ONSITE and ONLINE: Summer Seminar

July 18, 2019 to July 19, 2019
Ames Iowa AND online

 Agricultural Tax, Business, and transition planning in 2019
Iowa State University Alumni Center, 429 Alumni Lane, Ames IA 
 

To register, click http://bit.ly/agtbt13200

It’s a new day. The tax laws have changed, the economy has 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,
  • Difficult issues impacting 2018 returns on extension
  • Tax Planning for 2020
  • Tax Issues Arising When Disaster Hits the Farm
  • Tools for resolving and avoiding family disputes stemming from  wills, trusts, and closely-held farming corporations, 
  • New regulations impacting cooperatives and their patrons (if released),
  • Tax issues arising during financial distress and bankruptcy,
  • Best practices and legal considerations for transitioning a farm to the next generation, and 
  • Key Iowa tax changes impacting small businesses.
Agenda: 

*subject to change*

DAY 1—July 18
  8:30a  Joe Peiffer—Clients in Financial Distress: Taxation and Bankruptcy Considerations
  9:30a  Joe Kristan—Hangovers and the Next Round: Lingering issues for 2018 Extended Returns 
              and What They’re Serving up for Next Year
10:30a  Break
10:45a  Joe Kristan continued
11:45a  Lunch
12:30a  Bob Jamison—11 ½ Hot Issues in Entity Taxation
  2:00p  Break
  2:15p  Bob Jamison continued
  3:15p  Kristine Tidgren—199A for Cooperatives and their Patrons: Regulations or Bust?
  4:00p  Kurt Konek—Disaster Hits the Farm: Tax Considerations
  4:45p  Adjourn 

DAY 2—July 19
  8:30a  David Repp—Transitioning the Farm: Entity Strategies and Best Practices
10:00a  Break
10:15a  Paul Morf—Avoiding and Resolving Disputes involving Family Farm Estates and Businesses  
12:00p  Lunch
12:50p  Bob Jamison—Making the S Election: Traps for the Unwary
  2:15p  Break
  2:30p  Bob Jamison—Leaving the S Behind and Other Entity Transitions
  4:30p  Conference Ends

Registration: 

COST $365 / $385 after July 12

To register, click http://bit.ly/agtbt13200

CANCELLATION 

You may cancel without penalty if written/email cancellations requests are received by Monday, July 5 before 4pm, send to registrations@iastate.edu. No refunds will be given after July 5 due to financial obligations incurred by CALT.

Continuing Education: 

16 CPE / 13.5 CLE

DAY ONE - 420 minutes of instruction (20 minutes – IA tax law)
CPE - 8 hours
CLE - 7 hours (IA - if other state credit is needed please make request prior to session)

DAY TWO - 400 minutes of instruction
CPE - 8 hours
CLE - 6.5 hours (IA)

WHO SHOULD ATTEND?

ENROLLED AGENTS and OTHER TAX RETURN PREPARERS
IRS approved continuing education provider

8 hours federal tax law updates
onsite: Y7WRM-U-00279-19-I
online: Y7WRM-U-00279-19-O
8 hours federal law tax topics/federal tax-related matters
onsite: Y7WRM-T-00280-19-I
online: Y7WRM-T-00280-19-O

CPAs
Iowa: The Iowa Accountancy Examining Board does not pre-approve CPE events, but it is left to the individual to determine the appropriate course of study. 
Other states: Consult your state’s accrediting agency/board for its rules on admissibility of this course. It is the responsibility of the attendee to understand and comply with state licensing CPE requirements

ATTORNEYS
Iowa Supreme Court Commission on Continuing Legal Education
onsite CLE Activity #331152
online CLE Activity#331153

Speakers: 

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
Paul is 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.

Accommodations: 

ONSITE SEMINAR

The 2-day seminar is being held at the Iowa State Alumni Center at 429 Alumni Lane in Ames, Iowa
https://goo.gl/maps/tzAmVevGDeNyDsv76

PARKING is available on the lowest level, with elevator access to the second floor
map of Iowa State University Alumni Center parking lots

HOTEL ACCOMODATIONS
CALT has reserved a block of rooms Wed Jul 17-Fri Jul 19 at the hotels listed below.

Book by July 1 2019 to receive these discounted rates: mention Iowa State University CALT to receive the block discount.

Radisson Hotel Ames Conference Center at ISU - $105
2609 University Blvd / 515.268.8808 
https://goo.gl/maps/VCVsZ8tgqq6K6Ugf9

Best Western Plus University Park Inn & Suites - $109
2500 S University Blvd / 515.296.2500 
https://goo.gl/maps/6KXxujTSDNAbtfZr5

 

ONLINE WEBINAR

LOGGING ONTO THE WEBINAR
After registering for course each participant will receive a confirmation receipt. To follow you will receive an instructional email from GoToWebinar which includes a unique url* to click and join the session - allow up to three business days to receive the instructional email. If you do not receive it contact isucalt@iastate.edu to troubleshoot. Particpants will also receive reminder emails one day prior to the session and 1 hour before start of the webinar. 

*If you are planning on viewing in a group / on a shared screen contact isucalt@iastate.edu prior to the session.
To ensure time is accounted for we will establish an event proctor for your location to monitor time tracking for all participants. 

TROUBLESHOOTING
DO NOT WAIT until the day of the session to test your connectivity! 
Find more information on how to join a webinar here: https://support.logmeininc.com/gotowebinar/how-to-join-attendees
Still having technical issues? Contact GoToWebinar support: https://support.logmeininc.com/gotowebinar/contactus

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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