In-Person Seminars

Book Deliveries
2023 National Income Tax Workbook
National Income Tax Workbook will be distributed both in digital and print formats. The digital format will be available online and managed by Omnipress. The online site will be ID and password protected. The site webmaster, Omnipress, will send an e-mail to each attendee with an ID, password and instructions for accessing the site. The files on the site may be searched and downloaded. We recommend that attendees download all archive files they believe they will need. This is recommended because after April 15, 2024 the site will be closed to any traffic. If you register before October 3, 2023, please note IDs and passwords from Omnipress will not be sent out until after this date. Emails from Omnipress will be scheduled to be sent to registered participants on October 3, November 1, December 1 and December 16.

Print copies will be provided on site at the date of the event.

Federal Tax Handbook and 1040 Quickfinder Handbook
Federal Tax Handbook and 1040 Quickfinder Handbook will start shipping during the first week of January 2024 to the physical address provided during registration. If you have a PO Box as your mailing address, please also provide a physical address in the Address 2 field of the registration form. Some books may be delivered via USPS while others may not.

Continuing Education Credits
Please check back for approved Course/Activity numbers.

Online Livestreaming Webinars

Both the Lincoln and Omaha in-person seminars will be livestreamed, as well as one additional purely livestreamed session. Please read the detailed information below prior to registering to these webinars.

For Early Bird Pricing, you must register by Friday, October 20, 2023.

A 5% discount will be given to the following participants:

What is included in registration?
Your registration includes an access link to join the webinar, three tax books: 2023 National Income Tax Workbook (digital and print versions), Federal Tax Handbook and 1040 Quickfinder Handbook, and digital access for webinar recordings and slides until December 2024.

Links to join the webinar will be emailed to the email address used in your registration one week prior to the event. The webinar will be facilitated using Zoom. A high-speed, stable internet connection is essential for the best learning experience.

Book Deliveries
National Income Tax Workbook
National Income Tax Workbook will be distributed both in digital and print formats. The digital format will be available online and managed by Omnipress. The online site will be ID and password protected. The site webmaster, Omnipress, will send an e-mail to each attendee with an ID, password and instructions for accessing the site. The files on the site may be searched and downloaded. We recommend that attendees download all archive files they believe they will need. This is recommended because after April 15, 2024, the site will be closed to any traffic. IDs and passwords will be available after September 15. Please expect an email from Omnipress within two weeks following your registration.

A paper copy of the National Income Tax Workbook will be mailed to the address you provided in your registration. If you have a PO Box, please also provide a physical address as some books will be mailed USPS while others may not. Books will begin shipping around November 1 and MAY NOT arrive to you before the first livestreaming session on November 16 & 17. In this case, you will be required to utilize the digital copy of the workbook if you choose to attend this first webinar. If you prefer to use the paper copy of the workbook during the Tax Institute, please consider registering for a later webinar.

Federal Tax Handbook and 1040 Quickfinder Handbook
Federal Tax Handbook and 1040 Quickfinder Handbook will start shipping during the first week of January 2024 to the physical address provided during registration. If you have a PO Box, please also include a physical address in your registration in the Address 2 field. Some books are shipped via USPS while others are not.

Continuing Education Credits
Please check back for approved Course/Activity numbers.

Virtual Attendance
Online attendance will be taken periodically starting at 8 a.m. excluding breaks. Please make sure you respond to the on-screen attendance poll promptly to earn your certificate of attendance and applicable CE credits.

Group viewing is allowed. Each group is required to designate an onsite proctor, which can be an attendee. 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 livestreaming 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

Self-Study Package

If you have missed this year's symposium, you can register for the self-study package. The package includes a paper copy of program books (National Income Tax Workbook published by LGUTEF, Federal Tax Handbook and 1040 Quickfinder Handbook ), presentation videos and slides. You will have access to digital content until December 2024 and your books will be mailed to your address. The fee for the self-study package is $415.

Please note that participating in the self-study program does not earn continuing education credits.

Register Now

Update Webinars

Only participants of the 69th Tax Institute (in-person, online streaming and self-study packages) are invited to the update seminars. Participants will receive email communication with pre-registration links to the webinars.

