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General Information

Bismarck - November 27-28, 2018

Institute will take place at the Ramkota

Fargo - November 29-30, 2018

Institute will take place at the Holiday Inn

November 29-30, 2018 - LIVE WEBINAR

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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 2018 Federal Tax Workbook is included in your participant registration fee. Additional books can be purchased for $75 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 Legislation (Part 1), Rulings and Cases (Part 1), Small Business Issues, Entity Comparisons, and Retirement Plans for Small Businesses.

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 Legislation (part 2), Rulings and Cases (Part 2), Agricultural Issues & Rural Investments, C Corporations, Individual Taxpayer Issues, and Divorce.  

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.The emphasis will be on various “real-world” case studies including ethical scenarios for existing clients, ethical scenarios for new clients, and ethical scenarios regarding client data protection.  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.  

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

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Future Tax Institute Dates

Nov 19-20, 2019 Fargo - Holiday Inn and Online Webinar | Nov 21-22, 2019 Bismarck - Radisson
Nov 17-18, 2020 Fargo - Holiday Inn and Online Webinar | Nov 19-20, 2020 Bismarck - Radisson
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