It’s a new day. The tax laws have changed, and so have the planning opportunities. This two-day seminar will address pressing tax and transition planning issues facing your agricultural clients. Join our experienced panel of speakers as we explore strategies and considerations for helping clients thrive amidst the change.
Topics addressed over this two-day seminar will include:
• Tax considerations when converting from one entity to another,
• Tools for resolving and avoiding family disputes stemming from wills, trusts, and closely-held farming corporations,
• Recent 199A considerations, including regulations impacting cooperatives and their patrons,
• Tax issues arising during financial distress and bankruptcy,
• Best practices and legal considerations for transitioning a farm to the next generation, and
• Navigating Iowa’s new tax law.
Registration information to come
CE information to come
Robert Jamison, CPA, PhD, Professor Emeritus of Accounting, Indiana University, Kelley School of Business – Indianapolis IN
Robert 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’s S Corporation Taxation, 2019 Edition is the go-to book for practitioners who advise clients regarding taxation of S corporations including formation, operation, termination, and compliance.
Kurt Konek, CPA and partner with Tarbell & Co PLC–Prairie City IA
Kurt brings more than 25 years of public accounting experience to his teaching specializing in tax and business planning for business and farm client and is a proud Iowa State University alum. He recently served as chair of the Taxation Committee for the Iowa Society of CPAs.
Joe Kristan, CPA and partner, Eide Bailly LLP–Des Moines IA
Joe is a problem solver and helps clients succeed by finding a tax-friendly path to their goals. He works primarily with closely held businesses and serves the agriculture, distribution and manufacturing industries. He's been a tax practitioner since 1984 so he knows numbers, how to reach the best solution for clients, and has extensive writing and teaching experience.
Paul Morf, attorney, Simmons Perrine Moyer Bergman PLC–Cedar Rapids IA
Paulis the chair of his firm’s wills, trusts, and estate planning practice group and has expertise in litigation involving intra-family trusts and closely held businesses. He also works with many families to create business and succession plans to reduce the likelihood of litigation.
Joe Peiffer, attorney and owner of Ag & Business Legal Strategies–Hiawatha IA
Joe is a nationally-respected farm bankruptcy expert. Joe Peiffer grew up on a hog and dairy farm in Iowa. He values farming and respects family farmers. Peiffer truly understands agriculture and has vast expertise in assisting farm clients in restructuring their debts.
David Repp, attorney, Dickinson Mackaman Tyler & Hagen, PC–Des Moines IA
David practices primarily in the area of taxation. David provides income tax, FICA tax and succession planning counsel to many farm clients and is part owner of a family farm operation himself. David was named 'Lawyer of the Year' for Trusts and Estates Law in Des Moines, as recognized by U.S. News & World Report's '2018 Best Lawyers in America'.
Kristine Tidgren, Director, Iowa State University Center for Agricultural Law & Taxation, and Dolezal Adjunct Assistant Professor, Department of Agricultural Education & Studies–Ames IA
Kristine’s work focuses on studying and interpreting laws impacting the agricultural industry. In particular, she focuses on agricultural taxation.
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.