Federal Income Tax School - Le Mars

View the 50th Annual Tax School Brochure here!

Agenda:

November 30, 2023

7:30 - 8:30 AM: Registration

8:30 - 9:55: New Legislation

9:55 - 10:10: Break

10:10 - 11:00: IRS

11:00 - 12:00 PM: Iowa Department of Revenue

12:00 - 12:50: Lunch

12:50 - 1:45: Trust & Estate Tax Issues

1:45 - 2:35: Business Entity Tax Issues

2:35 - 2:50: Break

2:50 - 3:40: Form 4797

3:40 - 4:30: PTE/Business Tax Issues

December 1, 2023

8:30 - 9:20 AM: Individual Issues, Part I

9:20 - 10:10: Individual Issues, Part II

10:10 - 10:25: Break

10:25 - 12:00 PM: Retirement Issues

12:00 - 12:50: Lunch

12:50 - 1:45: Like Kind Exchange

1:45 - 2:35: Penalties & Defenses

2:35 - 2:50: Break

2:50 - 4:30: Agricultural Tax Issues

Continuing Education:

Click here for the Continuing Education Table for the Iowa 50th Annual Federal Income Tax School

Speakers:

	Dan Arnell Belarmino Senior Stakeholder Liaison, IRS Dan Arnell Belarmino is a Sr. Stakeholder Liaison Tax Specialist with the Internal Revenue Service. As a Sr. Stakeholder Liaison, he collaborates, informs, and communicates priority outreach messages to all taxpayer communities, including major employers, community associations and tax practitioner organizations to provide significant messages that impact taxpayers to ensure compliance with the tax laws.
	Joe Kristan, CPA Partner at Eide Bailly LLP, Des Moines, IA Joe has been a tax practitioner since 1984 working primarily with closely held businesses, serving the agriculture, distribution, and manufacturing industries. Joe is the author of the popular Tax News & Views blog, www.eidebailly.com/taxblog.
	Kelly Myers Tax Consultant, Myers Consulting Group, LLC, Huntsville, AL Kelly provides tax seminars, advisory, and controversy services to clients, which include individuals, businesses, and accounting firms. He spent over 30 years with the Internal Revenue Service (retired 2017), with the last 20 years working for the Washington, DC Headquarters as a Senior Technical Advisor. His IRS experience included official guidance projects, examiner and litigation technical support, and implementing new legislation. He leverages his decades of IRS and public accounting experience to strategically add value to a varied client base. He has developed efficient tax strategies in both preparation and controversy arenas.
	David Repp Attorney, Dickinson Mackaman Tyler & Hagen PC, Des Moines, IA David practices primarily in the area of taxation. He provides a broad range of tax counsel on topics including federal and state income tax planning, taxation of employee benefits, equity structure, and mergers.
	Kristine Tidgren Director, Center for Agricultural Law & Taxation (CALT), Iowa State University, Ames, IA Kristine is an attorney and the Dolezal Adjunct Associate Professor in the Agricultural Education and Studies Department at ISU. Kristine enjoys researching and analyzing complex tax issues and writes and edits many articles, blog posts, and educational materials. She speaks to many groups regarding tax and legal topics.
	Iowa Department of Revenue The Iowa Department of Revenue will present at all in-person schools and will host a free webinar for practitioners on December 15 from Noon–2 pm.