43rd Annual Federal Income Tax Schools

December 13, 2016
8 Locations in Iowa and Online Webinar

Thank you for attending our 43rd Annual Federal Income Tax Schools!

=> Materials available to purchase:

Agenda: 

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)
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 
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

Dates/Locations/Speakers

  • November 2-3: Maquoketa
    • Centerstone Inn & Suites, 1910 Nairn Dr.
    • Kurt Konek, Kristy Maitre, AJ Reynolds, Kristine Tidgren, Terry O’Neill 
    • Iowa Department of Revenue's presentation will cover: Legislative Update, IA 100 Stakeholder Group Update, Sales Tax Issues Related to Agricultural Production and Sales Tax Exemption Certificates
    • Maquoketa Agenda.pdf
  • November 7-8: Red Oak
    • Red Coach Inn, 1200 Senate Ave & Hwy 34
    • Christopher Harper, Kurt Konek, Kristy Maitre, Kristine Tidgren, Patty Fulton
    • Iowa Department of Revenue's presentation will cover: Legislative Update, IA 100 Stakeholder Group Update, Sales Tax Issues Related to Agricultural Production and Sales Tax Exemption Certificates
    • Red Oak Agenda.pdf
  • November 9-10: Sheldon
    • Northwest Iowa Community College, Building A, Rm 119
    • Kurt Konek, Kristy Maitre, AJ Reynolds, Patty Fulton
    • Iowa Department of Revenue's presentation will cover: Legislative Update, IA 100 Stakeholder Group Update, Sales Tax Issues Related to Agricultural Production and Sales Tax Exemption Certificates
    • Sheldon Agenda.pdf
  • November 14-15: Mason City
    • North Iowa Area Community College, Muse-Norris Center
    • Christopher Harper, Kurt Konek, Kristy Maitre, Kristine Tidgren, Patty Fulton
    • Iowa Department of Revenue's presentation will cover: Legislative Update, IA 100 Stakeholder Group Update, Sales Tax Issues Related to Agricultural Production and Sales Tax Exemption Certificates
    • Mason City Agenda.pdf
  • November 17-18: Ottumwa
    • Indian Hills Community College, Rural Health Education Center
    • Kyle Day, Kurt Konek, Kristy Maitre, Kristine Tidgren, Terry O’Neill
    • Iowa Department of Revenue's presentation will cover: Legislative Update, IA 100 Stakeholder Group Update, Sales Tax Issues Related to Agricultural Production and Sales Tax Exemption Certificates
    • Ottumwa Agenda.pdf
  • November 21-22: Waterloo  => LOCATION FULL!
    • Hawkeye Community College, Tama Hall
    • Phil Harris, Kristy Maitre, Kristine Tidgren, Terry O’Neill
    • Iowa Department of Revenue's presentation will cover: Legislative Update, IA 100 Stakeholder Group Update, Sales Tax Issues Related to Agricultural Production and Sales Tax Exemption Certificates
  • December 5-6: Denison
    • Boulders Conference Center, 2507 Boulders Drive
    • Christopher Harper, Kristy Maitre, AJ Reynolds, Kristine Tidgren, Patty Fulton
    • Iowa Department of Revenue's presentation will cover: Legislative Update, IA 100 Stakeholder Group Update, Sales Tax Issues Related to Agricultural Production and Sales Tax Exemption Certificates
    • Denison Agenda.pdf
  • December 12-13: Ames
    • Quality Inn & Suites, 2601 East 13th Street
    • Phil Harris, Kristy Maitre, Kristine Tidgren, Patty Fulton
    • Iowa Department of Revenue's presentation will cover: Legislative Update, IA 100 Stakeholder Group Update, Sales Tax Issues Related to Agricultural Production and Sales Tax Exemption Certificates
  • December 12-13: Live Webinar
    • Watch from your computer.
    • The webinar will take place live at the Ames location.
    • Phil Harris, Kristy Maitre, Kristine Tidgren, Iowa Department of Revenue
    • An email with instructions will be sent once registration is processed and received. The National Income Tax Workbook and additional materials will be mailed the week of November 28 (or as soon as possible if registration is received after this date). If registered after December 5, CALT cannot guarantee materials arrival by Monday, December 12.

