Upcoming Seminars

August 22, 2017 Online

Some of your clients could be making extra cash by offering their services as an Uber or Lyft driver. Income and expenses will be discussed as well as reporting of Forms 1099-K or 1099-Misc. This webinar will also address other tax issues that might come up.

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

 

 


August 23, 2017 Online

This webinar will review the definition of the self-rental rule and self-rental property. How the rules apply to business entities and Net Investment Income Tax. What is the definition of “material participation” and how is it applied to the self-rental rules? Self-Rental income and loss example and does Self-employment tax apply. Finally, what forms will need to be filed to properly report the income. 

August 23, 2017 - Noon to 1 PM - 1 hour of CPE

 


August 30, 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


September 1, 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. 


September 11, 2017 to September 13, 2017 Burlington, Iowa

September 11-13, 2017 | Hosted by the International Farm Transition Network

The International Farm Transition Network is offering a Farm Succession Coordinator Certification Training on September 11-13th at Comfort Suites in Burlington, Iowa. This training is for individuals interested in becoming a Certified Farm Succession Coordinator. This program is offered to lawyers, agricultural professionals, service providers, educators, and organizational leaders who work with farm businesses on succession issues. Succession planning is not only the transfer of assets, but also the transfer of labor, skills and decision making. It requires financial analysis to ensure the business can support the goals of all the members and requires planning and communication skills. Many farm businesses are realizing the importance of creating a succession plan and the value of a skilled facilitator to lead the process of clarifying their goals and ideas, exploring options, and coordinating communication. A facilitated process can lead to better informed business planning and estate planning decisions.

September CFSC training announcement.pdf


September 13, 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


September 21, 2017 to September 22, 2017 Ames, Iowa and Online

Thursday, September 21 - Agricultural Law Seminar: Cosponsored by Iowa State University Center for Agricultural Law and Taxation, the Agricultural Section of the Iowa State Bar Association and Iowa Farm Bureau - This seminar will address key issues arising during uncertain financial times. Topics will include the current agricultural economic climate and practical tools to assist clients, whether they are producers, creditors, or agricultural businesses. We will also cover hot topics in agricultural law, environmental issues, and more. The day will include a number of expert speakers and panelists, as well as an hour of ethics credit.

Friday, September 22 - Agricultural Business and Tax Planning Seminar: This seminar is designed to guide tax professionals and business planners through the entity planning process. We will explore tax implications of business formation, operation, and termination through the lens of different tax entities, all bearing the LLC label. Included in the discussion will be a session on valuation and a look at developing agricultural tax issues. The day will conclude with an hour of ethics credit.

Quality Inn & Suites, Ames, Iowa or join us for a Live Webinar!  8 AM  to 4:30 PM (each day)

► Registration is now available!


October 4, 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


October 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. 


October 9, 2017 Online

In this one-hour session, Pat Dillon will discuss key issues all Iowa attorneys should consider when handling a probate matter for an agricultural client. He will also review matters important to executor administrators.

Monday, October 9 - Noon to 1 pm - 1 hour of CLE


October 10, 2017 Online

Kristy Maitre and Michael Miranda will discuss the following topics in Part 1 - Retirement Planning and Social Security: Checklist for Preparing for Retirement; IRAs; Roth IRAs; 401(k) plans; Limitations, Distributions and Penalty Issues; Impact on Social Security Benefits and Future Taxability

October 10, 2017 - Noon to 2 pm (CST) - 2 hours of CPE


October 11, 2017 Online

The Part 2: Retirement Planning and Social Security agenda includes: Small Business Retirement Plans – Choosing and Plan and Operation; 401(k); SIMPLE IRA Plans (Savings Incentive Match Plans for Employees); SEP Plans (Simplified Employee Pension); Payroll Deduction IRAs; Impact on Social Security Benefits and Future Taxability; Limited discussion on social security issues as they relate to the plans under discussion. 

October 11, 2017 - Noon to 2 pm (CST) - 2 hours of CPE


October 12, 2017 Online

In this two-hour session, we’ll dig into the legal requirements governing Iowa farm leases. We’ll cover formation, auto-renewal, and termination, as well as situations like the death of a tenant and what to do in the event of a breach. We will also review the tax implications of various leasing arrangements. 

Thursday, October 12 - Noon to 2 PM - 2 hours of CLE


October 13, 2017 Online

This two-hour webinar will dissect common legal disputes arising among Iowa’s rural property owners, including those involving tenants in common, partition, boundary by acquiescence, and adverse possession. The session will also include strategies for dealing with fence law and drainage law disputes.

Friday, October 13 - Noon to 2 PM - 2 hours of CLE


October 17, 2017 Online

Join us for this webinar as Kristy updates you on any new laws in tax reform and the repeal and replace of the Affordable Care Act.  She will also update you on the release of notices, revenue procedures and rulings that will have an impact on the upcoming tax reason.  

October 17, 2017 - Noon to 1 PM (CST) - 1 hour of CPE
 

 

 

 


October 18, 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


October 19, 2017 Online

At the beginning of 2017, the IRS released highly anticipated guidance for partnerships and that guidance has ushered in changes.  This webinar will update you on those changes, whether you can opt-out, and other significant issues that will impact the partnership audit. 

October 19, 2017 - Noon to 1 PM (CST) - 1 hour of CPE
 

 

 


October 24, 2017 Online

Review of Schedule F ordinary and necessary expenses and how to report, recordkeeping, prepaid expenses, farm labor, car and truck expenses, and line by line discussion.  Basic overview with time for questions.

October 24, 2017 - Noon to 1 PM (CST) - 1 hour of CPE

 

 

 

 


October 26, 2017 Online

Line by line discussion on farming income and where to report including information on easement reporting. 

October 26, 2017 - Noon to 1 PM - 1 hour of CPE

 

 

 

 


November 1, 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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