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Indiana University

Professional Programs

On Site

Tax Practitioner Institutes

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 each fall. 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, 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.
Instructors

Sandi Owen is a faculty member in the Indiana University 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 an M.S. in Accounting from Indiana University, as well as an M.B.A. from the University of Kentucky.

Steve Haworth is a certified public accountant, accredited tax advisor, accredited business advisor, and elder care specialist. He worked for the Internal Revenue Service for more than 10 years in several different capacities, including auditor, group manager, and instructor for new agents. He also served as the district Directors representative for the Columbus, Indiana, office. He co-chairs the National Society of Accountant's Regulation and Oversight Committee and chairs the Indiana Society of Accountant's Legislative Affairs Committee. He is president of Stephen C. Haworth Accountants P.C.

For Further Information

If you have questions, feel free to call us at 800.933.9330.