Upcoming Seminars

July 23, 2018 Online

Join us as we review the new Iowa tax law, signed by the Governor on May 30, 2018. The session will review impacts of the new law and discuss guidance issued by the Iowa Department of Revenue.

The discussion will include:

  • Changes discussed by year of implementation
  • Section 179
  • Section 1031 like-kind exchange
  • DPAD
  • 529 Plans
  • Earned income tax credit
  • IRA charitable distribution deduction
  • Teacher expense deduction
  • Research activities credit
  • State sales & use tax expansion
  • QBI Deduction
  • New individual and corporate tax rates
  • Contingent changes
  • More!

July 24, 2018 Online

The webinar will focus on fundamental requirements to be a qualified retirement plan.  This will include various requirements such as eligibility, vesting, and distributions that permit the deferral of tax on the benefits accrued by participants and the ability of the Plan Sponsor to take a tax deduction of retirement plan contributions.  We will also discuss the role of the Department of Labor and ERISA with respect to Retirement Plans.


July 25, 2018 Online

Get the latest SCOOP from Kristy!

Each 30-minute webinar session reviews all important tax happenings for the prior two weeks and explains their relevance.  Kristy also presents tips and tools of the trade to make the work of a tax professional a bit easier.  At the close of the session, participants ask questions and engage in an interactive discussion.  The Scoop is free to all who attend!  TaxPlace subscribers have unlimited access to all past archives of The Scoop.

This webinar occurs several times. Please register for the date and time that works best for you. 

► To register for Scoops from 8:00-8:30 AM CSThttps://attendee.gotowebinar.com/rt/7291206138805397506

► To register for Scoops from 12:00-12:30 PM CST:  https://attendee.gotowebinar.com/rt/7291206138805397506


July 26, 2018 Online

We're offering a number of opportunities for you to complete your ethics CPE/CLE requirement this year and three new subject topics!

  • Part 1: Disciplinary Proceedings 
  • Part 2: Duties and Restrictions in Practicing before the IRS
  • Part 3: Ethics and Security Responsibilities 

July 26, 2018 Online

We're offering a number of opportunities for you to complete your ethics CPE/CLE requirement this year and three new subject topics!

  • Part 1: Disciplinary Proceedings 
  • Part 2: Duties and Restrictions in Practicing before the IRS
  • Part 3: Ethics and Security Responsibilities 

July 31, 2018 Online

This course will discuss various types of retirement plan distributions, the income tax and potential additional tax consequences for early distributions and review the various rules for required minimum distributions (RMDs).  Also, the course will discuss what happens if a retirement plan makes an operational error and how it can be fixed without jeopardizing qualified retirement plan status.


August 1, 2018 Online

Even if you do not have clients who are employers, you need to be aware of changes in fringe benefits, employee business entertainment deductions, 1099-MISC issues and other sections of the TCJA that will impact small business clients. Issues covered will also include inflationary adjustments, the new Employer-Paid Family and Medical Leave Credit, the Affordable Care Act, levies, withholding changes and several other common employer issues.  If you haven’t had a refresher class in employer issues, this one is a must to bring you up to date.


August 2, 2018 Online

Put the pieces of the puzzle together as we walk you through the ins and outs of form 4797 and what property needs to be reported. The §1231, §1250 and §1245 confusion will be clarified. 

Join us on August 2, 2018 from 12:00 – 1:00 PM (CST) - 1 hour of CPE/CLE


August 8, 2018 Online

This session will review application of the Tax Cuts and Jobs Act to small businesses, including farming businesses. In particular, this class will discuss issues impacting owners of small C corporations, S corporation, LLCs, partnerships, and sole proprietorships. Included in the discussion will be:

  • C corporation tax rates and blending
  • IRC § 199A deduction
    • What is Qualified Business Income?
    • Wages/Capital Limitation
    • Calculation of the Deduction
    • Cooperative Provisions
    • DPAD Transition
    • Specified Service Trade or Business
  • Entity Issues
  • Depreciation and Expensing
  • Personal Property “Trades”
  • Net Operating Losses
  • Cash Accounting Parameters
  • Excess Business Losses
  • Business Interest Deduction Limitation

This class will update attendees on all IRS guidance that has been received, as well as discuss key guidance that remains outstanding.


