Workshops

Click the workshop title for details!

General Income Tax Workshop

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), 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.

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

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 (Dates May Change)

  • November 4-5, 2024, College Station, Texas A&M Forest Service HQ, 200 Technology Way #1281
  • November 7-8, 2024, Dallas, Texas A&M AgriLife Research and Extension Center, 17360 Coit Road
  • November 11-12, 2024, San Antonio, Education Service Center, Region 20, 1314 Hines Avenue
  • December 2-3, 2024, El Paso, Education Service Center, Region 19, 6611 Boeing Dr.

Webinar (Dates May Change)

  • November 18-19, 2024
  • December 9-10, 2024

Optional Networking Lunch – As a way of encouraging networking opportunities, we are offering a catered lunch for participants. This is an additional fee of $18 per meal. This is an add-on feature when you register. You are welcome to bring your own lunch or go pick something up, if you would like to join us.

Agenda

  • 8:20-8:30 Welcome/Announcements/Introductions
  • 8:30-10:10 Session 1
  • 10:10-10:20 Break
  • 10:20-12:00 Session 2
  • 12:00-1:00 Lunch
  • 1:00-2:45 Session 3
  • 2:45-2:55 Break
  • 2:55-4:35 Session 4

Agricultural Tax Issues Workshop

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), 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

Delivery Method – Webinar

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 other Federal Tax Law Updates
  • CFP – 6 hours

Presenter – Guido van der Hoeven

Date: Wednesday, December 18, 2024

Agenda

  • 8:20-8:30 Welcome/Announcements/Introductions
  • 8:30-10:10 Session 1
  • 10:10-10:20 Break
  • 10:20-12:00 Session 2
  • 12:00-1:00 Lunch
  • 1:00-2:40 Session 3

Advanced Tax Workshop

Information coming soon!