Income Tax Course General Information

2020 Income Tax Course for Tax Consultants

The 59th Annual Clemson University Income Tax Course is an 18 credit hour program that is offered online in five different dates in November and December 2020. Participants can elect to register for a 2-day program with 9 credit hours on each day or for a 3-day program with 6 credit hours on each day.

The course will feature federal and state income tax topics of current interest to tax practitioners.  Instructors are Ronny Burkett, CPA, CVA, Mark J. Hendrix, CPA, and Daniel L. Crowson, CPA, from Burkett, Burkett & Burkett Certified Public Accountants PA as well as Keith J. Wicker, CPM and Marquita Simmons from the South Carolina Department of Revenue. 

Registration

Due to advanced purchase of course materials, ADVANCE REGISTRATION IS A MUST.  Please register online or mail the registration form and registration fee as soon as possible. You can register online by clicking in the links on the main page or in the Course Dates link on the grey box on the top left corner.

EARLY BIRD Price

Prior to September 30, 2020:
$275 for participants registering online.
$300 for participants registering by mail.

REGULAR Price

After October 1, 2020:
$300 for participants registering online.
$325 for participants registering by mail.

The fee covers the cost of two-day or three-day intensive instruction, mailed before the event and follow-up e-mails with updated legislation, regulations and opinions.

Publications Included With This Program

  • 2020 National Income Tax Workbook (sent by postal mail before the event)
  • 2020 South Carolina Department of Revenue Tax Manual (sent by postal mail before the event)
  • Web-link to access up to ten years of previous National Income Tax Workbooks pdf chapters
  • RIA Federal Tax Handbook (sent by post mail after the event in mid-December)

Above materials included in the registration fee. The retail value of this material is more than $200!

Taxpayer Advocate Service

A Taxpayer Advocate Service Representative from the IRS will be available for online meeting on the second day of each workshop to hear specific case problems (*).   A South Carolina Department of Revenue representative will be available for online meeting at the third date location on day two (**).  For many, this feature alone can offset the cost of the workshop.

(*) Confirmation to be determined at a later date due to the uncertainties created by the current COVID situation.

(**) The TAS Representative can make herself available for online meetings or the tax preparer can contact her via email or call to her office. If the preference is for an online meeting, a signed power of attorney via email or fax must be sent prior to the date of the scheduled meeting.

Online Access and Interaction with Presenters

You will receive a web-link to access the online platform (Zoom or GoToWebinar) for the seminar at least two days before the workshop begins to the email address provided during registration. Please be sure to test the connection before the event as in very rare cases the firewall settings in your computer may prevent you to log into the platform.

You will have the ability to watch and listen to the event. You will be able to interact with the instructors via: 

  • Poll questions throughout the presentation. The instructors may provide quick input by the participants through these type of questions and to make sure participants are following the presentation.
  • Questions and answers during the panel. These are written by participants at the time of registration at Eventbrite and are going to be read aloud and responded by the instructors. You will have the opportunity as well to submit questions during the presentation via Zoom or GoToWebinar Q&A prompt in the platform if you wish to do so. It is important to note that questions that remain unanswered will be answered following the live webinar with answers emailed to the entire audience.

Finally, a survey will be available at the end of the seminar for you to complete and evaluate the online seminar as required by IRS CPE regulations. This is the first time we have conducted the Clemson Tax School online and we are working hard to deliver the level of quality that you expect.

Group Sign-In and Sign-Out

For those following the online seminar as a group, we will provide a pdf document to sign-in and sign-out via email. After the workshop adjourns, this document must be signed and sent to us as early as possible so we can finalize and send the Certificate of Attendance and accredit hours with the IRS Database.

Those participants that follow the presentation individually, do not need to complete this form. We will have their sign-in and out information provided by the online platform.

Continuing Education Credits

The break-down of credits is as follows:

For CPA and Enrolled Agents: 18 hours total

  • Federal Tax Law: 11.5 hours
  • Federal Ethics: 2 hours
  • Federal Tax Law Updates: 3 hours
  • South Carolina Tax Law Updates: 1.5 hours

AFSP, RTRP and other Tax Return Preparers: 16.5 hours total

  • Federal Tax Law: 11.5 hours
  • Federal Ethics: 2 hours
  • Federal Tax Law Updates: 3 hours

Attorneys: 15 CLE credit hours total

  • Tax Law: 13 hours
  • Ethics: 2 hours

Certified Financial Planners: 16 hours total

“We have entered into an agreement with the Office of Director of Practice, Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, Section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors and length of class hours.  This agreement does not constitute an endorsement by the Director of Practice as to the quality of program or its contribution to the professional competence of the enrolled individual.”

Certificates of Attendance

A Certificate of Attendance will be sent to registered participants via postal mail the day after the presentation to the address provided during registration. Participants that do not attend the entire length of the seminar and have not responded to the necessary online questions during streaming events will have their credit hours adjusted accordingly per IRS regulations.

Reporting to the IRS

Completed credit hours will be reported to the IRS within two weeks of the Tax School course completion for all participants providing their PTIN number during registration. Please be sure to include your name as it is listed with the IRS and that your PTIN number is valid for the current year.

Cancellation Fee and Refund Policy:

No refund will be granted for failure to cancel at least seven days in advance of your workshop start date (however all course materials will be sent to you). Please contact the Program Director to cancel attendance and obtain a refund.


Transfer Fee Policy:

A $25 transfer fee is charged for transferring location or date of online streaming program. To assure successful transfer, contact the School Director at tax@clemson.edu or akantro@clemson.edu as early as possible. No transfers are allowed within seven days prior to the start of the workshop.