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Federal and State Income Tax Institute

FEDERAL AND STATE INCOME TAX INSTITUTE

FEDERAL AND STATE INCOME TAX INSTITUTE Banner

PROVIDING TAX EDUCATION FOR 68 YEARS

Experience an interactive review of federal tax changes and new rulings, as well as hear recommendations on ways to advise your clients and file accurately on their behalf.

To better serve our attendees and their schedules, the 2022 Federal and State Income Tax Institute will not only be offered as an in-person seminar, but we will once again offer online livestreaming webinars and an online self-study program.

calendar
Early Bird registration ends Friday, October 21

Register Now

If you're interested in sponsoring the Tax Institute, please contact us at taxinstitute@unl.edu for more information.

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

  • Educators
  • Federal Government Workers
  • Groups of Two or More
  • Military (Current or Former)
  • New Business Owners (Less Than 3 years)
  • New Professionals (Less Than 3 Years)
  • Retired Tax Professionals
  • Anyone who has attended the Tax Institute for 3+ years

Continuing Education Credits

Nebraska Department of Insurance
  • Please check back for approved Course/Activity numbers.
NE State Board of Public Accountancy
  • Please check back for approved Course/Activity numbers.
IRS
  • Please check back for approved Course/Activity numbers.
Nebraska Supreme Court
  • Please check back for approved Course/Activity numbers.
Iowa Supreme Court
  • Please check back for approved Course/Activity numbers.
Certified Financial Planners
  • Please check back for approved Course/Activity numbers.

I thoroughly enjoyed participating in the livestreaming of the Tax Institute for a number of reasons. Since I do not live in either Lincoln or Omaha, I have had at least an hour commute each way to the place where it was being held (sometimes having no idea where the location was!) and during rush hour traffic both ways! Having to be there before the start of each session (usually 45 minutes to an hour beforehand) & having to find parking, I saved at least 3 hours per day by the livestreaming option. And more importantly, I didn’t have to worry about weather conditions while traveling there & back. In addition, being in the comfort of my home enabled me to be more relaxed & able to absorb the material better than in a crowded area with many distractions. I love the livestreaming option & would be very disappointed if it was no longer offered.

Sharon Schaub, Schaub’s Bookkeeping & Tax Service
Overview
Jnan

The annual Federal and State Income Tax Institute provides high-level updates and analysis of the latest rulings, regulations and developments in the federal income tax industry.

The Tax Institute is intended for tax professionals and advisors. The program, which is revised and updated annually, provides an in-depth review of several tax areas and coverage of newly enacted laws, regulations and procedures. Practical information for filing individual and small business tax returns is stressed. Our instructors focus on recent tax law changes and on the issues you may encounter when preparing 2022 tax returns.

The Tax Institute is offered in three different formats:

  • In-person 2-day seminars: Offered in six convenient locations throughout Nebraska in November and December. Cost: $548/$492 Early bird
  • Online livestreaming 2-day webinars: There will be three opportunities to attend an online livestreaming webinar. We will stream the in-person seminars being held in Lincoln and Omaha, as well as one additional standalone livestreaming session. Attendees must be continuously present during the webinar to earn CE credits. Cost: $435/$400 Early Bird

Courses are designed for individuals who have some experience preparing and filing federal and state tax returns. The two-day institute is intermediate level.

The Nebraska Federal and State Income Tax Institute fulfills the continuing education requirements for multiple licensing organizations. The institute is an IRS Continuing Education Provider (Provider #NQ6J1). Visit www.irs.gov/taxpros/ce for more information.

In-Person Seminars
Register Now
$548/$492 early bird last day to register is October 21

