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  • Former IRS Commission Lawrence B. Gibbs addresses attendees at the Institute's 50th Anniversary Dinner (2012)
    Former IRS Commission Lawrence B. Gibbs addresses attendees at the Institute's 50th Anniversary Dinner (2012)
    Former IRS Commission Lawrence B. Gibbs addresses attendees at the Institute's 50th Anniversary Dinner (2012)

The Nebraska Department of Insurance has approved the 2014 Great Plains Federal Tax Institute for 14.0 hours of Life Credit and 2.0 hours of Ethics Credit. Course ID Number: 34531.

The Institute

The Great Plains Federal Tax Institute is a continuing education conference for attorneys, CPAs, financial planners, life insurance and other tax professionals. Each year, the Institute assembles subject matter experts from the around nation. Check out the 2014 Sessions.

2015 Institute

Dec. 3-4, 2015
Embassy Suites - Downtown/Old Market
555 S. 10th Street
Omaha, Nebraska
Add to Your Calendar (.ics)

2014 Institute

Dec. 4-5, 2014
Embassy Suites - Downtown/Old Market
555 S. 10th Street
Omaha, Nebraska
Add to Your Calendar (.ics)

Natalie B. Choate, America's Leading Speaker on Retirement Planning, to Present Two Topics at 2015 Institute

On Friday morning, Dec. 4, Natalie B. Choate, with the firm of Nutter McClennen & Fish LLP in Boston, will become the Tax Institute's first Deryl F. Hamann keynote presenter.

Beginning at 8:00 a.m., she will deliver "201 Best (and Worst) Planning Ideas for Your Client's Retirement Benefits."  This presentation concludes at 10:00 a.m.  Following a refreshment break, Ms. Choate returns to address, one of the most misunderstood areas of all estate planning: "Making Retirement Benefits Payable to Trusts.")

Ms. Choate's presentations at the 53rd Annual Great Plains Federal Tax Institute are made possible by a contribution to the 50th Anniversary Friends Society by Omaha attorney Deryl F. Hamann. The Institute expresses its deep appreciate to Mr. Hamann for his most generous contribution to the Tax Institute.

The 53rd Annual Great Plains Federal Tax Institute, Dec. 3 and 4, 2015, is being planned to provide continuing professional development to include two hours of ethics, plus major other planning topics.

Watch for more information coming soon.  It is anticipated that online registration will open by Oct. 1.

Highlights for 2014

  • A review of current developments in income, estate, and gift taxes

  • Presentations by nationally-known speakers with practical planning information covering a variety of hot topics, including bankruptcy-related tax planning, trustee responsibilities, exempt organization planning, and farm tax

  • Washington update

  • Nebraska and Iowa state tax and economic development

  • Thursday afternoon breakouts on three distinct topics:  Advanced Bankruptcy Tax Planning Concepts, Tangible Property Regulations Update, and Using Life Insurance as a Supplemental Retirement Vehicle

  • Two hours of Ethics

  • Registration Fee Discounts:
    • $385 for registrations received by November 12;
    • $435 for registrations received between November 12 and November 24.
    • $275 for participants with five or fewer years in practice.
    • $550 for walk-in registrations

Please note the new registration deadline of Monday, November 24, 2014.

Download the 2014 Institute Brochure

Institute Features for 2014

  • Online registration/credit cards. The Institute accepts registration online with payment via credit card. Paying by check may be an option for firms registering more than one participant.  Contact the Program Manager, 402/483-4234, for details.

  • Registration Deadline – NEW FOR 2014. Due to the intervening Thanksgiving holiday and related business closures, the Institute has set a registration deadline of Monday, November 24, 2014. Walk-in registration for $550.

  • Being green. The Institute encourages participants to take advantage of the course materials offered on this website. Upon registering, you will be e-mailed access instructions. It is your option to print or not to print the materials.

  • Printed materials available for an additional fee. Institute registrants may request a printed copy of the course materials for an additional fee of $180.

  • Continuing Education Credit.  It is anticipated that this institute will provide continuing education credit for CPAs, attorneys, and CFPs.  Check the institute brochure as it becomes available.