Iowa Chapter

Chapter President

Kristina H (Kristy) Mather
15204 450Th St
Laurens, IA 50554
Phone: 712.845.​2311

Chapter Announcements

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Picture Placeholder: Marlene Perrin, EA
  • Marlene Perrin, EA
011/19/2019 9:45 AM

​How do we get the electronic materials for the Cedar Rapids mini-conference? I have not received a link to the materials, and NATP says they do not have them. I wanted to get them printed before the conference so we will have access to the materials.

Thank you.

11/19/2019 9:45 AMNo
Picture Placeholder: Marlene Perrin, EA
  • Marlene Perrin, EA
18/26/2019 10:19 AM

​Will there be a Cedar Rapids mini conference this year? If so, any idea when?

We are just plotting our CPE for the year.




Laura Merschman, AFSP8/26/2019 1:02 PMNo
Picture Placeholder: Susan McVay, EA
  • Susan McVay, EA
08/26/2019 10:36 AM

​I have never attended an Iowa Chapter annual meeting. What topics are generally discussed? Can any member attend?  

8/26/2019 10:36 AMNo
Picture Placeholder: Kari Dearborn, EA
  • Kari Dearborn, EA
17/24/2019 3:02 PM

It would be nice if we could submit some topics of interest for upcoming conferences.  Is that possible or can we have a question/answer session at the conference.  Just asking.​

Laura Merschman, AFSP7/31/2019 3:48 PMNo
Picture Placeholder: Margaret M Liske, EA
  • Margaret M Liske, EA
16/7/2019 3:14 PM

​I am currently an employee but I am contemplating purchasing my part of the practice that I work for.

Can you help to steer me in this process?  Can I/should I form a professional corporation?  What registrations and/or licenses will I need? etc?

​Any advice is greatly appreciated.

thank you

Laura Merschman, AFSP6/10/2019 9:48 AMNo
Picture Placeholder: Linda  Beegle, AFSP
  • Linda Beegle, AFSP
77/31/2017 8:03 AM

​Does this mean the Notebook we usually receive with all the discussion content??

Laura Merschman, AFSP9/11/2017 3:05 PMNo
Picture Placeholder: Margaret M Liske, EA
  • Margaret M Liske, EA
17/7/2016 8:35 AM

​I have a client over 55 who has IRA income that is reported on a K-1 from an estate.  My tax software is not allowing him the $6000 pension credit.  Does anyone have any suggestions on how to report this so that the pension credit will be allowed?

Laura Merschman, AFSP7/8/2016 2:04 PMNo
Picture: Laura Merschman, AFSP
  • Laura Merschman, AFSP
06/2/2016 11:43 AM

Is there any interest out there in an online EA test study group?​

​​Laura Merschman, IA NATP President

6/2/2016 11:43 AMNo
Picture Placeholder: Gerald R Welbes, EA
  • Gerald R Welbes, EA
112/10/2015 5:55 PM

​Will there be Attendance Certificates

Laura Merschman, AFSP12/11/2015 7:58 AMNo
Picture Placeholder: Megan Sonicksen
  • Megan Sonicksen
59/27/2013 11:48 AM

​Please use this discussion board for discussions specifically relating to the Chapter, state or local tax discussions.

For general discussion items relating to business management, federal tax or education, please use the discussion board located under Member Center>Community.

Laura Merschman, AFSP12/10/2015 3:15 PMNo
Picture Placeholder: Marlene Perrin, EA
  • Marlene Perrin, EA
111/17/2015 3:03 PM

​There will be no ethics at the Cedar Rapids mini-conference. Is that correct? Just want to know for sure before I order courses for staff.

Laura Merschman, AFSP11/19/2015 2:25 PMNo
Picture Placeholder: Gerald R Welbes, EA
  • Gerald R Welbes, EA
110/23/2015 9:27 AM
Laura Merschman, AFSP10/23/2015 1:34 PMNo
Picture Placeholder: Paul G French, AFSP,ABA
  • Paul G French, AFSP,ABA
110/12/2015 6:11 PM

​how do i find the iowa chapter on facebook?

Laura Merschman, AFSP10/12/2015 6:46 PMNo
Picture Placeholder: Susan Ruechel DePuy, EA
  • Susan Ruechel DePuy, EA
010/7/2015 9:39 PM

​Does anyone use Tax Professionals, endorsed by NATP, for your website with secure file transfer and credit card services?

10/7/2015 9:39 PMNo
Picture Placeholder: Felicia Caddell, AFSP
  • Felicia Caddell, AFSP
28/20/2015 4:36 PM

Do you have any information on the Council Bluffs one day conference in October?  I am interested in the number of hours for CPE, the times, and the price so our tax office can plan accordingly.​

Laura Merschman, AFSP9/2/2015 10:33 AMNo
Picture Placeholder: Bob McHugh, EA
  • Bob McHugh, EA
012/17/2014 8:58 PM

​With the original tax credit only in its second year and the addition of Reserve Peace Officers this year and as President of the Iowa State Reserve Law Officers Association, here is a link to the IDR webpage and a more in-depth article I wrote on the ISRLOA website

I urge you, if you have clients who are Iowa Sheriffs or Police Chiefs, or Reserve Liaison Officers or Reserve Law Enforcement Officers, please inform them of these websites so departments can provide their certified reserve officers with the necessary information to prepare their tax returns.

12/17/2014 8:58 PMNo
Picture Placeholder: Diane Forristall, EA
  • Diane Forristall, EA
212/9/2014 5:19 PM

Melinda Garvin had a pink handout to mail to clients that Randy or someone was going to copy and make available to September seminar attendees.  I'd sure like a copy of that if anyone can post it or send it to me.  


Diane Forristall, EA12/11/2014 3:11 PMNo
Picture Placeholder: Margaret M Liske, EA
  • Margaret M Liske, EA
010/20/2014 12:00 PM

​Last week in the newsletter there was a statement about amending the 2011 and forward tax returns of military pension recipients for a new exclusion which was retroactive to 2011.  I sent for a clarification from Jim McNulty at the Iowa Dept of Revenue.  He sent me a clarification as follows;

The new military retirement pay exclusion applies to 1/1/2014 and after.

The exclusion for active duty military pay was enacted in 2011 and is retroactive to the 2011 tax year.  (This is not new legislation)

I hope this may help to clarify the information from last week's newsletter to others out there.

10/20/2014 12:00 PMNo
Picture Placeholder: Wendy Torres, AFSP,RTRP
  • Wendy Torres, AFSP,RTRP
19/28/2014 4:52 PM

​Do you have any details on this 1-day conference​?

Laura Merschman, AFSP10/2/2014 1:59 PMNo
Picture Placeholder: Susan Ruechel DePuy, EA
  • Susan Ruechel DePuy, EA
19/13/2014 9:34 AM

​What is  being presented on Thursday afternoon?

Laura Merschman, AFSP9/18/2014 10:47 AMNo
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