University of Vermont

Cultivating Healthy Communities

Income Tax School

Policies and FAQ

Tax School Policies

Cancellation, Site Switching and Refund Policy

UVM Extension provides a refund policy commensurate with 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). However, all other refunds do carry a fee. The fee is $50 for those requesting a refund more than 15 days in advance of the first school listed, and $100 for those requesting a refund less than 15 days in advance of the first school listed. All registrations go through a computerized registration process and UVM Extension is charged a fee for that computerized registration thus we must charge that back to the registrant. (UVM Extension receives no waivers from the computerized registration process for military, medical or family emergency.)

Site switching occasionally occurs and we understand that one may wish to attend one site when registering in August but find out that they must go to another site in November. Again, UVM Extension must pay a fee to change any registration thus we must pass that fee onto you. We charge $50 for that site switching.

Extenuating circumstances may occasionally occur and we review those 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

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.

Other Tax Return Preparers (OTRP)

UVM Extension is an IRS approved provider of continuing education for OTRP's. Please remember that the OTRP education is VOLUNTARY and this course (and others offering the same type education) is VOLUNTARY.

The Two Day – November Income Tax School provides 3 hours of federal tax law update, 2 hours of Ethics (with attendance at the evening Ethics session) and 10 hours of federal tax law. No credit can be given to OTRP's for state tax education.

Social Security 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 much does it cost to attend?

Please see the registration page for current registration fees.

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How do I reserve an overnight room at one of the Tax School sites?

For those calling for 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 13, 2014. However, if there are still rooms available in the hotel after October 13th you can still get the UVM rate.

For the Essex school, we do not do a block of rooms at the Sheraton-Burlington as we very rarely have enough requests for rooms for that school to get a special school rate. There are numerous hotels in the Burlington area. Here are some: Sheraton-Burlington, Holiday Inn, Double Tree-Burlington (actually Williston Road – South Burlington), Best Western-(Windjammer Rest), La Quinta to name a few.

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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. However, we ask that you do so for medical, family, military or extenuating circumstances.

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May I switch venues after registration?

Yes. However, there is a fee ($50) as we have to go into the registration system and change our registration process.

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Does UVM Extension offer discounts on its Income Tax Schools?

Unfortunately, we are not able to offer discounts other than the early registration discount.

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Can I purchase just the Income Tax Workbook?

No. Our policy with the Land Grant University Tax Education Foundation states that we cannot supply the book to individuals that do not register for the school. Any extra books are to be sent back or supplied to higher education institutions.

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Why won't the University give out certificates before the end of the school?

While we would love to have the certificates available earlier, we have found that giving out the certificates early leads to early departure times and individuals not receiving the full number of classroom instruction hours. Under IRS CE regulations we can only issue certificates for the number of hours actually attending.

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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?

No. If you want to pay with a credit card you have to register on line. We are not allowed to take credit card numbers, or cash.

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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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What are the acceptable documents to verify my PTIN at the time of the conference?

Please bring your letter that you received from the IRS with registered name and PTIN number. Often we have found that the name you registered your PTIN with is different than your nickname or other name. For instance: marriage, divorce, nicknames, spelling, and other variations often are different than your PTIN registered name.

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

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

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I am a CPA, EA, AFSP, RTRP, CFP or attorney: 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). (Please remember that as of this writing (7/1/2014) schools are now voluntary for individuals having the AFSP designation.) 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.

Our November schools have 1 hour of state income tax and only CPA's receive credit for that hour. CFP (Certified Financial Planner) receive no credit for Ethics. We have to get approval each year to give out credits from CFP headquarters. Credit hours are based on 50 minute hours. Attorney's get credits based on 60 minute hours and are approved by the state CLE board. Typically our Nov. schools are approved for about 12 hours for Attorneys but we do not know exact hours for Attorneys until about the time of the school.

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 October 30 2014 03:21 PM