Previously Offered In-Depth Seminars

Our In-Depth Seminars offer more in-depth and more advanced instruction than that offered at our Fall Tax Schools. Topics change annually and are chosen based on suggestions from past participants and timely or "hot" topics for tax practitioners.

Farm Business Operation: Traps, Tips, and Taxes (Last Offered in 2015)

About the Seminar

Farm businesses of all sizes continue to be impacted by increasing government regulation, high land prices, increasing input and maintenance costs and uncertain farm commodity prices. These pressures make it challenging to find ways to make today's farm business profitable and successful. Find out about the latest strategies and planning opportunities being used by today’s farming businesses to protect assets, respond to Affordable Care Act issues, and make use of advantageous Tax Code provisions.

At this seminar, Roger McEowen, JD, and Robert Rhea, EA will offer strategic information plus real-life tax scenarios to analyze ways your farm business clients can put the information into practice.

Learn answers to these important questions...

About our Speakers

Roger McEowen PhotoRoger McEowen, JD, is the Leonard Dolezal Professor in Agricultural Law at Iowa State University in Ames, Iowa, where he is also the Director of the ISU Center for Agricultural Law and Taxation. He develops and conducts an educational program in agricultural law and policy and is responsible for developing the curriculum and instructional program for the Iowa Farm Income Tax Schools. Professor McEowen conducts approximately 80-100 seminars annually across the United States for farmers, agricultural business professionals, lawyers, and other tax professionals.

Robert Rhea PhotoRobert Rhea, EA, has been associated with the Tax School since 2005 as an instructor and as a reviewer for the University of Illinois Federal Tax Workbook. Since 1984, he has assisted farmers with accounting, tax, and consulting services in west-central Illinois through the University of Illinois FBFM program. Bob is the national executive director for his professional organization, HAFBAS, and was previously that group's national president. Bob received his bachelor's degree from Western Illinois University and Master's degree from the University of Illinois. Bob is an Enrolled Agent and lives in Camp Point, Illinois with his wife and children.

Seminar Agenda

Seminar Agenda PDF

Learning Objectives, Materials, etc.

Learning Objectives: By attending this seminar, you will be able to:

Materials: To be determined.

Delivery Method: Group-Live

Program Level: Overview

Field of Study: Taxes (NASBA), Federal Tax (IRS)

Prerequisite(s): Professional experience preparing tax returns.

Advanced Preparation: None

Common Clients, Uncommon Rules: Implications of
Foreign Asset Disclosure (Last Offered in 2015)

About the Seminar

Foreign asset disclosure requirements apply to an ever-increasing number of taxpayers, not just those who own Swiss bank accounts or large offshore investments. Taxpayers may be required to disclose foreign assets if they receive an inheritance, own a business, become a foreign trust beneficiary, study or travel abroad, or own foreign investments. Each year, more and more taxpayers and tax practitioners find themselves caught in the wide compliance net cast by the Department of Treasury and the Financial Crimes Enforcement Network. The significance of these disclosures cannot be emphasized enough because even a non-willful violation could result in a $10,000 penalty. At this 4-hour seminar, University of Illinois Tax School Assistant Director for Tax Outreach and Education, Marc Lovell, helps tax practitioners determine the right questions to ask clients when it comes to foreign asset disclosure.

Why Should You Attend?

Since 2010, the IRS has implemented approximately 58 Intergovernmental Agreements to obtain the identities and other information about offshore accountholders. To date, over 160,000 foreign financial intermediaries have agreed to cooperate with the IRS and make account-holder information transparent to U.S. authorities. Disclosure rules under the Bank Secrecy Act and the Foreign Account Tax Compliance Act are driving the enforcement activities.

Substantial civil and criminal penalties can be imposed for failure to comply with reporting and compliance rules. It is imperative that tax practitioners develop a working knowledge of the rules in order to properly advise affected clients.

Learn answers to these important questions...

About our Speaker

Marc Lovell PhotoMarc Lovell, JD, LLM, is Assistant Director, Tax Outreach, at the University of Illinois Tax School. Prior to joining Tax School, he worked in his private law practice (2001-2010) with principal area of practice in federal, state, and local taxation and tax litigation. Marc serves as assistant editor of the annual Federal Tax Workbook and co-authored Limited Liability Companies: Choosing Partnership versus S Corporation Status. Marc earned his law degree and Masters of Law in Taxation from Wayne State University.

Marc is a member of the Massachusetts Bar, Washington DC Bar, and U.S. Tax Court Bar. He sat on the Massachusetts Bar Association Taxation Section Council from 2005 to 2009 where he worked on various legislative initiatives, research projects, and technical articles and analyses for tax practitioners.

Seminar Agenda

Foreign Asset Disclosure Seminar Agenda PDF

Learning Objectives, Materials, etc.

Learning Objectives: By attending this seminar, you will be able to:

Audience: Tax practitioners.

Materials: To be determined.

Delivery Method: Group-Live

Program Level: Overview

Field of Study: Taxes (NASBA), Federal Tax (IRS)

Prerequisite(s): Professional experience preparing tax returns and general awareness of disclosure requirements for certain foreign assets belonging to clients.

Advanced Preparation: None

Untangling Trust Tax Issues: Federal and Illinois (Last Offered in 2015)

About the Seminar

Trusts are unique entities that can accomplish various objectives for clients. As the population ages, more and more clients will use trusts as an estate planning tool. Therefore, it is essential that tax practitioners have a strong working knowledge of relevant federal and Illinois legal and tax rules.

This seminar covers critical trust law and taxation rules, both at the federal and state level. It identifies rules associated with properly preparing trust and trust beneficiary returns. It includes information necessary to effectively identify issues that can maximize client benefits. It also covers use of special purpose trusts and specific planning applications that tax practitioners need to know.

Why Should You Attend?

Does trust taxation tie you in knots? Do you want to expand your practice in this area? Look no further! Two noted trust attorneys address relevant federal and Illinois Form 1041 preparation and discuss uses of trusts, trust planning techniques (including techniques under Illinois law) and trust compliance issues.

Learn answers to these important questions...

About our Speakers

Steven Siegel PhotoSteven G. Siegel, JD, LLM, is president of The Siegel Group, based in Morristown, New Jersey. The company provides consulting services throughout the United States to attorneys, accountants, business owners, family offices and financial planners. Steven has delivered hundreds of lectures to thousands of attendees throughout the United States on tax, business and estate planning topics. He is presently serving as Adjunct Professor of Law in the Graduate Tax Program (LLM) at the University of Alabama. He also has served as an Adjunct Professor of Law at Seton Hall and Rutgers University Law Schools.

