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Income Tax Short Course - Program

Materials and Handouts

Below is a list of materials and handouts you will need for each day's courses.

Instructor handouts and presentations:

Minnesota Department of Revenue Individual Income Tax Manual (printable PDF)

2021–22 Income Tax Short Course Agenda

2021–22 Workbook + PDF Digital Access

When you receive your LGUTEF workbook in the mail, you are granted online access to download a digital copy of the 2021–22 workbook. This includes use of the online archive where you can download workbooks from past years. Access is granted until September 2022. Once you have registered, watch for an email from Omnipress to set up your password.

Minnesota’s Nongame Wildlife Program

This year’s online course also includes a video presentation from the Nongame Wildlife Program. If you are a tax preparer looking for more information, check out the video below.

 

Day 1

7:40–7:50 a.m. – Welcome and Introduction

7:50–8:40 a.m. – New Legislation & IRS Issues
Alan Gregerson, Senior Stakeholder Liaison, Internal Revenue Service
Krista Sullivan, Senior Stakeholder Liaison, Internal Revenue Service

8:40–9:30 a.m. – IRS Issues Continued & Payroll and Credits
Alan Gregerson, Senior Stakeholder Liaison, Internal Revenue Service
Krista Sullivan, Senior Stakeholder Liaison, Internal Revenue Service

9:30–9:45 a.m. – Break

9:45–10:35 a.m. – Agriculture and Natural Resource Issues
C. Robert Holcomb, Extension Educator, Agricultural Business Management, University of Minnesota Extension, Enrolled Agent

10:35–11:25 a.m. – Payroll and Credits Continued
Alan Gregerson, Senior Stakeholder Liaison, Internal Revenue Service
Krista Sullivan, Senior Stakeholder Liaison, Internal Revenue Service

11:25 a.m.–12:10 p.m. – Lunch

12:10–1:00 p.m. – Like-Kind Exchanges, Health Savings Accounts, Individual Coverage Health Reimbursement Arrangements, and Tax Rates and Useful Tables
C. Robert Holcomb, Extension Educator, Agricultural Business Management, University of Minnesota Extension, Enrolled Agent

1:00–1:50 p.m. – Rulings and Cases
Ruth Ann Michnay, CPA, MBT, Enrolled Agent, USTCP, Ruth Ann Michnay, PA

1:50–2:05 p.m. – Break

2:05–2:55 p.m. – Minnesota Department of Revenue
Mark Krause, Tax Professional Outreach Coordinator, Minnesota Department of Revenue

2:55–3:05 p.m. – Break

3:05–4:45 p.m. – Ethics
Ruth Ann Michnay, CPA, MBT, Enrolled Agent, USTCP, Ruth Ann Michnay, PA

4:45 p.m. Adjourn

Day 2

7:40–7:45 a.m. Welcome and Introduction

7:45–8:35 a.m. – Choice of Entity
Eric Nelson, CPA, MBT

8:35–9:25 a.m. – Individual Tax Issues Part 1
Clarice Westall, Enrolled Agent, H&R Block Advisors

9:25–9:40 a.m. – Break

9:40–10:30 a.m. – Business Issues
Eric Nelson, CPA, MBT

10:30–11:20 a.m. – Individual Tax Issues Part 1 Continued and Retirement and Savings
Clarice Westall, Enrolled Agent, H&R Block Advisors

11:20 a.m.–12:05 p.m. – Lunch

12:05–12:55 p.m. – Trusts and Estates
Clarice Westall, Enrolled Agent, H&R Block Advisors

12:55–1:45 p.m. – Real Estate Tax Issues
Eric Nelson, CPA, MBT

1:45–2:00 p.m. – Break

2:00–2:50 p.m. – Individual Tax Issues Part II
Clarice Westall, Enrolled Agent, H&R Block Advisors

2:50–3:40 p.m. – Construction Tax Issues
Eric Nelson, CPA, MBT

3:40 p.m. – Adjourn