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Led by the highly respected Dale Kiefer, PhD, CPA, the UC Income Tax Conference is the premier tax education resource for the region. In this in-depth, two-day presentation of new and old tax laws, you will:

Learn about the latest changes in tax laws and regulations

Receive your comprehensive 600+ page tax guide book

Gain credits: 16 CPE, 13 CLE, 16 CE

Take the optional exam for 8 Ohio CPE hours

Enjoy complimentary breakfast, lunch and parking

An in-depth presentation of NEW and old tax laws by Dale Kiefer, PhD, CPA and other industry experts

UC INCOME TAX CONFERENCE

YOUR TAX SEASON TUNE-UP

DECEMBER 5–6, 2017Duke Energy Center

Cincinnati, Ohio

YEARSCELEBRATING1967–2017

REQUEST MORE INFORMATION:University of Cincinnati Conferencing & Event ServicesPO Box 210031Cincinnati, OH 45221-0031

EMAILevent.services@uc.edu

PHONE513-558-1810

JOIN US.December 5–6, 2017

9:00 AM–5:00 PMDuke Energy Center

Downtown Cincinnati

CANCELLATION POLICYIf a participant cancels within 30 days, but prior to 10 days from the start of the

program, a 50% refund will be issued. If a participant cancels 10 working days or less prior to the start of the program, the fee will not be refunded. In all situations, at any

time prior to the start of the program, you may substitute another person in your place.

REGISTER NOW! business.uc.edu/taxconference

Learn more. Stress less.Everything You Need to Know

for the 2017 Tax Season

The best tax conference in the Midwest!

YEARSCELEBRATING1967–2017

UC INCOME TAX CONFERENCE

YOUR TAX SEASON TUNE-UP December 5–6, 2017 • 9:00 AM – 5:00 PM

Duke Energy Center, Downtown Cincinnati

Registration UC Alumni Registration5+ from same organizationExam

Early Registration

$325 $310 $310 $50

After 12/1/17

$350 $335 $335

OverviewThe UC Tax Conference is a well-known forum for continuing education, peer networking and staying current with tax rules and regulations.

Who Should Attend? All tax and accounting practitioners, tax preparers, enrolled agents, city and state tax officials, attorneys, paralegals, bankers, financial planners and anyone whose business or profession is impacted by income tax law will benefit by attending this conference. New tax legislation makes attending this year’s conference especially important.

Conference LeaderNationally known as a tax authority, speaker and conference leader, Dale Kiefer, PhD, CPA, is a UC Lindner College of Business professor emeritus of accounting and business law. A member of the American Institute of Certified Public Accountants, he has published many articles in noted accounting journals and is widely acclaimed for his ability to effectively communicate accounting and tax terminology to individuals at all levels of expertise. Dr. Kiefer has worked with the IRS to develop materials and programs throughout the Midwest. Dr. Kiefer is assisted by Judy Barron, EA.

Presenters

UC INCOME TAX CONFERENCEREGISTRATION FORMPlease print; duplicate as necessary (complete a separate form for each individual).

Name __________________________________________________________________________

Title ____________________________________________________________________________

Organization ___________________________________________________________________

Department ___________________________________________________________________

Address ________________________________________________________________________

City _____________________________________ State _________ Zip _________________

Phone ___________________________________ Fax _________________________________

Email ___________________________________________________________________________

PTIN # (if required) ____________________________________________________________

FEES Conference (Tuesday–Wednesday, December 5–6, 2017)

METHODS OF PAYMENT1. To pay by credit card, register online at: business.uc.edu/taxconference2. To pay by phone, call UC Conference & Event Services at: 513-558-18103. Mail form and check (payable to “University of Cincinnati”) to:

University of CincinnatiConference & Event ServicesPO Box 210031Cincinnati, OH 45221-0031

Continuing Professional Education (CPE) Credits and Exam • Participants can earn 16 CPE credits from the Ohio, Indiana and

Kentucky Boards of Accountancy• Enrolled agents can earn 16 credits, including 13 hours of other

federal tax law issues and three hours of federal tax law updates• CFPs can earn 16 CE credits• Continuing Legal Education (CLE) credits (13 hours)• Optional take-home exam and eight additional Ohio CPE credits

will be awarded for successfully passing the exam

Alan Bieber, CPA Barnes, Dennig & Co. Ltd.

Jody Brant, LLM Katz, Teller, Brant & Hild, LPA

Mark Engel, LLM Bricker & Eckler, LLP

Christopher D. Freeman, LLMKatz, Teller, Brant & Hild, LPA

Gary Friedhoff, CPA Friedhoff Accounting Service, Ltd.

David H. Lefton, JDBarron Peck Bennie & Schlemmer, Co. LPA

What Will Be Covered?

John Linstead Internal Revenue Service

Margaret Reed, PhD, CPAUniversity of Cincinnati

Howard Richshafer, JD, CPAWood & Lamping, LLP

Jeffrey Sherman, JD, CPARegional Income Tax Agency

Noah J. Stern, JDDinsmore & Shohl, LLP

David A. Whaley, JDDinsmore & Shohl, LLP

Prior and New LegislationThis chapter covers tax legislation that was enacted late in 2016 and during 2017 up to the date of the conference.

Rulings and CasesThis chapter includes a summary of selected rulings and cases that were issued from September 2016 through August 2017 to give participants an update on issues that are being addressed by the IRS and the courts.

Business Entity Issues• New IRS audit rules for LLCs

and partnerships.• Practical considerations and

partnership reorganizations and liquidations.

• New developments for tax exempt entities.

• Organization, taxation and reporting for homeowners’ associations.

Loss LimitationsStep-by-step instructions to determine whether a loss is limited. It includes a discussion of at-risk and passive activity loss limitations, basis limitations for an S corporation shareholder and a partner in a partnership, and hobby loss and vacation home loss limitations.

Business Issues• Expensing real estate improvements.• Start-up and organizational expenses.• Electing out of subchapter K.• Tax on marijuana and hemp sales .

Like-Kind ExchangesExplanation of the implications of an exchange, including basis adjustments and the recognition of gain or loss. It also includes a discussion and examples of reporting an exchange including vacation residences, timberland easements, and long-term leases.

Trusts and Estates• When to elect portability.• New basis consistency rules.• Over-view of various types of

trusts and some of their tax and non-tax purposes.

EthicsGeneral discussion of new ethics requirements for tax preparers. (Does not qualify for Ethics credit)

Individual Issues• Tax issues for individuals in the military.• Charitable contribution deductions,

valuation, and substantiation.• New developments under the

Affordable Care Act.• Taxes and the sharing economy, i.e.

renting a spare bedroom, providing car rides or household chores.

Foreign Tax Issues• Reporting and tax requirements for

U.S. citizens living in foreign countries• Reporting, withholding and tax

requirements for non-resident aliens with U.S. income.

Tax Practice• Tips to submit a successful offer

in compromise.• Collection statute of limitations.• Third-party liability.

IRS Issues• Most prevalent identity theft

and impersonation scams.• E-Services on-line tools for

tax professionals.• The new IRS use of private

debt collectors.

Retirement• A comparison of different types

of retirement plans.• Distributions from retirement plans.• The impact of income on

social security benefits and Medicare premiums.

Federal pass through entities and the new municipal income tax law – including a discussion of relevant irc sections and ohio tax updates.

Total Amount Due: $ _______________