2018 Bloethe Tax School
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12/5/2018 to 12/7/2018
Where: Des Moines Marriott Downtown
700 Grand Avenue
Des Moines, Iowa  50309
United States
Contact: Christy Cronin
515-697-7874

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Registration for this event is now closed. Walk-ins are welcome at the Des Moines Marriott Downtown.
 

WEDNESDAY, DECEMBER 5
12:30 - 12:45 - Updates & Introductions – Alyssa Stewart, Bloethe Tax School Chair and James Goodman, Tax Section Chair 
12:45 - 2:45 - Tax Act and Tax Manual - Prof. Roger McEowen, Kansas Farm Bureau Professor of Agricultural Law and Taxation, Washburn University School
2:45 - 3:00 – Break
3:00 - 4:00 - Tax Act and Tax Manual
- Prof. Roger McEowen, Kansas Farm Bureau Professor of Agricultural Law and Taxation, Washburn University School
4:00 - 5:00 - Tax Act and Tax Manual - Prof. Roger McEowen, Kansas Farm Bureau Professor of Agricultural Law and Taxation, Washburn University School
5:00 - 7:00 -
Tax School Welcoming Reception (sponsored by the Dickinson Law Firm)





THURSDAY, DECEMBER 6
8:00 - 8:20 - Section A Rate Changes - Jana Evelsizer Olson, Anderson, Wilmarth, Van Der Maaten, Belay, Fretheim, Gipp, Lynch and Zahasky
8:20 - 9:20 - Form 1040: Forms & Examples - James Goodman, Moore, McKibben, Goodman & Lorenz LLP
9:20 - 9:55 - 1031 – David Brown, IPE 1031
9:55 - 10:10 - Break
10:10 - 11:00 - 2018 Iowa Tax Reform and Legislative Update
- Michael Mertens and Timothy Reilly, Iowa Department of Revenue
11:00 - 12:00 - Fiduciary Ethics – Mark Gary, Gray, Hodges & Associates, PLC
12:00 - 1:15 - Lunch (not provided with registration)
1:15 - 2:00 - Healthcare, Fringe Benefits and Other Small Employer Issues
– Kristine Tidgren, CALT
2:00 - 2:30 - Kiddie Tax with Examples – Brandon Buck, Moore, McKibben, Goodman & Lorenz LLP
2:30 - 3:15 - Qualified Business Income Tax Deduction: The Basics – Kyle Wilcox, Simmons Perrine Moyer Bergman PLC
3:15 - 3:30 - Break
3:30 - 4:15 - Depreciation Changes with Examples
– Adam Ullrich, Reimer Lohman Reitz Sailer and Ullrich
4:15 - 5:15 - Probate and Estate Planning Q&A – Michel Nelson, Iowa Savings Bank; Christine Halbrook, Bradshaw Fowler Proctor & Fairgrave, PC; and Janice Kerkove, Bradley & Riley
5:15 - 6:15 - Tax School Reception (sponsored by the University of Iowa College of Law)






FRIDAY, DECEMBER 7
Track 1
8:00 - 9:00 - Changing CLE Requirements: Focus on Attorney Well-Being
– Sara Haas, Aspelmeier, Fisch, Power, Engberg & Helling, P.L.C. and Hon. Emily Dean, District Associate Judge: District 8B
9:00 - 9:50 - New Fiduciary Manual Preview: Excess Deductions – Brian Kane, Kane Norby & Reddick PC
9:50 - 10:10 - Break
10:10 - 11:00 - Taxation of Settlements, Judgments and Terminations
– David Repp, Dickinson Mackaman Tyler & Hagen PC

Track 2
8:00 - 9:00 - 20% Pass-Through Enhanced
- Joe Kristan, EideBailly
9:00 - 9:50 - Sales and Use Tax – Cody Edwards, Dickinson, Mackaman, Tyler & Hagen, P.C
9:50 - 10:10 - Break
10:10 - 11:00 - Entity Consideration Following Tax Act
– Joe Kristen, EideBailly

Track 1 & 2
11:00 - 12:30 - Blue Ribbon Panel
– Lee Wilmarth, Anderson, Wilmarth, Van Der Maaten, Belay, Fretheim, Gipp, Lynch and Zahasky; David Bibler, Buchanan Bibler Gabor & Meis; Brady Nelson, Norelius & Nelson PC; and Kent Vriezelaar, Vriezelaar, Tigges et al LLP

Please indicate your track preference when registering.


CLE CREDIT (approved)
15 state hours which includes 2 ethics hours


REGISTRATION FEES
Prices below reflect the early-bird registration fees. Registering after December 3 will result in a $50 late fee being added on to your registration fee amount (material fees excluded). Registration includes a copy of the materials in an electronic format only. All hard copy manuals have now been sold.

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.


Attendee Options
ISBA Tax Section Members (Years of Practice: 1-5) - $200 
ISBA Tax Section Members (Years of Practice: 6+) - $275
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 $20.

ISBA Members (Years of Practice: 1-5) - $215
ISBA Members (Years of Practice: 6+) - $290
Non-ISBA Members - $365
Para-Professionals - $160
Friday Only: ISBA Members - $175
Friday Only: Non-ISBA Members - $225
Law Students - Free

Non-Attendee Options
Electronic Version of Materials (not attending Tax School) - $100
Tax School Outlines (not attending Tax School)
- $150
Tax School Manual (not attending Tax School) - $200


MATERIALS
Registration includes a copy of the materials in an electronic format only. 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.

Sponsored by The Iowa State Bar Association Taxation Section