2008 Federal and State Income Tax Institute

The 54th Annual Federal and State Income Tax Institute

• General Information
• 2008 Sites and Dates
• Registration and Fee Information
• Valuable Resource Materials
• Continuing Education Credits
• About the Presenters
• Frequently Asked Questions
• Contact Information
• Tax Links (coming soon)

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General Information

Expert presenters Frank Gaines, Gary Bredensteiner and Jan Mumm will guide you through new legislation and income tax updates for the 2008 filing season. This UNL sponsored institute is an accessible, practical resource for professionals across the area who prepare tax returns. The Attendees of the UNL Federal and State Income Tax Institute will be presented with the 2008 tax changes in effect and 2008 tax updates to expect.

Highlights include:

• Experienced presenters and critical updates
• 2 hours of ethics training to meet your needs
• Professional continuing education credit
• Valuable 2008 resource materials
• In-depth agriculture content

Choose the location and date that work best for you and register now at the Discounted Early Registration Rate!

"This seminar helped me identify and solve my clients' tax problems before tax season started."

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2008 Sites and Dates

The 54th Annual Federal and State Tax Institute provides current and comprehensive information on new legislation and rules related to preparation of federal and state taxes. See below for the 2008 sites, dates, and hotel accommodations. To receive special room rates, please mention that you are attending the Federal & State Income Tax Institute. The rooms will be held on a first-come, first served basis. Please contact the hotels directly for rates and reservations.

Thank you for your interest in the Federal and State Tax Institute - please contact us with any questions you may have.

Conference Site	Date	Hotel Reservations
Lincoln 1 Embassy Suites 1040 P Street Lincoln, Nebraska 68508 Register Now	November 5-6, 2008 Wednesday - Thursday	New Site! Embassy Suites 1040 P Street Lincoln, Nebraska 68508 (402) 474-1111
Scottsbluff Hampton Inn 301 W Highway 26 Scottsbluff, NE 69361 Register Now	November 10-11, 2008 Monday - Tuesday	Hampton Inn 301 W Highway 26 Scottsbluff, NE 69361 Phone: (308) 635-5200
North Platte Holiday Inn Express Hotel & Suites 300 Holiday Frontage Rd. North Platte, NE 69101 Register Now	November 13-14, 2008 Thursday - Friday	Holiday Inn Express Hotel & Suites 300 Holiday Frontage Rd North Platte, NE 69101 (308) 532-9500
Kearney Holiday Inn Convention Center 110 Second Avenue Kearney, NE 68847 Register Now	November 17-18, 2007 Monday - Tuesday	Holiday Inn Convention Center 110 Second Avenue Kearney, NE 68847 (308) 237-5971
Grand Island Interstate Holiday Inn 7838 South US Hwy 281 Grand Island, NE 68803 Register Now	November 20-21, 2008 Thursday - Friday	Interstate Holiday Inn 7838 South US Hwy 281 Grand Island, NE 68803 (308) 384-7770
Norfolk Northeast Community College Learning Center 801 East Benjamin Norfolk, NE 68702-0469 Register Now	November 24-25, 2008 Monday - Tuesday	Holiday Inn Express 920 South 20th Street Norfolk, NE 68701 (402) 379-1524
Omaha Omaha Marriott 10220 Regency Circle Omaha, NE 68114 Register Now	December 1-2 , 2008 Monday - Tuesday	Omaha Marriott 10220 Regency Circle Omaha, NE 68114 (402) 399-9000
Lincoln 2 Embassy Suites 1040 P Street Lincoln, Nebraska 68508 Register Now	December 4-5, 2008 Thursday - Friday	New Site! Embassy Suites 1040 P Street Lincoln, Nebraska 68508 (402) 474-1111

Downtown Lincoln Parking Information

Map

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Registration and Fee Information

Registration Fee

Early Registration before CBD October 15, 2008 is $235.00 - this includes all materials and refreshment breaks.

Standard Registration from October 16, 2008 to December 5, 2008 CBD is $255.00 - this includes all materials and refreshment breaks. For materials included, see Valuable Resources.

Registration Includes

• 2008 National Income Tax Workbook, a production of the Land Grant University Tax Education Foundation, Inc. This 600 + page workbook is a comprehensive study manual written and reviewed by CPAs, IRS agents, and tax practitioners.
• 2008 RIA Tax Handbook
• Nebraka Department of Revenue publication
• Presentation by a representative from the Nebraska Department of Revenue
• Presentation by a representative from the IRS
• 2008 National Income Tax Workbook CD
• Morning break refreshments
• Afternoon break refreshments
• Continuing Education Credit for CPAs, Enrolled Agents, Insurance Agents and Certified Financial Planners (See the Continuing Education section).