Steve Siebers PhotoSteve Siebers, JD, CPA, is an attorney with Scholz, Loos, Palmer, Siebers, Duesterhaus Law Firm in Quincy, Illinois. His law practice concentrates on estate planning, estate administration, business transactions and corporate law. He graduated from the University of Illinois Law School in 1979 and is a University of Illinois Tax School instructor.

Seminar Agenda

Trust Seminar Agenda PDF

Learning Objectives, Materials, etc.

Learning Objectives: By attending this seminar, you will be able to:

Audience: Tax practitioners.

Materials: To be determined.

Delivery Method: Group-Live

Program Level: Overview

Field of Study: Taxes (NASBA), Federal Tax (IRS)

Prerequisite(s): Professional experience preparing tax returns and general familiarity with Form 1041 and the use of trusts.

Advanced Preparation: None

1040 Issues Seminar (Last Offered in 2014)

About the Seminar

The annual 1040 Issues Seminar focuses on Form 1040 areas that are sometimes troublesome or confusing. Each year, we select different topics related to Form 1040 that have been updated due to recent tax law or regulatory changes, or that have been requested by many of our seminar participants.

Topics covered in this year's 1040 Issues Seminar include:

Agenda

Seminar Agenda PDF

Learning Materials, Objectives, etc.

Course Objective: Upon completion of this seminar, participants will be able to:

  1. Apply specific concepts and strategies covered in the seminar while preparing 2014 tax returns, and
  2. Advise clients about planning strategies applicable to their situations.

Delivery Method: Group-Live Presentation

NASBA Field of Study: Taxes

IRS Topic Area: Federal Tax

Prerequisite: At least a few years of experience as a professional tax preparer and an understanding of tax rules and regulations associated with individual tax returns

Advance Preparation: None

NASBA Program Level: Overview

Affordable Care Act: An Annual Tax Check-Up (Last Offered in 2014)

About the Seminar

As the Affordable Care Act (ACA) is implemented in stages, tax practitioners need to be aware of its impact on their clients. In 2014, the Affordable Care Act individual mandate took effect for all taxpayers… but its impact was not shared equally. Recent procedural changes associated with the employer mandate created confusion for employers regarding which aspects of the law will be implemented and when. And for those provisions already enacted, critical planning opportunities exist.

This seminar can help tax practitioners decipher applicable ACA rules, determine how mandates will be implemented, and calculate the costs of compliance and/or penalties. It will also provide insights into planning opportunities to minimize the tax consequences of the additional Medicare tax and net investment income tax.

Why Should You Attend?

This seminar will arm you with critical tools to assist clients as they address the realities of our changing tax climate under the ACA.

Learn the answers to these important questions...

About our Speaker

Steven G. Siegel, JD, LLM, is president of The Siegel Group, based in Morristown, New Jersey. The company provides consulting services throughout the United States to attorneys, accountants, business owners, family offices and financial planners. Steven has delivered hundreds of lectures to thousands of attendees throughout the United States on tax, business and estate planning topics. He is presently serving as Adjunct Professor of Law in the Graduate Tax Program (LLM) at the University of Alabama. He also has served as an Adjunct Professor of Law at Seton Hall and Rutgers University Law Schools.

Seminar Agenda

Affordable Care Act Update Agenda PDF

Learning Objectives, Materials, etc.

Learning Objectives: By attending this seminar, you will be able to:

Materials: To be determined.

Delivery Method: Group-Live

Program Level: Update

Prerequisite(s): At least a few years of experience in preparing tax returns and an understanding of basic tax rules and regulations

Advanced Preparation: None

Farm Estate Strategies: Cultivating Multi-Generation Opportunities (Last Offered in 2014)

About the Seminar

Estate planning continues to be a significant activity for farm families, especially with growing asset values and differences between the federal and Illinois laws. Additionally, farm businesses are greatly affected by recent tax changes, including Affordable Care Act rules. This seminar can help tax practitioners understand how these rules impact farms and offer planning tools to develop effective multi-generation estate planning strategies for farm clients.

Why Should You Attend?

This seminar offers multi-generation estate planning tools to assist farm clients.

Learn the answers to these important questions...

About our Speakers

William A. Peithmann limits his law practice to select tax, wealth management, and related matters, with an emphasis on multi-generation family farm operations. A frequent contributor to legal publications on estate planning matters and lecturer at various tax and estate planning institutes, he is a past Chair of the Illinois State Bar Association's Trusts & Estates Section Council, a Fellow of the American College of Trust and Estate Counsel, and is listed in The Best Lawyers in America in both the "Trusts and Estates" and "Tax" categories. He actively manages several small central Illinois farm operations. His website can be found at www.peithmannlaw.com.

Robert Rhea, EA, has been associated with the Tax School since 2005 as an instructor and as a reviewer for the University of Illinois Federal Tax Workbook. Since 1984, he has assisted farmers with accounting, tax, and consulting services in west-central Illinois through the University of Illinois FBFM program. Bob is the national executive director for his professional organization, HAFBAS, and was previously that group's national president. Bob received his bachelor's degree from Western Illinois University and Master's degree from the University of Illinois. Bob is an Enrolled Agent and lives in Camp Point, Illinois with his wife and children.

Seminar Agenda

Farm Estate Strategies: Cultivating Multi-Generation Opportunitites Agenda PDF

Learning Objectives, Materials, etc.

Learning Objectives: By attending this seminar, you will be able to:

Materials: To be determined.

Delivery Method: Group-Live

Program Level: Intermediate

Prerequisite(s): At least a few years experience preparing farm tax returns and an understanding of tax rules and regulations associated with farming.

Advanced Preparation: None

Tailoring Taxation of LLCs: S Corp vs. Partnership (Last Offered in 2014)

About the Seminar

Changing tax rates, new Medicare taxes, and an uncertain legislative climate make business tax flexibility more important than ever. There are strategic opportunities to apply different tax rules based on a client's situation.

During this 2-day seminar, we will compare LLCs taxed as partnerships with those taxed as S corporations. Depending upon the circumstances, either tax treatment can be beneficial. We will also address developments related to Illinois Series LLCs and LLC liability protection. By attending this seminar, you'll be able to advise clients about beneficial LLC tax options.

Why Should You Attend?

About our Speakers

Gary J. Hoff, EA, recently retired as Associate Director of the University of Illinois Tax School. He was editor of the annual Federal Tax Workbook, which is used during the University of Illinois Fall Tax School and sold to programs held in 15 other states. Gary is an enrolled agent (EA) with over 40 years of experience preparing tax returns and teaching tax professionals.

Sue Voth, EA, has been affiliated with the University of Illinois Tax School as an instructor and author and reviewer for the University of Illinois Federal Tax Workbook since 2002. Sue is an EA and has her own tax practice in Quincy, Illinois.

Seminar Agenda

Tailoring Taxation of LLCs Agenda PDF

Learning Objectives, Materials, etc.

