Extension Tax Education Programs

UVM Tax School Registration is now open!

We will be holding the UVM Tax School this year and it will be following a similar format as in the past. We will offer a Zoom option as well as live attendance for the tax school happening on November 3 and 4 in South Burlington. This will be a remote broadcast of the live tax school so you can attend in-person or remotely for the South Burlington location. The Killington in-person course will take place on November 10 and 11 and will be in-person only. 

Tax School Dates & Locations

November 3-4 (Zoom option available). Delta Hotels by Marriott, South Burlington, Vt., In-person limited to 165 participants. You can reserve a room at the Delta at https://go.uvm.edu/delta-hotel.Register for the November 3-4 session

November 10-11 (No remote option). Killington Grand Hotel, Killington, Vt. To book your room online visit https://go.uvm.edu/killington-hotel.

Register for the November 10-11 sessionDetails

• Level: Intermediate to advanced 
• CPE: 13-16 hours of CPE depending on choices and designation
• Bonus Ethics will be held on Day 1 of each tax school and will now include both hours (2) of ethics ($80)
• Cost: $460 until September 17, $495 until October 22nd, $595 late registration (Includes an approximately 700 page workbook and lunch if in-person)
• Description: This is a long standing tax seminar (over 35 years) that offers practical education to those in the practice of tax preparation for individuals, businesses and trusts and estates. Over 90% of the audience are repeat participants. They comment that they come back because of the broad range of speakers that present on relevant topics to their practices. We touch on current topics as well as review common complications with tax returns. A few of the topics this year will include; New Legislation; including One Big Beautiful Bill Act, Small Business Retirement Plans, Gift Tax Returns, Trust and Estate Tax Issues, Individual Tax issues, Business Tax Issues and many others. In addition, the VT Department of Taxes will be present to offer the latest information and answer questions. You will have the option of two hours of Ethics CPE if you take an additional Bonus Ethics course.

UVM Trust and Taxation Estate Seminar Registration is now open!

We will be holding the UVM Tax School this year and it will be following a similar format as in the past. We will offer a Zoom option as well as live attendance for the tax school happening on November 3 and 4 in South Burlington. This will be a remote broadcast of the live tax school so you can attend in-person or remotely for the South Burlington location. The Killington in-person course will take place on November 10 and 11 and will be in-person only.  

Trust and Estate Tax Seminar Date & Location

October 21, Delta Hotels by Marriott, South Burlington, Vt., To book your room online visit https://go.uvm.edu/delta and use promo code UVV.Register for the October 21 session

Details

• When: October 21, 2026 (8:00-4:45)
• Where: Delta Hotels, South Burlington, VT
• Who: Sandy Enman, CPA, Molly Bucci, Esq., Joanne Lajeunesse (VT Department of Taxes), Kuroosh Sarafzade, Claude Schwesig, CPA
• Level: Intermediate
• CPE: 8 hours
• Cost: $415 by September 17, $475 after September 17
• Description: This is a course you do not want to miss. All 5 speakers have extensive tax experience in the field of trusts and estates. They are an all-star team that will give unique perspectives from their experience navigating the complex tax code and plan for your client's futures. Some of the topics that we will cover are: The probate and estate process, different types of trusts, taxation of trusts and estates, overview of Forms 1041 (Estates and Trusts), 706 (Estate Tax Return), and 709 (Gift Tax Return), portability elections, tax clearance, foreign inheritance tax traps and the US/Canada disconnect, among many other considerations regarding trusts and estates.