Tax School

REGISTER NOW for this year's UVM Extension Tax Education Programs and to receive the latest in-depth and up-to-date education on new tax laws and regulations.

Programs are taught by an experienced group of highly qualified and certified instructors, and provide the most relevant topics that you need to stay on top of tax legislation which impacts current and future tax returns.

This year's programs feature a Business Tax Seminar focused on S-Corps and Partnerships on Oct. 24 (Montpelier), and the two-day Tax Schools, Nov. 7/8 (So. Burlington) and Nov. 14/15 (Killington).  The So. Burlington school will be broadcast via Zoom.  Program details, brochures and links to registration appear below.

Business Tax Seminar (S-Corps and Partnerships): Tuesday, Oct. 24

Participants who attend the entire session receive 5 hours of Continuing Professional Education (CPE) credit. CPAs will receive an additional 3 for the Vt. portion of the program.  Instructors are John Scheer, CPA; Seth Anderson, EA; Claudia Brousseau, CPA.  Program description:

Topics

  • Qualifications for S-Corporation status
  • Timely elections and late election relief
  • Shareholder stock and debt basis in an S-Corp and Partnerships, Form 7203
  • Partnership Basis
  • M-2 Calculation
  • K-1’s — common entries and how to enter on 1040
  • Officer’s Health Insurance — S-Corp
  • Distributions from S-Corporations — rules, uncertainties and planning
  • Compensation of shareholder-employees: Traps and likely strategies

Vermont Topics

  • Non-resident withholding
  • Composite tax returns
  • Bonus depreciation dierence adjustments
  • Potential pass-through entity tax
  • New income apportionment calculation for business tax returns

 

Location:
Delta Marriott in Burlington, VT
8:00 a.m. - 5:00 p.m.



Download the Business Tax Seminar brochure (PDF) for details on fees, program schedule and speaker bios.

Register now for the 2023 Business Tax Seminar

To request a disability-related accommodation to participate in this program, please contact UVM Student Accessibility Services at access@uvm.edu or 802-656-7753 by Monday, October 2, 2023 so we may assist you.

Income Tax Schools: Tuesday, Nov. 7/8 or 14/15

Registration is open for the 2023 two-day November Tax Schools; this year's program options are: 

Nov. 7/8 at Delta by Marriott, 1117 Williston Road, South Burlington, VT
Zoom option available
In-person registration limited to 165 participants

Nov. 14/15 at Killington Grand Hotel, Killington, VT (no remote option)

 

Download the November Tax School brochure (PDF) for details on fees, program schedule and bonus ethics session.

Register now for the 2023 November (two-day) Tax School

To request a disability-related accommodation to participate in this program, please contact UVM Student Accessibility Services at access@uvm.edu or 802-656-7753 by Monday, October 16, 2023 so we may assist you.

UVM Extension Tax School

Questions? 

Contact Peggy Manahan, 1-800-639-2130 or 802-656-7620

"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