Learning Objectives: By attending this seminar, you will be able to:

Materials: Limited Liability Companies: Electing Partnership vs. S Corporation Status

CPE Credits: Based on attendance, up to 16 CPE credits (CPA, EA, CFP®, IL Insurance) and up to 13.25 credits (MCLE)

Delivery Method: Group-Live

Program Level: Intermediate

Field of Study: Taxes (NASBA), Federal Tax (IRS)

Prerequisite(s): Experience in preparing entity tax returns and an understanding of basic partnership tax rules and regulations

Advanced Preparation: None

Farm Tax Strategies: A Changing Landscape (Last Offered in 2013)

About the Seminar

With several months left, 2013 has already been a year of major changes that affect farmers. New tax rules from the American Taxpayer Relief Act (ATRA) passed on January 2, 2013, may impact the typical family farm in a variety of ways. ATRA changes, coupled with a new 3.8% Medicare tax and a 0.9% additional Medicare tax, make 2013 a key year for which farm tax practitioners must be well informed. Practitioners need to understand how these new rules apply within the agricultural context and be able to develop effective tax strategies to minimize the impact on clients. This seminar will include up-to-date information on the pending federal Farm Bill and recent, important court cases involving farm operations.

Learn answers to these important questions...

About our Speaker

Roger McEowen, JD, is the Leonard Dolezal Professor in Agricultural Law at Iowa State University in Ames, Iowa, where he is also the Director of the ISU Center for Agricultural Law and Taxation. He develops and conducts an educational program in agricultural law and policy and is responsible for developing the curriculum and instructional program for the Iowa Farm Income Tax Schools. Professor McEowen conducts approximately 80-100 seminars annually across the United States for farmers, agricultural business professionals, lawyers, and other tax professionals.

Learning Objectives, Materials, etc.

Learning Objectives: By attending this seminar, you will be able to:

Materials: Participants will receive Professor McEowen's manual, Farm Tax Strategies: A Changing Landscape

CPE Credits: Based on attendance, up to 8 CPE credits (CPA, EA, CFP®, IL Insurance) and up to 6.5 credits (MCLE)

Delivery Method: Group-Live

Program Level: Basic to Intermediate

Field of Study: Taxes (NASBA), Federal Tax (IRS)

Prerequisite(s): Experience preparing tax returns, including Schedule F, and an understanding of basic tax rules and regulations.

Advanced Preparation: None

Affordable Care Act: Tax Prescriptions for Your Clients (Last Offered in 2013)

About the Seminar

The 2,400-page Affordable Care Act ushered in sweeping changes that will have a significant impact on both Individual and business clients. Many clients are already affected by the new Medicare taxes that became effective January 1, 2013. Others will be subject to the new healthcare mandates that will become effective January 1, 2014, with the enforcement of some provisions delayed until January, 2015.

Get updated on the reasons for the delayed enforcement date for some of the key provisions and how this delay affects your clients.

In this 1-day seminar, Steven Siegel will provide critical information that tax professionals will need in order to help their clients navigate the complexities of the new law. Gain important knowledge for advising your clients. Proper planning has never been more important!

Why Should You Attend?

As regulations associated with the Patient Protection and Affordable Care Act (PPACA) are published by the IRS, taxpayers will become increasingly aware of the law's impact.

Provisions effective in 2014 (some of which were recently delayed until 2015) will require significant tax planning strategies to minimize their effects. Your professional advice will save clients substantial tax and penalties down the road.

As a tax professional, you need to know the "sore" spots of the law. How can you relieve your clients' pain? We have the tax planning prescription that your clients need.

About our Speaker

Steven G. Siegel, JD, LLM, is president of The Siegel Group, based in Morristown, New Jersey. The company provides consulting services to attorneys, accountants, business owners, family offices and financial planners. Steven has delivered hundreds of lectures to thousands of attendees throughout the United States on tax, business and estate planning topics. He is presently serving as Adjunct Professor of Law in the Graduate Tax Program (LLM) at the University of Alabama. He also has served as an Adjunct Professor of Law at Seton Hall and Rutgers University Law Schools.

Learning Objectives, Materials, etc.

Learning Objectives: By attending this seminar, you will be able to:

CPE Credits: Based on attendance, up to 8 CPE credits (CPA, EA, CFP®, IL Insurance) and up to 6.5 credits (MCLE)

Delivery Method: Group-Live

Program Level: Basic to Intermediate

Field of Study: Taxes (NASBA), Federal Tax Update (IRS)

Prerequisite(s): Experience in preparing tax returns and an understanding of basic tax rules and regulations

Advanced Preparation: None

Like-Kind Exchanges: Techniques & Traps (Last Offered in 2013)

About the Seminar

As the real estate market begins to improve, investors are looking for strategies to make the most of their equity in order to continue to build wealth. Many will be looking to participate in like-kind exchanges to defer taxes. Tax professionals play a vital role in these transactions. This seminar reviews the advantages and disadvantages of like-kind exchanges, clarifies the requirements for §1031 exchanges, and reviews how to file Form 8824. What you will learn will help your clients avoid costly mistakes.

Why you should attend...

Failed IRC §1031 exchanges are costly. Learn the steps required to complete successful like-kind exchanges.

About our Speaker

Tom O'Saben, EA, CFP, has been a Tax School instructor since 2009. He also was associated with NATP and served as their Training Specialist, where he developed curriculum, wrote textbooks and taught seminars. Tom's practice, established in 1991, provides tax services to approximately 1,000 clients. Tom holds degrees in Political Science and Finance from Southern Illinois University–Edwardsville.

Learning Objectives, Materials, etc.

Learning Objectives: By attending this seminar, you will be able to:

Materials: Attendees receive An Accountant's Guide to Like-Kind Exchanges, 2013 Edition, by Gary J. Hoff, EA.

CPE Credits: Up to 8 CPE credits, based on the length of your attendance.

Delivery Method: Group-Live

Program Level: Intermediate

Field of Study: Taxes (Federal Tax for IRS purposes)

Prerequisite(s): Experience in preparing tax returns and basic knowledge of selling business property

Advanced Preparation: None

Protecting the Family Farm Legacy: Estate and Succession Planning (Last Offered in 2013)

About the Seminar

Estate tax laws changed in 2013 with the American Taxpayer Relief Act of 2012. This new law impacts estate and succession planning decisions for the family farm. The University of Illinois Tax School and Farm Credit are pleased to announce a seminar to update farmers on these critical changes.

Attorneys, a CPA, a farm consultant, and a certified financial planner comprise the team of highly-qualified presenters who will discuss various issues farmers must address during estate and succession planning. These include the pros and cons of choosing the best type of entity for the farm's operation, understanding complicated terminology associated with estate planning, selecting the best type of trust for farm assets, how effective gifting can reduce the estate tax, and how to successfully finance retirement.

