Overview

Tax Practitioners Institute
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Tax Practitioners Institute

38th Annual Tax Practitioners Institute
November 1, 2017
Radisson Hotel
Manchester, New Hampshire

Cosponsored by 
UNH Professional Development & Training 
in cooperation with the
Internal Revenue Service, 
Office of Stakeholder Liaison

Register by October 13 and Save!
$215 ($240 if registering after October 13)

Now in its 38th year, the UNH & IRS Tax Practitioners Institute is attended by more than 200 tax professional from New Hampshire, Maine, Massachusetts, and Vermont annually. Designed specifically for tax practitioners, tax return preparers, accountants, bookkeepers, attorneys and paralegals the conference is ideal for all professions that need to stay current on the constantly changing federal and state tax laws.

At the Institute, you’ll hear from IRS staff, state representatives from across New England and private tax experts on federal tax topics, as well as state specific information from New Hampshire, Maine, Massachusetts, and Vermont. With four specific program tracks, attendees have the opportunity to choose to attend a variety of presentation topic areas including:

  • Individual Tax Issues & Updates
  • Small Business Tax Law Updates
  • IRS Key Messages
  • IRS Hot Topics
  • New Hampshire & Massachusetts State Taxes
  • Maine & Vermont State Taxes

Note: For session descriptions and more information, go to training.unh.edu/tax

Institute registration fee includes a 2017 National Income Tax Workbook, additional conference materials, continental breakfast, lunch, and on-site parking.

The Tax Practitioners Institute qualifies for IRS Continuing Education Credits for Enrolled Agents and qualifies for Continuing Professional Education credits for licensed accountants in the State of New Hampshire.

What You Will Learn

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Tax Practitioners Institute

At the Institute, you’ll hear from IRS staff, state representatives from across New England and private tax experts on federal tax topics, as well as state specific information from New Hampshire, Maine, Massachusetts, and Vermont. With four specific program tracks, attendees have the opportunity to choose to attend a variety of presentation topic areas including:

  • Individual Tax Issues & Updates
  • Small Business Tax Law Updates
  • IRS Key Messages
  • IRS Hot Topics
  • New Hampshire & Massachusetts State Taxes
  • Maine & Vermont State Taxes

TRACKS

Track 1: Individual Tax Issues
NH and MA State Taxes
VT and ME State Taxes
Small Business Tax Law

Track 2: Individual Tax Issues
VT and ME State Taxes
NH and MA State Taxes
IRS Hot Topics

Track 3: IRS Hot Topics
IRS Key Messages
NH and MA State Taxes
Individual Tax Issues

Track 4: Small Business Tax Law
NH and MA State Taxes
IRS Key Messages
Individual Tax Issues

Travel & Site Information

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Tax Practitioners Institute

This year's Tax Practitioners Institute will be held at the Radisson Hotel Manchester Downtown:

Radisson Hotel Manchester Downtown
700 Elm Street
Manchester, NH, 03101

Complimentary parking will be available at the Center of New Hampshire Parking Garage, located directly next to the Radisson.  Just remember to bring your parking stub into the conference to be validated by PD&T staff:

Center of New Hampshire Parking Garage
65 Granite Street
Manchester, NH 03101

Tools & Materials

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Tax Practitioners Institute

All Tax Institute participants will receive the Land Grant Universtiy Tax Education Foundation's 2017 National Income Tax Workbook.  The manual is specific to the 2017 tax filing season and will be distributed at the Institute only. No reference manuals will be mailed.

Additional handouts, provided by session instructors, may also be available at the Institute.

Instructor Bios

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Tax Practitioners Institute

  • Karen Boulay

    Karen Boulay

    Karen Boulay, CPA, CVA, is a Certified Public Accountant and a Certified Valuation Analyst with Melanson Heath in Nashua and Manchester, NH. She is a licensed CPA in NH and Vermont and is a member of the NH Society of CPAs, the Amer. Institute of CPAs, the Nat’l Assn. of Certified Valuators and Analysts, and the NACVA Valuation Credentialing Board. Karen is an adjunct professor with the University of Phoenix and Southern NH University, teaching managerial accounting, forensic accounting.

  • Richard Sweeney

    Richard A. Sweeney

    Richard A. Sweeney, EA, JD, retired from the IRS in 2013 after 32 years—the last 8 years as Senior Appeals Officer resolving complex tax cases without litigation, 20 years as a Revenue Agent conducting tax audits on a wide range of business entities, and 4 years as an IRS Tax Professional Stakeholder Liaison teaching tax law and IRS processes and procedures to tax professionals throughout New England. He continues to teach and maintains a tax practice (d/b/a Sweeney Tax Consulting) in Boston preparing individual and entity tax returns, doing tax consulting/ planning, and representing clients before the IRS.
     

  • George Barresi

    Geroge Barresi

    George Barresi recently retired after 30 years with the Massachusetts Dept. of Revenue. His presentation will cover the new structure and management of the DOR. He will also discuss the 44th Amendment of the Mass. Constitution; the topic of a 2017 ballot initiative that would enable the state to effect a “Millionaire’s Tax”—a surtax on high income taxpayers.

  • Richard Wolfish

    Richard Wolfish

    Richard Wolfish, CPA, Partner at Gallagher, Flynn & Company, will cover Vermont tax law updates. Rick is a member of the Tax Technical Working Group, a new committee to improve communication between the Vermont Department of Taxation and Vermont Tax Professionals. Richard works closely with the owners of entrepreneurial businesses, advising them on a wide range of topics, including tax planning, estate planning, inventory valuation, and pension and profit sharing.  He has a strong background in international taxation, having structured outbound transactions for U.S. companies doing business abroad and inbound transactions for foreign corporations doing business in the United States.

  • Peter Colbath

    Peter Colbath, M.S., CPA, is with the NH Dept. of Revenue Administration and will cover 2016 legislative changes that are effective for the current filing season, as well as updates on forms, e-file, reminders, and common filing errors.

  • Sandra Lind

    Sandra Lind is Deputy Director of the Income/Estate Tax Division. She has been with Maine Revenue Services for over 30 years. She manages the individual tax programs including Individual Income and Fiduciary Taxes, Estate Tax and Employer Withholding Tax. Her presentation will cover the many upcoming tax changes in Maine for the 2016 tax year.

Radisson Hotel, Manchester
Karen Boulay
Richard A. Sweeney
Geroge Barresi
Richard Wolfish
Peter Colbath
Sandra Lind
$215.00
7.5
USNH Tuition Waiver Discount
0.75
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217330