48th Annual Federal Income Tax School - Sioux City, IA
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Download the 48th Annual Federal Income Tax School brochure here. |
Morning Session:
8:25 –– 10:05 am - New Legislation, Cases, and Rulings (Kristine)
10:05 – 10:20 am - Break
10:20 – 11:10 – Trusts and Estates (David)
11:10 -12:00 pm – Iowa Department of Revenue
Afternoon Session:
12:50 pm – 1:40 pm – Business Tax Issues (Joe)
1:40 – 2:30pm - Choice of Entity (David)
2:30 pm – 2:45 pm - Break
2:45 pm – 3:35 pm – Business Tax Issues, cont. (Joe)
3:35 pm – 4:25 pm – Structured Q & A (Joe, Kristine, and David)
Day Two:
Morning Session:
8:25 –– 9:15 am – Individual Issues (Amie)
9:15 – 10:05 am – Real Estate Tax Issues (Kristine)
10:05 – 10:20 am - Break
10:20 -11:10 pm – Retirement, Investment and Savings (Amie)
11:10 – 12:00 pm – Agricultural Tax Issues- Part 1 (Kristine)
Afternoon Session:
12:50 – 2:30 pm – Payroll Tax Issues (Amie)
2:30 pm – 2:45 pm - Break
2:45 pm – 3:35 pm - IRS (Krista Sullivan, IRS Stakeholder Liason)
3:35-4:25 pm- Agricultural Tax Issues- Part 2 (Kristine)
Continental breakfast, lunch and afternoon snack provided.
CPAs, Enrolled Agents and Other Tax Return Preparers
*IRS CPE - 15 hours
Although this two-day IN PERSON class includes 16 hours of CPE instruction (where 50 min. equals one hour), one hour devoted to Iowa tax law is ineligible for IRS CPE credit.
- 8 hours of Tax Update
- In Person Y7WRM-U-00334-21-I
- 7 hours of Tax Topics
- In Person Y7WRM-T-00335-21-I
STATE CPE - 16 hours
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.
Iowa Tax Return Preparers Please Note:
Tax return preparers who wish to prepare Iowa returns in 2022 must obtain 15 hours of continuing education in 2021, including 2 hours of ethics. Credits from this course are eligible 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
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
IOWA CLE 13.25
- Nov. 30-Dec. 1, 2021
Sioux City CLE Activity #368907
Certified Financial Planners (CFP)
LGUTEF qualifies for 16 hours of CFP credit for the two day seminars.
Real Estate Professionals
Day 1- Federal Income Tax Schools
Course number: #236-5290-E
Hours: 8
Day 2- Federal Income Tax Schools
Course number: #236-5291-E
Hours: 8
Iowa Insurance Professionals
Iowa Course ID: 104635
Hours: 12
Pending Approval
Minnesota CLE, Nebraska CLE, Wisconsin CLE, South Dakota Insurance, Missouri Insurance
Participants are awarded credit based upon actual time in attendance. Certificates of attendance are issued via email to participants after seminars conclude. For EAs, Iowa Insurance professionals and CFPs, the Center for Agricultural Law & Taxation submits participant credit hours directly to the accrediting agency.
If you need CE or CLE credit from a state other than Iowa, or for additional questions regarding education credits, please contact us at (515) 294-5217.
We recruit speakers who know the current issues you are facing. Their breadth of knowledge enables them to offer valuable insights and actionable information.
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David Repp Attorney, Dickinson Mackaman Tyler & Hagen PC, Des Moines, IA |
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Joe Kristan |
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Amie Kuntz |
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Kristine Tidgren |
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Iowa Department of Revenue will present at all in-person schools, and will host a free webinar for practitioners on Thursday, December 16 from Noon–2 pm. |
$375
Includes:
• The 2021 National Income Tax Workbook and access to a digital version of the workbooks from the past 10 years
• Lunches, as well as morning and afternoon refreshments
• Downloadable copies of the teaching slides and other resources used in the sessions
• An opportunity to interact with Iowa Department of Revenue policy directors
• Dedicated Q & A sessions with the speakers
$99.00 room rate* Reserve your room at:
Stoney Creek Hotel & Conference Center • (800) 659-2220 and mention code 2111CALTXS or email kelsie.potts@stoneycreekhotels.com
300 3rd Street, Sioux City, IA 51011
Located downtown near Hard Rock Casino and Tyson Event Center.
*Courtesy room rate plus applicable taxes per night, expires October 29, 2021