Seminar topics include:

About our Presenters

Sharon Allen, CFP, CTFA, is a Certified Financial Planner (CFP®) and a Certified Trust and Financial Advisor©(CTFA) in Champaign, Illinois. She is founder and President of Sterling Wealth Management, Inc. where she has managed finances for affluent families and individuals since 1993. Sharon is a graduate of the University of Illinois in Finance and is currently a guest lecturer for courses focusing on financial planning, business, and investment topics for the Department of Agricultural and Consumer Economics at the University of Illinois.

Mike Barton, JD, is a managing partner of Bellatti, Barton & Cochran, LLC Law Office in Springfield, Illinois. His practice concentrates on real estate, business planning, income tax planning, estate planning, and trust and estate administration for farmers and farm owners. He has been identified as a Leading Illinois Attorney in Agricultural Law. Mike graduated from the University of Illinois Law School in 1983.

Rod Gieseke, EA, is one of the farm business management field staff in the Blackhawk Farm Business Farm Management Association serving cooperators in Stephenson and Winnebago counties since 1988. His focus is on the management and financial analysis of active farm business owners. Rod received a bachelor's degree in Dairy Science from the University of Illinois.

Todd Gleason, Media Communications Specialist, produces radio and television agricultural news programs for the University of Illinois. He works for the College of Agricultural, Consumer and Environmental Sciences through the University of Illinois Extension, and with the public radio station, WILL. Todd hosts the daily Closing Market Report and Commodity Week programs. Todd will moderate the seminar.

Kent Meister, EA, is one of the farm business farm management (FBFM) field staff in the Pioneer Farm Business Farm Management Association serving cooperating members in McLean County since 1983. His focus is on the management and financial analysis of active farm business owners. Kent received both bachelor's and master's degrees in Agricultural Education from the University of Illinois.

Steve Siebers, JD, CPA, is an attorney with Scholz, Loos, Palmer, Siebers, Duesterhaus Law Firm in Quincy, Illinois. His law practice concentrates on estate planning, estate administration, business transactions and corporate law. He graduated from the University of Illinois Law School in 1979. Steve also serves as a University of Illinois Tax School instructor.

Rich Walden, CPA, is a certified public accountant in private practice in Carlinville, Illinois. Prior to forming his practice, he worked for the IRS as a revenue agent for 6.5 years. Rich is a long-time instructor with the University of Illinois Tax School. Agricultural taxation and business planning are some of his specialties. Rich is a graduate of Blackburn College in Carlinville.

Learning Objectives, Materials, etc.

Learning Objectives: By attending this seminar, you will learn:

Intended Audience: Farmers, farm owners and professionals who advise these individuals

Estate Planning in 2013 and Beyond: Estate, Gift and GST Taxes (Last Offered in 2013)

About the Seminar

With the recent enactment of the American Taxpayer Relief Act of 2012 (ATRA 2012), the estate, gift and generation-skipping transfer taxes became permanent. This new law raises several questions:

About our Speaker

William N. Kulsrud, PhD, CPA, is Associate Professor of Accounting and Chair of the Master of Science in Accounting (MSA) program at the Kelley School of Business at Indiana University-Purdue University-Indianapolis. In addition to winning multiple teaching awards from IUPUI, Dr. Kulsrud was named the 2009 Outstanding CPA by Indiana Business Magazine. Dr. Kulsrud previously taught three courses for the University of Illinois Tax School: Taxation of Estates and Trusts (2012), C Corporation Webinar Series (2011), and Form 1041 Essentials: Trusts and Estates (2006).

Learning Objectives, Materials, etc.

Learning Objectives: By attending this seminar, you will be able to:

Materials: Attendees will receive William Kulsrud’s book, Estate Planning: An Introduction to the Estate, Gift and Generation Skipping Transfer Taxes.

CPE Credits: Up to 8 CPE credits, based on the length of your attendance.

Delivery Method: Group-Live

Program Level: Intermediate

Field of Study: Taxes

Prerequisite(s): Experience in preparing tax returns and basic familiarity with estate, gift, and GST taxes

Advanced Preparation: None

Taxation of Estates and Trusts (Last Offered in 2012)

About the Seminar

It is estimated that 10,000 baby boomers will reach retirement age every day through 2025. Many of these retirees may decide to establish trusts, an important cornerstone of a sound estate plan. There are unique tax challenges and consequences for trusts and estate returns. Are you prepared to help your clients with their preparation of estate and trust tax returns?

In this 1-day seminar, Dr. William Kulsrud will explain various estate and trust taxation issues, including taxation consequences, trust classifications, special considerations such as a personal residence held by trust or estate, revocable trusts, and more. Dr. Kulsrud is an extremely popular presenter who is able to make the most complex issues understandable. You will not only leave his seminar with a full picture of trusts and estates taxation, but also with information to help you best advise your estate and trust clients on their taxation issues.

About our Speaker

William N. Kulsrud, PhD, CPA, is Associate Professor of Accounting and Chair of the Master of Science in Accounting (MSA) at the Kelley School of Business at Indiana University-Indianapolis. In addition to winning multiple teaching awards from IUPUI, Dr. Kulsrud was named the 2009 Outstanding CPA by Indiana Business Magazine. Dr. Kulsrud previously taught two courses for the University of Illinois Tax School: C Corporation Webinar Series (2011) and Form 1041 Essentials: Trusts and Estates (2006).

Learning Objectives, Materials, etc.

Learning Objectives: By attending this seminar, you will be able to:

Materials: All attendees will receive a copy of William Kulsrud's book, Income Taxation of Estates and Trusts.

CPE Credits: Up to 8 CPE credits, based on the length of your attendance.

Delivery Method: Group-Live Presentation

Program Level: Intermediate

Field of Study: Taxes

Prerequisite(s): Experience in preparing tax returns and familiarity with trusts and estates

Advanced Preparation: None

Farm Succession Planning (Last Offered in 2012)

About This Seminar

In this one-day seminar, you will learn how to transfer assets from one generation to another within the unique constraints of farm succession planning. This seminar takes an in-depth look at topics such as entity types, considerations in choosing the proper business structure, equitable treatment of heirs not in the business, asset transfer strategies, and the use of trusts in succession planning. We will also cover post-mortem planning and planning for the potential of requiring long-term health care.

Topics include:

About our Speakers

Roger McEowen, JD, is the Leonard Dolezal Professor in Agricultural Law at Iowa State University in Ames, Iowa, where he is also the Director of the ISU Center for Agricultural Law and Taxation. He develops and conducts an educational program in agricultural law and policy and is responsible for developing the curriculum and instructional program for the Iowa Farm Income Tax Schools. Professor McEowen conducts approximately 80–100 seminars annually across the United States for farmers, agricultural business professionals, lawyers, and other tax professionals.

