This two-day seminar will provide an in-depth review of the impact of the Tax Cuts & Jobs Act on entity planning. The materials will be up-to-date as of mid-summer. Where guidance remains pending, we will discuss the implications of the unknown. The intent of the seminar is to equip tax professionals to help clients with entity planning decisions in light of the sweeping new tax law. Teaching points will be illustrated with case studies. The seminar will also provide a detailed review of issues arising when converting from entity form to another—and pitfalls and dangers to avoid.
The two-day session will include the following:
The schedule for both days will be as follows:
To register, click here: http://bit.ly/entityplanning
Cost for the two-day event is $350 if you register by July 1, 2018. Registration cost is $370 after July 1.
Who should attend:
Approved Continuing Education:
Kari A. Apel, CPA, is the CEO and owner of Apel Associates, Inc. of Prairie du Sac, Baraboo and Johnson Creek, WI. Kari has co-authored and edited several tax and accounting publications including the US Dept. of Agriculture Farm Tax Management publication and several years of the National Income Tax Workbook. Currently she serves on many advisory boards as well as speaking for various organizations such as UW Extension and Tax Insight, LLC. Kari specializes in small business and agricultural management from tax law to strategic business planning.
Robert W. Jamison, Jr., CPA, PhD, Professor Emeritus of Accounting, Indiana University, Kelley School of Business – Indianapolis, author of S Corporation Taxation, published by CCH Incorporated, is a nationally recognized expert on S corporation tax law. In addition to teaching tax law in accounting departments at three universities for 36 years, Dr. Jamison has been the lead author of the Business Entities chapter of the National Income Tax Workbook and its predecessor for more than 30 years. (The National Income Tax Workbook is the text used to teach the two-day Annual Income Tax Course in Iowa and 27 other states each year.) Dr. Jamison’s S Corporation Taxation, 2017 Edition, (1,864 pages) published by CCH Incorporated, Chicago, is the go-to book for practitioners who advise clients regarding taxation of S corporations, including formation, operation, termination, and compliance. Dr. Jamison is also a co-author of Multistate Tax Guide to Pass-Through Entities, 2017 Edition, Chicago, CCH Incorporated and the author of Tax Cuts and Jobs Impact - Guide to Pass Through Entities, CCH Incorporated (available late Summer 2018).
Kristy Maitre, EA, 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.
Kristine Tidgren, J.D., is the director for the Center for Agricultural Law and Taxation and an adjunct assistant professor in the Agricultural Education & Studies Department. Kristine’s work focuses on studying and interpreting laws impacting the agricultural industry. In particular, she focuses on agricultural taxation. She is a frequent writer and speaker on these topics. Kristine is the author of the Ag Docket, a blog offering perspective on current agricultural law and tax issues.
The live event will be held at the Quality Inn & Suites, 2601 E. 13th St., Ames, Iowa.
Discounted overnight rooms are available for $92.00 per night (for the dates of July 11 and July 12). Call the hotel at 515-232-9260 and mention you are attending the Iowa State University Seminar.
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.