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

  • Educators
  • Federal Government Workers
  • Groups of Two or More
  • Military (Current or Former)
  • New Business Owners (Less Than 3 years)
  • New Professionals (Less Than 3 Years)
  • Retired Tax Professionals
  • Anyone who has attended the Tax Institute for 3+ years
In-Person Seminar Dates and Locations
City/Date
Seminar Location Hotel with Tax Institute Discount
Scottsbluff
Monday, November 7 – Tuesday, November 8
Hampton Inn Scottsbluff Conference Center, 301 West Highway 26, Scottsbluff, Nebraska, 69361 / Check-in: 7:30 a.m. Seminar 8 a.m.-5 p.m. local time Hampton Inn Scottsbluff Conference Center, 301 West Highway 26, Scottsbluff, Nebraska, 69361
Kearney
Thursday, November 10 – Friday, November 11
Holiday Inn Kearney, 110 S. 2nd Avenue Kearney, NE 68847 / Check-in: 7:30 a.m. Seminar 8 a.m.-5 p.m. local time Holiday Inn Kearney, 110 S. 2nd Avenue Kearney, NE 68847
Grand Island
Monday, November 14 – Tuesday, November 15
The Heartland Event Center, 700 E. Stolley Park Road, Grand Island, NE 68801 / Check-in: 7:30 a.m. Seminar 8 a.m.-5 p.m. local time Fairfield by Marriott, 805 Allen Drive, Grand Island, NE 68803
Omaha
Monday, November 28 – Tuesday, November 29
Scott Conference Center, 6450 Pine Street, Omaha, NE 68106 / Check-in: 7:30 a.m. Seminar 8 a.m.-5 p.m. local time Courtyard Omaha Aksarben Village, 1625 S. 67th Street, Omaha, NE 68106
Norfolk
Thursday, December 1 – Friday, December 2
Divots Conference Center and the Lodge, 4200 West Norfolk Avenue, Norfolk, NE 68701 / Check-in: 7:30 a.m. Seminar 8 a.m.-5 p.m. local time Divots Conference Center and the Lodge, 4200 West Norfolk Avenue, Norfolk, NE 68701
Lincoln
Monday, December 5 – Tuesday, December 6
Nebraska Innovation Campus, 2021 Transformation Drive, Lincoln, NE 68508 / Check-in: 7:30 a.m. Seminar 8 a.m.-5 p.m. local time The Scarlet, 2101 Transformation Dr, Lincoln, NE 68508

Book Deliveries
2022 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, 2023 the site will be closed to any traffic. If you register before October 3, 2022, 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 2023 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.

Register Now
$435 regular/$400 early bird last day register October 21

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

  • Educators
  • Federal Government Workers
  • Groups of Two or More
  • Military (Current or Former)
  • New Business Owners (Less Than 3 years)
  • New Professionals (Less Than 3 Years)
  • Retired Tax Professionals
  • Anyone who has attended the Tax Institute for 3+ years
Streaming Schedule
Event
Dates Description
Livestreaming - Session 1 November 17 & 18 The webinar will be livestreamed from the College of Business.
Livestreaming - Session 2 November 28 & 29 The webinar will be livestreamed from the Scott Conference Center.
Livestreaming - Session 3 December 5 & 6 The webinar will be livestreamed from Nebraska Innovation Campus.

What is included in registration?
Your registration includes an access link to join the webinar and three tax books: 2022 National Income Tax Workbook (digital and print versions), Federal Tax Handbook and 1040 Quickfinder Handbook.

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, 2023, 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 15 and 16. 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 2023 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 every 12 minutes 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

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:

2022 National Income Tax Workbook
The invaluable 2022 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.

2022 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, 2023, 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, 2022.

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.

Experts and Partners

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

J’Nan L. EnszJ’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 HoevenGuido 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.


FAQs

Payments, Refunds and Cancellation Policies
How will I know if my credit card payment was accepted?

You will receive a confirmation email at the end of registration. Please print this message if you need a receipt for your records. The charge on your credit card billing statement appears as “cvent*68th Annual Federal & State Income Tax Institute”.

Where do I mail my check?

Please make your check payable to UNL Tax Institute and mail it to:

University of Nebraska - Lincoln
Attn: Kilee Haase-Miller
PO Box 880405
Lincoln, NE 68588-0405

Attendees paying by check need to allow 7-10 business days for checks to be received. Checks must be received at least 15 days prior to the event.

Returned Check Fee
A fee of $25.00 will be assessed on all returned checks.

Can I get a refund if it storms on the day of a seminar?

If we hold the seminar, no refund will be provided regardless of the weather. Historically, seminars are rarely canceled due to inclement weather. If weather occurs, you will be informed by email before 6 a.m. of the day(s).

What is the cancellation policy?

Cancellation Policy for In-Person Seminars: If you cancel your registration one week or more prior to the event you’re attending, you will receive a 90% refund. Any cancellation less than one week prior to the event will result in a 0% refund. If you cannot attend the location or livestreaming session you registered for and would like to change to another seminar/session, please contact us at taxinstitute.unl.edu.

Cancellation Policy for Livestreaming Sessions: You may receive a 90% refund if you cancel your registration before October 31, when the 2022 National Income Tax Workbooks will be mailed to participants. Any registrations cancelled after October 31, will result in a 50% refund and you will still receive your 2022 National Income Tax Workbook. Please contact the UNL Tax Institute at taxinstitute.unl.edu to cancel your registration and process your refund.

