×

Status message

COVID-19 Updates: Visit the University's Safe Campus Website

Income Tax Short Course - Program

79th Annual Income Tax Short Course

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