Upcoming Seminars

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 5, 2016 Online

Join CALT for The Scoop! The Scoop is a FREE live 30 minute session that is held twice a month, briefing you on current hot issues, recent court cases and new IRS procedures.  No CPE for this webinar.

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

=> To register for Scoops from 8 AM to 8:30 CSThttps://attendee.gotowebinar.com/rt/6634074202670407169

=> To register for Scoops from 12:00 to 12:30 CSThttps://attendee.gotowebinar.com/rt/1396269088782905857

**Upcoming Scoops: October 19, November 16, December 14


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 19, 2016 Online

Join CALT for The Scoop! The Scoop is a FREE live 30 minute session that is held twice a month, briefing you on current hot issues, recent court cases and new IRS procedures.  No CPE for this webinar.

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

=> To register for Scoops from 8 AM to 8:30 CSThttps://attendee.gotowebinar.com/rt/6634074202670407169

=> To register for Scoops from 12:00 to 12:30 CSThttps://attendee.gotowebinar.com/rt/1396269088782905857

**Upcoming Scoops: November 16, December 14


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


October 21, 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 (Iowa activity numbers are listed below)
  • 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 (Iowa activity numbers are listed below)

=> To register: https://goo.gl/YwwHwm

These ethics webinars will be offered on the following dates:

  • October 21
  • October 31
  • December 16
  • December 19

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

We're now accepting registrations for our 43rd Annual Federal Income Tax Schools, offered at eight locations across Iowa.
We have a great lineup of speakers and topics for this annual two-day event. We hope you'll plan to join us! 

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

Early Bird Ethics available - 7:30 AM to 8:30 AM - 1 hour session on Day 1 at all locations - separate fee to participate

=> Registration now available:


November 16, 2016 Online

Join CALT for The Scoop! The Scoop is a FREE live 30 minute session that is held twice a month, briefing you on current hot issues, recent court cases and new IRS procedures.  No CPE for this webinar.

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

=> To register for Scoops from 8 AM to 8:30 CSThttps://attendee.gotowebinar.com/rt/6634074202670407169

=> To register for Scoops from 12:00 to 12:30 CSThttps://attendee.gotowebinar.com/rt/1396269088782905857

**Upcoming Scoops: December 14


December 14, 2016 Online

Join CALT for The Scoop! The Scoop is a FREE live 30 minute session that is held twice a month, briefing you on current hot issues, recent court cases and new IRS procedures.  No CPE for this webinar.

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

=> To register for Scoops from 8 AM to 8:30 CSThttps://attendee.gotowebinar.com/rt/6634074202670407169

=> To register for Scoops from 12:00 to 12:30 CSThttps://attendee.gotowebinar.com/rt/1396269088782905857

 


December 14, 2016 Online

New Form 8867 The Paid Preparers Due Diligence Checklist will play an important part of the 2017 Tax Season
December 14, 2016 - 1:00 pm to 3:00 pm (CST) | Two hours of CPE (one hour of Ethics and one hour of New Tax Law)

Registration will be available soon!

  • What information must you have in your files
  • What questions do you need to ask and what explanations or information do you need to share with your client. 
  • Tax Season 2017 will require “Due Diligence” for not only the Earned Income Tax Credit, but also the Child Tax Credit and the American Opportunity Tax Credit. 
  • Be prepared to address the new requirements this coming tax season to be in compliance with the due diligence requirements and avoid a $505.00 penalty for each return. 
  • We will also review:  
    • the Form 8867
    • provide tips for the “interview”
    • review the Child Tax Credit, American Opportunity Credit and the Tie breaker rules which you are now required to explain to your clients in certain circumstances.  

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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