Upcoming Seminars

April 24, 2017 to April 26, 2017 Des Moines, Iowa

The International Farm Transition Network and Drake University Law School are offering a Farm Succession Coordinator Certification Training on April 24-26th at the Drake University Legal Clinic in Des Moines, 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.

For more information click here.


May 2, 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. 


May 3, 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/485932841863045124

► To register for Scoops from 12:00-12:30 PM CSThttps://attendee.gotowebinar.com/rt/485932841863045124


May 3, 2017 Des Moines, Iowa

On May 3, 2017, the Iowa Taxpayer Advocate Service (TAS) is hosting a problem resolution day at its office in the Neal Smith Federal Building in Des Moines, Iowa (210 Walnut Street, Room 483).

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.

 


May 4, 2017 Online

This webinar will discuss how to safeguard your office against online criminal activities, including: keeping your clients’ data safe, terrorism, cyberattacks, continuity planning, and business recovery. What if something does happen?  Learn how to build a plan and who you need to contact.

May 4, 2017 from Noon to 1 PM (CST)

1 hour CPE

 

 


May 9, 2017 Online

Crowdfunding is the practice of funding a project or venture by raising monetary contributions from a large number of people (backers) through the internet.  It has become a popular way of raising capital for a wide variety of projects from community developments to assisting with medical expenses, and raising capital to start a business. The webinar will cover: the common terms, various methods and taxability issues that occur with the crowdfunding models; and also learn if the donation is charitable, taxable or a gift.

Join us for an overview of the world of crowdfunding on May 9, 2017 from Noon to 1 pm (CST) - 1 hour of CPE

 


May 11, 2017 to May 12, 2017 Ames, Iowa and Online

As new income tax return preparers enter the profession, they must quickly build a solid foundation of basic skills. Some experienced tax preparers—driven by a need to continually produce—may also wonder if they have some holes in this all-important foundation. In response to this need, CALT is offering a new two-day introductory course focused on teaching the basics of federal income tax return preparation.

This should be a great program for new employees needing training in first and second-year tax law and procedures. It should also serve as an excellent comprehensive refresher for others.


May 16, 2017 Online

This webinar will address the following questions and other related issues: When does an individual or entity need an employer identification number? When is a new one required? How do I cancel an EIN? Just what does IRS have in its records when an EIN is applied for? What happens when an entity goes out of business? What if an entity changes? 

May 16, 2017 - Noon to 1 PM (CST) - 1 hour of CPE

 

 


May 17, 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/485932841863045124

► To register for Scoops from 12:00-12:30 PM CSThttps://attendee.gotowebinar.com/rt/485932841863045124


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/485932841863045124

► To register for Scoops from 12:00-12:30 PM CSThttps://attendee.gotowebinar.com/rt/485932841863045124


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/485932841863045124

► To register for Scoops from 12:00-12:30 PM CSThttps://attendee.gotowebinar.com/rt/485932841863045124


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

As Congress moves through tax reform and the repeal/replace directive, this webinar will provide an update on the progress (or non-progress) that has occurred.  An overview on the release of notices, revenue procedures, and rulings that have impacted federal tax law will also be covered.

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/485932841863045124

► To register for Scoops from 12:00-12:30 PM CSThttps://attendee.gotowebinar.com/rt/485932841863045124


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.


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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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