Please click the “Register” button above to register online.
For a printable registration form, click here.
The Bloethe Tax School is the CLE for Iowa’s tax professionals. The three-day event is a highlight of ISBA CLE programming and one attendees look forward to all year round. This year’s topics include discussions on form 1040, section 199A, tax penalties and notices, retirement planning, guardianship and conservatorship updates, tax audits and more.
Event sponsored by The Iowa State Bar Association Taxation Section
SCHEDULE - WEDNESDAY, DECEMBER 4
12:30 - 12:45 - Introduction – Tax School Chair and ISBA President
12:45 - 2:45 - Selected Tax Manual Topics – Speaker: Prof. Roger McEowen, Kansas Farm Bureau Professor of Agricultural Law and Taxation, Washburn University School of Law
2:45 - 3:00 - Break
3:00 - 4:00 - Selected Tax Manual Topics – Speaker: Prof. Roger McEowen, Kansas Farm Bureau Professor of Agricultural Law and Taxation, Washburn University School of Law
4:00 - 5:00 - Selected Tax Manual Topics – Speaker: Prof. Roger McEowen, Kansas Farm Bureau Professor of Agricultural Law and Taxation, Washburn University School of Law
SCHEDULE - THURSDAY, DECEMBER 5
8:00 - 8:50 - Update from the Iowa Department of Revenue – Speaker: Kraig Paulsen, Director, Iowa Department of Revenue
8:50 - 9:40 - Federal Tax Update – Speaker: Kyle Day, Lane & Waterman LLP
9:40 - 10:10 - Retirement planning Update – Speaker: Brandon Ruopp, Moore McKibben Goodman & Lorenz LLP
10:10 - 10:25 - Break
10:25 - 11:10 - Tax Penalties and Interest Renumber – Speakers: Chris Nuss, Brown Winick PLC and Cynthia Lande, Brown Winick PLC
11:10 - 12:10 - Well-Being: A Call to Action – Speakers: Tara van Brederode, Assistant Director, Office of Professional Regulation of the Supreme court of Iowa Administrator, Attorney Disciplinary Board and Hugh Grady, ISBA Lawyer Assistance Program
12:10 - 1:25 - Lunch (not provided with registration)
1:25 - 3:10 - Form 1040: Forms and Examples – Speakers: James Goodman, Moore McKibben Goodman & Lorenz LLP and Daniel Fischer, Kohorst & Fischer Law Firm PLLC
3:10 - 3:40 - Guardianship/Conservatorship Update – Speaker: Michel Nelson, Iowa Savings Bank
3:40 - 3:55 - Break
3:55 - 4:45 - Top 10 Probate Topics on Engage – Speakers: Michel Nelson, Iowa Savings Bank; Christine Halbrook, Bradshaw Fowler Proctor & Fairgrave PC; Janice Kerkove, Bradley & Riley
4:45 - 5:30 - Depreciation, Expensing and Recapture, a 2019 Update – Speaker: Kristine Tidgreen, ISU Center for Agricultural Law and Taxation
5:30 - 6:30 - Tax School Reception (sponsored by the University of Iowa College of Law)
SCHEDULE - FRIDAY, DECEMBER 6
8:00 - 8:30 - Topics in Tax Basis – Speaker: David Repp, Dickinson Mackaman Tyler & Hagen PC
8:30 - 9:20 - Non-profit and Tax-Exempt Organizations Legal Update – Speaker: David Bright, Pugh Hagan Prahm, PLC
9:20 - 9:50 - Cryptocurrency Update – Speaker: Rebecca Miller, Nyemaster Goode PC
9:50 - 10:05 - Break
10:05 - 11:05 - Retiring from Farming – Speaker: David Repp, Dickinson Mackaman Tyler & Hagen PC
8:00 - 8:40 - Offers in Compromise – Speaker: Ronald Mountsier, Dickinson Mackaman Tyler & Hagen PC
8:40 - 9:10 - Defending Iowa Tax Audits and Inquiries – Speaker: Cody Edwards, Dickinson, Mackaman, Tyler & Hagen, P.C.
9:10 - 9:50 - View from U.S. Tax Court – Speaker: Maria Critelli, Mayer Brown
9:50 - 10:05 - Break
10:05 - 11:05 - Proposed New Rules of Professional Conduct – Speaker: Nick Critelli, CritelliLaw PC
Track 1 and Track 2
11:05 - 12:15 - Blue Ribbon Panel – Speakers: Joe Kristan, Eide Bailly LLP; Kenton Vriezelaar, Vriezelaar Tigges Edgington Bottaro Boden & Ross LLP; Maureen Gronstal, Bradley & Riley; and Kyle Wilcox, Simmons Perrine Moyer Bergman PLC
CLE CREDIT (approved)
15.50 state hours which includes 2 ethics hours
Prices below reflect the early-bird registration fees. Registering after December 2 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. Attendees may purchase hard copy materials for an additional $75 (select appropriate ticket when registering). Limited number available. Must purchase prior to event.
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) - $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 visit here or 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
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
Full Set of 2019 Hard Copy Materials (includes electronic version of materials) - $300
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. Attendees may purchase a hard copy of the Tax Manual for an additional $75 (select appropriate ticket when registering). Limited number available. Must purchase prior to event.