48th Annual Federal Income Tax School - Webinar Dec 13-14, 2021

Download the 48th Annual Federal Income Tax School brochure here.
 
Agenda: 

Day One:  

Morning Session:

8:25 –– 10:05 am - New Legislation, Cases, and Rulings (Kristine)

10:05 – 10:20 am - Break

10:20 -12:00 pm – Payroll / COVID Credit Issues (Amie)

Afternoon Session:

1:00 – 1:50 pm - Trusts & Estates (David)

1:50 pm – 2:40 pm – Business Tax Issues (Joe)

2:40 pm – 2:55 pm - Break

2:55 pm – 3:45 pm – Choice of Entity (David)

3:45 pm – 4:35 pm – Construction Tax Issues (Joe)

Day Two:

Morning Session:

8:25 –– 10:05 am – Individual Issues (Ken)

10:05 – 10:20 am - Break

10:20 -11:10 pm – IRS Issues

11:10 – 12:00 pm – Real Estate Tax Issues (Kristine)

Afternoon Session:

1:00 – 2:40 pm – Retirement, Investment and Savings (Ken)

2:40 pm – 2:55 pm - Break

2:55 pm – 3:45 pm – Ethics, Part I (Kristine)

3:45 pm – 4:35 pm – Ethics, Part II (Ken)

Continuing Education: 

CPAs, Enrolled Agents and Other Tax Return Preparers
IRS CPE - 16 hours 

  • 7 hours of Tax Update
    • Online Y7WRM-U-00328-21-O
  • 7 hours of Tax Topics
    • Online Y7WRM-T-00329-21-O
  • 2 hours of Ethics 
                Online Y7WRM-E-00321-21-O

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

  • Dec. 13-14, 2021
    Online CLE Activity #368909

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.

Speakers: 
David Repp
Attorney, Dickinson Mackaman Tyler & Hagen PC, Des Moines, IA  
.

Amie Kuntz
CPA, RubinBrown’s National Tax Group
 

Ken Wundrow 
Enrolled Agent, Experience Consulting, Madison, WI
 

Kristine Tidgren
Director, Center for Agricultural Law & Taxation, Iowa State University, Ames, IA 
.

Krista Sullivan
Senior Stakeholder Liaison Area 6, Internal Revenue Service, Bloomington, MN

 

Registration: 

$345

Includes:
• The 2021 National Income Tax Workbook mailed to you before the sessions begin, if registered by October 16. We cannot ship to PO boxes. You will also have access to a digital version of workbooks from the past 10 years.
• Highly interactive sessions with live speakers (no recorded replays)
• Dedicated Q & A sessions with the speakers
• An optional technology test/trouble shooting session in October 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 and other resources used in the sessions
• An invitation to a free webinar for practitioners by the Iowa Department of Revenue on Thursday, December 16 from Noon–2 pm

Date and Time: 
Monday, December 13, 2021 - 8:00am to Tuesday, December 14, 2021 - 4:30pm
Location: 
Online