green and white anniversary cake celebrating 30 years with UVM tax school

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 this year's returns and into the future.

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

 

Partnership Tax Planning Seminar

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Program Details

Thursday, September 19, 2019
Delta Hotels by Marriott (formerly Trader Dukes), 1117 Williston Road, South Burlington, VT
Speaker - Gregory Bouchard
8 a.m. to 4:30 p.m.

This seminar is an advanced course designed to focus on partner sales and other transitions in ownership. It will discuss the strategies when planning for ownership changes as well as the accounting and tax treatment when they have occurred. Greg will explain how to take advantage of the partnership structure to both build the net worth of the younger generation while providing for the comfortable exit of the older generation. Along the way, the Internal Revenue Tax Code (IRC) has placed a few land mines but also some nuggets of gold. His goal is to provide an effective road-map to increase the after-tax wealth of your clients.

This seminar will cover:

  • Overview of Partnership and Taxes
  • Gifting and Sale of Partnership Interests
  • Guaranteed Payment Strategies
  • Capital Account and Basis Tracking
  • Transfer of Ownership Planning
  • Case Study with Forms Review
  • Qualified Business Income Deduction (QBI)

Registration Opens July 15

Early: $300 before August 15
Late: $330 on/after August 15

To request a disability-related accommodation to participate in this program please contact Elaine Burnor or Peggy Manahan at 1-800-639-2130 by August 20, 2019 so we may assist you.

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

Registration

Fee includes refreshments and lunch.

Register now!

2019 Income Tax Schools

magnifying glass over form 1040

The Tax School delivers the latest Federal and Vermont Tax information.

 

Locations

  • November 5-6 at Champlain Valley Exposition, Essex Junction, Vt. (8 a.m. - 4:30 p.m.)
  • November 12-13 at Killington Grand Resort Hotel, Killington, Vt.(8 a.m. - 4:30 p.m.)

Fees / Registration Opens July 15

Early Registration: $345, July 15 - September 17
General Registration: $385, September 18 – October 29
ESSEX Late Registration: $490 on/after October 30
KILLINGTON Late Registration: $490 on/after November 6

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

Essex (CVE) Registration

Killington 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 14, 2019 so we may assist you.

Registered participants will have access to online course materials in November.

 

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