Tax Institute

Tax Institute

Form 1040 Workshop

January 18, 2017 from 9:00 a.m.-4:00 p.m. at Embassy Suites by Hilton Omaha La Vista Hotel, 12520 Westport Parkway, LaVista, Nebraska

The Form 1040 is the starting form for personal/individual Federal income tax returns filed with the IRS in the United States. Form 1040 consists of two full pages, plus up to 11 attachments called "schedules".

The Form 1040 Workshop is designed for persons with no previous experience in the tax field or those with some experience who wish to get a more thorough training in all pertinent phases of federal income tax preparation for individuals.

This is a traditional instructor-led classroom course taught by seasoned tax professional:
Mark Burch, Enrolled Agent
Will Wallace, Enrolled Agent

Practical applications and illustrations are used to systematically explore tax deferral, reduction, and elimination opportunities accompanying return preparation.

Upon successful completion of the Form 1040 Workshop, practitioner will be able to:
• Use knowledge of the I.R.S. tax code to prepare individual federal tax returns.
• Identify and apply appropriate exclusions on an individual tax return.
• Identify and apply savings determined by legitimate tax deductions, credits, and depreciation.
• Understand and apply knowledge to calculate tax owed on individual returns.

Here is a peek at the topics covered in our course:
• Filing requirements and filing status
• Exemptions and dependents
• Income, such as employee compensation, interest, dividends, alimony, retirement distributions, unemployment compensation, Social Security benefits, and other income
• Capital gains and losses
• Adjustments to income, such as moving expenses, the IRA deduction, and education benefits
• Standard deduction and itemized deductions
• Credits, such as the Child and Dependent Care Credit, Education Credits, Saver's Credit, Child Tax Credit, and Earned Income Tax Credit
• Filing a return, including electronic filing, refund and payment options, estimated tax payments, and amended returns
• Practices, procedures, and ethics

Program Cost: $197

62nd Annual Federal and State Income Tax Institute

PDF Registration: 62nd Annual Tax Institute

The Tax Institute is designed to provide up-to-date training on current tax laws and regulations. The two-day program is held in eight convenient locations throughout Nebraska. The program, which is revised and updated annually, provides an in-depth review of a number of tax areas and coverage of newly enacted laws, regulations, and procedures. Practical information for filing individual and small business tax returns is stressed. At each location, two hours of ethics is offered.

Nebraska Tax Form

We provide continuing professional education credits for the following:
• IRS provider number #NQ6J1 for enrolled agents, PTINs, AFSP
• Nebraska State Board of Public Accountancy approved provider
• CFP® Board approved provider
• Nebraska Department of Insurance approved provider
• Nebraska Supreme Court MCLE Commission for mandatory continuing legal education credits for lawyers approved provider
• Nebraska Real Estate Commission approved provider
• University of Nebraska–Lincoln

City Dates Location
La Vista Tuesday, November 1 - Wednesday, November 2 Conference Center, 12520 Westport Parkway
Scottsbluff Monday, November 7 - Tuesday, November 8 Hampton Inn Scottsbluff Conference Center, 301 West Highway 26
North Platte Thursday, November 10 – Friday, November 11 Holiday Inn Express, 300 Holiday Frontage Rd.
Kearney Monday, November 14 – Tuesday, November 15 Holiday Inn Convention Center, 110 Second Ave.
Grand Island Thursday, November 17 – Friday, November 18 Fonner Park Bosselmans Conference Center, 700 E. Stolley Park Rd.
Norfolk Monday, November 21 – Tuesday, November 22 Divots Conference Center, 4200 W. Norfolk Ave.
Lincoln - SOLD OUT Tuesday, November 29 – Wednesday, November 30 1800 Wilderness Woods Place, Conference and Golf Center
La Vista Wednesday, December 7 – Thursday, December 8 Conference Center, 12520 Westport Parkway

The University of Nebraska Annual Tax Institute is accredited as IRS Continuing Education Provider (#NQ6J1)

The Tax Institute provides CPAs, enrolled agents, attorneys, certified financial planners, public accountants, tax preparers, paralegals, bookkeepers and banking, insurance and real-estate professionals with training to remain current on tax rules and regulations while earning continuing education credits, including two hours of ethics credit. The institute is accredited as IRS Continuing Education Provider (#NQ6J1)

