Upcoming Seminars

July 26, 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

July 27, 2016 Online

Please join us on July 27, 2016 from Noon – 1:00 Central for our 3rd Annual Taxpayer Advocate Town Hall Meeting

Iowa’s Taxpayer Advocate, Justin Axelrod will be joining us to listen to your concerns and suggestions concerning the current IRS.  It is your time to express your concerns, assist in identifying issues where the Advocate can assist and just a general discussion on what the Advocate’s office does as well as some insight into the Annual Report to Congress.  This is where your voice is important, if you are having issues and raise your voice you are just one of many who is probably facing the same situation. This year the session will be held via webinar and all who wish to participate regardless of location can attend. Please take a moment to consider attending this free webinar.

To register: https://attendee.gotowebinar.com/register/5743086058060475907

One Voice Can Make a Difference, but I hope many will take time out of their day to attend this important session.  Regardless of the state you are located in the Iowa Taxpayer Advocate needs to hear your voice.  


August 2, 2016 to August 4, 2016 Des Moines, Iowa

To Register, click here.

The International Farm Transition Network is offering a Farm Succession Coordinator Certification Training on August 2-4, 2016 at the Drake University Law School in Des Moines, Iowa. This training is for individuals interested in becoming a Certified Farm Succession Coordinator. This program is offered to 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.

This seminar has been approved for 14 hours of Iowa continuing legal education credits, including two hours of ethics.

Who should attend?

  • Extension Educators
  • Farm Business Instructors
  • Accountants
  • Tax Planners
  • Estate Planners
  • Financial Advisors
  • Attorneys
  • Ag Lenders
  • Farm Management Association Staff
  • Conservation Specialists
  • Mediators
  • Farm Family Consultants

Registration is $750/participant and includes:

  • Continental breakfast and lunch all 3 days
  • Conference reference materials
  • Certification as an IFTN Certified Farm Succession Coordinator (after passing certification exam)
  • One year membership to the IFTN

Where can I contact the organizer with any questions?

email: kmars@outsightin.org


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

August 24, 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: September 7, October 5, October 19, November 16, December 14


August 26, 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:

  • August 26
  • September 2
  • October 21
  • October 31
  • December 16
  • December 19

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 7, 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 5, October 19, November 16, December 14


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

Quality Inn & Suites, Ames, Iowa

Attend any one day or both days, either in-person or online!
Company discount for 3 or more individuals from the same employer!

  • Ag Law Seminar, September 8 (cosponsored with the Iowa State Bar Association and Iowa Farm Bureau)
    • 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.

Online Registration: https://goo.gl/pdJTK5

Download the registration form (mail or fax payment): 2016 Sept Seminars - Registration Form.pdf

> Agenda/Topics for Both Days2016 September Seminars Brochure.pdf


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


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

For more years than many of our practitioners have been alive, Iowa State University has been conducting federal income tax schools throughout Iowa. 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

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


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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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