For any format, you are allowed to send a substitute if you cannot attend the program. Please contact us at taxinstitute.unl.edu if you need to send a substitute in your place.

Continuing Education Hours
When will I receive my Certificate of Attendance for Continuing Education Hours purposes?

Every effort will be made to issue Certificates of Attendance in a timely manner. In most cases, certificates are emailed within one week of the completion of the in-person seminar or livestreaming session you’ve attended. We will email certificates to the email address you provided during registration. Certificates have been known to go into the recipients Junk Box, so please check there as well.

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

I'm an insurance professional with a Nebraska license. Will I receive a special certificate for the Nebraska Department of Insurance?

There are no special certificates provided but we will email a certificate of attendance subject to verification of your attendance. We will file your hours with the State. If you have lost or not received your Certificate of Attendance, please contact taxinstitute@unl.edu for a duplicate.

Does Nebraska Department of Insurance approve this course for all Insurance designations?

No. In 2021 this course was only approved for Life and Crop Insurance Producers. Unless there is additional content added to the course materials making other designations appropriate for approval, we expect to once again be approved for Crop and Life Producers in 2022. Please check back as we will update our website with Course/Activity Numbers as approvals go through.

Books
When will my books arrive?

The National Income Tax Workbook will be provided to you at the in-person seminar (if you registered to attend an in-person seminar). If you are attending/participating in the Livestreaming Webinar your workbook will be mailed to the address you provided in your registration. Please note, workbooks will be available to us around October 28th, so attendees registered by this date will have their books shipped to them as soon as the books are available to us. After this initial large shipment of books goes out, we will mail books out periodically, as registrations continue to come in. We typically mail books within 5 business days of a participant’s registration.

The RIA Federal Tax Handbook and the 1040 Quickfinder will be mailed to each attendee around early to mid-January 2023.

Who ships the books?

The RIA Federal Tax Handbook and the 1040 Quickfinder are shipped directly from the Publisher. We provide the Publisher the address you submitted to us during registration. The Publisher does NOT typically use USPS for their shipping needs, but UNL (who ships the Workbook to Livestreaming participants) does. Please make sure, if you have a PO Box, you are also giving us a physical address for the books to be delivered to so non-USPS shippers can deliver your books to you.

Please note, if you share space with other businesses, you assume the risk that your books might be placed in the wrong businesses box/area. We recommend you having your books sent to your home address is this is the case.

Why did I not receive my books?

The most probable reason a book(s) was not received is an incorrect mailing address. For participants attending the Livestreaming Webinar, please let us know if you did not receive your National Income Tax Workbook two weeks after registering (please remember the physical book will not be available to us until around October 28th, so if you registered before this date, please allow two weeks past October 28th to contact us).

For all attendees (in-person or livestreaming) please let us know if you did not receive your RIA Federal Tax Handbook or 1040 Quickfinder by January 31, 2023. If you did not receive your book(s) please email us at taxinstitute@unl.edu.

Other Questions
Are walk-in registrations available?

As long as there are no COVID restrictions in place limiting capacity at venues, we will once again allow walk-in registrations.

Is there a dress code?

There is no dress code. Meeting room temperatures may vary throughout the day, therefore we recommend dress in layers for your comfort.

I need to be able to take calls while I'm at the seminar. Is there a problem if I bring a cell phone or pager?

All electronic devices must be silenced. Participants who need to provide a method for being contacted in an emergency may set their device on vibrate and take the call outside of the room.

Are my personal belongings safe in the meeting room during lunch, breaks and overnight?

The venue and the Tax Institute are not responsible for items left unattended.

Is recording allowed?

Recording of the speakers presenting is not allowed at the Tax Institute.

How do I change my location?

Please email us at taxinstitute@unl.edu to determine whether it is possible to change your seminar location. Every effort will be made to accommodate changes.

Is there a fee to switch seminar locations?

There is no fee charged when you need to change locations, but this applies only if space is available.

Will you send out an email reminder?

You will receive an email reminder with all pertinent information to the session you’re attending one week before the event. The email will be sent to the email address you provided when you registered for the Tax Institute. This email will include things such as the links to view the Livestreaming Webinar (if that is the session you registered for), venue information, time/location information, etc., and anything else you may need to know before participating in the Tax Institute program you registered for.

What is the best way to reach the Tax Institute?

Please email us at taxinstitute@unl.edu or call us at 402-472-4333.

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.

IRS Approved continuing education provider
Contact

Tax Institute
taxinstitute@unl.edu
PO Box 880405
Lincoln, NE 68588-0405
402-472-4333