For over fifty years, the University of Kentucky Income Tax Seminar Program has provided valuable updates on tax legislation impacting individuals and small businesses, along with quality continuing education at an affordable price. This course is designed for:

Accountants/Certified Public Accountants (CPA)

Enrolled Agents (EA)

Certified Financial Planners (CFP)

Banking Professionals

Tax Preparers

Annual Filing Season Program practitioners (AFSP)

Insurance and Real Estate Professionals

Attorneys

Objectives and Prerequisites: 

Course objectives: Upon completion of this seminar, participants will be familiarized with new income tax law developments, changes in tax legislation, and case rulings for both the Federal Tax code and Kentucky State Tax Code so that practitioners will be aware and cognizant when preparing returns for individuals and small businesses.

Prerequisites:  This is an intermediate-level course.  There are no advanced preparation requirements for this course, which is designed for professional tax preparers with at least one year of tax preparation experience.

Our seminar offers:

Lectures on new and current tax laws plus special topics for tax professionals, including an overview of revised tax rules and regulations associated with individual and business tax returns.

Continuing Education Credits:

CPAs: 17 hours total

Federal Tax Law:  11 hours

Federal Tax Law Updates: 3 hours

Regulatory Ethics: 2 hours

Kentucky Tax Law Update: 1 hour

(by the Kentucky State Board of Accountancy and National Association of State Boards of Accountancy – NASBA)

Certified Financial Planner Board of Standards: 16 hours

Kentucky Department of Insurance: 17 CE hours (including 2 hours of ethics)

Enrolled Agents, AFSP Participants and PTIN holders: 16 hours total

            Federal Tax Law:  11 hours

            Federal Tax Law updates: 3 hours

            Ethics: 2 hours

            Our IRS Provider Number is XFC9W.

(Note: IRS Continuing Education is only mandatory for Enrolled Agents (EA) and Enrolled Retirement Plan Agents. Participation by all other tax return preparers is not an official designation, but these individuals may voluntarily take continuing education. IRS has developed the Annual Filing Season Program (AFSP) for non-credentialed tax return preparers. This Federal Income Tax Seminar will not include the six (6) hour Annual Federal Tax Refresher course of the test. This course counts toward continuing education for AFSP.

Kentucky Bar Association for CLE credit:  14.25 hours total

            General:  12.5 hours

            Ethics: 1.75 hours

 

General Information:

Schedule: Registration begins at 7:45 a.m. Seminars begin at 8:00 a.m. Lunch is on your own.  Refreshments served throughout the day.

Delivery Method: Group-Live

Electronic communications are prohibited

Room temperatures: Satisfactory meeting room temperatures are difficult to maintain. We suggest that you dress in layers to ensure comfort.

No voice recording permitted due to legal issues.

Certificates of Completion will be available on site or mailed to participants within 30 days of the conclusion of the program.

 

Complaints:
All complaints should be referred directly to Kathy Roe, Program Coordinator, UK Income Tax Seminar Program, 301 C.E. Barnhart Building, Lexington, KY 40546. Email: Kathy.roe@uky.edu; telephone: (859) 218-5112.