Upcoming Seminars

September 20, 2018 to September 21, 2018 Offered ONLINE and ONSITE in Ames, Iowa

 Keeping up with Change

Register here. *early registration ends Fri Sep 7*

Our annual September Seminars will include two days of intense agricultural focus.

DAY 1 will include a number of speakers bringing you the latest issues impacting agricultural
attorneys, advisors, businesses, and their clients.
DAY 2 will be a farm tax workshop, integrating the new tax law into agricultural tax
planning and return preparation.

OFFERED ONSITE AND ONLINE
Attend in person at the Quality Inn & Suites in Ames, or view the live webinar online.
Both options are eligible for CLE/CPE credit.


October 10, 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


October 11, 2018 Online

Beginning with the filing of 2018 Form 1065 Partnership returns, IRS has adopted a new way to audit partnerships. We will review the regulations and the changes made by passage of the Consolidated Omnibus Appropriations Act of 2018.  Audits will begin sometime after the 2019 filing season, so preparing for what the audit will entail, determining any opt out provisions, and defining the imputed underpayment and the push out options will assist you and your client in preparation for a potential audit. In addition, discussion of the responsibilities of the “personal representative” will be covered.


October 12, 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 

October 12, 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 

October 16, 2018 Online

*due to low enrollment the Tax Bootcamp series has been cancelled*

In this, the first of a five-part series, we will:

  • Determine who must file a tax return.
  • Determine who should file a tax return.
  • Introduction to a taxpayer’s filing status.
  • Verify the taxpayer’s identity.
  • Understand the name control process.
  • Determine how to file and where to file the tax return.          
  • Introduction to forms needed to prepare a correct and complete tax return.

October 17, 2018 Online

*due to low enrollment the Tax Bootcamp series has been cancelled*

We will tackle one of the most difficult questions to answer for your clients: When is a person a dependent? Are they a qualified relative or a qualified child?  Learn the new rules based on 2017 proposed regulations. The class will also cover specific examples of “who can claim whom?” and some unusual family dynamics that make this a difficult issue. This class will also introduce you to the Earned Income tax credit and the child tax credit, which we will cover more in-depth in the third class.


October 19, 2018 Online

*due to low enrollment the Tax Bootcamp series has been cancelled*

 

The Tax Cuts and Jobs Act made changes to both of these credits. Learn what has changed, who qualifies, and the aids available to make the correct determination. This determination will have great impact on the client if audited so make sure that you get it right the first time. Forms will be reviewed and worksheets will be made available. In addition, the session will cover preparer due diligence responsibilities.


October 22, 2018 Online

*due to low enrollment the Tax Bootcamp series has been cancelled*

 

This class will review itemized deductions in the wake of the Tax Cuts and Jobs Act. It will also discuss the details of the American Opportunity Tax Credit and the Lifetime Learning Credit. Forms will be presented and review of due diligence requirements will be included.


October 23, 2018 Online

This webinar will address when a client’s large settlement or award is taxable...

Join us on October 23, 2018 from 12:00 – 1:00 PM (CST) - 1 hour of CPE/CLE


October 24, 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


October 25, 2018 Online

*due to low enrollment the Tax Bootcamp series has been cancelled*

Participants will be given a comprehensive problem which will allow them to put into the practice the first four sessions of the CALT tax boot camp.  In addition, a series of checklists will be provided to assist preparers with their client interactions.  Participants will come to the webinar with the problem and questions completed and they should walk away with a thorough understanding of the completed return. 


November 1, 2018 to December 11, 2018 Ames, Iowa and Online

REGISTER TODAY at http://bit.ly/45thtaxschools

45th Annual Federal Income Tax Schools banner

 


November 14, 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


December 12, 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


December 14, 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 

December 14, 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 

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