Purpose – As the Treasury and the IRS continue to issue regulations and procedures for new tax laws, tax professionals need the most current information to serve their clients effectively.

Audience – Enrolled Agents (EA), Certified Public Accountants (CPA), Other Tax Return Preparers (OTRP), Certified Financial Planners (CFP), attorneys, and bookkeepers

Program Level/Prerequisite – Since this is an intermediate level workshop, participants should have at least two years’ experience as a professional tax preparer and an understanding of tax rules and regulations associated with individual and business tax returns. No prerequisites are needed for this course.

Course Overview – Our learner-focused instruction includes new and current tax laws plus special topics for tax professionals. Active learning strategies are incorporated to promote application of the new content. Materials for this workshop are based on the National Income Tax Workbook written and published by the Land Grant University Tax Education Foundation, Inc., a nonprofit corporation organized by several land grant universities that teach tax education programs for tax practitioners. The National Income Tax Workbook is included in the registration fee.

Learning Objective – Participants will be able to apply concepts and strategies presented during the workshop.

Content – New and Expiring Legislation, Business Taxes, Individual Taxes, Rulings and Cases, International Taxes, IRS, Rental Activities, Related Parties, Trusts and Estates

Delivery Method – In-person and Webinar

Workshop Fee – $440

Continuing Education Credits – We are a continuing education provider for the Internal Revenue Service, Texas State Board of Public Accountancy, Texas State Bar, and Certified Financial Planner Board.

• EA – 16 hours
• CPA – 16 hours
• Attorneys – 13.5 hours
• OTRP – 13 hours of Federal Tax Law and 3 hours of Federal Tax Law Updates
• CFP – 16 hours

Presenters – Presenters vary per workshop. To read more about their education and experience, click on the “Our Team” tab.

In-Person

• October 31-November 1, 2024, Dallas, Texas A&M AgriLife Research and Extension Center, 17360 Coit Rd. | Registration CLOSED
• November 4-5, 2024, College Station, Texas A&M Forest Service HQ, 200 Technology Way #1281 | Registration CLOSED
• November 13-14, 2024, San Antonio, Education Service Center, Region 20, 1314 Hines Avenue | Registration CLOSED
• December 2-3, 2024, El Paso, Education Service Center, Region 19, 6611 Boeing Dr. | Registration CANCELLED

Webinar

• November 18-19, 2024 | Regular Registration CLOSED
• December 9-10, 2024 | Regular Registration Deadline 12-2-2024 @ 8 AM, Late Registration Deadline 12-6-2024 @ 8 AM with a $50 late fee

Networking Lunch – As a way of encouraging networking opportunities, we are providing lunch!

Agenda – Day One

• 8:20-8:30 Welcome | Announcements | Introductions
• 8:30-10:10 Related Parties | Individual Income Tax Issues
• 10:10-10:20 Break
• 10:20-12:00 Individual Income Tax Issues
• 12:00-1:00 Lunch
• 1:00-2:45 IRS Issues | New and Expiring Legislation
• 2:45-2:55 Break
• 2:55-4:35 Trust and Estates | International Tax Issues

Agenda – Day Two

• 8:20-8:30 Welcome | Announcements | Learning Check
• 8:30-10:10 Limited Liability Company Issues
• 10:10-10:20 Break
• 10:20-12:00 Real Estate Rental Activity Issues
• 12:00-1:00 Lunch
• 1:00-2:45 Business Tax Issues
• 2:45-2:55 Break
• 2:55-4:35 Business Entities | Agricultural Tax Issues

Courtesy Block Hotels – See registration receipt for details!

• Dallas, Springhill Suites Dallas / Richardson / University – Reservation Deadline 10-7-2024
• College Station, Embassy Suites by Hilton College Station – Reservation Deadline 10-14-2024
• San Antonio, Embassy Suites San Antonio Airport – Reservation Deadline 10-10-2024
• El Paso, Hilton Garden Inn Airport – Reservation Deadline 11-10-2024

Purpose – As the Treasury and the IRS continue to issue regulations and procedures for new tax laws, tax professionals need the most current information about agricultural issues to serve their clients effectively.

Audience – Enrolled Agents (EA), Certified Public Accountants (CPA), Other Tax Return Preparers (OTRP), Certified Financial Planners (CFP), attorneys, and bookkeepers

Program Level/Prerequisite – Since this is an intermediate level workshop, participants should have at least two years’ experience as a professional tax preparer and an understanding of tax rules and regulations associated with farm tax returns.

Course Overview  – Our learner-focused instruction includes new and current tax laws as they apply to agricultural issues. Active learning strategies are incorporated to promote application of the new content. Materials for this workshop are based on the Agricultural Tax Issues Workbook written and published by the Land Grant University Tax Education Foundation, Inc., a nonprofit corporation organized by several land grant universities that teach tax education programs for tax practitioners. The Agricultural Tax Issue Workbook is included in the registration fee.

Learning Objective – Participants will be able to apply concepts and strategies presented during the workshop.

