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2014 Tax Institute Schedule

Day One - Robert 'Chris' Province

  PLEASE NOTE: Schedule topics are fluid, topic timing may be slightly altered as discussion allows.
7:00 am - 8:00 am  Registration & Continental Breakfast
8:00 am - 9:00 am
(Presented by Ann Makres)
IRS Update
9:00 am - 10:00 am New Legislation
Rulings & Cases Part I
10:00 am - 10:15 am Break
10:15 am - 12:15 pm Capitalization or Repair
Small Business Issues
Entity Selection
12:15 pm - 1:00 pm Lunch
1:00 pm - 3:00 pm Passive Activities
Individual Taxpayer Issues
3:00 pm - 3:15 pm Break
3:15 pm - 4:15 pm Individual Taxpayer Issues (cont.)
Marriage Tax Aspects
4:15 pm - 4:30 pm Question & Answer Session
Evaluations
5:00 pm - 7:00 pm Ethics Course (requires a separate registration)

Day Two - Roger McEowen

  PLEASE NOTE: Schedule topics are fluid, topic timing may be slightly altered as discussion allows.
 7:00 am - 8:00 am Registration & Continental Breakfast
 8:00 am - 10:00 am Affordable Care Act Update
Agricultural Issues and Rural Investments
 10:00 am - 10:15 am Break
 10:15 am - 12:15 pm Agricultural Issues and Rural Investments (cont.)
Special Taxpayers
Capital Gains & Losses
 12:15 pm - 1:00 pm Lunch
 1:00 pm - 3:00 pm Capital Gains & Losses (cont.)
Net Operating Losses
Elder Issues
 3:00 pm - 3:15 pm Break
 3:15 pm - 4:15 pm Select Rules for Retirement Plans
Rulings & Cases Part II
 4:15 pm - 4:30 pm Question & Answer Session
Evaluations