Extension Tax Education Programs

UVM Extension's Tax Education Programs offer the latest in-depth training on new tax law and regulations for preparers.

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

 

2024 Tax Education Programs

Tax Planning Strategies Seminar
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Wednesday, October 23 at Delta Hotels by Marriott, 1117 Williston Rd., So. Burlington

Participants should have a basic understanding of individual taxation. This will be an intermediate course. Topics covered include:

  • Qualified Charitable Distributions, (QCDs)
  • Donor Advised Funds, and other charitable strategies
  • Early retirement tax planning
  • Planning for the 0% capital gains rate
  • Backdoor Roths
  • IRMMA
  • Vermont property tax credit planning
  • Retirement plans for self-employed and small business owners
  • Tax planning for business transitions and owner retirement
  • Planning for the possible expiration of certain provisions of the Tax Cuts and Jobs Act at the end of 2025

 

 

November Two-Day Tax Schools

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South Burlington:  Weds./Thurs., November 6-7 at Delta Hotels by Marriott, 1117 Williston Road (in-person and online)

Killington:  Tues./Weds., Nov. 12-13, Killington Grand Resort Hotel, 228 East Mountain Road (in-person only; no remote option)

This year's program will focus on the complications of new tax laws. We have a diverse group of volunteer
speakers, allowing us to provide another great year of education.  Topics to be covered:

  • New Legislation
  • Limited Liability Company Issues
  • Rental Activities — Including Repair vs. Capitalizing Expenditures, loss limits
  • Business Issues
  • Retirement Issues
  • Rulings and Cases
  • IRS Issues
  • Vermont Department of Taxes
  • International Tax Issues; FBAR, FIRPTA and 1040-NR
  • Individual Tax Issues
  • Agriculture Issues
  • Related Party Complications
  • Clean vehicle and energy Credits
  • Trust and Estate Issues
  • Ethics

 

 

Bonus Ethics Session
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The annual "Bonus Ethics" session will take place on Day 1 of the November schools at both locations from 3:55 to 5:35 p.m. and will be offered online from the South Burlington location only.  

This practitioner panel will present ethical situations, possible rule infractions, and how to navigate them.