Rich Walden, CPA, has served as chapter author and reviewer of the University of Illinois Federal Tax Workbook, and has been an instructor with the Illinois Tax Schools and Agricultural Issues Seminars since 1982. A graduate of Blackburn College, Rich was employed by the IRS as a revenue agent for 6.5 years. He owns a private practice in Carlinville, IL and serves in various board member roles for several banks, a software company and a community hospital.

Learning Objectives, Materials, etc.

Learning Objectives: By attending this seminar, you will be able to:

CPE Credits: Up to 8 CPE credits, based on the length of your attendance.

Delivery Method: Group-Live Presentation

Program Level: Intermediate

Field of Study: Taxes

Prerequisite(s): Experience preparing tax returns and familiarity with farm estate and business planning.

Advanced Preparation: None

Working With Your Client from Prep to Rep (Last Offered in 2012)

About the Seminar

As a registered tax practitioner, you are called upon to not only best prepare your clients' taxes but to also represent them in the case of an audit. Let's be honest — some clients are easier to deal with than others. But what strategies do you use with clients who withhold information, provide false figures, or ask you to be dishonest?

In this 1-day hands-on workshop, you will explore and analyze issues related to representation before the IRS. This session engages you in discussions, decision making and commentary that follow a taxpayer's and representative's plight beginning with the preparation of a return, proceeding through the audit, and investigative and collection processes. Throughout the workshop you are confronted with procedural, substantive, ethical, and practical issues that tax professionals often face. Learn to resolve realistic preparation, audit and collection issues. Enhance your skills as you explore, critique and solve practical problems facing those who prepare returns and represent taxpayers before the IRS.

About our Speaker

Theodore A. Sinars, J.D. is a partner in the Chicago tax law firm of Madden, Jiganti, Moore & Sinars. For over 40 years, his areas of concentration include IRS civil and criminal taxation, procedure and litigation including civil audits, Appeals, Tax Court, criminal tax investigations, IRS and Department of Justice Tax Division review, United States Attorneys Office and federal district court and appellate matters. Mr. Sinars is an Adjunct Professor of Law, Masters Tax Program, at DePaul University Graduate School of Law. He is a frequent speaker and author on tax matters for many professional organizations including The National Tax Practice Institute, the Chicago, Federal and American Bar Associations, Illinois Institute for Continuing Legal Education, the IRS/Tax Practitioner Symposium and CPA, accountant and enrolled agent organizations throughout the United States. He has been a guest speaker of the IRS at its agent training programs and has testified before Congress in federal taxation matters. He serves as Chairman of the IRS Illinois IRS/Practitioner Liaison Committee. Mr. Sinars is a past chairman of the Chicago Bar Association's Federal Taxation Committee and he has been a member of the executive committee for over 15 years. He is a past president of the Federal Bar Association, Chicago Chapter and continues to sit on its board of directors.

Learning Objectives, Materials, etc.

Learning Objectives: By attending this seminar, you will be able to:

Materials: All attendees will receive seminar materials that cover:

CPE Credits: Up to 8 CPE credits, based on the length of your attendance. (EAs and RTRPs: IRS-approved for 4 hours Ethics and 4 hours Federal Tax)

Delivery Method: Group-Live Presentation

Program Level: Intermediate

Field of Study: Taxes, Regulatory Ethics

Prerequisite(s): Experience in preparing tax returns and familiarity with IRS audits of client returns

Advanced Preparation: None

Farm Estate & Business Planning Seminar (Last offered in 2011)

About the Seminar

Why you should attend...

This one-day seminar will give you the information necessary to help your clients prepare to transfer their assets from one generation to another. Professor McEowen is very popular with farm tax preparers because of his active involvement in all agricultural issues. This seminar provides an in-depth look at estate planning issues including practical issues in discounting asset values, post-death IRA distributions, asset protection strategies, and entity selection issues.

Participants will receive a copy of the latest version of Professor McEowen's 200-page manual, Estate and Business Planning. Topics include:

About our Speaker

Roger McEowen, JD, is the Leonard Dolezal Professor in Agricultural Law at Iowa State University (ISU) in Ames, Iowa, where he is also the Director of the ISU Center for Agricultural Law and Taxation. He develops and conducts an educational program in agricultural law and policy and is responsible for developing the curriculum and instructional program for the Iowa Farm Income Tax Schools. Professor McEowen conducts approximately 80-100 seminars annually across the United States for farmers, agricultural business professionals, lawyers, and other tax professionals.

Learning Objectives, Materials, etc.

Learning Objectives: By attending this seminar, you will be able to:

Materials: Each participant will receive a copy of Professor McEowen's 200-page book, Estate and Business Planning.

CPE Credits: Up to 8 CPE credits, based on the length of your attendance.

Delivery Method: Group-Live Presentation

Program Level: Intermediate

Field of Study: Taxes

Prerequisite(s): Experience with farm estate and business planning

Advanced Preparation: None

Why LLC Status Matters: Partnership vs. S Corporation (Last offered in 2011)

About the Seminar

Why you should attend...

With the increase in Illinois corporate income taxes, the state anticipates that many corporations will change their entity classification from C corporation to LLC. Making such a change can have significant tax consequences.

During this two-day seminar, LLCs taxed as partnerships will be compared with LLCs taxed as S corporations. Depending on the circumstances, either status can be beneficial. By attending this seminar, you can better advise your clients about utilizing various LLC tax options to their advantage.

Textbook chapters include:

Each chapter is presented from both a partnership and an S corporation perspective.

About our Speakers

Gary Hoff

Gary J. Hoff, EA is an Extension Specialist in Taxation at the University of Illinois Tax School. He is the author of numerous tax education materials, including LLCs Taxed as Partnerships: Formation to Dissolution. He is the editor of the annual Federal Tax Workbook used during the Fall Tax School offered by the University of Illinois Tax School. He presents tax topics nationally, specializing in Agricultural Taxation and Business Taxation topics. Additionally, Gary has over 40 years experience preparing tax returns.

Sue Voth

Sue Voth has been affiliated with the University of Illinois Tax School as an instructor since 2002. Sue has been a national presenter for National Association of Tax Professionals (NATP) seminars and has served as an author and reviewer for the University of Illinois Federal Tax Workbook since 2002. She taught for the Missouri Society of CPAs' Tax Schools using the University of Illinois Federal Tax Workbook and teaches for Advanced Tax Practitioner's Institute in the State of Washington using the same matrials. Sue is an enrolled agent (EA) and has her own tax practice in Quincy, Illinois.

Learning Objectives, Materials, etc.