Four Easy Ways To Register

• Online - REGISTER NOW
• Phone - Call (402) 472-2423, provide registration information
• Fax - Print brochure (coming in September) and complete registration and fax to (402) 472-1264.
• Mail - Print brochure (coming in September) and complete registration form and mail to:
  • Academic Conference Registration
  • 1700 Y street
  • University of Nebraska-Lincoln
  • Lincoln, Nebraska 68588-0694

For payments by check or Purchase Orders, please use the mail option above.

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Valuable Resource Materials

The registration fees include the following:

• 2008 National Income Tax Workbook, a production of the Land Grant University Tax Education Foundation, Inc. The 600 + page workbook that you will receive is a comprehensive study manual written and reviewed by CPAs, IRS agents, and tax practitioners.
• 2008 RIA Tax Handbook
• Nebraka Department of Revenue publication
• IRS Electron Filing publication & updates
• 2008 National Income Tax Workbook CD

All Tax Professionals, public and industry, who need the latest and necessary tax changes for their individual, partnership, corporate and estate clients should attend.

"The tax class more than paid for itself"

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Continuing Education

The UNL Department of Academic Conferences has approved the institute for 16 clock hours (1.6 continuing education units). Each attendee will who attends the entire event will receive a certificate of attendance from UNL Academic Conferences.

CPAs, Tax Practitioners: the Institute has applied to the Nebraska State Board of Public Accountancy for continuing education credit.

Insurance Agents: the Institute has applied to the Nebraska Department of Insurance for continuing education credit.

Certified Financial Planner^TM Certificants: this institute has been accepted by the Certified Financial Planner^TM Board for 18 CE hours.

Enrolled Agents: the UNL Department of Academic Conferences has agreed with the office of the Director of Practice, Internal Revenue Service to meet the requirements of section 10.6(g) of Treasury Department Circular No. 230, enrolled-agent certification, covering maintenance of attendance records, retention of program outlines, qualifications of instructors and length of class hours. Please refer to sponsor number 110 on all correspondence with the Office of Director of Practice. This agreement does not constitute an endorsement of the director of practice as to the quality of the programs or its contribution to the professional competence of the enrolled individual. Enrolled agents will receive 18 hours of credit toward certification.

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About The Presenters

The Federal and State Income Tax Institute features the most experienced tax presenters in the area to provide you with the expert guidance you need to minimize tax liability and avoid errors. Frank Gaines, Gary Bredensteiner and Jan Mumm will guide you through new legislation and income tax updates for the 2008 filing season.

Janice Mumm is a Certified Public Accountant, founding shareholder, and President of the accounting firm of Mumm & Associates, P.C. Mumm's Internal Revenue Service employment gave her expertise in income, employment, and estate taxes. For the last 26 years, she has been a discussion leader and instructor for programs sponsored by the Nebraska Society of Certified Public Accountants, the Nebraska Society of Tax Practitioners, the University of Nebraska–Lincoln (UNL), and other organizations nationwide. Jan is a former council member of the AICPA, vice-president of the NSCPA Foundation, and is the past chairman of the Nebraska Society of Certified Public Accountants. Jan received her bachelor's degree with distinction and her master's degree in professional accountancy from UNL.

Frank Gaines is an enrolled agent employed by Mumm & Associates, P.C. Gaines retired from the IRS in 1994, completing a 33 year career. While with the IRS Examination Division in Lincoln, he served in a variety of examining and instructional capacities. Gaines has been a discussion leader and instructor for programs sponsored by the Nebraska Society of Certified Public Accountants, the Nebraska Society of Tax Practitioners, the UNL Division of Continuing Studies and other organizations. He currently assists practitioners with complex tax problems and with representations before the Internal Revenue Service. Gaines received his bachelor's degree from Nebraska Wesleyan University in Lincoln. This is Gaines' 39th year with the institute.

