Tax Practitioners' Institute
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, 14 are in tax, 1 is 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. At the end of the seminar, participants will receive a CPE certificate of attendance.
The 2021 Tax Practitioners' Institute will be held virtually on December 9 and 10.
All registration proceeds support undergraduate and graduate business scholarships. Registration fees are as follows:
- Public (PDF book included): $225
- Public (paper copy book included): $275
- Westminster alumni, faculty, and staff: Contact Jovana Sisovic, Westminster Tax Institute coordinator, at firstname.lastname@example.org for discounted registration.
When registering, make sure to use the email address you would like to receive the virtual meeting link.
If you choose to receive a paper copy of the book, when registering, provide the mailing address. If you order a paper copy after November 29, there may be a delivery delay.
You can register online, by mail, or in-person at the Bill and Vieve Gore School of Business building, room 222. To make a payment with a credit card, call 801.832.2135, available Monday–Friday, 8:00 a.m.–5:00 p.m. All major credit cards are accepted.
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.
Day One: Thursday, December 9, 2021
|8–8:15 a.m.||Welcome||Jovana Sisovic|
|8:15–10 a.m.||Cases and Rulings||Gail Anger|
|10–10:15 a.m.||Refreshment Break|
|10:15–11:15 a.m.||Add Arrows to Your Year-End Tax Planning Quiver||Joe Holbrook|
|11:15 a.m.–12:10 p.m.||Corporations: Benefits and Pitfalls||Spencer Strickland|
|12:10–12:45 p.m.||Lunch Break|
|12:45–2:30 p.m.||Partnership Basis||Scott Pickett|
|2:30–2:45 p.m.||Refreshment Break|
|2:45–3:45 p.m.||Utah Law||Susan Speirs|
|3:45–4:45 p.m.||Ethics||Samuel Lambert|
Day Two: Friday, December 10, 2021
|8–8:50 a.m.||Utah State Tax Commission Update||Mike Holt and the USTC Staff|
|8:50–10:30 a.m.||The Internal Revenue Service Update||Jody Stamback|
|10:30–10:45 a.m.||Refreshment Break|
|10:45–11:40 a.m.||What’s new for 2021?||MK Mortnesen|
|11:40 a.m.–12:30 p.m.||What’s new about the Child Tax Credit for 2021?||Jovana Sisovic|
|12:30–1 p.m.||Lunch Break|
|1–2:45 p.m.||Succession Planning||Michael Blackburn|
|2:45–3 p.m.||Refreshment Break|
|3:00–4 p.m.||S-Corporations: Current Issues and Top Ten Surprises||Troy Lewis|
Professional Business Advisors, LLC
Blackburn and Stoll, LLC
Kings Peak Tax Consulting, LLC
Mike Holt and Utah State Tax Commission Staff
Utah State Tax Commission
Ray Quinney & Nebeker, P.C.
Lewis and Associates, CPAs, LLC
Grant Thornton, LLP
Scott W. Pickett Consulting
Jody Stamback and the IRS Staff
Internal Revenue Service
Grant Strickland, CPA
Tax Institute and Clinic Coordinator
Gore School of Business
All attendees will receive a meeting invite needed to join the seminar and further instructions on how to get their CPE. The institute has a new and improved polling system.
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.
All contributions support scholarships open to students in the accounting program at Westminster College.