Upcoming Seminars

June 7, 2016 to June 9, 2016 Online

Co-Sponsored with the Iowa State Bar Association and the Center for Agricultural Law and Taxation at ISU

Save the date and join us in June for the following AgLaw Webinars:

  • Iowa Farm Leases from Start to Finish - June 7 from Noon to 2 pm (CST)
  • Iowa Fence Law - June 9 from Noon to 2 pm (CST)

=> To register: https://goo.gl/mcau4o


June 21, 2016 to June 30, 2016 Online

**Join us in June for our Summer Tax Webinar Series!**

=> To register: https://goo.gl/yDe3y8

The following webinars will be offered during the month:

  • June 21, 2016 - Let's Talk Dependents - Noon to 2 PM (CST) - 2 hours of CPE
  • June 23, 2016 - Getting Your Client Right with IRS - Noon to 1 PM (CST) - 1 hour of CPE
  • June 28, 2016 - Reconstruction of Records for Non-Filers - Noon to 1 PM (CST) - 1 hour of CPE
  • June 30, 2016 - S-Corporation Reasonable Compensation - Noon to 1 pm (CST) - 1 hour of CPE

 


June 27, 2016 Online
  • Part 1 - 11:30 AM to 12:30 PM (CST) -
    • This webinar will provide an understanding of the requirements of Circular 230 (first part of key elements). Topics include: what is ethics, ethical decision making, representation before the IRS, why is circular 230 important, how to keep clients information safe (having a security plan), what are your ethical obligations, return preparation, supervised employees (Notice 2011-6), due diligence and prompt disposition pending matters. Publication Cir 230 will need to be download for this class. 
    • Approved for 1 hour of Ethics CPE (Program # Y7WRM-E-00130-16-O)
    • Approved for 1 hour of Ethics CLE (please check below under continuing eduction for the correct Iowa activity number)
  • Part 2 - 1:00 PM to 2:00 PM (CST) -
    • This webinar will continue to review the requirements of Circular 230.  Topics include: conduct standards, contingent fees, return of client records, conflicts of interest, negotiation of checks, competence, procedures to ensure compliance, requirements of written advice and sanctions for violation of the regulations. Publication Cir 230 will need to be download for this class.
    • Approved for 1 hour of Ethics CPE (Program # Y7WRM-E-00131-16-O)
    • Approved for 1 hour of Ethics CLE (please check below under continuing eduction for the correct Iowa activity number)

=> To register: https://goo.gl/YwwHwm

These ethics webinars will be offered on the following dates:

  • June 27
  • July 15
  • August 26
  • September 2
  • October 21
  • October 31
  • December 16
  • December 19

July 5, 2016 to July 28, 2016 Online

Join us in July for our Summer Tax Webinar Series!

=> To register: https://goo.gl/yDe3y8

The following webinars will be offered during the month:

  • July 5, 2016 - Travel, Meals and Entertainment - Noon to 1 PM (CST) - 1 hour CPE 
  • July 7, 2016 - Preparing for a Gambling Audit – Noon to 1 PM (CST) - 1 hour CPE
  • July 12, 2016 - Your Client Dies, What’s Next? - Noon to 1 PM (CST) - 1 hour CPE 
  • July 14, 2016 - Innocent Spouse - Noon to 1 PM (CST) - 1 hour CPE
  • July 19, 2016 - Select Adjustments to Income - Noon to 1 PM (CST) - 1 hour CPE
  • July 21, 2016 - ROTH IRA’s - Noon to 1 PM (CST) - 1 hour CPE
  • July 26, 2016 - Injured Spouse - Noon to 1 PM (CST) - 1 hour CPE 
  • July 28, 2016 - Preparing for an IRS Audit - Noon to 1 PM (CST) - 1 hour CPE

August 23, 2016 to August 30, 2016 Online

**Join us in August for our Summer Tax Webinar Series!**

=> To register: https://goo.gl/yDe3y8

The following webinars will be offered during the month:

  • August 23, 2016 - How to Prepare Your IRS Appeals Request - Noon to 1 PM (CST) - 1 hour CPE
  • August 25, 2016 - Hobby Losses - Noon to 2 PM (CST) - 2 hours CPE
  • August 30, 2016 - Net Operating Losses - Noon to 2 PM (CST) - 2 hours of CPE

September 1, 2016 Online

Webinar: The Portability Election on September 1, 2016 from Noon to 1 PM (CST) - 1 hour of CPE

=> To register: https://goo.gl/usMP4R


September 6, 2016 Online

Webinar: IRS Representation on September 6, 2016 from Noon to 1 PM (CST) - 1 hour of CPE

=> To register: https://goo.gl/usMP4R


September 8, 2016 to September 9, 2016 Ames, Iowa and Online

2016 September Seminars: Navigating Changing Times

Quality Inn & Suites, Ames, Iowa >> Meet and Greet Reception, Thursday Evening

Attend any one day or both days, either in-person or online!

