47th Annual Federal Income Tax Schools

Because of the difficulties associated with the current pandemic, we have moved our Annual Federal Income Tax Schools online. While we are disappointed that we won't be seeing you in person this year, we are excited to offer the same course format, the same book (mailed to you in advance), and familiar speakers, all in a format best suited for 2020. We have worked hard to create multiple options to allow you to choose the schedule that best meets your needs.  

Click here to view/download a brochure explaining the many registration choices are here:
Iowa's 47th Annual Federal Income Tax Schools


All registration options will provide:

  •      The 2020 National Income Tax Workbook, mailed to you before the sessions begin, if registered by October 20.
  •      Highly interactive sessions with live speakers (no recorded replays)
  •      Dedicated Q & A sessions with the speakers
  •      An optional technology test/trouble shooting session for anyone concerned about connectivity issues
  •      Post-session access to a video replay of your sessions at no charge
  •      Downloadable copies of the teaching slides used in the sessions

We value our relationship with you and will do everything we can to maintain it. We can’t thank you enough for your continued support. While we are disappointed that we will not see you in person this fall, we look forward to hosting in-person tax schools again in 2021. In the meantime, we look forward to seeing you online this fall and preparing you for the 2021 filing season.

Option One: Two-Day Class

Option Two: Four-Session Class


AM Sessions:

: 7:45 am - 8:25 am
Class: 8:25 am to 12:00 pm (with 15 minute break)

PM Sessions:

: 12:15 pm to 1:00 pm
Class: 1:00 pm to 4:35 pm (with 15-minute break)
Continuing Education: 

IRS CE Credit Breakdown: 
Ethics & Filing Considerations Track 
Y7WRM-U-00303-20-O (3 tax updates)
Y7WRM-T-00304-20-O (9 tax law)
Y7WRM-T-00310-20-O (1 tax law)
Y7WRM-U-00307-20-O (1 tax update)
Y7WRM-E-00306-20-O (2 ethics)

Financial Distress & Agricultural Issues Track 
Y7WRM-U-00303-20-O (3 tax updates)
Y7WRM-T-00304-20-O (9 tax law)
Y7WRM-T-00305-20-O (3 tax law)
Y7WRM-U-00309-20-O (1 tax update)

Bonus Ethics & Filing Considerations
Y7WRM-E-00306-20-O (2 ethics)
Y7WRM-U-00307-20-O (1 tax update)
Y7WRM-T-00310-20-O (1 tax law)

Bonus Financial Distress & Agricultural Issues
Y7WRM-T-00305-20-O (3 tax law)
Y7WRM-U-00309-20-O - (1 tax update)

Iowa Tax Return Preparers Please Note: 
Tax return preparers who wish to prepare Iowa returns in 2021 must obtain 15 hours of continuing education in 2020, including 2 hours of ethics. Credits from this course are eligble to fulfill these requirements. More information on this requirement, including definition of "tax return preparer" can be found at  https://tax.iowa.gov/guidance-tax-return-preparers

Iowa CLE
Ethics & Filing Considerations Track 
Thursday–Friday, November 12–13 Activity #353127
Thursday–Friday, November 19–20 Activity #353099
Thursday–Friday, December 10–11 Activity #353126
Monday–Tuesday, December 14–15 Activity #353125
Tuesday–Friday, November 10 –13 Activity #353124
Tuesday–Friday, November 17–20 Activity #353128
Tuesday–Friday, December 8–11 Activity #353122

Bonus Ethics & Filing Considerations
November 13 Activity #353149
November 20 Activity #353150
December 11 Activity #353151
December 15 Activity #353152

Financial Distress & Agricultural Issues Track
Tuesday-Wednesday, November 10–11 Activity #353153
Tuesday-Wednesday, November 17–18 Activity #353115
Tuesday-Wednesday, December 8–9 Activity #353117
Tuesday-Friday, November 10-13 Activity #353114
Tuesday–Friday, November 17 –20 Activity 353116
Tuesday–Friday, December 8-11 Activity #353119

Bonus Financial Distress & Agricultural Issues
November 11 Activity #353103
November 18 Activity #353148
December 9 Activity #353147




Karen Brehmer, IRS Stakeholder Liaison

Karen will be teaching the IRS Issues chapter.

Joe Kristan, CPA and Partner, Eide Bailly LLP

Joe will be teaching the Business Entities and the QBI chapters.

Amie Kuntz, CPA, Manager (National Tax), Rubin Brown

Amie will be teaching the Ethics and individual filing issues sessions.

David Repp, Attorney, Dickinson Law

David will be teaching the S Corporations and Trusts and Estates chapters.

Kristine Tidgren, Attorney, Director of the Center for Agricultural Law & Taxation

Kristine will be teaching the New Legislation, Agricultural Tax, Ethics, and 2021 Filing Issues sessions.

Susan Voss, CPA, Senior Tax Manager, TDT CPAs and Advisors, P.C.

Susan will be teaching agricultural issues and financial distress.

Ken Wundrow, EA, Experience Consulting, Wisconsin

Ken will be teaching the Individual Issues, Business Issues, and Retirement and Investment Issues chapters.



Course Fee for Either the Two-Day Class or Four Session Class is $335, $350 with Bonus Course 

Date and Time: 
Tuesday, November 10, 2020 - 8:00am to Tuesday, December 15, 2020 - 4:30pm