Overview

Tax Practitioners Institute
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Tax Practitioners Institute

38th Annual Tax Practitioners Institute

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

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.

For more information, visit training.unh.edu/tax.

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:

Keynote Presentation | Mary Beth Murphy, Commissioner, Small Business & Self-Employed Division, IRS

Individual Tax Issues & Updates | 2 CE Credits - Federal Tax Law Karen Bouley, CPA, CVA, CFE, Melanson Heath

  • The session will cover tax legislation enacted in 2017 and recent court decisions and administrative pronouncements that have an impact on individual taxpayers.  There will be a review of various expiring provisions of prior legislation and the tax implications of ongoing major tax legislation.  There will also be discussion on the upcoming changes in Washington and what analysts are predicting for major tax reform under the new administration.

Small Business Tax Law Updates | 2 CE Credits –  Federal Tax Law Update | Richard A. Sweeny, EA, JD, Sweeney Tax Consulting

  • Topics in this session will include a discussion of tax legislation enacted in late 2016 and 2017, recent court decisions, and administrative pronouncements that have an impact on small business taxpayers.

IRS Key Messages | 2 CE Credits –  Federal Tax Law Update | Tim Sherrill, Collection Director, North Atlantic Area, IRS & Frank Torres, Revenue Agent Group Manager, IRS

  • This session will discuss collection programs that currently exist for taxpayers including: passport revocation; private debt collection; installment agreements; Online Payment Agreements; and notice of Federal Tax and IRS revenue officers working with the IRS in the field.  There will also be Field Examination Program updates including: Abusive Promoters and Transactions; the Research and Experimentation Credit; the Offshore Voluntary Disclosure Initiative; and audit information that is helpful when interacting with the IRS.  

IRS Hot Topics | 2 CE Credits –  Federal Tax Law Update | Mary Hanson, Senior Stakeholder Liaison, IRS

  • Focus on IRS Security Summit Updates including information about the latest phishing schemes, business identity theft, and an overview of vulnerabilities common to data compromises indicating that tax professionals remain a target of identity thieves. Also covered will be the Taxpayer Advocate Service priorities and how the National Taxpayer Advocate Report is addressing the most serious problems facing taxpayers. 

New Hampshire Taxes |  Peter Colbath, M.S., CPA, Assistant Director of the Division of Taxpayer Services, NH Department of Revenue Administration

  • Recent New Hampshire legislative changes that are effective for the 2017 filing season, as well as updates on forms, e-file, reminders, and common filing errors will be covered.

Massachusetts Taxes | George Barresi, Massachusetts Department of Revenue (retired)

  • ​A discussion of the 44th Amendment to the Massachusetts constitution; recent DOR publically released statements on rulings, directives, and regulations; recent Massachusetts Appellate Tax Board decisions; the new DOR Commissioner; the MassTaxConnect filing platform; and current audit issues.

Maine Taxes | Sandra Lind, Deputy Director of the Income/Estate Tax Division, Maine Revenue System

  • ​This session will cover the many past and upcoming tax changes in Maine for the 2017 tax year.  

Vermont Taxes | Richard Wolfish, CPA, Partner, Gallagher, Flynn & Company

  • A vareity of 2016 and 2017 Vermont tax law changes and updates will be covered in this session.  

 

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

Attendees will be asked to select a Track preference upon enrollment

Download a Tax Institute Brochure

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

  • George Barresi

    Geroge Barresi

    George Barresi retired from the Massachusetts  Deparmtnet of Revenue after 30 years, most recently working as a Senior Training Officer. 

  • Karen Boulay

    Karen Boulay

    Karen Bouley, CPA, CVA, CFE is a Certified Public Accountant, Certified Valuation Analyst and Certified Fraud Examiner with Melanson Heath in Nashua and Manchester, NH.  She is a member of the New Hampshire Society of Certified Public Accountants, American Institute of Certified Public Accountants, National Association of Certified Valuators and Analysts (NACVA), and American Association of Certified Fraud Examiners (ACFE).  She also teaches forensic and managerial accounting with the University of Phoenix and multiple accounting courses with Southern New Hampshire University.