August 15, 2018 Online

Get the latest SCOOP from Kristy!

Each 30-minute webinar session reviews all important tax happenings for the prior two weeks and explains their relevance.  Kristy also presents tips and tools of the trade to make the work of a tax professional a bit easier.  At the close of the session, participants ask questions and engage in an interactive discussion.  The Scoop is free to all who attend!  TaxPlace subscribers have unlimited access to all past archives of The Scoop.

This webinar occurs several times. Please register for the date and time that works best for you. 

► To register for Scoops from 8:00-8:30 AM CST:  https://attendee.gotowebinar.com/rt/7291206138805397506

► To register for Scoops from 12:00-12:30 PM CST:  https://attendee.gotowebinar.com/rt/7291206138805397506


August 15, 2018 Online

The IRS enforces large dollar amounts in tax penalties upon taxpayers each year. This Webinar will focus on how to reduce or remove these penalties...

Join us on August 15, 2018 from 1:00 – 2:00 PM (CST) - 1 hour of CPE/CLE


August 17, 2018 Online

This class will delve into more complex trust and estate taxation issues.  These will include the reporting of more difficult gross income items (e.g., S-Corporation and Partnership Schedule K-1s), how to handle charitable contributions and deduction items, and the impact of distributable net income (DNI) on the Trust and the Trust’s beneficiaries. 


August 21, 2018 Online

We're offering a number of opportunities for you to complete your ethics CPE/CLE requirement this year and three new subject topics!

Part 1: Disciplinary Proceedings 
Part 2: Duties and Restrictions in Practicing before the IRS
Part 3: Ethics and Security Responsibilities


August 21, 2018 Online

We're offering a number of opportunities for you to complete your ethics CPE/CLE requirement this year and three new subject topics!

Part 1: Disciplinary Proceedings 
Part 2: Duties and Restrictions in Practicing before the IRS
Part 3: Ethics and Security Responsibilities 


August 24, 2018 Online

This course will include a discussion of life time and post-mortem planning opportunities using trusts for individuals and their families.  The course will also discuss the impact of various types of “trust income” and “corpus” and its impact on the tax consequences to the trust or estate and its beneficiaries.


August 28, 2018 Online

IRC Section 751 defines hot assets as unrealized receivables, inventory items, AND other items that would produce ordinary income such as 1245 property...

Learn about assets too HOT to handle on August 28, 2018 from 12:00 – 1:00 PM (CST) - 1 hour of CPE/CLE


August 29, 2018 Online

Get the latest SCOOP from Kristy!

Each 30-minute webinar session reviews all important tax happenings for the prior two weeks and explains their relevance.  Kristy also presents tips and tools of the trade to make the work of a tax professional a bit easier.  At the close of the session, participants ask questions and engage in an interactive discussion.  The Scoop is free to all who attend!  TaxPlace subscribers have unlimited access to all past archives of The Scoop.

This webinar occurs several times. Please register for the date and time that works best for you. 

► To register for Scoops from 8:00-8:30 AM CST:  https://attendee.gotowebinar.com/rt/7291206138805397506

► To register for Scoops from 12:00-12:30 PM CST:  https://attendee.gotowebinar.com/rt/7291206138805397506


September 4, 2018 Online

Join us as we review the law enacted on December 22, 2017, as it relates to individuals. The session will include basic changes for 2018, disaster provisions that span three years, the 2017 extenders, what was repealed (subject to the sunset), provisions made permanent, and areas where guidance is still pending.  This review will prepare us for the 2018 tax year and the questions clients may ask as the 2019 filing season approaches. 


September 6, 2018 Online

We're offering a number of opportunities for you to complete your ethics CPE/CLE requirement this year and three new subject topics!

  • Part 1: Disciplinary Proceedings 
  • Part 2: Duties and Restrictions in Practicing before the IRS
  • Part 3: Ethics and Security Responsibilities 

September 6, 2018 Online

We're offering a number of opportunities for you to complete your ethics CPE/CLE requirement this year and three new subject topics!

  • Part 1: Disciplinary Proceedings 
  • Part 2: Duties and Restrictions in Practicing before the IRS
  • Part 3: Ethics and Security Responsibilities 

Pages

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.

RSS​ Facebook Twitter