- Ag Docket
Thank you for attending our 43rd Annual Federal Income Tax Schools!
=> Materials available to purchase:
7:00 - 7:30 AM - Registration/Sign-In for Early Bird Ethics
7:30 - 8:30 AM - Early Bird Ethics (Day 1 at ALL locations)
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8:15 - 8:45 AM - Registration/Sign-In for 43rd Annual Income Tax Schools
8:45 AM - Morning Session Begins
10:15 - 10:30 AM - Morning Break
12:00 PM - Lunch (provided)
12:50 PM - Afternoon Session Begins
2:30 - 2:45 PM - Afternoon Break
4:45 PM - Adjourn
National Income Tax Workbook
Early Bird Ethics
Questions: Please contact Tiffany at 515-294-5217 or email@example.com
800 minutes of instruction
Total CPE/CLE Credits: 16 (based on 1.0 credit hour per 50 minutes of instruction)
Total CPE/CLE Credits: 13.33 (based on 1.0 credit hour per 60 minutes of instruction)
Application for approval will be made to the below listed accrediting organziations.
This course is designed for:
Kyle R. Day joined the firm in 2013 and maintains a general tax and transactional practice, including tax planning, controversy and compliance, mergers and acquisitions, entity formation and governance, securities compliance, real estate, general business, and estate planning. Previously, he was a practicing certified public accountant with more than seven years of combined experience with the international accounting firms KPMG LLP and PricewaterhouseCoopers LLP, where he advised clients on a variety of transactional, compliance and advisory matters. Kyle has been a frequent speaker on a variety of tax law topics. He is an active member of numerous professional organizations, including the American Bar Association, Iowa State Bar Association, Illinois State Bar Association, Chicago Bar Association and American Institute of Certified Public Accountants. He also serves on the Taxation Committee of the Iowa CPA Society. Kyle is active in the Quad Cities community as a United Way Young Leader and an IRS Volunteer Income Tax Assistance (VITA) program tax preparer. Kyle is also an active member of St. Paul the Apostle Parish in Davenport, Iowa, where he serves on the parish council. Kyle received his Masters in Laws (LL.M.) degree in taxation, with honors, from Northwestern University School of Law, his J.D. from Chicago-Kent College of Law, and his B.B.A., accounting, from the University of Iowa. He is admitted to practice law in Iowa and Illinois, and is a licensed certified public accountant in Iowa, Illinois and Minnesota.
Patty Fulton started with the Iowa Department of Revenue in 1984 as a clerk for the Department’s Revenue Agents. In 1987, she became a Revenue Agent, collecting past due taxes in the Des Moines area, and in January of 1995, she became an Examiner for the Department. In December 1995, Patty became a Taxpayer Service Specialist (TSS). As a TSS, she assists taxpayers on a wide variety of Iowa tax issues, as well as educating taxpayers about Iowa law and rule changes.
Christopher Harper is a CPA who has been serving the tax and accounting needs of closely-held businesses and individuals since 1998. He is the Director of Education for Hungerford Nichols in Grand Rapids, MI, and an affiliate instructor of accounting at Grand Valley State University’s Seidman College of Business. Chris, who holds an MBA from Michigan State University, frequently teaches continuing education courses, and speaks with a variety of media outlets regarding financial, tax, and accounting topics. Chris is a member of the AICPA and MICPA and serves as a board member and volunteer pilot for Wings of Mercy.
Philip Harris is an attorney and long-time professor of Agricultural and Applied Economics at the University of Wisconsin-Madison. He has written tax course materials and taught tax courses for 37 years. Professor Harris has long co-authored the National Income Tax Workbook, used by more than 30,000 tax practitioners throughout the United States. Additionally, he writes an annual edition of Agricultural Tax Issues and lectures around the country on agricultural tax issues.
Kurt Konek brings more than 23 years of certified public accounting experience to his teaching. His CPA firm, Konek, PC, has offices in Prairie City, Sully, Boone, West Des Moines, and Newton. Kurt is a member of the AICPA and is a designated Chartered Global Management Accountant. He also serves as Chair of the Taxation Committee of the Iowa Society of CPAs. Kurt is a graduate of Iowa State University.
Kristy Maitre is the tax specialist at ISU’s Center for Agricultural Law & Taxation. Prior to joining CALT, Kristy worked for the Internal Revenue Service for 27 years. Before retiring from the IRS in 2014, Kristy was serving as the IRS Senior Stakeholder Liaison for the State of Iowa. At CALT, Kristy conducts frequent webinars and seminars on a variety of tax topics. She also instructs practitioners through her writings on TaxPlace and her free bi-weekly webinar, The Scoop: Hot Issues from the Front Lines.
Terry O’Neill started with the Department in 1987 as a summer intern working to find non-registered businesses. In the fall of 1987, he became a revenue agent, collecting past due taxes in the Davenport area. In 1990, he became a Taxpayer Service Specialist (TSS). As a TSS, he assists taxpayers by e-mail and phone on a wide variety of Iowa tax issues. In addition, Terry is a primary presenter for other educational outreach efforts of the Department.
A.J. Reynolds is an enrolled agent with more than 28 years of experience preparing individual, business, and estate tax returns. A.J. began his tax career with a national CPA firm in San Diego after serving five years in the U.S. Navy. He owns ABC Bookkeeping & Tax Services, Inc. and regularly teaches for Basics + Beyond Income Tax Seminars. A.J. is a member of the National Association of Enrolled Agents, the Iowa Society of Enrolled Agents, as well as NATP.
Greg Stokke is a Program Manager in the Taxpayer Services Section of the Iowa Department of Revenue. Greg has been with the Department since 1984. His primary responsibility is management of the Department’s education and outreach efforts. Greg also works with the staff of 10 Taxpayer Service Specialists who respond to taxpayer inquiries by phone, e-mail, and in-person.
Quality Inn & Suites, 2601 E. 13th Street (Phone: (515) 232-9260): Discounted overnight rooms are available for $91.00 (2 queens) or $101 (king) per night for the dates of December 11, 12 and 13.
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.