If you would like to attend these update webinars, please register to the program. Details of the program are provided under the relevant tab. Feel free to reach out to Dr. Emre Unlu if you have any questions (emre@unl.edu or 402-472-4333)

2024 January Update Webinar (120 minutes)
January 23, 2024, 9-11 a.m.

Continuing Education Credits:

• IRS: Will apply for 2 CEU update hours, no ethics
• NE Board of Accountancy: Will apply for 2 CPE update hours, no ethics
• NE Department of Insurance: Will apply for 2 CEU update hours, no ethics
• NE Supreme Court: Will apply for 2 CLE update hours, no ethics
• IA Supreme Court: Will apply for 2 CLE update hours, no ethics

Online attendance will be taken periodically. Please make sure you respond to the on-screen attendance poll promptly to earn your certificate of attendance and applicable CE credits.

Group viewing is allowed. Each group is required to designate an onsite proctor, which can be an attendee. 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 livestreaming webinar. In addition, the proctor must submit the appropriate group viewing attendance form that can be downloaded below. Each group member is required to be registered for the webinar.

Conditional on successful completion of the webinar, each participant will receive a certificate of completion to their email address. Tax Institute will file on behalf of participants who are PTIN (IRS), NE Department of Insurance Producer and NE Supreme Court registered attorneys. NE CPAs and IA Supreme Court registered attorneys need to file their credits on their own using the certificate of completion.

Group Viewing Attendance Form

Topics and Materials

Topics

The Tax Institute stresses practical and useful information to facilitate the filing of individual and businesses tax returns. New legislation, continuing guidance and regulations provide the structure for learning and discussion. At a glance, the Tax Institute will cover the following topics:

• New legislation and guidance as applicable to income tax filing
• Topical discussion including: Individual, Business, Retirement and Estate Tax Issues
• Current and up-dating guidance will be monitored to provide attendees as current as possible tax information

Materials

Your registration includes the following comprehensive materials:

2023 National Income Tax Workbook
Errata for the 2023 National Income Tax Workbook
The invaluable 2023 National Income Tax Workbook from the Land Grant University Tax Education Foundation is a bound, approximate 800-page volume with a complete index. If changes warrant, you will receive a supplement covering the current income tax items of interest, in addition to having access to the regular electronic updates. The various chapters in the textbook are written by authors with expert knowledge in preparing individual and small business income tax returns.

The Tax Workbook is used in tax schools held in 30 states during the fall each year to teach more than 30,000 tax practitioners. This book is available only to the participants in the tax schools as part of their educational material. For a complete description of the textbook contents, go to www.taxworkbook.com.

2023 Workbook Topics

National Income Tax Workbook will be distributed both in digital and print formats. The digital format will be available online and managed by Omnipress. The online site will be ID and password protected. The site webmaster, Omnipress, will send an e-mail to each attendee with an ID, password and instructions for accessing the site. The files on the site may be searched and downloaded. We recommend that attendees download all archive files they believe they will need. This is recommended because after April 15, 2024, the site will be closed to any traffic. IDs and passwords will be available after October 1. Depending on when you register for the Tax Institute, please expect an email from Omnipress on either October 3, November 1, December 1 or December 16, 2023.

Depending on your attendance, the print version of the National Income Tax Workbook will either be provided to you on site (in-person seminars) or mailed to your physical address.

Federal Tax Handbook
Designed to provide quick and easy answers to critical tax questions, the Federal Tax Handbook offers comprehensive, insightful guidance on federal tax law, including the latest regulations, rulings, and revenue procedures as well as precise explanations about changes that could impact your business or your clients. Please visit Thomson Reuters website to learn more about the Federal Tax Handbook.

1040 Quickfinder Handbook
The 1040 Quickfinder Handbook is your trusted source for quick reference to tax principles that apply when preparing individual income tax returns. It covers all aspects of preparing a Form 1040, including tax law changes and IRS developments, and is presented in a concise, easy-to-use format. Please visit Thomson Reuters website to learn more about the Federal Tax Handbook.

Nebraska Department of Revenue Presentation

NE Department of Revenue Slides

Experts and Partners

The tax institutes are instructed by leading experts: J’Nan Ensz and Guido van der Hoeven.

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.

Guido van der Hoeven, EA
Guido van der Hoeven serves as the chief editor of the Land Grant Agriculture book published yearly by the Land Grant University Tax Education Foundation. He recently retired from the Department of Agricultural and Resource Economics at North Carolina State University where he provided resources and program leadership in the areas of taxation, intergenerational transfers, estate planning, and farm management. Prior to his retirement, he was the director of the University of North Carolina Income Tax Schools. He has testified before the United States Congress Committee on Agriculture, where he addressed the impact of Tax Code changes on the agriculture industry. Guido, and as a speaker, places a premium on clarity and precision – with an occasional dash of humor.