Westminster's Tax Institute is being postponed until 2025 while it transitions from a winter program to a spring/summer program. This new schedule will provide you with more flexibility to attend other tax events in Utah during winter.

The Tax Practitioners' Institute at Westminster University is a 2-day, continuing education opportunity for tax professionals who want to learn about the newest trends in taxation theory and practice. Expert instructors are tax professionals with accounting and legal backgrounds, providing guidance on the latest interpretations of tax laws. Tax Institute sessions are interactive; participants are encouraged to share their comments and questions.

Tax Institute participants earn a CPE certificate of attendance and up to 16 continuing education credits for CPA licensing in Utah: 13 in tax, 2 in ethics, and 1 in Utah law. Certificates are adjusted to report the amount of CPE each participant earns and are filed with the Utah Association of Certified Public Accountants (UACPA).

Next Institute
Nov. 30–Dec. 1, 2023
Via Zoom

Register

Schedule

Nov. 30, 2023

  • 8–8:15 a.m. Welcome, Jovana Sisovic
  • 8:15–10:00 a.m. Income Taxation of Estates and Trusts, Mike Blackburn
  • 10–10:15 a.m. Break
  • 10:15–11:15 a.m. Utah State Tax Commission Update, Steven Carlow and the Utah Tax Commission Staff
  • 11:15 a.m.–12:15 p.m. Estate Planning for Digital Assets, Jonathan Hoagland
  • 12:15–1:00 p.m. Lunch Break
  • 1–2:45 p.m. Ethics, Rustin Diehl
  • 2:45–3:00 p.m. Break
  • 3–4:45 p.m. Individual and NRA Update, Jovana Sisovic

December 1, 2023

  • 8:00–9:45 a.m. Partnership Tax - The 754 Election, Scott Pickett
  • 9:45–10:00 a.m. Break
  • 10–11:00 a.m. Utah Law, Susan Spiers
  • 11:00 a.m.–12:00 p.m. IRS Litigation, Bryant Hinckley
  • 12–1:00 p.m. Lunch Break
  • 1–3:00 p.m. S-Corporations, Troy Lewis
  • 3–3:15 p.m. Break
  • 3:15–5:00 p.m. Internal Revenue Service Update, Jody Stamback

Faculty

  • Michael Blackburn, Blackburn and Stoll, LLC
  • Steven Carlow and Utah State Tax Commission Staff, Utah State Tax Commission
  • Rustin Diehl, Allegis Law
  • Bryant Hinckley, Crook Legal Group
  • Jonathan Hoagland, Dentons
  • Troy Lewis, Lewis and Associates, CPAs, LLC
  • Scott Pickett, University of Utah Professor/Lecturer
  • Jovana Sisovic, Westminster University
  • Susan Speirs, UACPA
  • Jody Stamback and the IRS Staff, Internal Revenue Service

Contact

Accommodations

The Tax Practitioners' Institute is happy to accommodate any special needs you may have in order to participate. Reasonable prior notice is required to arrange accommodation for people with disabilities.

Request accommodations

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All contributions support scholarships open to students in the Accounting program at Westminster University.

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