Upcoming Seminars

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 

September 7, 2018 Online

The webinar will focus on trusts, including the general income taxation scheme for a trust, the various types of trusts, and the fiduciary income tax return requirements for each type of trust.  Will also include brief highlights on the income taxation of estates.  This is a basic taxation course.


September 11, 2018 Online

If your client does not have a partnership agreement, one would be advisable under the new law concerning Partnership Audits. 

Join us on September 11, 2018 from 12:00 – 1:00 PM (CST) - 1 hour of CPE/CLE


September 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


September 14, 2018 Online

Is your client qualified to start a QSEHRA?  This course will also include a review of the fundamental rules for establishing a QSEHRA, as well as an explanation of the operation and the reporting requirements for QSEHRAs.


September 18, 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.


September 20, 2018 to September 21, 2018 Ames, Iowa and Online


Our annual September Seminars will include two days of intense agricultural focus. Day one will include a number of speakers bringing you the latest issues impacting agricultural attorneys, advisors, businesses, and their clients. Day two will be a farm tax workshop, integrating the new tax law into agricultural tax planning and return preparation.

More details will be published shortly!


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

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.

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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.

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