  • Ag Law Seminar, September 8
    • Our Thursday seminar will offer practical, interesting information you can immediately apply in your practice or ag-related business. You’ll leave with forms and other tools to help you more efficiently serve your ag clients.
  • Farm Tax Workshop, September 9
    • Our Friday seminar will be a comprehensive one-day farm tax workshop designed to equip tax practitioners with the tools they need to prepare farm income tax returns, from the simple to the complex.

Check out the agenda to find out what topics and speakers we have lined up for these two upcoming seminars! Registration will be available in June.


October 4, 2016 Online

Webinar: Start Up Costs on October 4, 2016 from Noon to 1 PM (CST) - 1 hour of CPE

=> To register: https://goo.gl/usMP4R


October 6, 2016 Online

Webinar: ACA (Two Years Later) - An Update for the 2017 Filing Season - October 6, 2016 - Noon to 2 PM (CST) - 2 hours of CPE

=> To register: https://goo.gl/usMP4R


October 7, 2016 Online

Webinar: Tax Research with Limited Resources - October 7, 2016 - Noon to 2 PM (CST) - 2 hours of CPE

=> To register: https://goo.gl/usMP4R


October 10, 2016 to October 14, 2016 Online

For new tax professionals who need basic income tax training or those that want to refresh themselves on the "The Basics"

=> To register: https://goo.gl/ep1enf

*These classes are not part of the Annual Filing Season Program*

These five webinars will cover:

  • Filing Status/Requirements to File - Monday, October 10, 2016 from Noon to 1 PM (CST) - 1 hour of CPE (federal tax law)
  • Dependents - Tuesday, October 11, 2016 from Noon to 1 PM (CST) - 1 hour of CPE (federal tax law)
  • Itemized Deductions/Standard Deduction - Wednesday, October 12, 2016 from Noon to 1 PM (CST) - 1 hour of CPE (federal tax law)
  • Child and Dependent Care - Thursday, October 13, 2016 from Noon to 1 PM (CST) - 1 hour of CPE (federal tax law)
  • Education Credits - Friday, October 14, 2016 from Noon to 1 PM (CST) - 1 hour of CPE (federal tax law)

October 18, 2016 Online

Webinar: Miscellaneous Income on October 18, 2016 from Noon to 1 PM (CST) - 1 hour of CPE

=> To register: https://goo.gl/usMP4R


October 20, 2016 Online

Webinar: New Developments/Tax Update on October 20, 2016 from Noon to 1 PM (CST) - 1 hour of CPE

=> To register: https://goo.gl/usMP4R


November 2, 2016 to December 13, 2016 8 Locations in Iowa and Online Webinar

** Make your calendars for the 43rd Annual Federal Income Tax Schools! **

For more years than many of our practitioners have been alive, Iowa State University has been conducting federal income tax schools throughout Iowa. As we continue this tradition, we are excited to tell you about some changes we hope will make these sessions even more beneficial to you, our valued professionals.

Make plans now to attend one of our 2016 Federal Income Tax Schools:

November 2-3: Maquoketa
November 7-8: Red Oak
November 9-10: Sheldon
November 14-15: Mason City
November 17-18: Ottumwa
November 21-22: Waterloo
December 5-6: Denison
December 12-13: Ames and Live Webinar

Check out the agenda to learn about some of our new changes, including speakers and the workbook!  Registration will be available in July!


December 15, 2016 Online

** Co-sponsored with the Iowa State Bar Association **

December 15, 2016 from Noon to 2 PM

This webinar is for attorneys, CPAs, enrolled agents and other tax return preparers.

Registration not available at this time.

 


December 16, 2016 to December 19, 2016 Online
  • Ethics Part 1: Review of the Circular 230 and the Standards of Practice.  Part 1 will cover an overview of the Circular 230 and the first part of the key elements. Publication Cir 230 will need to be download for this class - Approved for 1 hour of CPE (Program # Y7WRM-E-00130-16-O)
  • Ethics Part 2: Review of the Circular 230 and the Standards of Practice.  Part 2 will cover  the remaining sections of the Circular 230 including disciplinary actions. Publication Cir 230 will need to be download for this class - Approved for 1 hour of CPE (Program # Y7WRM-E-00131-16-O)

=> To registerhttps://goo.gl/YwwHwm

Webinar Schedule

  • Friday, December 16
    • Ethics Part 1: 11:30 AM to 12:30 PM (CST)
    • Ethics Part 2: 1:00 to 2:00 PM (CST)
  • Monday, December 19
    • Ethics Part 1: 11:30 AM to 12:30 PM (CST)
    • Ethics Part 2: 1:00 to 2:00 PM (CST)

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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