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 is being offered for Vermont Income Tax updates (except to CPAs).

2018 Locations

• November 6-7, 2018 at Champlain Valley Exposition, Essex Junction, Vt.
• November 13-14, 2018 at Killington Grand Resort Hotel, Killington, Vt.

Fees & Registration

Early Registration: $340, July 15 - September 17
General Registration: $380, September 18 – October 29
Late Registration for ESSEX:  $485 starts October 31
Late Registration for KILLINGTON: $485 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 16, 2018 so we may assist you.

Course materials login for registered participants will be available in November.

Program Details

Monday, September 10, 2018
Trader Duke's Hotel (formerly DoubleTree), 1117 Williston Road, South Burlington, VT
7:30 a.m. Refreshments
8 a.m. to 4:30 p.m. Program  
2018 Cyber Security Summit brochure

This program is for non-IT individuals who run (or work at) a tax, legal, financial or other professional practice and need to protect sensitive client information. The session will not focus on specific industry regulations but will give you practical ways to improve your practice’s security procedures. Patti Bisson and Tobias Bernier will explain basic security terms and discuss practical ways to protect your computers and client data from outside threats. You will leave the course with clear guidance on how to improve your security and have informed conversations with your IT professional(s). Eight (8) hours of IRS CE will be provided.

Topics

• What do terms such as malware, virus, ransomware mean?
• What are the most common types of breaches? How do they happen?
• The current state of cyber threats
• Discussion on insurance protection
• Ways to protect yourself by using passwords, VPNs and security devices
• How to continuously and reasonably improve your cyber know-how and habits
• Worksheet that can be filled out and be used as a template for a security plan

Instructors

Patricia M. Bisson, EA, is a strategist, advisor, speaker and instructor, with twenty-five years of experience in accounting, tax and management for closely held businesses and public organizations. She is an Enrolled Agent (EA) licensed with the Internal Revenue Service. Patti also serves as a board member on the Vermont Tax Commissioner’s Tax Technical Working Group, is President of the Vermont Chapter of NATP (National Association of Tax Professionals), and is an instructor for the UVM Tax School. Patti lives in Barre, Vt. with her husband Tom.

Tobias Bernier is a retired police officer, computer nerd and an advocate for business and personal cyber security. For many years, the main focus in his professional life has been the next level of security and intrusion prevention. He has dedicated a great deal of time to keeping up with changing technologies and fraud tactics in order to try and stay up front with probable areas needing improvement on the entire spectrum of network and security. As the sole proprietor of IT Support Vermont, Tobias works out of his home in Barre where he lives with his wife and kids.

Cancellation

Except for medical, family or military emergency
More than 15 days prior: $50
Less than 15 days prior: $100

Contacts

Registration: Elaine Burnor
Program & Facilities: Peggy Manahan
1-800-639-2130 or 1-802-524-6501

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