Gore

Tax Practitioners' Institute

About

The Tax Practitioners' Institute is an annual 2-day event hosted by Westminster College. The institute offers 16 continuing education accounting credits for CPA licensing. Of the 16 credits, 13 are in tax, 2 are in ethics, and 1 is in Utah law.

Topics and speakers are carefully chosen each year. Tax professionals from the accounting and legal communities provide instruction and guidance on the most up-to-date interpretation of relevant tax laws. Participants are highly encouraged to share comments and ask questions during the sessions. CPE certificates of attendance are provided to participants at the end of the seminar.

The virtual 2020 Tax Practitioners' Institute will be held Dec. 3–4.

Registration

All registration proceeds support undergraduate and graduate business scholarships. Registration fees are as follows:

  • Public (PDF book included): $200
  • Public (paper copy book included): $225
  • Westminster Alumni, Faculty, and Staff: Contact Jovana Sisovic, Westminster Tax Institute coordinator, at 801.832.2635 or jsisovic@westminstercollege.edu for discounted registration.

If you choose to receive a paper copy of the book, when registering, provide the mailing address you want to receive it at.

You can register online, by mail, or in-person at the Bill and Vieve Gore School of Business building, room 222. Credit card payments can be processed by phone Monday–Friday 8:00 a.m.–5:00 p.m. by calling 801.832.2135. All major credit cards are accepted.

Register Now

Education expenses, including enrollment fees, books, travel costs, and lodging are tax deductible if participants improve and maintain professional skills (Treasury Reg. § 1.162-5, Coughlin vs. Commissioner, 203f.2d 307). Under the TRA of 1986 and RRA of 1993, deductions for meals may be limited.

Agenda


December 3

WelcomeJovana Sisovic
Utah State Tax Commission UpdateMike Holt and Utah Tax Commission Staff
Utah LawSusan Speirs, CPA
Refreshment Break
Section 199AMK Mortensen, CPA
Multi-State UpdateRich Haubrich, CPA
Lunch Break
Cases and RulingsGail Anger, CPA
Refreshment Break
CPA Liability and Lawsuit Prevention MeasuresDonald Saxon, JD, LLM

December 4

Internal Revenue Service UpdateJody Stamback and the IRS Staff
Refreshment Break
Partnership BasisScott Pickett, CPA
Potpourri of Tax ChangesKen Oveson, CPA
Lunch Break
Form 2555, Form 1116, and Other International Tax-related IssuesSpencer Strickland, CPA
Refreshment Break
Social SecurityMichael Blackburn, CPA, JD

Faculty


Gail Anger, CPA
Professional Business Advisors, LLC

Michael D. Blackburn, CPA, JD
Blackburn and Stoll, LLC

Rich Haubrich, CPA
BDO, LLP

Mike Holt and the Utah State Tax Commission Staff
Utah State Tax Commission

MK Mortensen, CPA
Grant Thornton, LLP

Ken Oveson, CPA
Mantyla McReynolds, LLC (retired)

Scott Pickett, CPA
Scott W. Pickett Consulting

Donald Saxon, JD, LLM
Gallagher, Callahan and Gartrell Attorneys at Law

Jody Stamback and the IRS Staff
Internal Revenue Service

Susan Speirs, CPA
UACPA

Spencer Strickland, CPA
BDO, LLP

Event Information

All attendees will receive the link needed to join the seminar and further instructions on how to get their CPE as conference details are finalized.

The Tax Practitioners' Institute is happy to accommodate any special needs you may have in order to participate. Reasonable prior notice is required to arrange accommodation for people with disabilities.

Request accommodations.

Contact

Jovana Sisovic

Tax Institute and Clinic Coordinator
Gore School of Business

jsisovic@westminstercollege.edu
801.832.2635

Donate

All contributions support scholarships open to students in the accounting program at Westminster College.

Make a donation.