2009 Indiana Tax Institute Dec. 3-4

INDIANAPOLIS — The Indiana CPA Society's 2009 Indiana Tax Institute will be held Dec. 3-4 at the Indiana Convention Center in Indianapolis. Sponsors include 1st Global, Kelley School of Business Indianapolis, Hylant Group, Warner-Cox Insurance/CAMICO, IN Community Foundations and CCH, a Wolters Kluwer business. The Indiana State Bar Association is a conference partner.

This popular two-day conference will help attendees shape effective and compelling tax strategies for 2010. Tax practitioners, attorneys and financial planners will hear significant developments and updates from nationally recognized speakers.

Richard Kaplan, CPA, JD, from the University of Illinois, Urbana-Champaign, will examine newly enacted statutory provisions affecting individual taxpayers, and Kevin Brinegar, with the Indiana Chamber of Commerce, will present an update on Indiana's economic and job climate.

The Program

Day One

• Individual Tax Update
• To Roth or Not to Roth
• The Evolving Research and Development Tax Credit
• Estate Planning for Couples in a Second Marriage
• Department of Revenue: Achieving the Delicate Balance Between Service and Enforcement
• International Tax: The Basics You Need to Know!
• Pensions for Small Businesses
• Technology Update
• View from the Hill
• The Pros and Cons of the Women and Minority Business Certification
• Excel for CPAs – Best Unknown Features
• The Do's and Don'ts of Representing Your Client in front of the IRS
• Business Succession Planning: Three Indiana Success Stories and the CPAs Role in Each
• Economic Update

Day Two

• Business Tax Update
• Multi-state Tax Update
• Estate Tax Update
• Ethics Update
• State Tax Audit and Litigation Traps for the Unwary
• Tax Update for Partnerships
• New Form 990: Lessons Learned
• Ethics Update
• Uncertainty in Income Taxes: What CPAs Must Know!
• S Corporation Update
• Tax Considerations Related to Bankruptcy: A Tale of Two Codes
• The Essentials of Fair Value Accounting
• Economic Development Incentives – TIF and Tax Credits
• State and Local Tax Update

Story Ideas
Topics covered have an impact on individual taxpayers and businesses. With so many topics to choose from, a number of different story ideas or angles are possible. Some suggestions include the following:

• The conference offers updates regarding newly-enacted statutory provisions. How will these affect individual taxpayers?
• Beginning Jan. 1, 2010, taxpayers will be able to convert their existing retirement savings accounts to Roth IRAs regardless of their adjusted gross income. What are the pros and cons of making this conversion?
• Indiana Chamber President Kevin Brinegar will review the latest information
  available on the impact of the state property tax caps. What is likely to happen
  with that issue in the upcoming session of the Indiana General Assembly?
• A business can only work for a government agency if it has been government certified. What are the advantages of being a woman or minority-owned business when bidding on government contracts at the city, county, state and federal levels?

Media Information
Members of the media are encouraged to attend individual sessions or the entire conference. Most speakers will be available for interviews immediately following their presentation. If you are interested in attending, contact Jenifer Groth at (317) 726-5010 or jgroth@incpas.org in advance.

CPA Ambassadors
CPAs are a great resource for the media. The CPA Ambassador Program pairs CPAs with media outlets. To speak with a CPA in your area, contact Jenifer Groth at (317) 726-5010 or jgroth@incpas.org.