Overview

The 1040 Workshop is offered in two formats:

• In-Person Seminar: Held at the College of Business on Tuesday, January 14, 2025 from 8:30 a.m. – 4:40 p.m. $339
• Online live-streaming 1 day webinar: Streamed using Zoom platform on Tuesday, January 14, 2025. Attendees have to be continuously present during the webinar to earn CE credits. $299

Program Benefits: Your registration includes digital access for webinar recordings and slides until December 2025.

Online Livestreaming Webinar

The 1040 Workshop will once again be livestreamed. Please read the detailed information below prior to registering to the webinar.

Program Benefits: Your registration includes digital access for webinar recordings and slides until December 2025.

What is included in registration?
Your registration includes the access link to join the webinar, as well as the 1040 Workshop slide deck (300+ slides).

Access links will be emailed to the email address used in registration one week prior to the event. The webinar will be facilitated using the Zoom platform. High-speed stable internet connection is essential for the best learning experience.

Slide Deliveries
The slide deck will be emailed to the email address provided during registration. We strongly recommend printing the slides for note-taking purposes prior to the webinar. Slides are copyrighted, intellectual property and sharing the slides in any shape or form is prohibited.

Continuing Education Credits
Look under the Continuing Education tab for approved credits.
Upon completion of the in-person program a certificate of attendance will be emailed to each participant.

Virtual Attendance
Online attendance will be taken periodically. Please make sure that you respond to the on-screen attendance poll promptly to ensure that your attendance is recorded. We are required to have your answers on file to issue your certificate of attendance and applicable CE credits.

Group viewing is allowed. Each group is required to designate an onsite proctor. The proctor has the responsibility of ensuring all individuals at the site are paying attention to the program and are not engaging in activities unrelated to the live-streaming webinar. In addition, the proctor has to submit the appropriate group viewing attendance form that can be downloaded below. Each group member is required to register to the webinar.

Attendance form

Cancellation, Format Change and Payment Policy
If you are paying by check, the check payment must be received before January 11, 2025. If payment cannot be mailed in time, you may also make a credit or debit card payment over the phone. You must cancel your registration by January 4, 2025 to receive a 90% refund. Please call or email the Tax Institute to cancel your registration. 402-472-4357 or taxinstitute@unl.edu.

If you would like to switch from livestreaming to in-person, this needs to be done by January 4, 2025 and you will be charged the difference in price between the formats, which is $49. If you need to change formats after January 4, there will also be a $25 administrative fee added. Please call or email the Tax Institute to change formats. 402-472-4357 or taxinstitute@unl.edu.

In-Person Seminar

Program Benefits: Your registration includes digital access for webinar recordings and slides until December 2025.

What is included in registration?
You will receive the 1040 Workshop slide deck (300+ slides) when you arrive to the seminar. Breakfast and lunch will also be provided, as well as parking at no additional cost to you.

Continuing Education Credits
Look under the Continuing Education tab for approved credits.
Upon completion of the in-person seminar a certificate of attendance will be emailed to each participant. Certificates will be emailed to participants within two weeks of the completion of the program.

Cancellation, Format Change and Payment Policy
If you are paying by check, the check payment must be received before Tuesday, January 14, 2025. If payment cannot be mailed in time, you may also bring your check payment to the seminar. You must cancel your registration by January 4, 2025 to receive a 90% refund. Please call or email the Tax Institute to cancel your registration. 402-472-4357 or taxinstitute@unl.edu.

If you would like to switch from in-person to livestreaming, this needs to be done by January 4, 2025. If you change formats after January 4, there will be a $25 administrative fee added. Please call or email the Tax Institute to change formats. 402-472-4357 or taxinstitute@unl.edu.

Topics

• Introduction of Federal Tax Form 1040
• Filing Status/Dependents/Exemptions yes-or no
• Income – Taxable or Non-taxable?
• Deductions – To be or not to be?
• Schedule A and B
• Schedule C and Schedule F
• Schedule E
• Earned Income Credit
• Depreciation overview and Sales of Business Assets
• Capital Gains and Casualty Losses

Experts and Partners

J’Nan L. Ensz, CPA
J’Nan Ensz, CPA, graduated summa cum laude with a bachelor of science degree from Bethel College in 1987 with double majors in accounting and business administration. Upon graduation, she worked for a mid-size CPA firm in St. Louis, but, after passing the CPA exam, she decided to leave the rigors of public accounting to work for small-to-medium corporations as controller or senior accountant, gaining valuable experience in management.

In 2003, she fulfilled a life-long dream and went into business with her father, John Hiebert an Enrolled Agent who is now retired. She specializes in helping individuals fulfill their life-long dreams by providing advice for small, closely-held businesses whether they operate as sole-proprietorships, partnerships or S-Corporations. She provides the expertise a small business owner needs in the area of accounting and tax without the price tag of having to hire their own controller, accounting manager or bookkeeper. She developed a niche market performing on-site accounting, tax services and QuickBooks training as a QuickBooks Pro Advisor. She also works closely with the Rural Enterprise Assistance Project (REAP) presenting seminars to small business owners in the areas of tax planning, cash flow management, financial statement analysis and payroll processing.

FAQ

Can I transfer formats?
Yes. If you would like to transfer from in-person to livestreaming you can do that by contacting the Tax Institute. If you transfer your registration by January 4, 2025, there is no administrative fee. For any change in format after January 4, a $25 administrative fee will be charged. There will be no refunds for the difference in price between the formats if you switch after January 4, 2025. If you are switching from livestreaming to in-person, you will be charged the difference in price between the formats. This also needs to be done by January 4, 2025 to ensure the $25 administrative fee isn’t added.

What is the easiest way to reach the Tax Institute?
Please email us at taxinstitute@unl.edu or call us at 402-472-4333.

When will I receive my Certificate of Attendance for CPE/CEU/MCLE purposes?
Every effort will be made to issue Certificates of Attendance in a timely manner. Certificates will be emailed out within two weeks of the completion of the seminar. We will email certificates to the email address you provided in your registration.

If we receive a rejection from your Professional Licensing Organization that you do not exist, we will notify you by email.

Will you send out an email reminder?
Yes. Whether you are attending in-person or livestreaming the program we will send you an email one week prior to the seminar. For those of you attending in-person, you will receive an email with information on the time, location and parking. For those attending via webinar, you will receive an email with the links to join the webinar and all other pertinent livestreaming information.

What is the scope of purpose of tax seminars?
Instruction materials, discussions, and written materials utilized are for continued professional education purposes only and are not intended to be legal, accounting, tax, payroll, investment or other professional advice.

Is recording/sharing allowed?
Entire course content is copyrighted intellectual property. Sharing of the content in any shape or form is prohibited.

Continuing Education

Continuing Education Recognizing Body	Type	Activity #	Approved Hours Pending Approval
IRS	In-person	TBA	8 CEU hours of Tax Law with no ethics hours
	Online	TBA
NE Board of Public Accountancy	In-person	24-355	8 general CPE hours with no ethics hours
	Online	24-355
NE Supreme Court	In-Person	265769	6.67 CLE hours with no professional responsibility hours
	Online	265770
Iowa Supreme Court	In-Person	418514	6.50 CLE hours with no professional responsibility hours
	Online	418515
NE Department of Insurance	In-Person	6000182255	8 general CEU hours with no ethics hours
	Online	6000182255