WV Small Farm Center

17th Annual WVU Tax Schools

The WVU Extension Service Small Farm Center offers a wide variety of tax education opportunities for both tax professionals and farm families. Here’s what we’re offering for the upcoming tax season. Click on the class title for more information.

2013 National Income Tax Class – 2-day class
Nov. 4 & 5 – Charleston
Nov. 6 & 7 – Morgantown

Farm, Forestry & Natural Resource Tax Education – 1-day class
Nov. 8 – Morgantown

Health Care Reform Federal Tax Class – 1-day class
Dec. 9 – Morgantown
Dec. 11 – Charleston

Registration and secure payment site for the classes listed above.

Farmer Training
by arrangement

If there is a tax-related issue you would like to have discussed, please contact Tom McConnell at 304-293-2642 or e-mail TRMcConnell@mail.wvu.edu or Becky Casteel at 304-293-2565 or e-mail Becky.Casteel@mail.wvu.edu.


2013 National Income Tax Class

Designed for accountants, lawyers, and enrolled agents, this workshop provides training from IRS personnel. With a topic that at first appears to be uninteresting, the team of Mark Ribas, Susan Harper, and Jeremy Johnson bring this vital information to life with lively discussion, pertinent and colorful anecdotes, and right-on factual information pertaining to changes in tax law and further explanation of current issues that are new or difficult to understand.

The curriculum and the popular tax textbooks and searchable CDs are developed by the Land Grant University Tax Education Foundation.

Annually, LGUTEF plans, writes, develops, and publishes the “National Income Tax Workbook,” which is used to teach workshops and seminars in more than 30 states to more than 27,000 tax professionals. The writing and development process includes a face-to-face planning meeting in February of each year where all workbook users are invited to evaluate the prior year’s material and suggest topics for the next year. After consensus is reached, the group develops the list of topics for 12 to 20 chapters that will be included in this 700-page workbook.

After the workbook is completed the contents are added to a searchable CD that includes the workbooks from several previous years. Many of the attendees admit that they think that the workbook and CD alone are worth the cost of registration. Download a flyer to get registration details and other important information. (PDF) You can also view the agenda for this two-day course.

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Patient Protection and Affordable Care Act Workshops

The Patient Protection and Affordable Care Act (PPACA), informally called Obamacare, is the most extensive overhaul of the federal health care system since Medicare. On January 1, 2014 the majority of the income tax provisions of the complex piece of legislation will take effect. The WVU Extension Service Small Farm Center has scheduled workshops at two locations to explain the important aspects of the Patient Protection and Affordable Care Act. Those dates are December 9, 2013 at the Lakeview Resort and Conference Center in Morgantown, W.Va. and December 11, 2013 at the Civic Center in Charleston, W.Va. The WVU Extension Service Small Farm Center has again turned to Mark Ribas of the Pennsylvania Tax Institute to share his talents to help us understand this extensive health care change.

This day-long workshop is designed to include more than just the tax implications, as it covers many related issues including who qualifies, who is grandfathered, adult child provisions, benefit limitations, and reporting procedures.

Registration price includes a 100+ page Patient Protection and Affordable Care handbook, “Dominate Obamacare” published by FastForwardAcademy, Inc., as well as online access to the 2012 Tax Update Workbook (American Taxpayer Recovery Act) published by the Land Grant University Tax Education Foundation.

Download more information, including registration. (PDF)

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Farm, Forestry, and Natural Resource Tax Education Day-Long Workshop

This workshop is scheduled on November 8, 2013 in Morgantown at the Lakeview Resort and Conference Center. Tax management is so important for the many families who farm and own other natural resources. Operating under the premise that so many landowners “don’t know what they don’t know,” there is a huge knowledge gap that can leave these tax payers making very expensive oversights.

Like it or not, most farm and forestry families look to their professionals, like you, for leadership in business matters, especially tax management.

The day-long class discussion includes a Marcellus and Utica shale update and new topics that have an impact of taxation and other business matters related to shale.

Small farm taxation training will include depreciation strategies, spousal employment, new legislation, taxation of government programs including equipment, livestock sales and losses, and tax planning for high income years.

We are very happy to announce the addition of Dave Hill to our team of presenters. A consulting forester from Salem, W.Va., Dave works with timber taxation on a daily basis. He will make sure our program has the most up-to-date information about capital gains taxation and stepped-up basis pertaining to timber stands and establishing basis years after the timber was acquired.

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Farmer Training

The WVU Extension Service Small Farm Center presents several farm income tax (Schedule F) workshops annually. The perspective of the workshops is toward enlightening participants as to how to manage tax liability as opposed to accurately filing the tax forms. That information is also available, but most filers tend to concentrate on the anatomically correct Schedule F form and ignore the many advantageous options they have. This list includes spousal employment, accurate accounting of USDA conservation payments, and sub-section 179 deductions, to name a few.

Tom McConnell, the center program director, has taught tax management classes to the Farm Service Agency series, Annie’s Project participants, and at several conferences across the United States including the Grow Power conference in Wisconsin, Risk Management Education Conference in Atlanta, Ga., and annually at the North-South Institute Conference each January in Tampa, Fl.

These informal class settings operate under the premise that many farm couples are too busy keeping their operations, families, and lives organized to realize that they “don’t know what they don’t know” about tax management. They usually dread taxes, so they put off completing their reporting until near the tax deadline. This practice denies them the pre-paid expense option which allows them to truly manage not just pay their taxes.

Contact the WVU Small Farm Center for personal farm family tax information or to arrange a class in your neighborhood.
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If there is a tax-related issue you would like to have discussed, please contact Tom McConnell at 304-293-2642 or e-mail TRMcConnell@mail.wvu.edu or Becky Casteel at 304-293-2565 or e-mail Becky.Casteel@mail.wvu.edu.