University of Vermont

Cultivating Healthy Communities

Income Tax School

2015 Course Details

Tax School Agenda

Day One

  • Business Issues
  • Business Entities
  • Ethics/Tax Practice
  • Net Operating Losses
  • Tax Accounting Methods
  • Rulings and Cases
  • Vermont Department of Taxes

Day Two

  • New and Expiring Legislation
  • Individual Issues
  • Affordable Care Act
  • Ag and Natural Resources
  • Provisions Limited by Income
  • IRS Issues
  • Repairs/Capitalization Regulations

Tax School Course Materials

Course materials provided as part of the Tax School include:

  • Printed copy of the "2015 National Income Tax Workbook"
  • Searchable CD version of the "2015 National Income Tax Workbook," with bonus materials from the past 10 years of the workbook
  • Access to updates and material on the National Income Tax Workbook website

Tax School Instructors

Instructors are an experienced group of highly qualified volunteers who are screened and undergo a specific training process. This year's instructors include:

  • Seth Anderson, EA
  • Patti Bisson, EA
  • Nick Bullock, EA
  • Jeff Fothergill, CPA
  • Paul Hennessey
  • Joan Holloway, CPA, CMA
  • Kim Loewer, EA
  • Stephanie Machia, EA
  • Joe McCarthy, IRS, CPA
  • Ed Murphy, CPA
  • John Scheer, CPA
  • Claude Schwesig, CPA, B. Comm
  • Christine Speidel, Atty.
  • Arlon Warner, EA
  • Vermont Department of Taxes
Question & Answer/Workshop Facilitators:
  • Maura Breslin, EA
  • Molly Bucci, Esq.
  • Kirk Clarke, JD
  • Lissa Robart, MBA
  • Mike Moloney, EA

Each year we have representatives from the IRS present for at least one hour of IRS issues, and representatives from the Vermont Department of Taxes will also present one hour of Vermont income tax issues.

Estate Planning for Professionals

"What your client should know about estate and gift tax planning"

This is an additional class held the day before the two-day tax school (November 9, 2015 in Essex Jct., Vt. and November 16, 2015 in Killington, Vt.). Cost of attendance is $39 with the two-day tax school or $59 to attend this session only.

The session will help advisers spot important issues that are related to their client’s estate planning, including post-mortem planning. Topics include:

  • Probate process explained
  • How to avoid probate
  • Components of an Estate Plan:
    • Last Will and Testament
    • Durable Power of Attorney
    • Advance Directives
    • Revocable Trust
  • Minimizing estate taxes, both federal and State of Vermont
  • Current trends in estate planning
  • Kirk Clarke, JD
  • Molly Bucci, Esq.

Download the Estate Planning for Professionals Brochure to learn more.
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