University of Vermont

Cultivating Healthy Communities

Income Tax School

2016 Tax School Course Details

Topics Covered in the 2016 Workbook

The "2016 National Income Tax Workbook," published by the Land Grant University Tax Education Foundation) complies with requirements outlined in IRS Circular 230 for CE providers by including three hours of Federal Tax Law update, two hours of ethics and ten hours of other tax law provisions.

The workbook is a key component of the tax schools, and focuses on the practical, problem-oriented approach by providing examples and completed forms. Even though many of the workbook's chapter titles remain the same each year, the information changes in emphasis to reflect new law or to focus on different parts of the IRS Tax code that are important in that area; for example:

  • New and Expiring Legislation
  • Rulings and Cases
  • Business Issues
  • Individual Issues
  • IRS Issues
  • IRS Penalties and Defense
  • Ag Issues
  • Ethics
  • Death of a Taxpayer
  • Retirement
  • Business Entities
  • Taxation of Foreign Income
  • ACA - Individual Complexities
  • DPAD
  • Vt. Dept of Taxes

Tax School Agenda

Day One

  • Business Issues
  • IRS Penalties and Defenses
  • Ethics
  • New and Expiring Legislation
  • Ag Issues
  • DPAD
  • Rulings and Cases
  • ACA - Individual Complexities

Day Two

  • IRS Issues
  • Vermont Department of Taxes
  • Taxation of Foreign Income
  • Individual Issues
  • Death of a Taxpayer
  • Retirement
  • Business Entities

Tax School Course Materials

2016 income tax workbook cover

Course materials provided as part of the Tax School include:

  • Printed copy of the "2016 National Income Tax Workbook"
  • Searchable CD version of the "2016 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
  • Jason Cadwell, CPA/PFS, CFP
  • Sherry Dempsey, CPA
  • Jeff Fothergill, CPA
  • Paul Hennessey
  • Jim Langan, Atty.
  • Mark Langan, Atty.
  • Kim Loewer, EA
  • Stephanie Machia, EA
  • Joe McCarthy, IRS, CPA
  • Ed Murphy, CPA
  • Rick Renzelman, EA
  • John Scheer, CPA
  • Claude Schwesig, CPA, B. Comm
  • Christine Speidel, Atty.
  • Arlon Warner, EA
  • Vermont Department of Taxes
Question & Answer/Workshop Facilitators:
  • Molly Bucci, Esq.
  • Kirk Clarke, JD
  • Joan Holloway, CPA, CMA
  • Lauren Jarvi, EA
  • Mike Moloney, EA
  • Lissa Robart, MBA

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.

Questions?

For information, please review our Policies & FAQ or contact us.