To register online, click the "Register" button above. Click here for a printable registration form. Most up-to-date information can be found below.
SCHEDULE - WEDNESDAY, DECEMBER 6
12:30 - 12:45 – Introductions - Speakers: Jenna Lain, Tax School Chair and Stephen Eckley, ISBA President
12:45 - 1:45 - Current Developments in Federal Taxation - Speaker: Roger McEowen, Kansas Farm Bureau Professor of Agricultural Law and Taxation, Washburn University School of Law
1:45 - 2:35 - IRS Updates - Speaker: Alan Gregerson, Internal Revenue Service
2:35 - 2:50 - Break
2:50 - 3:40 - New Guidance and Best Practices - Speakers: Alana Stamas and Nicole Watson, Iowa Department of Revenue
3:40 - 5:10 - Form 1040: Forms & Examples - Speakers: James Goodman, Moore McKibben Goodman & Lorenz LLP and Maureen Kenney, Bradley & Riley
5:30 - 7:00 - Tax School Welcoming Reception (sponsored by the Dickinson Law Firm)
SCHEDULE - THURSDAY, DECEMBER 7
8:00 - 10:00 - 2017 Tax Manual - Speakers: David Bibler, Buchanan Bibler Gabor & Meis, Lee E Wilmarth, Anderson Wilmarth Van Der Maaten Belay & Fretheim; and Daniel L Fretheim, Anderson Wilmarth Van Der Maaten Belay & Fretheim
10:00 - 10:15 - Break
10:15- 11:00 - 2017 Tax Manual - Speakers: David Bibler, Buchanan Bibler Gabor & Meis, Lee E Wilmarth, Anderson Wilmarth Van Der Maaten Belay & Fretheim; and Daniel L Fretheim, Anderson Wilmarth Van Der Maaten Belay & Fretheim
11:00 - 12:00 - 2017 Top 10 Listserve Questions - Panelists: Michel Nelson, Iowa Savings Bank; Janice Kerkove, Bradley & Riley; and Christine Halbrook, Bradshaw Fowler Proctor & Fairgrave, PC
12:00 - 1:15 - Lunch (not provided with registration)
1:15 - 2:15 - IRA's, Roth IRA's, Distribution Rules and Retirement Planning - Speakers: Brandon Ruopp, Moore McKibben Goodman & Lorenz LLP and Kent Vriezelaar, Vriezelaar Tigges Edgington Bottaro Boden & Ross LLP
2:15 - 3:15 - Joint Revocable Trusts - Speaker: David Repp, Dickinson Mackaman Tyler & Hagen PC
3:15 - 3:30 - Break
3:30 - 4:00 - Partnership Audit Rules: Amendments to Operating Agreements - Speaker: Kyle Day, Lane & Waterman LLP
4:00 - 5:00 - Retirement/Succession Planning - Speaker: Tre Critelli, Director, Office of Professional Regulation
5:00 - 6:30 - Tax School Reception (sponsored by the University of Iowa College of Law)
SCHEDULE - FRIDAY, DECEMBER 8
On Friday, attendees have the choice to attend either the Fiduciary Tax Track or Standard Tax Track. Please select track option when registering.
Standard Tax Track
8:00 - 8:50 - Iowa Sales (and Use) Tax Issues: Practitioner’s Perspective - Speaker: Cody J. Edwards, Dickinson, Mackaman, Tyler & Hagen, P.C.
9:00 - 9:50 - LLC to S Corp Reorganizations – Speaker: Jason Stone, Davis Brown Law Firm
9:50 - 10:10 - Break
10:10 - 11:00 - Tax Implications of Cryptocurrency - Speaker: Rebecca A. Miller, Nyemaster Goode PC
Fiduciary Tax Track
8:00 - 8:50 - Fiduciary Income Tax Update with Examples - Speakers: Brian Kane, Kane Norby & Reddick PC and Bruce Rehmke, Heartland Financial USA Inc.
9:00 - 9:50 - Form 706: Forms and Examples - Speaker: Alyssa Stewart, Anderson Roberts Porth Wallace & Stewart, LLP
9:50 - 10:10 - Break
10:10 - 11:00 - Special Use Valuation – Speaker: Wayne Reames, Belin McCormick P.C.
11:10 - 12:15 - Blue Ribbon Panel - Panelists: Patrick Courtney, Bradley & Riley; Bradley Nelson, Norelius & Nelson PC; and Kenton Vriezelaar, Vriezelaar Tigges Edgington Bottaro Boden & Ross LLP
Registration includes a copy of the materials in an electronic format only. Select additional ticket for hard copy materials. Please note that only 400 copies of the tax manual and outlines in the hard copy version are available.
The full set of materials includes a hard copy version of the tax manual and outlines (only 400 available for purchase). If wanting the full set of materials as a seminar attendee, please select the optional "2017 Bloethe Tax School Materials (Attendee) - Full Set" ticket when registering. Cost is $60. If not attending the seminar, but would still like the full set of materials, please select the "2017 Bloethe Tax School Materials (Non-Attendee) - Full Set" ticket. Cost is $250.
The electronic materials include the tax manual, which includes chapters not printed in the hard copy manual, all tax school outlines and the election forms.
CLE CREDIT (approved)
15 state hours which includes 1 ethics and 13 federal hours (federal hours pending)
Prices below reflect the early-bird registration fees. Registering after December 4 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 Members (Years of Practice: 1-5) - $190
ISBA Tax Section Members (Years of Practice: 6+) - $260
Please use promo code taxsection when registering to receive the appropriate rate above. This code is for ISBA Tax Section members only. This code is not applicable to YLD Members (Years 1-5) who are members of the section. If you are a current ISBA member and would like to join this section, please contact the ISBA's Membership Department at 515-697-7870. Fee to join the section is $15.
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
Full Set of Materials (electronic materials included with registration) - $60
Electronic Version of Materials - $75
Tax School Outlines - $125
Tax School Manual - $150
Full Set of Materials (does not include electronic version of materials) - $250
Sponsored by The Iowa State Bar Association Taxation Section