Nebraska IRS Symposium

Thursday, May 18, 2017 | Hilton Garden Inn Lincoln Downtown/Haymarket - 801 R St, Lincoln, NE 68508, Phone: (402) 475-9000

IRS in partnership with the Tax Institue @ the University of Nebraska–Lincoln

Topics: This event will provide engaging presentations on pertinent and current tax issues. Find out the latest information on the fight against Identity Theft and Phishing, Fantasy Football and 1099 filing, Entrepreneur Tax Issues, What’s new from the Taxpayer Advocate Service, updates from the Nebraska Department of Revenue, and more. You will have an opportunity to ask questions or raise concerns.

Continuing Education Credits: 5 hours of continuing education hours will be awarded by IRS

Cost of Symposium: No Registration Fee! The Nebraska IRS Symposium is sponsored by the Nebraska Tax Institute, Executive Education – College of Business Administration at UNL. Registration is necessary due to capacity of meeting space.

The University of Nebraska Annual Tax Institute is accredited as IRS Continuing Education Provider (#NQ6J1)

The Tax Institute provides CPAs, enrolled agents, attorneys, certified financial planners, public accountants, tax preparers, paralegals, bookkeepers and banking, insurance and real-estate professionals with training to remain current on tax rules and regulations while earning continuing education credits. The institute is accredited as IRS Continuing Education Provider (#NQ6J1)

Nebraska Rural and Urban Agriculture Tax Symposium

Thursday, August 24, 2017 | Holiday Inn - Kearney Convention Center - 110 S 2nd Ave, Kearney, NE 68847, Phone: (308) 237-5971

Who should attend?

Tax professionals representing farmers and ranchers in rural and urban settings, who need to be aware of new federal tax legislation, IRS guidance, and recent court decisions.

Why? For years, attendees at the Annual Federal Tax Institute have asked: “Why doesn’t the Tax Institute have a tax institute addressing Agriculture and Taxes in Nebraska?” and we asked ourselves “why not?” for:

• 1 in 4 jobs in Nebraska are related to agriculture*
• Nebraska’s farms and ranches utilize 45.3 million acres – 92% of the state’s total land area*
• Nebraska has experienced a 5% increase in the number of farms and a 10% increase in the number of new farmers*
• Nebraska has the newest and youngest farmers in the nation

*Nebraska Agriculture Fact Card. February 2016

The Nebraska Rural and Urban Agriculture Tax Symposia will bring to you a comprehensive overview of important Federal Income Tax legislation that has been enacted during the preceding twelve months. Additional topics include:

• Proposed legislation and a review of IRS regulations
• Recent court decisions and other developments (with a specific emphasis on professionals involved in agriculture)
• Apply key tax planning concepts to farm, ranch and urban taxation
• The most up-to-date developments in farm tax compliance, planning and government incentives
• 1031 Land Exchange
• Drones in agriculture use and tax laws and incentives
• Nebraska Property Tax Plan 2016
• Farm and Estate Taxation

The Nebraska Rural and Urban Agriculture Tax Symposium will bring awareness to the tax professional of opportunities and downfalls impacting taxpayers in the rural and urban agriculture industry.

Continuing Education Hours will be offered: IRS (EA & PTIN), Attorney, CPA, Accounting, Insurance, Real Estate

More information coming soon

For more information contact Virginia at 402-472-9334 or virginia@unl.edu

The University of Nebraska Annual Tax Institute is accredited as IRS Continuing Education Provider (#NQ6J1)

The Tax Institute provides CPAs, enrolled agents, attorneys, certified financial planners, public accountants, tax preparers, paralegals, bookkeepers and banking, insurance and real-estate professionals with training to remain current on tax rules and regulations while earning continuing education credits. The institute is accredited as IRS Continuing Education Provider (#NQ6J1)

Contact

Uzendoski, Virginia
Senior Assistant Director of Programs and Operations

Dean's Office

1320 Q St
P.O. Box 880405
Lincoln, NE 68588-0405
Mailing Address
University of Nebraska–Lincoln
Department of Dean's Office
P.O. Box 880405
Lincoln, NE 68588-0405
Shipping Address
University of Nebraska–Lincoln
Department of Dean's Office
CBA 214
Lincoln, NE 68588-0405