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 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 (Richard C. Adkerson School of Accountancy, Mississippi State University) with contributions from tax experts around the country.

Instructors

Director of Tax Insight, Philip E. Harris is an attorney and professor of Agricultural and Applied Economics at the University of Wisconsin – Madison/Extension. He has taught tax courses and written tax course materials for 32 years and excels in making complex tax issues understandable for practitioners.

Currently Professor Harris authors the National Income Tax Workbook, the text for the Annual Income Tax Course. 28,000 tax practitioners throughout the United States also use the text. Additionally, he writes an annual edition of Agricultural Tax Issues and lectures around the country on agricultural tax issues.  Professor Harris also consults with the Internal Revenue Service, the Wisconsin Department of Revenue, businesses and tax practitioners.

Returning for his 11th year as an instructor of the Annual Income Tax Course, Kenneth Wundrow, EA, has served as a tax preparer/planner for 31 years. He works with Mennenga Tax and Financial Service in Madison, Wisconsin, where he prepares more than 525 returns annually for his clients.

Mr. Wundrow is also a Financial Advisor through H.D. Vest and serves as the Financial Manager for Mennenga Tax and Financial Service. From his 26 years in public education, Mr. Wundrow is an excellent teacher who draws on his practical tax and financial experience to relate to attendees at the tax courses.

Elisa Wells, Mississippi State Tax Commission

Mark Craven, Senior Stakeholder Liaison, Communications Liaison and Disclosure, Internal Revenue Service; began career with the IRS as a Revenue Agent in Birmingham, Alabama in 1987. Mark collaborates with industry associations, small business groups and tax professional organizations to provide tax education and information for their members.  Mark received his bachelor's degree in Business Administration with a major in accounting from the University of Southern Mississippi in 1984.

Continuing Professional Education (CPE) Credit

16 hours of CPE credits are available for attending this course. The course is 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.