National Income Tax Workbook

  • All participants in our Federal Income Tax Schools will receive the approximately 700-page National Income Tax Workbook, as well as a searchable CD containing archives of past workbooks.
  • Workbook Topics: Topics2016.pdf
    • Ethics (Offered as an early-bird option) - New Due Diligence Requirements; Protecting Sensitive Electronic Data
    • Individual Issues - Crowdfunding; Clergy and Amish Requirement; Household Caregivers; Innocent Spouse Relief
    • Business Issues - Tangible Property Regulations Update; Rental Property; Casualty Gains and Losses; Tax Benefit Rule and Taxation of State Credits
    • Business Entity Issues - S Corporation Tax Issues; Partnership IRC § 751(b) Regulations; Partnership that Owns a Disregarded Entity; IRC § 754 Basis Adjustment
    • 2016 Affordable Care Act Update
    • Related Party Issues
    • Death of a Taxpayer
    • Retirement Issues
    • Penalties and Defenses
    • Agriculture and Natural Resource Issues
    • DPAD
    • Financial Distress
    • IRS Issues
    • New Legislation
  • In early 2016, we teamed up with 25 other land grant universities throughout the country and joined the Land Grant University Tax Education Foundation. The Foundation exists to collaboratively draw from a pool of nationwide talent to create high quality educational programming for professional tax practitioners. The overarching goal of the Foundation is to fully equip tax practitioners each year for the upcoming filing season. The Foundation serves about 30 states through its member universities, and its National Income Tax Workbook reaches more than 29,000 tax professionals nationwide.

Early Bird Ethics

  • 7:30 AM to 8:30 AM - 1 hour session - separate fee to participate
  • On Day 1 at ALL locations. This is also available for webinar attendees.

Questions: Please contact Tiffany at 515-294-5217 or tlkayser@iastate.edu

Continuing Education: 

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:

  • Enrolled Agents (IRS - RPO Continuing Education)
    • 1 hour of ethics available - Early Bird Ethics (separate fee to participate) 
    • 3 hours of Tax Law Updates (150 minutes)
    • 13 hours of Federal Tax Law (650 minutes)
    • 16 hours of IRS CPE (800 minutes of instruction)
  • Other Tax Return Preparers (IRS - RPO Continuing Education)
    • 1 hour of ethics available - Early Bird Ethics (separate fee to participate) ​
    • 3 hours of Tax Law Updates (150 minutes)
    • 13 hours of Federal Tax Law (650 minutes)
    • 16 hours of IRS CPE (800 minutes of instruction)
  • Certified Public Accountants
    • 16 hours of CPE credit
    • 1 hour of ethics available - Early Bird Ethics (separate fee to participate) 
  • Certified Financial Planners (Certified Financial Planner Board of Standards)
    • Approved for 16 hours of credit
    • Approval denied - our ethics content does not fulfill the requirements/learning objectives set forth by the CFP Board
  • Attorneys
    • Approved for 13.25 hours of CLE with the Iowa Supreme Court Commission on Continuing Legal Education
    • Early Bird Ethics (separate fee to participate) - approved for 1 hour of ethics CLE with the Iowa Supreme Court Commission on Continuing Legal Education
    • Approved for 12.50 hours of federal CLEs with the IAND/IASD Continuing Legal Education
    • Please contact CALT if requesting CLEs from Minnesota or Nebraska.
  • Real Estate Professionals (Iowa Real Estate Commission)
    • Day 1 - approved for 8 hours of CPE - Course: #236-235E
    • Day 2 - approved for 8 hours of CPE - Course: #236-236E
  • Insurance Professionals (Iowa Insurance Division)
    • Approved for 13 hours of CPE credit
    • Approved for 1 hour of ethics CPE credit (Early Bird Ethics - separate fee to participate)
Speakers: 
  • 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.

  • Kristine Tidgren is the assistant director of ISU’s Center for Agricultural Law & Taxation. She analyzes and writes about tax and legal developments impacting agricultural producers and practitioners. She has taught agricultural law to undergraduate students at ISU and is a frequent speaker on ag and tax law topics. Kristine received her J.D. from the University of Texas at Austin and her B.A. from Iowa State University. 

 

Accommodations: 

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.

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