2024 North Dakota Tax Practitioners Institute

November 20-21, 2024.

In-Person at Holiday Inn (Fargo, ND) and live webinar.

Webinar Login

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Institute Information

Course Overview

The Tax Practitioners' Institute is a two day overview, 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.  Advanced preparation: None. One copy of the 2023 Federal Tax Workbook is included in your participant registration fee. Additional books can be purchased for $99 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, Individual Taxpayer Issues (Part 1), New Developments (Part 1), Small Business Issues, Divorce, Partnership Terminations 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), Individual Taxpayer Issues (Part 2), Agricultural & Rural Investment, Installment Sales, Planning for Sunset of TCJA, Form 1099 Issues, 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 knowledge of client’s omission, diligence as to accuracy, conflicting interests, best practices for tax advisors, competence and incompetence and disreputable conduct. 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 Topics for IRS Credit

Day One

• Individual Taxpayer Issues – Federal Tax Law Update/Federal Tax Law
• Retirement Plans – Federal Tax Law Update/Federal Tax Law 
• Small Business Issues – Federal Tax Law
• Independent Contractors  – Federal Tax Law Update/Federal Tax Law
• Rulings & Cases (Part 1) – Federal Tax Law Update
• Ethics - Ethics

Day Two

• New Developments – Federal Tax Law Update
• Depreciation Refresher - Federal Tax Law Update/Federal Tax Law 
• Agricultural Issues & Rural Investments – Federal Tax Law Update /Federal Tax Law
• Capitalization vs Repair Review – Federal Tax Law
• Written Information Security Plan & Protecting Client Data - 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.