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. If you order a paper copy after Nov. 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. 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.
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
| Welcome | Jovana Sisovic | |
| Utah State Tax Commission Update | Mike Holt and Utah Tax Commission Staff | |
| Utah Law | Susan Speirs, CPA | |
| Refreshment Break | ||
| Section 199A | MK Mortensen, CPA | |
| Multi-State Update | Rich Haubrich, CPA | |
| Lunch Break | ||
| Cases and Rulings | Gail Anger, CPA | |
| Refreshment Break | ||
| CPA Liability and Lawsuit Prevention Measures | Donald Saxon, JD, LLM |
December 4
| Internal Revenue Service Update | Jody Stamback and the IRS Staff | |
| Refreshment Break | ||
| Partnership Basis | Scott Pickett, CPA | |
| Potpourri of Tax Changes | Ken Oveson, CPA | |
| Lunch Break | ||
| Form 2555, Form 1116, and Other International Tax-related Issues | Spencer Strickland, CPA | |
| Refreshment Break | ||
| Social Security | Michael 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.
Contact
Jovana Sisovic
Tax Institute and Clinic Coordinator
Gore School of Business
Donate
All contributions support scholarships open to students in the accounting program at Westminster College.