General Tax School Information
The 2025 Tax Schools take place on Nov. 5-6 in So. Burlington and online, and Nov. 12-13 in Killington.
Download the printable agenda (PDF) or refer to the daily schedules below. Downloadable instructor materials, "slides" and/or "handout," are provided for download at the instructor's discretion.
Read the instructor and adviser bios, get to know the professionals who plan and teach this year's program.
AGENDA for 2025 Extension Two-Day Tax Schools & Evening Ethics Panel Session
DAY 1: Tues., Nov. 4 (So. Burlington & online) / Nov. 11 (Killington)
Body
| Time | Session |
|---|---|
| 8:15 – 8:25 a.m. | Introductions – Seth Anderson |
| 8:25 – 9:15 | Ag Issues (Ch. 8, PDF slides) - Alicia Marcy, EA; Jennifer Bouchard |
| 9:15 – 10:05 | New Legislation / International Tax Issues (Ch. 14, PDF slides & Ch. 14, PDF handout) - Claude Schwesig, CPA; Kuroosh Sarafzade |
| 10:05 – 10:20 | Break |
| 10:20 – 11:10 | IRS Issues (Ch. 11, PDF slides) - Joe McCarthy, CPA |
| 11:10 a.m. – 12:00 noon | Trusts and Estate Issues (Ch. 3, PDF slides) - Molly Bucci, Esq.; Sandy Enman, CPA |
| 12:00 - 12:10 p.m. | Q & A |
| 12:10 – 1:00 | Lunch |
| 1:00 - 1:50 | Work Opportunity and R&D Update (Ch. 14, PDF Slides) - Elisia Laramee, CPA |
| 1:50 - 2:40 | Business Tax Issues (Ch. 4 / 9) - John Scheer, CPA |
| 2:40 – 2:55 | Break |
| 2:55 – 3:45 | Installment Sales (Ch. 5) - Jeff Fothergill, CPA |
| 3:45- 3:55 | Q & A |
| 3:55 - 4:00 | Close |
DAY 1 - EVENING SESSION: Tues., Nov. 4 (So. Burlington & online) / Nov. 11 (Killington)
Body
| Time | Session |
|---|---|
| 4:05 – 5:45 p.m. | Bonus Ethics (Ch. 1, PDF slides & Ch.1, PDF handout & Ch. 1, PDF Circular 230 proposed changes) - Ethics Scenarios Panel Discussion: Stephanie Machia, EA; Arlon Warner, EA; Joan Holloway, CPA |
DAY 2: Weds., Nov. 5 (So. Burlington & online) / Nov. 12 (Killington)
Body
| Time | Session |
|---|---|
| 8:15 – 8:25 a.m. | Introductions - Seth Anderson |
| 8:25 – 9:15 | Individual Issues / Home Ownership (Ch. 4) - Ashlie Smith |
| 9:15 – 10:05 | Vermont Department of Taxes - John Demeter, Lisa Pinkus (So. Burlington); Sharon Asay, CPA, Renae DiGregorio (Killington) |
| 10:05 – 10:20 | Break |
| 10:20 – 11:10 | Religious and Tax-Exempt Organizations (Ch. 2, PDF slides) - Kerry Claffey |
| 11:10 a.m. – 12:00 p.m. | New Legislation (Ch. 14, PDF slides) - Seth Anderson, EA |
| 12:00 - 12:10 p.m. | Q & A |
| 12:10 - 1:00 | Lunch |
| 1:00 - 1:50 | Retirement Issues (Ch. 6, PDF slides) – Lela McCaffrey, CPA, CFP |
| 1:50 – 2:40 | Retirement Issues (Ch. 6, PDF slides) - Jason Cadwell, CPA/PFS, CFP; VT Saves (PDF slides) Becky Wasserman, J.D. |
| 2:40 – 2:55 | Break |
| 2:55 – 3:45 | Rulings and Cases (Ch. 13, PDF slides) - Mark Langan, Esq.; Brian Murphy, Esq. |
| 3:45 - 3:55 | Q & A |
| 3:55 – 4:00 | Close - Seth Anderson |