To register online, click the "Register" button above.
For a printable registration form, click here.
Attend one of Iowa’s premiere events for tax preparers and receive 16.5 hours of state of CLE. The Iowa Department of Revenue will be providing updates and revisions to Form 100 and Iowa’s Capital Gain Deduction, Steve Ferguson, with the Iowa Agricultural Development Authority, will discuss new credits for farmers and Daniel Fischer (Hall and Hudson P.C.) and James Hinchliff (Finneseth Dalen & Powell, PLC) will help you avoid the pitfalls of employee/contractor classifications. New this year, Todd Scott from Minnesota Lawyers Mutual Insurance Co., will tell you all you need to know about cybersecurity to better protect yourself and your clients. Plus much more!
Wednesday, December 7
8:00 – 12:45 - Registration and Exhibit Hall Opens
12:30 – 12:45 – Opening Remarks and Welcome – Speakers: Skip Kenyon, ISBA President and Tamara Borland, Bloethe Tax School Chair
12:45 – 1:00 – ACA Special Provisions: Exemptions and Special Enrollments – Speaker: Tamara Borland, Iowa Legal Aid
1:00 – 2:00 Iowa Department of Revenue (IDOR) Updates and Revisions to Form 100 – Speakers: Patty Fulton and Matt Bishop, Iowa Department of Revenue
2:00 – 3:30 – Forms and Examples – Speakers: James Goodman, Moore McKibben Goodman & Lorenz LLP and Maureen Kenney, Bradley & Riley
3:30 - 3:45 – Break
3:45 – 4:15 – Income Averaging – Speaker: Adam Ullrich, Reimer, Lohman, Reitz, Sailer & Ullrich
4:15 – 5:30 – Like Kind Exchanges – Speaker: David Brown, IPE 1031
5:00 – 5:30 – New Farmer Credits – Speaker: Steve Ferguson, Iowa Agricultural Development Authority
5:30 – 7:00 – Complimentary Reception Sponsored by the Dickinson Law Firm
Thursday, December 8
7:00 – 8:00 – Registration and Exhibit Hall Opens
8:00 – 10:15 – Tax Manual – Speakers: David Bibler, Buchanan Bibler Gabor & Meis; Lee Wilmarth, Anderson Wilmarth Van Der Maaten Belay & Fretheim and Dan Fretheim, Anderson Wilmarth Van Der Maaten Belay & Fretheim
10:15 – 10:30 – Break (sponsored by Peoples Company)
10:30 – 11:25 – Succession Planning-Ethics – Speaker: Jenna Lain, The Law Office of Jenna Lain, PLLC
11:25 – 12:15 – Avoiding Pitfalls - Employee v. Independent Contractor, Choice of Entity – Speakers: Daniel Fischer, Hall and Hudson P.C. and James Hinchliff, Finneseth Dalen & Powell, PLC
12:15 – 1:30 – Lunch (not provided with registration)
1:30 – 2:15 - Iowa Department of Revenue and Audits – Speakers: Alana Stamas and Theresa Dvorak, Iowa Department of Revenue Policy Division
2:15 – 3:00 - Healthcare Reform Implications for Small Businesses – Speaker: Kristine Tidgren, Center for Agricultural Law and Taxation (CALT)
3:00 – 3:15 – Break (sponsored by Peoples Company)
3:15 – 4:15 - Employee Benefits- Flexible Spending, High Deductible Insurance Plans and Health Savings Accounts – Speaker: Dustin Petty, Base
4:15 – 5:00 - Ethics: Cybersecurity and Cloud-based Databases – Speaker: Todd Scott, Minnesota Lawyers Mutual Insurance Co.
5:00 – 6:30
Drake University Law School Happy Hour Hosted by Drake University Law School (Located in the Sioux City Room - 3rd Floor)
Please RSVP to Terri Howard at email@example.com or 515-271-3985 if interested in attending.
University of Iowa College of Law Happy Hour Hosted by the University of Iowa College of Law (Located in the Waterloo Room - 3rd Floor)
RSVP to Janey Piersall at firstname.lastname@example.org
or 319-335-9158 if interested in attending.
Friday, December 9
7:00 – 8:00 - Registration and Exhibit Hall Opens
8:00 – 9:00 - Probate and Tax-Deceased Farmer Owner/Operator Issues – Speaker: Alyssa Stewart
9:00 – 9:45 - Charitable Trusts and Foundations - Endow Iowa – Speaker: Sheila Kinman, Community Foundation of Greater Des Moines
9:45 – 10:00 – Break
10:00 – 11:00 - 2704 Discount Regulation Developments – Speaker: Gary Streit, Shuttleworth & Ingersoll PLC
11:00 – 12:15 – Blue Ribbon Panel – Panelists: Kenton Vriezelaar, Vriezelaar Tigges Edgington Bottaro Boden & Ross LLP and Thomas Houser, Davis Brown Law Firm, Darrel Morf, Simmons Perrine Moyer Bergman PLC; and Brad Nelson, Norelius & Nelson PC
7:00 – 8:00 - Registration and Exhibit Hall Opens
8:00 – 8:45 – S Corporation Set Ups and Pitfalls – Speaker: Frank Carroll, Davis Brown Law Firm and Michael Gilmer, McEnroe Gotsdiner Brewer Steinbach & Rothman PC
8:45 – 9:45 – C to S Corporations – Speaker: David Bibler, Buchanan Bibler Gabor & Meis
9:45 - 10:00 – Break
10:00 – 10:50 – Profit Interests in Partnerships – Speaker: David Repp, Dickinson Mackaman Tyler & Hagen PC
10:50 – 11:40 – Sales or Redemptions of Partnership Transactions – Speaker: David Repp, Dickinson Mackaman Tyler & Hagen PC
11:40 – 12:30 – New Audit Rules for Partnerships Post Tax Equity and Fiscal Responsibility Act - Speaker: Joe Kristan, Roth & Company, P.C.
CLE CREDIT (approved)
16.5 state hours which includes 1.5 ethics hour and federal hours*
*Federal Credit pending
Prices below reflect the early-bird registration fees. Registering after December 6 will result in a $50 late fee being added on to your registration fee amount (material fees excluded). CLE season pass holders may apply the pass to the registration fee, however, the pass may not be applied to a hard copy material request.
ISBA Tax Section and Tax Committee Members (Years of Practice: 1-5) - $190
Please use promo code 2016tax when registering to receive the $190 rate. This code is for ISBA Tax Section and Tax Committee members only.
ISBA Tax Section and Tax Committee Members (Years of Practice: 6+) - $260
Please use promo code 2016tax when registering to receive the $260 rate. This code is for ISBA Tax Section and Tax Committee members only.
ISBA Members (Years of Practice: 1-5) - $205
ISBA Members (Years of Practice: 6+) - $275
Non-ISBA Members - $365
Para-Professionals - $120
Friday Only: ISBA Members - $165
Friday Only: Non-ISBA Members - $200
Law Students - Free
Hard Copy Materials - $60 (electronic materials included with registration)
Registration includes a copy of the materials in an electronic format only. If wanting a hard copy version of the materials as a seminar attendee, please select the optional "2016 Bloethe Tax School Materials (Attendee) - Hard Copy Materials" ticket when registering. If not attending the seminar, but would still like the materials, please select the required "2016 Bloethe Tax School - Not Attending" ticket and an optional material ticket. Non-attendee material pricing can be found below.
Materials Only (Non-Attendees)
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 not attending Tax School) - $75
Sponsored by The Iowa State Bar Association Tax Section and Tax School Committee