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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

 

Section 199A and S-Corporation Tax Seminar

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Date & Location

Thursday, May 17, 2018
8 a.m. - 4:30 p.m.
Trader Duke's Hotel (formerly Doubletree)
1117 Williston Rd., South Burlington, Vt. (map)

Fees & Registration

Early Registration: $295 by May 4
Late Registration: $325 after May 4 

Fee includes all instruction, 250-page outline text with examples and citations to authority, refreshments and lunch.

Course Description

Prerequisite: Familiarity with business taxation in general. This will be an intermediate to advanced course.

Course participants will receive a 250-page PDF, complete with examples and citations to authority, as well as PowerPoint slides of the presentation. Presentation will include a brief overview of Section 199a as it applies to sole proprietorships and partnerships in addition to the following S Corporation topics:

  • Current developments, including en-acted and proposed legislation up to the presentation date
  • Timely elections and late election relief
  • Corporate and shareholder income and loss including
  • The new §199A QBI deduction
  • Threshold for cash method, in-ventories, uniform capitalization, completed contract method and interest deduction limitations
  • Shareholder stock and debt basis: New regulations, old restructuring technique and case law
  • Compensation of shareholder-employees
  • Loss limitations, including
  • Basis and amount at-risk and passive activity loss limits
  • New excess business loss limit and changes to net operating loss rules
  • Net investment income issues
  • The built-in gains tax: Including exam-ples of the how new tax rates apply
  • Qualified Subchapter S Subsidiaries: Definitions and planning opportunities

Instructor and CPA Robert ​Jamison is back by popular demand! Bob is ​a ​nationally ​recognized ​expert ​on ​S-corporation taxation ​who has ​literally ​written ​the ​book ​on ​this topic. ​ ​His ​book, ​S ​Corporation ​Taxation, ​is published annually.  Bob​ ​will ​offer ​a ​special ​discount ​coupon ​to ​purchase ​the ​most ​recent ​edition ​of ​S ​Corporation ​Taxation ​and ​the ​most ​recent ​edition ​of ​the ​Multistate ​Tax ​Guide ​to ​Pass ​Though ​Entities, ​both ​of ​which ​he ​​authors. ​If ​there ​are ​any ​significant ​developments ​within ​three ​weeks ​before ​the ​presentation, ​Bob ​may ​prepare ​a ​separate ​handout. Bob is professor emeritus ​of accounting ​at ​Indiana ​University, ​Kelley ​School ​of ​Business ​in ​Indianapolis. ​ ​He ​has ​a ​B.A. ​in ​Economics ​from ​DePauw ​University, ​an ​MBA ​from ​Portland ​State ​University, and ​a ​Ph.D ​in ​Accounting ​from ​the ​University ​of ​Texas ​at ​Austin, ​as ​well ​as ​his ​CPA ​certification. ​ 

Download Brochure

Register Online

To request a disability-related accommodation to participate in this program please contact Elaine Burnor or Peggy Manahan at 1-800-639-2130 by April 30, 2018 so we may assist you. 

 

Cyber Security Conference

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Save the Date

September 10, 2018

Come learn how to protect your office and your clients' electronic data.

Details and registration information coming.

Income Tax School

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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 will be offered for Vermont Income Tax updates (except CPAs).

2018 Locations - Save the Date

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

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