Learning Objectives: By attending this seminar, you will be able to:

Materials: Each participant will receive a copy of the book, Limited Liability Companies: Electing Partnership vs S Corporation Status, published 2011 by The University of Illinois Tax School.

CPE Credits: Up to 16 CPE credits, based on the length of your attendance.

Delivery Method: Group-Live Presentation

Program Level: Intermediate

Field of Study: Taxes

Prerequisite(s): Experience preparing entity tax returns and an understanding of basic partnership and S Corporation taxation tax rules and regulations.

Advanced Preparation: None

Key Farm Tax Issues for Practitioners and Their Clients (Last offered in 2010)

Topics

This one-day seminar focuses on today's key issues in farm taxation. This seminar will benefit anyone that prepares a farm tax return, whether their client is an active farmer or a rural investor. Prof. McEowen is very popular with farm tax preparers because of his active involvement with all agricultural issues. He will be discussing any late breaking issues as well as the topics shown below. The Agricutural Issues and Rural Investments chapter from the 2010 Federal Tax Workbook will also be covered.

Topics include:

About our Speaker

Roger A McEowen, J.D., is the Leonard Dolezal Professor in Agricultural Law at Iowa State University in Ames, Iowa, where he is also the Director of the ISU Center for Agricultural Law and Taxation. He develops and conducts an educational program in agricultural law and policy and is responsible for developing the curriculum and instructional program for the Iowa Farm Income Tax Schools. Professor McEowen conducts approximately 80-100 seminars annually across the United States for farmers, agricultural business professionals, lawyers, and other tax professionals.

Learning Objectives, Materials and More

Learning Objectives: By attending this seminar, you will be able to:

Materials: Each participant receives a copy of the Agricultural and Rural Investment Issues chapter of the 2010 Federal Tax Workbook and a manual prepared by Professor McEowen covering all the topics presented at this seminar.

CPE Credits: Up to 8 CPE credits, based on the length of your attendance.

Delivery Method: Group-Live Presentation

Program Level: Intermediate

Field of Study: Taxes

Prerequisite(s): Experience in preparing tax returns and an understanding of basic tax rules and regulations.

Advanced Preparation: None

Social Security Planning: Preparing for the Silver Tsnunami (Last offered in 2010)

Topics

The Social Security system is about to be put to the ultimate test as the Baby Boomers begin retiring. This one-day seminar will give you the tools to best advise these clients on developing and implementing a comprehensive plan for drawing Social Security benefits.

Tax practitioners will also personally benefit from the information presented at this seminar.

This one-day seminar helps tax practitioners craft the correct social security plan or strategy for their clients. Tax practitioners will also personally benefit from the information presented at this seminar.

Topics include:

About our Speaker

Ronald Woltjer, EA owns and operates a diversified investment, consulting and financial services practice in Little Falls, Minnesota. He also holds a position as Principal Tax Specialist and Senior Business Consultant with Agstar Financial Services in Minnesota. His social security specialization includes authoring three books and a software product that tracks interactions with the social security system from cradle to grave. His materials have been used nationally by more than 100,000 tax and finance professionals.

Seminar Agenda

Learning Objectives, Materials and More

Learning Objectives: By attending this seminar, you will be able to:

Materials: Each participant receives a workbook prepared by Mr. Woltjer covering all the topics presented at this seminar.

CPE Credits: Up to 8 CPE credits, based on the length of your attendance.

Delivery Method: Group-Live Presentation

Program Level: Basic to Intermediate

Field of Study: Taxes

Prerequisite(s): Experience in preparing tax returns and an understanding of basic tax rules and regulations.

Advanced Preparation: None

Strategies for Today's Economy (Last offered in 2009)

Many of your clients are experiencing economic hardship. Some want to take advantage of financial opportunities. They all come to you with questions. This symposium gives you the tools to answer their questions.

CPE Credit: Up to 8 CPE credits, based on the length of your attendance.

About our Topics and Speakers

Tax Implications of Advising Clients in Good Times... and Bad

Gary J. Hoff, EA, Extension Specialist in taxation at the University of Illinois, will explain recent tax implications related to the strategies presented by the other speakers. He will be speaking throughout the day following each speaker's presentation.

Each personal finance topic covered throughout the day has tax implications associated with it. Tax ramifications affect advice preparers give to clients. Examples of topical areas affected by tax law are:

Home Ownership: A Major Asset

Kathy Sweedler, is a Visiting Extension Educator for Consumer and Family Economics at the University of Illinois Champaign Extension Office. Kathy specializes in financial planning and consumer credit issues.

What do you tell clients who ask whether they can afford to purchase a home, or who want to refinance with an ARM, or who want to pull equity out of their home for living expenses?

The current economic situation and the first-time homebuyer credit provide unique opportunities for homeowners. Low interest rates and falling home prices may allow some people to buy their first home or add to their real estate portfolio. Low interest rates—and a better understanding of some of the drawbacks of ARMs—may motivate current homeowners to refinance their loans. Older adults, who may have recently experienced a significant decline in their investment portfolios and investment income, may consider using their home equity to provide cash for daily needs. Others may face losing a significant asset through foreclosure. This session examines your clients' homeownership questions and explores resources they need to find answers. Each participant receives a CD containing decision-making software to help clients answer homeownership affordability questions.

Retirement Planning Issues

Karen Chan, CFP, is an Extension Educator for Consumer and Family Economics at the University of Illinois Countryside Extension Office. Karen specializes in both retirement planning and tax breaks for higher education.

With the value of investment accounts down and unemployment levels high, it's more important than ever for clients to make wise decisions about their retirement savings. This session provides examples and a checklist for tax advisors to use with clients. Topics include:

Financing Options for Long-Term Care

Paul McNamara, MPP, PhD, is an Extension Specialist and Associate Professor of Agricultural and Consumer Economics at the University of Illinois at Urbana-Champaign. One of Paul's research interests is the economic analysis of long-term care insurance issues.

People need help planning for long-term care needs. The most common question is, "Do I need long-term care insurance?" The workshop provides unbiased, quality information about long-term care financing options. Without good information, research indicates people may fail to plan or may make poor financial decisions, such as buying long-term care insurance that they cannot afford to maintain. Also, planning ahead provides people with more financial options. This session discusses the financing options available and the pros and cons of each.

Learning Objectives

Participants will be able to:

Materials: Each registrant receives a CD containing software that compares home prices and interest rates with a client's cash flow (a $25 value), and other written materials.

Delivery Method: Group-Live Presentation

Program Level: Basic to Intermediate

Field of Study: Taxes

Prerequisite(s): Experience in preparing tax returns and an understanding of basic tax rules and regulations

Advanced Preparation: None

Advanced S Corporation Issues (Last offered in 2009)

IRS Responds to Abuse Concerns with Increased 1120S Audits

Don't miss a chance to hear a nationally-recognized taxation expert present an advanced course on S corporation issues.

