magnifying glass over form 1040

UVM Extension Tax School is THE place to get the latest in-depth and up-to-date training on new tax law and regulations.

Taught by an experienced group of highly qualified and certified instructors, our Tax School provides the most relevant topics that you need to stay on top of tax legislation that impacts 2017 returns and into the future.

2017 Tax Education Programs

Intermediate S Corporation Seminar -- September 26 (So. Burlington)

Tax Issues When Crossing State Lines (day prior to November two-day tax school) -- Nov. 6 (Essex Jct.) & Nov. 13 (Killington)

Tax Schools (two-day program) -- Nov. 7-8 (Essex Jct.) & Nov. 14-15 (Killington)

 

Speakers and organization were terrific.  I am a 'first-timer' and had no idea what to expect. Very worth the time and drive.

- Tax School Attendee

 

S-Corporation Tax Seminar

4 people meeting

Tuesday, September 26, 2017
8 a.m. - 4:30 p.m.
DoubleTree by Hilton, South Burlington, Vt. (map)

Fees & Registration

Early Registration: $275 by August 15
Late Registration: $315 after August 15 

Fee includes all instruction, 250-page outline text with examples and citations to authority, refreshments and lunch.

Course Description

Prerequisite: Familiarity with business taxation in general. This will be an intermediate to advanced course. Topics:

  • Current developments, including enacted and proposed legislation, regulations, cases and rulings, up to the presentation.
  • Qualifications for S corporation status.
  • Timely elections and late election relief: When to apply for free, and when to pay the $20,000+ user fee.
  • Shareholder stock and debt basis: New regulations, old restructuring technique and case law.
  • Distributions from S Corporations: Rules, uncertainties and planning.
  • Compensation of shareholder-employees: Traps and likely strategies.
  • Material participation and grouping of activities
  • Net investment income problems of S corporation shareholders.
  • The built-in gains tax: Definitions and comprehensive example.
  • Qualified Subchapter S Subsidiaries: Definitions and planning opportunities

Our instructor is Robert ​Jamison. Bob is ​a ​nationally ​recognized ​expert ​on ​S-corporation taxation ​who has ​literally ​written ​the ​book ​on ​this topic. ​ ​His ​book, ​S ​Corporation ​Taxation, ​is published annually.  Bob​ ​will ​offer ​a ​special ​discount ​coupon ​to ​purchase ​the ​most ​recent ​edition ​of ​S ​Corporation ​Taxation ​and ​the ​most ​recent ​edition ​of ​the ​Multistate ​Tax ​Guide ​to ​Pass ​Though ​Entities, ​both ​of ​which ​he ​​authors. ​If ​there ​are ​any ​significant ​developments ​within ​three ​weeks ​before ​the ​presentation, ​Bob ​may ​prepare ​a ​separate ​handout. Bob is professor emeritus ​of accounting ​at ​Indiana ​University, ​Kelley ​School ​of ​Business ​in ​Indianapolis. ​ ​He ​has ​a ​B.A. ​in ​Economics ​from ​DePauw ​University, ​an ​MBA ​from ​Portland ​State ​University, and ​a ​Ph.D ​in ​Accounting ​from ​the ​University ​of ​Texas ​at ​Austin, ​as ​well ​as ​his ​CPA ​certification. ​ 

Download Brochure

Register Online

To request a disability-related accommodation to participate in this program please contact Elaine Burnor or Peggy Manahan at 1-800-639-2130 by September 1, 2017 so we may assist you. 

 

Tax Issues When Crossing State Lines

map of new england states

Dates & Locations

Monday, November 6 -- Champlain Valley Exposition, Essex Junction, Vt. (map)
Monday, November 13 -- Killington Grand Resort Hotel, Killington, Vt. (map)

This two-hour, interactive discussion of the rules around state tax nexus for both Sales and Use Tax, and Income Tax, will take place from 3-5:00 p.m. at each location the day before the two-day Tax School:

Fees & Registration

$39.00 WITH 2-day UVM Tax School
$59.00 to attend this session only

Download the program brochure

Register at two-day course site

Income Tax School

cover of national income tax workbook 2017

The Tax School delivers the latest Federal and Vermont Tax information. The training can provide up to 15 total hours of CE credits for EAs/AFSPS and up to 16 hours for CPAs (if the "Bonus Ethics" session is taken for the second hour).  No CE credit will be offered for Vermont Income Tax updates (except CPAs).

2017 Locations

  • November 7-8 at Champlain Valley Exposition, Essex Junction, Vt.
  • November 14-15 at Killington Grand Resort Hotel, Killington, Vt.

Fees & Registration

Registration opens July 15, 2017; deadlines are as follows:

Early Registration: $335 July 15-September 18
General Registration: $375 September 19–October 30
Late Registration for ESSEX:  $480 starts October 31
Late Registration for KILLINGTON: $480 starts November 7

Registration includes instruction, lunches, refreshments and Tax Workbook with CD.

Full Course Details & Registration

To request a disability-related accommodation to participate in this program please contact Elaine Burnor or Peggy Manahan at 1-800-639-2130 by October 10, 2017 so we may assist you.

Any reference to commercial products, trade names, or brand names is for information only, and no endorsement or approval is intended.