School of Continuing Studies Indiana University

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Owen Hall
790 E. Kirkwood Avenue
Bloomington, Indiana 47405
Ph: 812.855.2292
Toll free: 800.334.1011
Fax: 812.855.8680
TTY: 812.855.5920

TTY Toll free: 866.270.2901
scs@indiana.edu

2009 Tax Practitioner Institutes
Continuing Education Credits
Topics Covered
Instructors
Cost
Dates and Locations
Special Needs
Lifelong Learning Tax Credit
For Further Information
Registration

The School of Continuing Studies collaborates with the Internal Revenue Service and the Indiana Department of Revenue to present two-day Tax Practitioner Institutes at several Indiana locations. The institutes meet continuing education requirements for attorneys, certified public accountants, certified financial planners, and enrolled agents. The School of Continuing Studies handles all details of organization, marketing, materials, and registration. The School of Continuing Studies, the Internal Revenue Service, and Indiana Department of Revenue provide the instructional content and instructors.

Continuing Education Credits
The Indiana University Tax Practitioner Institutes are approved for

  • 16 continuing professional education hours
  • 16 continuing education hours for enrolled agents
  • 1.6 continuing education units
  • 13 continuing legal education hours from the Indiana Commission for Continuing Legal Education
  • 13 continuing education hours from the Certified Financial Planner Board of Standards

  • Topics Covered
    • Net operating losses
    • Entity issues
    • Ethics (2 hours)
    • High income taxpayer issues
    • IRS update on IRC code 7216
    • American Recovery and Reinvestment Act of 2009
    • Retirement issues
    • Rulings and cases
    • Small business issues
    • Indiana Department of Revenue

    Instructors
    Sandi Owen is a faculty member in the IU Kelley School of Business. She served as a writer and reviewer for the CPA Exam, and teaches with the Becker CPA Review Program. She is a certified public accountant and has worked as a division controller and corporate tax analyst. She holds a J.D. and a master of accounting in taxation from Indiana university, as well as an M.B.A. from the University of Kentucky.

    Steve Haworth is a certified public accountant, an accredited tax advisor, an accredited business advisor, and an elder care specialist. He served for the Internal Revenue Service for more than 10 years in several different capacities including auditor, group manager, instructor for new agents, and as District Directors representative for the Columbus, IN office. He has served as an author and instructor for various accounting and tax associations, and was State Director for Indiana Society of Accountants, where he currently holds the position of Chair of the state regulation and oversight committee. Steve served as President of Quality for Indiana Taxpayers Inc. tax forum. He is President of Stephen C. Haworth Accountants P.C.  

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    Cost
    Early bird registration:  $270 (if received or postmarked by your selected institute’s early bird deadline)
    Regular registration: $315

    Fall 2009 Dates and Locations

    Dates and Locations
    Early Registration Deadline
    Back by popular demand: Anderson and Merrillville Institutes have returned!
    Oct. 21-22 (W-Th) New Albany IU Southeast Campus Friday, Sept. 25, 2009
    Oct 28-29 (W-Th) Anderson Anderson University Flagship Center Friday, Oct. 2, 2009
    Nov. 4-5 (W-Th) Greenwood Jonathan Byrd's Cafeteria Friday, Oct. 9, 2009
    Nov. 12-13 (Th-F) Terre Haute Holiday Inn Terre Haute Friday, Oct. 16, 2009
    Nov 17-18 (Tu-W) Evansville Casino Aztar Hotel, Aztar Executive Conference Center
    Friday, Oct. 23, 2009
    Nov 23-24 (M-Tu) Merrillville Indiana Wesleyan University Friday, Oct 30, 2009
    Dec. 1-2 (Tu-W) South Bend Hilton Garden Inn South Bend Friday, Nov. 6, 2009
    Dec. 9-10 (W-Th) Fort Wayne IPFW Campus Friday, Nov. 13, 2009
    Dec. 17-18 (Th-F) Fishers (Indianapolis North) Fishers Conference Center Friday, Nov. 20, 2009

    Special Needs
    Classroom seating is generally not assigned or reserved. However, we will try to accommodate the needs of participants. Please be sure to check the disability statement on the registration from. For participants registering on-site, please notify the host or hostess as soon as possible for proper accommodations.

    Lifetime Learning Tax Credit
    You may be eligible for a credit on your federal income tax related to your participation in lifetime learning activities. IU does not report lifetime learning payments to IRS or participants. Please save your invoice as a receipt for tax purposes if you think you may be eligible.

    For Further Information
    Tax Practitioner Institute
    Attn: Conference Registrar
    Indiana University Conferences
    Alice M. Nelson Building
    801 N. Jordan Avenue, Suite 101
    Bloomington, IN 47405

    Phone: 800.933.9330
    Fax: 812.855.8077

    Registration
    Fall 2009 Tax Practitioner Institutes

    Due to recent changes in the tax code and the American Recovery and Reinvestment Act of 2009, the 2009 Tax Practitioner Institutes are expected to fill up fast.

    Seating is limited-register soon!

    Register Online: Visit www.confmanager.com/main.cfm?cid=970

    Register by Fax or Mail: Download and print the PDF registration form (216 KB). To open the PDF form, you need Adobe Acrobat Reader. You can download Reader free of charge at adobe.com.

    Register by Phone: 800.933.9330

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    Indiana University

    Indiana University is accredited by the Higher Learning Commission and
    a member of the North Central Association. Indiana University High School
    is accredited by the Commission on Accreditation and School Improvement
    and a member of the North Central Association.