The 2012 Tax Institute

The 58th Annual Federal & State Income Tax Institute

Welcome to the 2012 Federal and State Income Tax Institute. The Tax Institute meets the needs of tax practitioners across the state. Our mission is to deliver first class tax education seminars at a very affordable price.

What is the Tax Institute?

We offer a number of two-day workshops on Federal and State taxes designed to provide updates on the latest tax laws and regulations. These workshops are held October to December throughout Nebraska from Scottsbluff to Omaha. Revised and updated annually, the Tax Institute provides tax practitioners an in-depth review of various tax areas and coverage of newly enacted regulations and procedures. The Tax Institute meets the annual 15-hour continuing education requirement for Registered Tax Return Preparers, including 2 hours of ethics and at least 3 hours of federal tax updates. In addition, there are 2 hours devoted to Nebraska tax updates.

This is the 58th year the Nebraska Tax Institute is offered in cooperation with the Internal Revenue Service and the Nebraska Department of Revenue.

The two-day workshops consist of lectures, examples, problems, discussions, and questions. The program, which is revised and updated annually, provides an in-depth review of a number of tax areas and coverage of newly enacted laws, regulations, and procedures. Comprehensive small business, individual, urban, and ranch/farm problems are included in the materials. Sample tax problems and solutions are also included.

Classes begin at 8:00 a.m. (CST) and end at 5:00 p.m. (CST) each day.

Registration and/or CEU sign-in begins at 7:00 a.m. (CST) each day.

Registration & Fee Information:
Registration fees include all materials and refreshment breaks.

• Early Registration Fee (before close of business Friday, October 9, 2012): $275.00
• General Registration Fee (after close of business Friday, October 9, 2012): $295.00

Registration Fees Include:

• 2012 National Income Tax Workbook, a publication of the Land Grant University Tax Education Foundation, Inc. This 700+ page workbook is a comprehensive study manual written and reviewed by CPAs, IRS agents, and tax practitioners.
• 2011 RIA Tax Handbook
• Nebraska Department of Revenue publication
• Presentation by a representative from the Nebraska Department of Revenue
• Presentation by a representative from the IRS
• 2012 National Income Tax Workbook CD
• Continuing Education Credit for CPAs, Enrolled Agents, Insurance Agents, RTRP, PTIN, and Certified Financial Planners.
• Continuing Legal Education (MCLE) for Nebraska Attorneys
• Morning and afternoon break refreshments

Four Easy Ways To Register:

• Online – Register online today! 
• Phone – Call (402) 472-9334 and provide registration information
• Fax – Print Tax Institute brochure (available in September), fax the completed registration form to (402) 472-4345
• Mail – Print Tax Institute brochure (available in September), mail the completed registration form (and check) to:

Group Registration: To register as a group, please use the Multiple Registration Form (links below). Directions are on the form.

For your convenience, both the PDF and Word document are forms that can accept your data digitally (i.e., typed-in from your computer). You may have to "enable" editing and/or content in the Word document before you can type in data. Only the Word document will allow you to "save as" and keep your typed-in data in a separately saved file. The PDF allows you to type in data, but if you are using the free Adobe Reader software (as opposed to Adobe Acrobat Pro software), you must print the form before closing the file in order to preserve your edits. The printed form can be kept for your own records, faxed, postal mailed, or dropped off in person.  

Download Multiple Registration Form PDF >

Download Multiple Registration Form Word Document > 

Registration Transfer Information: Transfer to another site is permissible if space is available. To arrange a transfer, please e-mail Virginia at vuzendoski@unl.edu. All requests for transfers must be in writing/e-mail.

Walk-In Registrations: Walk-in registrations are not guaranteed. Walk-ins are accepted based on space and workbook availability.

Tax Deduction for Educational Expenses: Treasury Regulation §1.162-5 permits an income tax deduction for educational expenses undertaken to: 1) Maintain or improve skills in one’s employment or other trade or business; or 2) Meet requirements of an employer or a law imposed as a condition for retention or employment, job status or rate of compensation.

