2020 North Dakota Tax Practitioners Institute
Due to the elevated risk level of Covid-19 in North Dakota, in particular Burleigh and Cass Counties, and for the safety of our participants, the decision has been made to move the Institute to a webinar, online-only event on November 17 and 18, 2020.
The University of North Dakota welcomes you to attend the live and in-person presentation of the 2020 Tax Practitioners' Institute, and be assured that all reasonable steps are being taken to ensure a safe and healthy learning environment. However, given the current public health situation, keep in mind that the University cannot be a guarantor of your safety against all possible risks and, as such, you are encouraged to consider in advance whether any pre-existing medical conditions or personal concerns about safety would prevent you from full participation and enjoyment of this activity. It is requested that you bring your own personal face covering for this event.
Fargo - November 17-18, 2020
Canceled due to COVID restrictions
Institute will take place at the Holiday Inn.
Bismarck - November 19-20, 2020
Canceled due to COVID restrictions
Institute will take place at the Radisson.
November 17-18, 2020 - LIVE WEBINAR
If you are having technical difficulties logging into the webinar, go to the Webinar Information page for additional information.
Institute Information
Course Overview
The Tax Practitioners' Institute is a two day overview Group-Live and Group-Internet Based Program. There are no prerequisites or advanced preparation needed for this course. This course is recommended for Certified Public Accountants, Registered Tax Return Preparers, Enrolled Agents, Insurance Providers, Financial Planners and Lawyers. The program knowledge level of the Institute is considered to be basic. One copy of the 2019 Federal Tax Workbook is included in your participant registration fee. Additional books can be purchased for $80 each.
Course Objectives
- Cite tax developments and planning opportunities affecting individuals
- Identify tax developments and planning opportunities affecting businesses
- Review updates in tax law and legislation
- Examine IRS updates
- Analyze agricultural tax issues
Course Description
This instructor led, two-day course is a tax update seminar focused on various current developments in federal taxation, tax planning opportunities, and tax compliance issues. This course is intended for tax professionals and is designed to provide up-to-date information on federal tax updates and federal tax law.
Day One is a tax update seminar focused on various current developments in federal taxation, tax planning opportunities, and tax compliance issues. This instructor led course will cover many topics including IRS Update, New Developments (Part 1), Depreciation, NOLs and Excess Business Issues, Small Business Issues, Schedule E, and Rulings & Cases (Part 1)
Day Two is intended for tax professionals and is designed to provide up-to-date training on current tax law and regulations. The program will provide insight into New Developments (Part 2),Retirement Plan Distributions, Agricultural Issues & Rural Investments, Unexpected Issues for Tax Payers, Trust Essentials and Rulings and Cases (Part 2).
Ethics Course Objectives
- Discuss ethical considerations
- Examine rules and regulations governing the tax profession
Ethics Course Description
We will also be offering a two hour Ethics Course on Day One. This instructor lead course on ethics is designed to help the tax return preparer understand ethical considerations.This ethics in tax practice session will include information on advertising and soliciting, best practices, tax services and standards, staff supervision, client records, securing client data, disclosure and use of tax return information, and fees. The focus will be putting ethics into practice. The rules and regulations governing the tax profession and the practical application of these rules in the daily operation of their businesses.
Breakdown of the topics for IRS credit:
Day One:
- IRS Update – Federal Tax Law Update
- New Developments (Part 1) – Federal Tax Law Update
- Depreciation – Federal Tax Law
- NOLs and Excess Business Losses – Federal Tax Law Update/Federal Tax Law
- Small Business Issues – Federal Tax Law
- Schedule E – Federal Tax Law
- Rulings & Cases (Part 1) – Federal Tax Law Update
- Ethics - Ethics
Day Two:
- New Developments (Part 2) – Federal Tax Law Update
- Retirement Plan Distributions - Federal Tax Law
- Agricultural Issues & Rural Investments – Federal Tax Law Update /Federal Tax Law
- Unexpected Issues for Individual Taxpayers – Federal Tax Law Update
- Trust Essentials - Federal Tax Law
- Rulings & Cases (Part 2) – Federal Tax Law Update
The University of North Dakota Conference Services is registered with the National
Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional
education on the National Registry of CPE Sponsors. State boards of accountancy have
final authority on the acceptance of individual courses for CPE credit. Complaints
regarding registered sponsors may be addressed to the National Registry of CPE Sponsors,
150 Fourth Avenue North, Suite 700, Nashville TN, 37219-2417. Website: www.learningmarket.org
Future Tax Institute Dates
Nov 16-17, 2021 Fargo Holiday Inn and Online Webinar | Nov 18-19, 2021 Bismarck - Ramkota
Nov 15-16, 2022 Bismarck - Radisson | Nov 17-18, 2022 Fargo Holiday Inn and Online
Webinar