  • Peter Colbath

    Peter Colbath, M.S., CPA, is Assistant Director of the Division of Taxpayer Services with the New Hampshire Department of Revenue Administration.

  • Mary Hanson

    Mary Hanson currently serves as the Senior Stakeholder Liaison at the Internal Revenue Service.

  • Sandra Lind

    Sandra Lind is Deputy Director of the Income/Estate Tax Division with the Maine Revenue System.  

  • Mary Beth Murphy

    Mary Beth Murphy

    Mary Beth Murphy is the Commissioner, Small Business/Self-Employed Division. In
    this position, she provides executive leadership and direction in the design,
    development and delivery of a comprehensive tax administration program to meet
    the needs of small business owners and self-employed taxpayers.

    Prior to this position, Mary Beth served as Director, Employee Support Services,
    Agency-Wide Shared Services. In this role, she was responsible for administrative
    functions regarding Payroll, Travel Services, Credit Card Services, senior
    commissioner representatives, Continuity Operations and the Employee Resource
    Center.

    Mary Beth began her IRS career as a tax examiner at the Atlanta Service Center.
    She became a field revenue officer in the Georgia District and went on to become a
    Collection group manager. In 2000, Mary Beth became an analyst in W&I Business
    Systems Planning. From there she went on to hold a number of leadership positions
    in W&I, CAS and Compliance as project manager of Desktop Integration.
    Prior to entering the Candidate Development Program in 2009, she completed a
    developmental assignment as the director, Treasury HSPD-12. Mary Beth was given
    the responsibility of ensuring the issuance of PIV (Personal Identity Verification)
    credentials to the Department’s approximately 130,000 staff and contractors.

    Throughout her career she has held numerous leadership positions with increasing
    responsibility including group manager, senior analyst and senior program manager.
    Mary Beth is a graduate of the 2009 Candidate Development Program. Mary Beth
    enjoys physical fitness, biking and traveling in her free time.

  • Tim Sherrill

    As the North Atlantic Area Director, Collection in Small Business/Self Employed, Tim
    provides executive leadership and direction for the field collection program in the
    states of Connecticut, Maine, Massachusetts, New Hampshire, New Jersey, New
    York, Rhode Island, and Vermont.

    Tim started his IRS career in 1983 as a Revenue Officer in Houston, Texas. He has
    held various management positions including Field Collection Territory Manager in
    Milwaukee WI, Assistant to the Director of Advisory and Insolvency and most
    recently as Director, Collection Midwest Area where he provided executive
    leadership and direction for the field collection program in the states of Illinois, Iowa,
    Kansas, Michigan, Minnesota, Missouri, Nebraska, North Dakota, South Dakota and
    Wisconsin.

    Tim holds a Bachelor of Science degree in Agriculture from South Dakota State
    University and is a graduate of the 2013 Candidate Development Program.
    Tim and his wife Mary live in the Boston area and have two sons and their families
    living in the Twin Cities. Tim enjoys time with family and friends, the outdoors and
    golfing.

  • Richard Sweeney

    Richard A. Sweeney

    Richard A. Sweeney, EA, JD, retired from the IRS in 2013 after 32 years having served as a Senior Appeals Officer, Revenue Agent, and IRS Tax Professional Stakeholder Liaison teaching tax law and IRS processes and procedures to tax professionals throughout New England.  He now maintains Sweeney Tax Consulting in Boston preparing individual and entity tax returns, doing tax consulting/planning, and representing clients before the IRS.

  • Frank Torres

    Frank Torres currently serves as the Revenue Agent Group Manager for the Internal Revenue Service.

  • Richard Wolfish

    Richard Wolfish

    Richard Wolfish, CPA, is a Partner at Gallagher, Flynn & Company. He is also 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.

8:00am - 4:30pm
Radisson Hotel, Manchester
Geroge Barresi
Karen Boulay
Peter Colbath
Mary Hanson
Sandra Lind
Mary Beth Murphy
Tim Sherrill
Richard A. Sweeney
Frank Torres
Richard Wolfish
$215.00
7.5
USNH Tuition Waiver Discount
0.75
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217330