Upcoming Seminars

December 5, 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 => LOCATION FULL!
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:

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)

=> To Register: https://goo.gl/OsY3H9

  • 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 session examines the ethical rules all tax return preparers, including attorneys, must follow. Although general Circular 230 rules will be reviewed, the focus will be on new requirements, such as the expanded due diligence rules and nondisclosure, privacy, and data safeguard requirements.

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


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)

December 20, 2016 Online

We are excited to offer a one-hour webinar discussing equity and patronage issues related to Iowa cooperatives. This webinar is designed for both practitioners and producers. Teaching this webinar is Dr. Keri Jacobs, an assistant professor and cooperatives extension economist in the Department of Economics at Iowa State University. Dr. Jacobs holds the Iowa Institute for Cooperatives Economics Professorship.

To register: https://attendee.gotowebinar.com/register/486649722254547203

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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