University of Vermont

Cultivating Healthy Communities

Income Tax School

2016 Tax School Policies and FAQ

Tax School Policies

Cancellation, Site Switching and Refund Policy

UVM Extension's refund refund policy is commensurate with that of other programs across the nation. Registrations may be fully refunded for military (deployment, active duty), medical (hospitalization, illness preventing attending), or family emergency (death, illness per doctor's visit) situations. All other refunds carry a fee: $50 when requesting a refund more than 15 days in advance of the first school listed, $100 when requesting a refund less than 15 days in advance of the first school listed. All registrations go through a computerized process and UVM Extension is charged a fee for that thus we must charge it back to the registrant. (UVM Extension receives no waivers from the computerized registration process for military, medical or family emergency.)

Site switching occurs occasionally; we understand that someone may select one site when registering in Augustthen learn in November that they must attend at another site. UVM Extension must pay a fee to change any registration thus we must pass that fee on, so there is a $50 charge for site switching.

Extenuating circumstances are reviewed on a case-by-case basis.

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CPE Credits

The University of Vermont Extension Tax School is an IRS Approved Continuing Education provider.

Credit awarded is based upon actual hours in attendance. Most accrediting groups recognize 1 hour of credit per 50 minutes of instruction. Some CLE groups recognize 1 hour of credit per 60 minutes of instruction. Certificates of attendance are issued to participants after seminars conclude.

Attorneys

Each year UVM Extension submits our teaching plan to the Vermont Accountancy Board and receives approval for about 11–13 hours of Continuing Legal Education credits. Due to the requirements we are not able to obtain the exact credit hours prior to the school dates but we have received credit for each of the 10+ years we have submitted a request for credit.

Certified Financial Planners (CFPs)

UVM Extension submits annually to the CFP organization for up to 15 hours of CFP continuing education credits (Ethics excluded). During your check in process you will be asked for your CFP number and we will submit your credit hours to the organization.

Enrolled Agents

UVM Extension is an IRS approved provider of continuing education for Enrolled Agents. The UVM Extension Income Tax School provides 13 hours of Federal Tax Law, and 1 hour of Ethics for Enrolled Agents. An ADDITIONAL hour of Ethics is given for attendance at the supplemental Ethics program.

Annual Filing Season Program (AFSP)

UVM Extension is an IRS-approved provider of continuing education for AFSPs. The Tax School provides 14 hours (15 if bonus ethics is taken) to AFSPs. The school does not qualify for the six-hour federal tax law update refresher course required of some AFSPs.

Estate Planning School

2 hours of CPE credit allowable to CPAs only for those who wish to apply for it. Certificates upon request.

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Tax School FAQ

How do I reserve an overnight room?

For those attending Killington, please call the Killington Grand at 1-800-621-6867. Please let the reservationist know that you are attending the UVM Tax School so you can get the UVM rate. We will have a room block of 30 rooms. Those rooms will be released on October 17, 2016. If there are still rooms available in the hotel after October 17 you can still get the UVM rate.

We do not reserve rooms for the Essex school. There are numerous hotels in the greater Burlington area including Sheraton-Burlington, Holiday Inn, Double Tree-Burlington (Williston Road, South Burlington), Best Western (Windjammer Restaurant), La Quinta and others.

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May I attend only one day of the school?

Yes. You will need to pay the single day rate which is generally cost prohibitive.

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May I attend day 1 at one venue and the day 2 at the other venue?

Yes; we ask that you do so for medical, family, military or extenuating circumstances only.

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I have special dietary needs. Who do I contact?

Please contact Peggy Manahan at peggy.manahan@uvm.edu or 1-800-639-2130 so she can work with you to accommodate your needs.

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Can I call the office to register and use a credit card?

Credit card payments are only accepted online; we are not allowed to take credit card numbers over the phone.

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What is your cancellation policy?

Cancellation is possible before the conference but with a penalty depending on when the cancellation takes place. We do make adjustments for those that have military, medical or family emergencies. If you have questions, please contact us at 1-800-539-2130 and speak with Elaine Burnor or Peggy Manahan.

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If I miss the conference due to illness or some other reason can I use my registration payment for another UVM Extension Income Tax conference or another UVM Extension conference?

No; we are not able to offer transfers to other conferences within UVM Extension. Contact Elaine Burnor at elaine.burnor@uvm.edu or 1-800-639-2130 to discuss refund options.

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If I arrive late or leave early how does this affect my credits?

Each 50 minutes of instruction is equivalent to 1 hour of credit. Our classes are based on 8–15 hours of credit. Should you arrive late or leave early, you will need to stop by the registration desk as they will adjust your credit hours accordingly.

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If I am unable to attend can someone from my office take my place?

Yes. Please contact the office at 1-800-639-2130 to change the reservation ticket. If possible, speak to Elaine Burnor.

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How many credits will I get at the UVM Income Tax School?

UVM Extension is an approved CE Provider by IRS. The Income Tax Schools are approved by IRS for various hours depending on the school. Typically the November school is approved for 15 hours for EA's and AFSP's (formerly RTRP). To find out more about the Annual Filing Season Program (AFSP) that the IRS recently launched, click on this link http://www.irs.gov/Tax-Professionals/Annual-Filing-Season-Program.

The School is designed to deliver the latest Federal and Vermont Tax information, and can provide the 15 total hours of CE credits for EA and up to 16 hours for CPAs (if the bonus session is taken for the second hour). RTRPs may voluntarily attend for up the 15 hours of CPE. No CE credit will be offered for Vermont Income Tax updates (except CPAs).

To obtain specific hours for each designation, please contact the office.

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Is UVM Extension Tax School an approved IRS Continuing Education Provider?

Yes. Our provider number is V5YHE. Visit www.irs.gov/taxpros/ce for more information.

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Still have questions? Contact us!

Last modified July 15 2016 03:00 PM