Gary Bredensteiner retired as director of farm management operations with the Institute of Agriculture and Natural Resources, University of Nebraska Cooperative Extension. He received his B.S. in agricultural economics from Iowa State University and an M.S. from UNL (agricultural economics major and accounting minor). In 1989, he completed requirements to practice before the IRS as an enrolled agent. He has worked in the field of agricultural accounting and analysis since 1968. For 27 years, Bredensteiner was the coordinator of the Nebraska Farm Business Association (NFBA), where he worked with Nebraska farmers and ranchers to provide financial analysis of their operations. He is currently employed by Nebraska Farm Business Inc. (NFBI). This is Bredensteiner's 12th year with the institute.

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Frequently Asked Questions

"The instructor brought the new tax information down to earth with practical examples and helpful information to help me understand the new developments"

1. How do I register?

• Online - REGISTER NOW
• Phone - Call (402) 472-2423, provide registration information
• Fax - Print seminar brochure (available in September), complete registration and fax to (402) 472-1264.
• Mail - Print seminar brochure (available in September), complete registration form and mail to:
  Academic Conference Registration
  1700 Y street
  University of Nebraska-Lincoln
  Lincoln, Nebraska 68588-0694

2. What is the fee?

Early Registration before CBD October 15, 2008 is $235.00 - this includes all materials and refreshment breaks. For materials included, see Valuable Resources.

Standard Registration from October 16, 2007 to December 5, 2008 is $255.00 - this includes all materials and refreshment breaks. For materials included, see Valuable Resources.

3. Is using the online registration secure?

Yes, payment is completed through a secure site at The University of Nebraska-Lincoln.

4. How is the registration confirmed?

If you register online, a confirmation e-mail will be sent to you immediately.

If you register by phone or fax, a confirmation email will follow within five business days of receipt of registration.

5. Must I pre-register?

We recommend pre-registration, as each site can reach capacity. To ensure availability of space and materials, pre-register early. Also, if you pre-register by October 15, you will take advantage of the early registration rate.

6. How will the charge for the seminar appear on my credit card?

The charge will appear as "University of Nebraska."

7. Can I purchase only the textbook?

The textbooks are available only with the full registration. If you register and are unable to attend, send an email (conferences@unl.edu) request to have the textbook and materials shipped. There may be a limited number of textbooks remaining but these will only be available after December 15, 2008.

8. I cannot attend the session for which I registered. Can I transfer to another site?

Transfer to another site is permissible. To assure space is available and to arrange transfer, please call the (402) 472-2423.

9. Can another person from my office go in my place?

Transfer of a paid registration to another person is permissible. Call (402) 472-2423 or e-mail conferences@unl.edu to change the registration.

10. What are the dates and locations of the seminars?

See the 2008 Sites and Dates section.

11. What do I need to bring?

Materials and the textbook will be distributed at check-in. It is advisable to bring along writing implements and note paper. While every effort is made to have the meeting space comfortable for everyone, it is always a good idea to bring a light jacket or sweater along for comfort.

12. Will I receive Continuing Education Credits (CEUs)?

Continuing education hours are pending for the following areas:

• Certified Public Accountant
• Public Accountant
• Tax Preparer
• Enrolled Agent
• Certified Financial Planner
• Nebraska Insurance Agent

Please see the Continuing Education section for more information.

13. Will Ethics hours be available?

This program was developed to provide two (2) hours of Ethics Continuing Education Unit credits at each site. Professional agencies may differ in the application of these ethics hours toward your requirements.

14. How will my attendance be verified?

At the beginning of each day each attendee will check-in with the Registration Clerk. For some CEUs, the attendee will be required to sign out-in at lunch and at the end of the day.

15. What if I have to cancel my registration?

If you register but cannot attend, you may transfer your registration fee to a colleague or request a refund. Cancellations will be accepted until one week prior to your scheduled conference and registration fees will be refunded, less a $30.00 processing fee. No refund request will be accepted after the conference. Cancellation can be made by sending an email to conferences@unl.edu.

16. What if I need to use my cellular phone or pager?

All phones and pagers should remain SILENT while in session room. Please use professional discretion.

17. Where do I find the most update information on the Tax Institute?

Visit this page for updates.

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Contact Information

Registration Questions: (402) 472-2423
Information and General Questions: (402) 472-5733
Email: conferences@unl.edu
Registration Fax: (402) 472-1264

Send payments to:
Academic Conference Registration
1700 Y street
University of Nebraska-Lincoln
Lincoln, Nebraska 68588-0694

Our Location:
Department of Academic Conferences
3rd Floor Benton Hall
P.O. # 886100
University of Nebraska-Lincoln
68588-6100

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