Cancellation & Refund Policy: All cancellations must be provided in writing. You may e-mail cancellations to vuzendoski@unl.edu. Cancellations 14 or more days prior to the institute for which you have registered will be refunded, less a $50 processing fee. No refunds will be granted for cancellations less than 14 days prior to your scheduled institute. Instead, you may: 1) Send a substitute in place of the person unable to attend. E-mail vuzendoski@unl.edu and provide the name of the substitute; or 2) Transfer a registration to another scheduled location, subject to space availability.

Time: The Institute will run each day from 8:00 a.m. (CST) to 5:00 p.m. (CST) with lunch (on your own) from approximately noon to 1:00 p.m. Registration/Check-in begins at 7:00 a.m. (CST) each morning - please allow yourself time for signing in each morning.

Lodging: All conference locations have lodging available unless otherwise indicated. Special discounted rates have been arranged on a first-come, first-served basis. To receive the special rate, mention the Tax Institute. All lodging arrangements and payments are the responsibility of the attendee.

Conference Sites & Dates:

The Federal and State Income Tax Institutes are designed to present information for all federal and state income tax preparers. The Tax Institutes are designed for tax preparers with some experience preparing and filing federal and state tax returns for individuals and small businesses. Instruction focuses on tax law changes and on the problems faced in preparing tax returns.

Topics are determined by new laws and legislations and with the IRS as to the leading topics of 2012 and effecting future filings.

Coming Soon! A more descriptive account of each topic/chapter.

Preliminary Outline of 2012 National Income Tax Workbook:

• New Legislation
• Rulings and Cases
• Individual Taxpayer Issues
• Business Issues
• Natural Resources and Agricultural Issues
• Retirement
• Business Entities
• IRS Issues
• Ethics
• Tax Practice
• Fiduciary Tax Issues
• Gifts and Inheritances: Estate and Gift Taxes
• Business Assets
• Loss Limitations

Additional topics and chapters will be added as tax law develops.

Participants in the Tax Institutes receive a 700-page workbook prepared by the Land Grant University Tax Education Foundation. This publication is used at Land Grant University seminars throughout the United States. It is completely rewritten each year to incorporate the most current tax laws and regulations. The Land Grant University Tax Education Foundation (LGUTEF) is a non-profit corporation comprised of over 26 of the nation's finest land grant universities that sponsor tax education programs for professional tax preparers. This year, participants will also receive RIA's Federal Tax Handbook.

Valuable Resource Materials

The registration fees include the following:

• 2012 National Income Tax Workbook, a publication of the Land Grant University Tax Education Foundation, Inc. The 700+ page workbook that you will receive is a comprehensive study manual written and reviewed by CPAs, IRS agents, and tax practitioners.
• 2011 RIA Tax Handbook
• Nebraska Department of Revenue updates
• Newest IRS updates
• 2012 National Income Tax Workbook CD

All tax professionals, public and industry, who need the latest and necessary tax changes for their individual, partnership, corporate, and estate clients should attend.

• IRS provider number #NQ6J1 for Enrolled Agents, PTINs, and Registered Tax Return Preparers
• Nebraska State Board of Public Accountancy approved provider
• CFP^® Board approved provider
• Nebraska Department of Insurance approved provider
• Nebraska Supreme Court MCLE Commission for Mandatory Continuing Legal Education credits for Lawyers approved provider
• University of Nebraska–Lincoln: 1.6 Continuing Education Units

The program provides continuing professional education credit for Public Accountants, CPAs, Enrolled Agents, RTRP, PTINS, Attorneys, Legal Assistants, Administrators, Certified Financial Planners™ and Insurance Agents.

We are always exploring additional certification boards/professionals to add to our continuing education offerings for the Tax Institute. If you have recommendations about additional certifying boards you wish the Tax Institute to work with, please e-mail vuzendoski@unl.edu.

The Tax Institute learning objectives are:

• To familiarize participants with new income tax law developments
• To familiarize participants with problem areas for tax practitioners

Please return to this page for updates.

Coming soon! Thank you for your patience.  

Coming soon! Thank you for your patience.