-minute webinar session reviews all important tax happenings for the prior two weeks and explains their relevance.  Kristy also presents tips and tools of the trade to make the work of a tax professional a bit easier.  At the close of the session, participants ask questions and engage in an interactive discussion.  The Scoop is free to all who attend!  TaxPlace subscribers have unlimited access to all past archives of The Scoop.

This webinar occurs several times. Please register for the date and time that works best for you. 

► To register for Scoops from 8:00-8:30 AM CSThttps://attendee.gotowebinar.com/rt/6183823101003773443

► To register for Scoops from 12:00-12:30 PM CSThttps://attendee.gotowebinar.com/rt/71673146569206787


June 7, 2017 Cedar Rapids, Iowa

On June 7, 2017, the Iowa Taxpayer Advocate Service (TAS) is hosting a problem resolution day at its office in Cedar Rapids at 3205 Williams Blvd SW, Cedar Rapids, Iowa.  

If a practitioner has already attempted to resolve an issue with the IRS, but has been unsuccessful, then the practitioner may bring one case that meets specific criteria.

 

 


June 8, 2017 Online

This webinar will cover the following: the basics of Form 3115; when do I file; advantages and disadvantages of using Form 3115; how to address questions that might come up and avoid duplication. Part 1 will also review: when to report an adjustment, the statute of limitation issues, and filing the form.

June 8, 2017 from Noon to 1 pm (CST) - 1 hour of CPE

Join Kristy on June 15 for Part 2 - Form 3115 {Correcting Depreciation §481(a) Adjustment}

 


June 13, 2017 Online

Form 4797 is often confusing due to the many kinds of property and the capital gain or ordinary treatment consequences. We will review §§1231, 1245, and 1250 property, basis issues and form preparation using live examples.  

June 13, 2017 - Noon to 2 PM (CST) - 2 hours of CPE
 

 

 

 


June 14, 2017 Online

There's a lot of uncertainty in Washington D.C. right now. This webinar will provide an update of recent rulings and regulations that will impact 2017 federal income tax returns.  The webinar will also provide an overview of the status of ACA and tax reform legislation.

June 14, 2017 - Noon to 1 PM (CST) - 1 hour of CPE

 

 

 


June 15, 2017 Online

Kristy will take you through line by line of Form 3115.  She will also demonstrate a change from an impermissible method of determining depreciation of property if the method was used two or more consecutive tax returns.

June 15, 2017 - Noon to 1 PM (CST) - 1 hour of CPE
 

 

 

 


June 20, 2017 Online

Filing the final tax return for a decedent can take a tax professional in many directions. This webinar will cover the following information: how to protect the deceased client from ID theft; getting information from the IRS; what information does IRS need to work with a Power of Attorney; gift tax return issues; filing Form 1310; income and expenses on the final return; the election of §454 and can it benefit your client; constructive receipt of income; and capital loss issues.

Kristy will also review: issues of basis at time of death and those associated with an estate tax return, Form 706. 

June 20, 2017 - Noon to 2 PM (CST) - 2 hours of CPE


June 21, 2017 Online

Get the latest SCOOP from Kristy!

Each 30-minute webinar session reviews all important tax happenings for the prior two weeks and explains their relevance.  Kristy also presents tips and tools of the trade to make the work of a tax professional a bit easier.  At the close of the session, participants ask questions and engage in an interactive discussion.  The Scoop is free to all who attend!  TaxPlace subscribers have unlimited access to all past archives of The Scoop.

This webinar occurs several times. Please register for the date and time that works best for you. 

► To register for Scoops from 8:00-8:30 AM CSThttps://attendee.gotowebinar.com/rt/6183823101003773443

► To register for Scoops from 12:00-12:30 PM CSThttps://attendee.gotowebinar.com/rt/4122501582202951171


June 22, 2017 Online

This webinar will provide you with an overview of various kinds of trusts and the purposes for creating a trust.

June 22, 2017 - Noon to 1 PM (CST) - 1 hour of CPE

 

 

 

 


June 27, 2017 Online

Commodities can be gifted to family members and/or charities. Farm proprietors, partnerships, and corporations can make charitable gifts of unsold commodities. If gifts to any one family member exceed $14,000 for a calendar year, a federal gift tax return must be filed and the gifts in excess of the $14,000 will use a portion of the estate tax exemption.  

Kristy will discuss the following: when does a tax consequence occurs; what are the advantages of gifting grain; does “Kiddie Tax” apply and if so, when; how does the process work with IRS rules; do you file a W-2 or 1099; and knowing when payment of agricultural labor in commodities is an option.