Content – Workshop will include topics from some of these chapters:

• Chapter One – Timely Tax Issues Impacting Farmers and Ranchers
• Chapter Two – Legislative and Regulatory Update
• Chapter Three – Climate Smart and Conservation Tax Issues
• Chapter Four – Disaster Tax Issues for the Farm or Ranch
• Chapter Five – Section 179 and Other Cost Recovery Methods
• Chapter Six – Retirement and Social Security Planning for Farmers
• Chapter Seven – Lease v. Purchase of Farm Assets

Delivery Method – Webinar

Workshop Fee – $180 | Regular Registration Deadline 12-11-2024 @ 8 AM, Late Registration Deadline 12-17 @ 8 AM with $50 late fee

Continuing Education Credits – We are a continuing education provider for the Internal Revenue Service, Texas State Board of Public Accountancy, Texas State Bar, and Certified Financial Planner Board.

• EA – 6 hours
• CPA – 6 hours
• Attorneys – 5 hours
• OTRP – 6 hours of Federal Tax Law
• CFP – 6 hours

Presenter – Guido van der Hoeven

Date: Wednesday, December 18, 2024

Agenda

• 8:20-8:30 Welcome/Announcements/Introductions
• 8:30-9:20 Timely Tax Issues Impacting Farmers and Ranchers
• 9:20-10:10 Legislative and Regulatory Update
• 10:10-10:20 Break
• 10:20-11:10 Climate-Smart and Conservation Issues
• 11:10-12:00 Disaster Issues For the Farm or Ranch
• 12:00-1:00 Lunch
• 1:00-1:50 Section 179 and Other Cost Recovery Methods | Residual Fertilizer
• 1:50-2:40 Retirement and Social Security Planning for Farmers

Purpose – In a small business and financial advising atmosphere, tax professionals serve as a trusted source of information and expertise. Therefore, they need to stay current on regulations and strategies to more effectively assist their clients.

Audience – Enrolled Agents (EA), Certified Public Accountants (CPA), Certified Financial Planners (CFP), and attorneys.

Program Level/Prerequisite – Since this is an advanced level workshop, participants should have at least three years’ experience as a professional tax preparer for business and/or self-employed individuals and an understanding of tax rules and regulations associated with business returns and individual returns, especially Schedule C.  No prerequisites are needed for this course.

Course Overview – Our learner-focused course will use the most current IRS publications to cover some of the tax advantages and differences between Disregarded Entities, S Corporations and Partnerships, cost segregation strategies, small business retirement plans, and Traditional Roth IRAs.  Active learning strategies will be used to engage participants with case studies related to each topic. Participants will receive presentation handouts.

Learning Objective – Participants will be able to apply concepts and strategies presented during the workshop.

Content – The course will review topics related to business structures and primarily deal with compensation plans, deductions, and reporting losses.  The purpose, methods, and outcomes of cost segregation will be presented.  Since small business owners face many different options when it comes to choosing retirement plans for their companies, all the different types of plans along with their tax implications will be reviewed.  Participants will learn the dynamics of Traditional Roth IRA approaches and reporting. 

Delivery Method – In-person and Webinar

Workshop Fee – $440

Continuing Education Credits – We are a continuing education provider for the Internal Revenue Service, Texas State Board of Public Accountancy, Texas State Bar, and Certified Financial Planner Board.

• EA – 16 hours
• CPA – 16 hours
• Attorneys – 13.5 hours
• OTRP – 13 hours of Federal Tax Law and 3 hours of Federal Tax Law Updates

Presenter – Herb Wiebe, Scott Youngblood

In-Person

• October 29-30, 2024, Dallas, Texas A&M AgriLife Research and Extension Center, 17360 Coit Rd. | Registration CLOSED
• Nov. 6-7, 2024, College Station, U. S. Department of Agriculture Building 1, 2881 F&B Rd. | Registration Deadline CLOSED
• November 11-12, 2024, San Antonio, Education Service Center, Region 20, 1314 Hines Ave. | Registration CLOSED
• December 4-5, 2024, El Paso Community College Administrative Services Center, 9050 Viscount Blvd. | Registration CANCELLED

Webinar

• November 21-22, 2024 | Regular Registration CLOSED
• December 12-13, 2024 | Regular Registration Deadline 12-2-2024 @ 8 AM, Late Registration Deadline 12-6-2024 @ 8 AM with a $50 late fee

Networking Lunch – As a way of encouraging networking opportunities, we are providing lunch!

Agenda – Day One

• 8:20-8:30 Welcome | Announcements | Introductions
• 8:30-10:10 Depreciation
• 10:10-10:20 Break
• 10:20-12:00 Cost Segregation
• 12:00-1:00 Lunch
• 1:00-2:45 Cost Segregation | Small Business Retirement Plans
• 2:45-2:55 Break
• 2:55-4:35 Small Business Retirement Plans

Agenda – Day Two

• 8:20-8:30 Welcome | Announcements | Learning Check
• 8:30-10:10 Roth IRAs and IRS Form 8606
• 10:10-10:20 Break
• 10:20-12:00 S Corporations and Partnerships
• 12:00-1:00 Lunch
• 1:00-2:45 S Corporations and Partnerships | IRS Form 7203 | Schedule L
• 2:45-2:55 Break
• 2:55-4:35 S Corporations and Partnerships Case Studies

Courtesy Block Hotels – See registration receipt for details!

• Dallas, Springhill Suites Dallas / Richardson / University – Reservation Deadline 10-7-2024
• College Station, Embassy Suites by Hilton College Station – Reservation Deadline 10-14-2024
• San Antonio, Embassy Suites San Antonio Airport – Reservation Deadline 10-10-2024
• El Paso, Hilton Garden Inn Airport – Reservation Deadline 11-10-2024