In-Person Seminars

Book Deliveries
2021 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, 2022 the site will be closed to any traffic. If you register before September 15, 2021, please note IDs and passwords from Omnipress will not be sent out until after this date. Please expect an email from Omnipress within two weeks following your registration when you register after September 15, 2021.

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 2022 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.

*The Federal Tax Handbook is being re-branded from the RIA Federal Tax Handbook to the Checkpoint Federal Tax Handbook as of 2021.

Continuing Education Credits
Nebraska Department of Insurance
Course/Activity Number: 6000107995 (16 CEU hours, 2 for ethics, approved for In-person)
This course is approved for Crop and Life insurance producers

NE State Board of Public Accountancy
Course/Activity Number: 21-369 (16 CPE hours, 2 hours for ethics, approved for in-person)

IRS
Course/Activity Numbers:
NQ6J1-U-00201-21-I
NQ6J1-T-00203-21-I
NQ6J1-E-00199-21-I (16 CEU hours, 2 hours for ethics, approved for In-Person)

Nebraska Supreme Court
Scottsbluff Course/Activity Number: 220000(13.66 CLE hours, 2 hours for ethics, approved for in-person)
Lincoln Course/Activity Number: 219699 (13.66 CLE hours, 2 hours for ethics, approved for in-person)
Grand Island Course/Activity Number: 220002 (13.66 CLE hours, 2 hours for ethics, approved for in-person)
Norfolk Course/Activity Number: 220004 (13.66 CLE hours, 2 hours for ethics, approved for in-person)
Omaha Course/Activity Number: 220006 (13.66 CLE hours, 2 hours for ethics, approved for in-person)

Iowa Supreme Court
(All locations) Course/Activity Number: 370823 (13.5 CLE hours, 2 hours for ethics, approved for in-person)

Certified Financial Planners
Course/Activity Number: 295898 (approved for 16 CEU hours, 0 hours for ethics, approved for In-person)

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.

What is included in registration?
Your registration includes an access link to join the webinar and three tax books: 2021 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, 2022, 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 2022 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.

*The Federal Tax Handbook is being re-branded from the RIA Federal Tax Handbook to the Checkpoint Federal Tax Handbook as of 2021.

Continuing Education Credits
Nebraska Department of Insurance
Course/Activity Number: 6000107995 (16 CEU hours, 2 for ethics, approved for Livestreaming)
This course is approved for Crop and Life insurance producers

NE State Board of Public Accountancy
Course/Activity Number: 21-369 (16 CPE hours, 2 hours for ethics, approved for Livestreaming)

IRS
Course/Activity Numbers:
NQ6J1-U-00201-21-O
NQ6J1-T-00203-21-O
NQ6J1-E-00199-21-O (16 CEU hours, 2 hours for ethics, approved for Livestreaming)

Nebraska Supreme Court
Course/Activity Number: 219701(13.66 CLE hours, 2 hours for ethics, approved for Livestreaming)

Iowa Supreme Court
Course/Activity Number: 370822 (13.5 CLE hours, 2 hours for ethics, approved for Livestreaming)

Certified Financial Planners
Course/Activity Number: 295898 (approved for 16 CEU hours, 0 hours for ethics, approved for Livestreaming)

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

Online Self-Study Program

Returning this year, our online self-study program based on the recordings of the In-Person Lincoln Tax Institute on November 15 & 16. This program will be available beginning December 1, 2021. Please read the detailed information below prior to registering to the self-study program.

What is included in registration?
Your registration includes access to the online content and three tax books mailed to your physical address: 2021 National Income Tax Workbook (digital and print versions), Federal Tax Handbook and 1040 Quickfinder Handbook.

Online Content Overview
Online content is hosted on canvas.instructure.com. After registration, participants will receive an invitation email to setup login credentials for the course. Participants of the online self-study can access the material at their own pace. Self-study materials contain video clips professionally edited from the Lincoln tax seminar, review questions (3 questions for each CEU) and presentation slides.

In order to earn continuing education (CE) credits, a self-study participant has to earn 70% on the final test per IRS requirements. Although there is no limit for the number of attempts to take the final test, no feedback will be provided to the participant on the final test identifying which questions are answered correctly or incorrectly. Nebraska Tax Institute will monitor the progress of the participants and issue appropriate CE credits. Final exams need to be successfully completed by December 31, 2021 to earn CE credits.

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, 2022, 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. After the first bulk shipment of books to attendees registered prior to November 1, books will be mailed out weekly (usually on Friday). Please keep this in mind and register early so you can receive your book before the online learning materials are emailed to you on December 1, giving you the maximum amount of time to complete the program before December 31, 2021.

Federal Tax Handbook and 1040 Quickfinder Handbook
Federal Tax Handbook and 1040 Quickfinder Handbook will start shipping during the first week of January 2022 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.

*The Federal Tax Handbook is being re-branded from the RIA Federal Tax Handbook to the Checkpoint Federal Tax Handbook as of 2021.

Continuing Education Credits
Nebraska Department of Insurance
*Please note that the Self-Study format is not approved by NE Department of Insurance for CE credits.

NE State Board of Public Accountancy
Course/Activity Number: 21-370 (21 CPE hours, 3 hours for ethics, approved for Self-Study)

IRS
Course/Activity Numbers:
NQ6J1-U-00202-21-S
NQ6J1-T-00204-21-S
NQ6J1-E-00200-21-S (21 CEU hours, 3 hours for ethics, approved for Self-Study)

Nebraska Supreme Court
*Please note that the Nebraska Supreme Court is not approving Self-Study as a viable format for obtaining MCLE credits.

Iowa Supreme Court
Course/Activity Number: 370824 (18.75 CLE hours, 2.75 hours for ethics, approved for Self-Study)

Certified Financial Planners
*Please note that the Self-Study format is not approved by the CFP Board for CE credits.

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

2021 seems to be a year of vast potential change and as such, change may occur after the text goes to press.

Materials

Your registration includes the following comprehensive materials:

2021 National Income Tax Workbook
The invaluable 2021 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.

2021 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, 2022, 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.

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.

*The Federal Tax Handbook is being re-branded from the RIA Federal Tax Handbook to the Checkpoint Federal Tax Handbook as of 2021.

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.

Continuing Education Credits

The Nebraska Federal and State Income Tax Institute is an IRS Continuing Education Provider (Provider #NQ6J1). Visit www.irs.gov/taxpros/ce for more information. IRS Continuing Education (CE) is only mandatory for Enrolled Agents (EAs) and Enrolled Retirement Plan Agents. Participation in CE by all other unenrolled tax practitioners is not an official designation, but these individuals may voluntarily take continuing education.

In 2020, our in-person, two-day program was approved for the following continuing education credits. We are in the process of getting approvals for three delivery formats (in-person, online-live and self-study). We are applying for the same number of credits this year and will update this site as we get more approvals.

Continuing Education Credentialing Summary
Course Objectives

Upon completion of this seminar, participants will be able to:

• Apply specific concepts and strategies covered in the seminar while preparing tax returns
• Advise clients about planning strategies applicable to their situations
• Enable client to recognize problem areas

Course Prerequisites
Experience as a professional tax preparer and an understanding of tax rules and regulations associated with individual and business tax returns.

Format
Presentations on new and current tax laws plus special topics for tax professionals along with discussion and questions/answers.

Delivery Method
Group-live (in-person), Online-live (webinar) and Self-study

Program Level
Intermediate Level

Lodging

Lodging is not included in your registration fee. However, we have secured special discounted rates from local hotels for you to book on your own.

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.