CPE Credit: Up to 8 CPE credits, based on the length of your attendance.

About our Speaker

Mark A. Vogel, JD, LLM, CPA, is Associate Professor of Taxation and Director of the Graduate Tax Program at the University of Denver. Professor Vogel is a frequent speaker at conferences and seminars on taxation. He is co-chair of the Denver Tax Institute and a member of the Illinois Society of CPAs. He is an author and frequent contributor to textbooks and journals.

Learning Objectives

By attending this seminar, you will be able to:

Materials: Each registrant receives a CD containing a 700-page S corporation textbook and a copy of Professor Vogel’s PowerPoint slides.

Delivery Method: Group-Live Presentation

Program Level: Advanced

Field of Study: Taxes

Prerequisite(s): Experience preparing S corporation tax returns and an understanding of basic tax rules and regulations

Advanced Preparation: None

Agricultural Taxation Symposium (Last offered in 2009)

Advise, Select, Prepare, Complete

This one-day seminar brings together experts to discuss topics including:

CPE Credit: Up to 8 CPE credits, based on attendance.

About our Speakers

Lawrence Crosby, JD, practices agricultural law in the Upper Midwest from Saint Paul, MN. He has litigated against the IRS and other federal farm-related agencies and he has extensive appellate experience.

Stan W. Wilson is Chief Agricultural Program Specialist for the USDA-FSA in the Springfield Office. One of his current responsibilities is farm program payment limitations and payment eligibility.

Jeff Koch is Farm Loan Chief for the Illinois Farm Service Agency in Springfield, Illinois. In this position, he has responsibilities for direction and oversight of the farm loan program.

Gary Hoff, EA, is Extension Specialist, Taxation at the University of Illinois Tax School. He is the author of numerous tax education materials and is the editor of the annual Federal Tax Workbook which is used each fall at the University of Illinois Tax School. Gary is a member of the IRS's Pub. 225, Farmer's Tax Guide Committee.

Learning Objectives

By attending this seminar, you will be able to:

Delivery Method: Group-Live Presentation

Program Level: Basic to Intermediate

Field of Study: Taxes

Prerequisite(s): Experience in preparing tax returns and an understanding of basic tax rules and regulations

Advanced Preparation: None

Tax-Exempt Organizations: 2009 - A Year of Change (Last offered in 2008)

If you thought the IRS Form 990, Return of Organization Exempt from Income Tax, was confusing before, wait until you see the completely revised 2008 version!

Errors made on the new, lengthier Form 990 could cause your client to lose its exempt status.

The seminar also focuses on other ways your clients might lose tax-exempt status. In addition, presenters will discuss the differences between private foundations and public charities.

This is your opportunity to hear from the IRS, as well as a practicing attorney who specializes in exempt organization problems.

CPE Credit: Up to 8 CPE credits, based on attendance.

About our Speakers

Joyce Hoover has been with the IRS for over 15 years. She is a senior exempt organization reviewer.

Stephen Clarke, J.D., has been a tax law specialist with the IRS since 2005. He currently serves as Project Manager for the IRS Form 990 redesign.

Michael Clark, J.D., is a partner in the Chicago office of Sidley Austin LLP. His practice focuses on advising tax-exempt organizations and representing them before the IRS.

Learning Objectives

By attending this seminar, you will be able to:

Delivery Method: Group-Live Presentation

Program Level: Intermediate

Field of Study: Taxes

Prerequisite(s): Experience in preparing tax returns and an understanding of basic tax rules and regulations

Advanced Preparation: None

Agricultural Taxation Symposium (Last offered in 2008)

Counseling Farmers in Today's Environment

This one-day seminar brings together experts to discuss topics including:

CPE Credit: Up to 8 CPE credits, based on attendance.

About our Speakers

Dale Lattz, Paul Ellinger, Ph.D., and Gary Schnitkey, Ph.D., are University of Illinois Agricultural Economists who specialize in cash rent and farm land values.

Robert Rhea, E.A., assists farmers with accounting, tax and consulting services in west-central Illinois through the University of Illinois Farm Business Farm Management program. He writes and reviews materials for the annual Federal Tax Workbook used at the University of Illinois Tax Schools. He is the Executive Director of the National Association of Farm Business Analysis Specialists.

Richard Walden, C.P.A., owns a private tax and accounting practice in Carlinville, Illinois. He writes and reviews materials for the annual Federal Tax Workbook used at the University of Illinois Tax Schools. He also teaches for the Illinois Tax School and at Agricultural Tax Issues Seminars.

Darrell Dunteman is a partner in Bonnett and Dunteman, CPAs and Consultants. Dunteman worked for the Illinois FBFM Association before establishing his own private practice. Dunteman is a frequent contributor to Farm Futures, Illinois Prairie Farmer, and Dairy Herd Management, and publishes the Farm and Ranch Tax Guide. He is co-author of the Ag Executive Farm and Ranch Lease Guide.

Learning Objectives

By attending this seminar, you will be able to:

Delivery Method: Group-Live Presentation

Program Level: Intermediate

Field of Study: Taxes

Prerequisite(s): Experience in preparing tax returns and an understanding of basic tax rules and regulations

Advanced Preparation: None

Successful College Funding: A Tax Professional's Guide (Last Offered in 2007)

College costs continue to rise

Your clients need tools to successfully plan for education funding.

CPE Credit

Up to 8 CPE credits, based on attendance.

Course Materials

Success Strategies for College Funding: a Guide for Tax Professionals, a 300 page reference manual

About our Speaker

Alice Orzechowski, CPA, CMA, EA is a nationally-recognized speaker and expert on college funding strategies. She is the author of 101 Tips for Maximizing College Financial Aid, Tax Planning for College Expenses and Tax Incentives for Paying/Saving for College. Alice owns Financial Education Institute, LLC, a tax education business.

Learning Objectives

Participants will be able to:

Delivery Method: Group-Live Presentation

Program Level: Intermediate

Field of Study: Taxes

Prerequisite(s): Experience in preparing tax returns and an understanding of basic tax rules and regulations

Advanced Preparation: None

LLCs Taxed as Partnerships - Formation to Dissolution (Last Offered in 2007)

CPE Credit

Up to 16 CPE credits, based on attendance.

Course Materials

LLCs Taxed as Partnerships: Formation to Dissolutions, 2007 Edition, a 200 page reference manual, by Gary Hoff, EA.

About our Speakers

Gary J. Hoff, EA is an Extension Specialist in Taxation at the University of Illinois Tax School. He is the author of numerous tax education materials, including LLCs Taxed as Partnerships: Formation to Dissolution. He is the editor of the annual Federal Tax Workbook used during the Fall Tax School offered by the University of Illinois Tax School. He presents tax topics nationally, specializing in Agricultural Taxation and Business Taxation topics. Additionally, Gary has over 30 years experience preparing tax returns.

