Registration fees include course materials, certificate of participation, and a.m. and p.m. refreshments. Lunch is not provided, and is on your own. Space is limited at each location, we recommend registering early. Onsite registration is not guaranteed, but will be accepted based on space and materials availability. For further information about cancelations, location transfers, and substitutions, please visit our MSU_Registration_and_Infolink.

 

Course Materials

Participants will receive the 2010 National Income Tax Workbook authored by Philip E. Harris (Tax Insight, LLC, and University of Wisconsin-Madison), Linda Curry (Kelley School of Business, Indiana University-Purdue University Indianapolis), and Nina S. Collum (School of Accountancy, Mississippi State University) with contributions from tax experts around the country.

Instructors

William R. Klump is the Kentucky state member of the Land Grant University Tax Education Foundation, Inc., representing the University of Kentucky. He also serves as a director and secretary of the Foundation. For the past ten years he has reviewed various chapters of the National Income Tax Workbook.
 
Bill is the sole shareholder of William R. Klump, PSC, a certified public accounting firm located in Louisville, Kentucky. His work is generally in the areas of Federal and state income taxation. He has clients in many states other than Kentucky.
 
In addition, Bill has been an instructor for the University of Kentucky income tax seminars held throughout the Commonwealth of Kentucky for the past fourteen years. He was also an instructor in the Pennsylvania income tax seminars one year.
 
Bill is a member of the American Institute of Certified Public Accountants and the Kentucky Society of Certified Public Accountants.

Mary Lou Pruden is a retired revenue agent, appeals officer, and Resident Lead Instructor for IRS examination personnel. Following her retirement, she opened her own tax  practice and has been an instructor for the University of Kentucky Income Tax Schools every year since 2002. 

Continuing Professional Education (CPE) Credit

16 hours of CPE credits are available for attending this course. The course  designed to qualify for continuing education credits for IRS Enrolled Agents, public accountants, tax preparers, and Certified Financial Planners. If you have questions about the CPE credits, please contact Heather Dorr at heather@taxinsight.com or 612-810-5914.

Ethics

The course includes one hour of ethics credit. Participants receive a certificate to be used as proof of attendance in applying for continuing education credit individually.

Lodging

Please make your own reservations directly with the hotel where the meeting is held. A block of rooms has been reserved until four weeks before each workshop. After that time, rooms are available on a first-request basis. When making arrangements, indicate you are attending the MSU Annual Income Tax Course to qualify for a special rate.

Tax Deduction for Educational Expenses

Treasury Regulation § 1.162-5 permits an income tax deduction for educational expenses undertaken to: (1) maintain or improve skills in one’s employment or other trade or business, or (2) meet express requirements of an employer or a law imposed as a condition for retention of employment, job status, or rate of compensation.

It is advisable to wear layers of clothing as meeting room temperatures vary.