June 28, 2017 Online

With tax reform on the horizon, and the IRS budget dwindling, it’s time to inform the Iowa Taxpayer Advocate of your concerns and other issues that impact the tax profession. Join us for this opportunity, as one voice can make a difference, and even a small stone creates ripples in the pond. 

June 28, 2017 - Noon to 1 PM (CST) - No CPE provided for this free webinar

► To register: https://attendee.gotowebinar.com/register/3954086087709739267


June 29, 2017 Online

Certain religious sects have special issues when handling tax returns. This webinar will discuss the special issues related to preparing the tax return; Form 4029; and who can apply for exemption from Social Security and Medicare taxes. Preparation of the W-2 and how to report exempt wages will also be reviewed.

June 29, 2017 - Noon to 1 PM (CST) - 1 hour of CPE

 

 

 


July 5, 2017 Online

Get the latest SCOOP from Kristy!

Each 30-minute webinar session reviews all important tax happenings for the prior two weeks and explains their relevance.  Kristy also presents tips and tools of the trade to make the work of a tax professional a bit easier.  At the close of the session, participants ask questions and engage in an interactive discussion.  The Scoop is free to all who attend!  TaxPlace subscribers have unlimited access to all past archives of The Scoop.

This webinar occurs several times. Please register for the date and time that works best for you. 

► To register for Scoops from 8:00-8:30 AM CSThttps://attendee.gotowebinar.com/rt/6183823101003773443

► To register for Scoops from 12:00-12:30 PM CSThttps://attendee.gotowebinar.com/rt/4145006386200309507


July 6, 2017 Online

This webinar will cover the following topics: eligibility for a net operating loss, Form 1045, how to calculate the loss, and carryover or carry back issues.  There will also be time devoted to special situations that occur on NOLs. 

July 6, 2017 - 2 hours of CPE - Noon to 2 PM (CST)

Join us for Part 2 – Net Operating Losses on July 7 as we work through an NOL problem step-by-step

 

 


July 7, 2017 Online

Understanding net operating losses can be confusing.  Join Kristy during this one hour session and learn how to work through a NOL problem.  She will also review how to prepare forms and calculate the carryforward or carryback.  

July 7, 2017 - Noon to 1 PM (CST) - 1 hour of CPE
 

 

 

 


July 11, 2017 Online

We're offering a number of opportunities for you to complete your ethics CPE/CLE requirement this year.  The classes will be structured as follows:

Ethics Part 1 (11:30 AM to 12:30 PM CST) - 1 hour of CPE/CLE - Part 1 is an overview of the Circular 230, Subpart A - Rules Governing Authority to Practice and Subparts C and D - Sanctions for Violation of the Regulations and Rules Applicable to Disciplinary Proceedings.

Ethics Part 2 (1:00 PM to 2:00 PM (CST) - 1 hour of CPE/CLE - Part 2 is an overview of Subpart B - Duties and Restrictions Relating to Practice Before the Internal Revenue Service, including examples to clearly define selected sections. In addition, the Office of Professional Responsibility has stated that a revision of Circular 230 is underway, so changes to the publication will be addressed, when available. 


July 13, 2017 Online

Preparing Form 1099-MISC can be difficult depending on the circumstances. Two questions that often come up for businesses is who it needs to be sent to and when.  This webinar will also cover some of the differences in where to report items from each box on the form.  

July 13, 2017 - Noon to 1 PM (CST) - 1 hour of CPE
 

 

 

 


July 19, 2017 Online

Get the latest SCOOP from Kristy!

Each 30-minute webinar session reviews all important tax happenings for the prior two weeks and explains their relevance.  Kristy also presents tips and tools of the trade to make the work of a tax professional a bit easier.  At the close of the session, participants ask questions and engage in an interactive discussion.  The Scoop is free to all who attend!  TaxPlace subscribers have unlimited access to all past archives of The Scoop.

This webinar occurs several times. Please register for the date and time that works best for you. 

► To register for Scoops from 8:00-8:30 AM CSThttps://attendee.gotowebinar.com/rt/6183823101003773443

► To register for Scoops from 12:00-12:30 PM CSThttps://attendee.gotowebinar.com/rt/4145006386200309507


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CALT does not provide legal advice. Any information provided on this website is not intended to be a substitute for legal services from a competent professional. CALT's work is supported by fee-based seminars and generous private gifts. Any opinions, findings, conclusions or recommendations expressed in the material contained on this website do not necessarily reflect the views of Iowa State University.

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