Sue Voth, EA is a nationally-recognized tax education presenter. She is an author and technical reviewer for the annual Federal Tax Workbook and is also an instructor for the Fall Tax School. Sue owns a tax and accounting practice in Quincy, Illinois.

Learning Objectives

Participants will be able to:

Delivery Method: Group-Live Presentation

Program Level: Intermediate

Field of Study: Taxes

Prerequisite(s): Experience in preparing tax returns and an understanding of basic tax rules and regulations

Advanced Preparation: None

Agricultural Taxation Symposium (Last Offered in 2007)

Make sense of tax opportunities for your farm clients!

This one-day seminar brings experts together to discuss topics including:

CPE Credit

Up to 8 CPE credits, based on attendance.

About our Speakers

Mike Barton, JD is a member of Bellatti, Barton, Hamill & Cochran, LLC in Springfield, Illinois. He practices in the areas of Farm Law; Income Tax; Estate and Gift Taxation; Business Planning Law; Probate Law; Trust Law.

Robert Thompson, PhD is Gardner Chair in Agricultural Policy at the University of Illinois. He serves on the USDA-USTR Agricultural Policy Advisory Committee for Trade and as Chairman of the International Food and Agricultural Trade Policy Council.

Bob Rhea, EA assists farmers with accounting, tax, and consulting services in west-central Illinois through the University of Illinois FBFM program. He writes and reviews materials for the annual Federal Tax Workbook used at the University of Illinois Tax Schools, and occasionally teaches at the Fall Tax Schools. Bob is the national executive director for his professional organization, NAFBAS.

Gary Hoff, EA is Extension Specialist, Taxation at the University of Illinois Tax School. He is the author of numerous tax education materials and is the editor of the annual Federal Tax Workbook. Gary has over 30 years experience preparing tax returns.

Rich Walden, CPA owns a private tax and accounting practice in Carlinville, and serves on several bank boards. He writes and reviews materials for the annual Federal Tax Workbook. He also teaches for the University of Illinois Tax School and at Agricultural Tax Issues Seminars.

Learning Objectives

Participants will be able to:

Delivery Method: Group-Live Presentation

Program Level: Intermediate

Field of Study: Taxes

Prerequisite(s): Experience in preparing tax returns and an understanding of basic tax rules and regulations

Advanced Preparation: None

Form 1041 Essentials: Trusts and Estates (Last Offered in 2006)

Do You Know the Difference Between Form 1041 for an Estate and for a Trust?

Participants will learn about:

CPE Credit

Up to 8 hours, based on attendance.

Course Materials

Introduction to Income Taxation of Estates and Trusts, by William Kulsrud, PhD, CPA

About our Speaker

William Kulsrud specializes in federal income taxes for corporations and individuals and is a member of the editorial boards of the Tax Advisor, Journal of Accountancy, and the Journal of the American Taxation Association. He is also the author and editor of four textbooks on taxation. Dr. Kulsrud is Chairperson of the Indiana University's MPA Program in the Kelley School of Business and an Associate Professor of Accounting.

Learning Objectives

Participants will be able to:

Delivery Method: Group-Live Presentation

Program Level: Intermediate

Field of Study: Taxes

Prerequisite: Familiarity with Form 1041

Advanced Preparation: None

Advising Your Aging Clients: Tax and Beyond (Last Offered in 2006)

Help Your Aging Clients Chart Their Future!

Aging issues expert, Julie Steinbacher, provides advice on how to help your clients address essential issues facing the aging population.

Participants will learn about:

CPE Credit

Up to 8 hours, based on attendance

About our Speaker

Julieanne E. Steinbacher is an attorney with a BS in Gerontology. A significant portion of her practice at Steinbacher Law Firm is Elder Law. Her areas of practice include Wills, Powers of Attorney, Trusts, Estates, Medicare/Medicaid, Nursing Home Law, Disability Law, and Enforcement Litigation. Prior to becoming an attorney, she was employed by AARP and as a social worker at Valley View Nursing Facility. She has been a speaker for Penn State Tax Institutes and Tax Week, PICPA - Pennsylvania Institute of Certified Public Accountants, National Association of Tax Practitioners - PA Chapter, and Pennsylvania Society of Public Accountants.

Learning Objectives

Participants will be able to:

Delivery Method: Group-Live Presentation

Program Level: Intermediate

Field of Study: Taxes

Prerequisite: Interest in advising clients as they age

Advanced Preparation: None

Farm Income Taxation (Last Offered in 2006)

Join nationally recognized expert, Roger McEowen in this seminar that will help the farm tax professional effectively plan and prepare returns for his farm clients.

A few of the timely topics he will discuss include:

CPE Credit

Up to 8 hours, based on attendance.

Delivery Method: Group-Live Presentation

Program Level: Intermediate

Field of Study: Taxes

Prerequisite: Experience preparing farm returns

Advanced Preparation: None

The Complete Guide to IRC §199: Maximizing Your Client's Share of the $76 Billion §199 Benefit (Last Offered in 2006)

Have YOU ignored IRC §199 because the regulations

Do YOU believe these following myths?

If so, make sure your liability insurance is up to date!!

CPE Credit

Up to 8 hours, based on attendance.

Course Materials

Practical Guide to the Sect. 199 Deduction, by James Kehl, CPA, published by CCH, 2006 (a $95 value!)

About our Speaker

James M. Kehl, CPA, is the author of CCH's popular new book Practical Guide to the Sec. 199 Deduction. He has also authored several tax articles that have been published in professional tax magazines, including recent articles on the new Section 199 manufacturing deduction CCH's TAXES: The Tax Magazine and the Journal of Passthrough Entities. He was the instructor for two interactive seminars sponsored by CCH on Code Section 199 and has also published an article concerning allocating costs under Code Section 199 in the Daily Tax Report.

Kehl has more than 33 years of public accounting experience with a concentration on taxation. While at a Big Eight firm, he authored an internal firm-wide manual on Section 1031 exchanges. He has taught courses in taxation for numerous professional societies and private firms.

Kehl is a partner in the accounting firm of Meehan & Roby in Timonium, Maryland. He received a B.A. in accounting from Loyola College of Baltimore and received a Masters of Science in Taxation from the University of Baltimore.

Learning Objectives

Participants will be able to:

  1. Quickly recognize situations where §199 applies.
  2. Calculate the §199 deduction using case studies from various industries.
  3. Maximize the §199 benefit for clients.

Delivery Method: Group-Live Presentation

Program Level: Advanced

Field of Study: Taxes

Prerequisite: Familiarity with IRC §199

Advanced Preparation: None

Last updated 9/29/2015 6:42:58 AM