A schedule with links to speakers slides and materials will be sent to you in the course welcome email.

Day One

Day Two

Day One

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

7:50–8:40 a.m. – New Legislation

Alan Gregerson, Senior Stakeholder Liaison, Internal Revenue Service
Krista Sullivan, Senior Stakeholder Liaison, Internal Revenue Service

8:40–9:30 a.m. – IRS Issues

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 Part I

C. Robert Holcomb, Extension Educator, Agricultural Business Management, University of Minnesota Extension, Enrolled Agent

10:35–11:25 a.m. – Tax Practice

Alan Gregerson, Senior Stakeholder Liaison, Internal Revenue Service
Krista Sullivan, Senior Stakeholder Liaison, Internal Revenue Service

11:25–12:10 p.m. – Lunch

12:10–1:00 p.m. – Involuntary Conversions and Agricultural Issues Part II

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. – Business Tax Issues

Eric Nelson, CPA, MBT

8:35–9:25 a.m. – Trusts and Estates

Debra Yerys, Enrolled Agent, Debra Yerys Tax Service

9:25–9:40 a.m. – Break

9:40–10:30 a.m. – Business Entity Tax Issues

Eric Nelson, CPA, MBT

10:30–11:20 a.m. – Individual Tax Issues Part I

Debra Yerys, Enrolled Agent, Debra Yerys Tax Service

11:20 – 12:05 p.m. – Lunch

12:05–12:55 p.m. – Individual Tax Issues Part II

Debra Yerys, Enrolled Agent, Debra Yerys Tax Service

12:55–1:45 p.m. – Current Partnership Tax Issues Part I

Eric Nelson, CPA, MBT

1:45–2:00 p.m. – Break

2:00–2:50 p.m. – Business Travel for Remote Workers and Injured Spouse

Debra Yerys, Enrolled Agent, Debra Yerys Tax Service

2:50–3:40 p.m. – Current Partnership Tax Issues Part II and Corporate Reorganizations

Eric Nelson, CPA, MBT

3:40 p.m. – Adjourn

Fees

The registration fee for the 80th Annual Income Tax Short Course is $345 when you register at least 28 days from course start date, and $395 when you register within 28 days of course date.

Materials

The course fee includes the online Minnesota Department of Revenue Individual Income Tax Manual (PDF), a physical copy of the 2022 National Income Tax Workbook, with online access to multiple years of tax workbooks in a searchable format, and all available instructor handouts and presentations.

You are not expected to print out the digital materials, but rather are encouraged to access them through a second screen. Your second screen can be another computer monitor, a tablet, or any other screen you prefer to use.

To make sure you receive the  2022 LGUTEF National Income Tax Workbook in time for your chosen course date, please register at least 21 days before the start of the course. We can't guarantee timely delivery of the workbook for any registration within the 21-day period.

You may also purchase the 2022 LGUTEF National Income Tax Workbook by itself online, without taking the online courses. In this case, no CPEs will be awarded.