Print Page   |   Contact Us   |   Report Abuse   |   Sign In   |   Join
Member Directory
Sign In


Forgot your password?

Haven't registered yet?

Legal News
Master Calendar
2015 Bloethe Tax School
Tell a Friend About This EventTell a Friend
 

Sponsored by The Iowa State Bar Association Taxation Section and Tax School Committee

12/2/2015 to 12/4/2015
When: 12/2 - 12/4
Where: Des Moines Marriott Downtown
700 Grand Avenue
Des Moines, Iowa  50309
United States
Contact: Christy Cronin
515-697-7874


Online registration is closed.
« Go to Upcoming Event List  


Early-bird registration for this event is now closed. Walk-in registrations will still be accepted at the ISBA registration desk at the event ($35 walk-in fee added to registration fee).


Reminder: hard copy materials may not be available to attendees registering after December 1.

WEDNESDAY, DECEMBER 2
8:00 - 12:45 - Registration
12:30 - 12:45 - Opening Remarks
- Speaker: David Grooters, Tax School Chair
12:45 - 1:30 - Tax Update - Speaker: Prof. Neil Harl, Iowa State University
1:30 - 2:30 - View from the Iowa Department of Revenue (IDOR) - Speaker: Patty Fulton, Iowa Department of Revenue, Taxpayer Service Specialists
2:30 - 3:15 - Affordable Care Act - Speaker: Tamara Borland, Project Manager Low-Income Taxpayer Clinic Iowa Legal Aid
3:15 - 3:30 - Break
3:30 - 5:30 - Forms & Examples
- Speakers: James Goodman, Moore, McKibben, Goodman & Lorenz, LLP and Maureen Kenney, Bradley & Riley PC
5:30 - 7:00 - Tax School Reception
Rock River Grill & Tavern - 2nd Floor, Marriott
Sponsored by the Dickinson Law Firm

THURSDAY, DECEMBER 3
7:00 - 8:00 - Registration
8:00 - 9:00 -
Ethical Application of New Legal Technology - Speaker: Todd C. Scott, Vice President of Risk Management, Minnesota Lawyers Mutual Insurance Co.
9:00 - 10:30 - Tax Manual - Speakers: David Bibler, Buchanan, Bibler, Gabor & Meis; Lee Wilmarth, Anderson, Wilmarth, Van DerMaaten, Belay, Fretheim, Gipp & Zahasky Law Office; and Dan Fretheim, Anderson, Wilmarth, Van DerMaaten, Belay, Fretheim, Gipp & Zahasky Law Office
10:30 - 10:45 - Break
10:45 - 11:45 - Federal Estate Tax Return Issues
- Speaker: Alyssa Stewart, Anderson Roberts Porth Wallace & Stewart, LLP
11:45 - 12:15 - Recent Rulings and What's New at the Department of Revenue - Speakers: Courtney Kay-Decker, Director, Iowa Department of Revenue and Victoria Daniels, Iowa Department of Revenue
12:15 - 1:45 - Lunch (not provided with registration)
1:45 - 2:15 - State Tax Update - Speaker: Brandon Ruopp, Moore McKibben Goodman & Lorenz LLP
2:15 - 3:15 - Recent Developments in Planning for Retirement Benefits - Speaker: Robert K. Kirkland,
American College of Trust and Estate Counsel (ACTEC)
3:15 - 3:30 - Break
3:30 - 4:00 - Partnership Reorganizations and Terminations
- Speaker: David Repp, Dickinson Mackaman Tyler & Hagen PC
4:00 - 5:00 - Ethics - Speaker: Timothy Gartin, Hastings Gartin & Boettger LLP


FRIDAY, DECEMBER 4
7:00 - 8:00 - Registration
8:00 - 8:45 - Tax Consequences of Entity Conversions
- Speaker: Kyle Day, Lane & Waterman LLP
8:45 - 9:45 - State Collection Issues - Speaker: Alex Kornya, Iowa Legal Aid
9:45 - 10:00 - Break
10:00 - 11:00 - Family Taxation Issues
- Speaker: Jenna Lain
, Law Office of Jenna K. Lain, PLLC 
11:00 - 12:15 - Blue Ribbon Panel - Panelists: James Monroe, James Monroe Law Firm; Margaret Van Houten, Davis Brown Law Firm; and Thomas Houser, Davis Brown Law Firm

CLE CREDIT (approved)
15.50 state hours which includes 2 ethics and 9.50 federal hours


REGISTRATION FEES
Prices below reflect the early-bird registration fee. Registering after December 1st will result in a $35 late fee being added on to your registration fee amount. Hard copies may not be available for walk-ins.

Hard Copy Materials and Registration:
ISBA Members (more than 5 years of practice) - $315
Tax Section Members (more than 5 years of practice) - $295
ISBA Members (YLD Members Years 1-5) - $245
Tax Section Members (YLD Members Years 1-5) - $235
Non-ISBA Members - $435
Para-Professionals - $185
Law Students - $95

Electronic Materials and Registration:
ISBA Members (more than 5 years of practice) - $275
Tax Section Members (more than 5 years of practice) - $255
ISBA Members (YLD Member Years 1-5) - $205
Tax Section Members (YLD Member Years 1-5) - $195
Non-ISBA Members  - $395
Para-Professionals - $145
Law Students - Free

Materials Only:
Tax School Outlines Only - $125
Tax Manual without Electronic Version of Materials - $150
Full Set of Materials (does not include electronic version of materials) - $250
Electronic Version of Materials (if attending Tax School) - $35 (not included in the seminar registration fee)
Electronic Version of Materials (if not attending Tax School) - $50

Sponsored by The Iowa State Bar Association Taxation Section and Tax School Committee


The Iowa State Bar Association • 625 East Court Avenue • Des Moines, IA 50309
Ph. (515) 243-3179 • Fax (515) 243-2511
Email: isba@iowabar.org