Overview

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Tax Practitioners Institute

What You Will Learn

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Tax Practitioners Institute

TUESDAY, DECEMBER 6, 2022

  • 9:30-10:00am | Welcome & Housekeeping
     
  • 10:00am-12:00pm | IRS Hot Topics (100 mins/2 CEs)
    • Presented by Odette Turenne, IRS Stakeholder Liaison
      • This session will provide highlights of federal tax changes from a tax forms perspective. Also included will be information on reconciling the Advance Child Tax Credit Payments and Economic Impact Payments for tax year 2022.  This session will also include IRS filing season updates, tax return preparer updates and various other key messages.
      • Includes 20 minutes of moderated Q&A
         
  • 1:00-3:00pm | Ethics in Tax Practice (100 mins/2 CEs)
    • Presented by Dr. Richard Spead, Spead Tax Consulting
      • Includes 20 minutes of moderated Q&A

WEDNESDAY, DECEMBER 7, 2022

  • 10:00am-12:00pm | Individual Tax Law Update (100 mins/2 CEs)
    • Presented by Karen Lascelle, Plodzik & Sanderson, P.A.
      • Session topics covered will include tax legislation enacted in 2021 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 be an extensive review of the new tax regulations.
      • Includes 20 minutes of moderated Q&A
         
  • 1:00-3:00pm | Small Business Tax Law Update (100 mins/2 CEs)
    • ​​Presented by Peter Ventura, Leone, McDonnell & Roberts, P.A.
      • Includes 20 minutes of moderated Q&A

 

THURSDAY, DECEMBER 8, 2022

  • 9:00-10:00am | New Hampshire State Tax Update (100 mins/1 CEs)
    • ​Presented by Robert LaBrecque & Cory Rayner, NH Department of Revenue Administration
      • Discussion of law changes over the past year
      • Includes 10 minutes of moderated Q&A
         
  • 10:30-11:30am | Massachusetts State Tax Update (100 mins/1 CEs)
    • Presented by George Barresi, EA
        • Includes 10 minutes of moderated Q&A
           
    • 1:00-2:00pm | Vermont State Tax Update (50 mins/1 CE)
      • Presented by Patricia M Bisson, EA 
        • An update on Vermont Taxation and Vermont Tax Treatment of provisions of new Federal Tax Laws
        • Includes 10 minutes of moderated Q&A
           
    • 2:30-3:30pm | Maine State Tax Update (50 mins/1 CE)
      • Presented by Richard Ganong, MBA, EA
      • Includes 10 minutes of moderated Q&A
         
    • 5:30-7:30pm | Networking Reception - Doubletree Hotel, Manchester, NH

    Travel & Site Information

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    Tax Practitioners Institute

    This year's Tax Practitioners Institute will be held as a virtual event. Access information will be provided to all registered attendees the week prior to the event. 

    A networking reception will be held on Thursday, December 9 from 5:30-7:30pm at the Doubletree Hotel in Manchester, NH. 

    Tools & Materials

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    Tax Practitioners Institute

    All Tax Institute participants will receive access to a digital copy of the Land Grant University Tax Education Foundation's 2022 National Income Tax Workbook. The manual is specific to the 2022 tax filing season and will be distributed to registered attendees only. Additional handouts may be provided digitally in advance of the event. 

    We are pleased to offer hard copies of the 2022 National Income Tax Workbook to attendees for and additional fee of $35. Please be sure to add on the fee during checkout, and provide your preferred mailing address. 

    Instructor Bios

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    Tax Practitioners Institute

    • George Barresi

      George Barresi, EA

      George’s career in taxation began as a part-time, preparer in a small firm. After passing the Massachusetts Tax Examiner civil service examination, he began a 36 year career with the Massachusetts DOR. During this time,  he served as a desk examiner, desk examination supervisor, field auditor, field audit supervisor, Audit Division Income Tax Policy Manager, hearings officer, and member of the Audit Advisory Group to DOR’s deputy commissioner of audit. He climaxed his DOR career as a senior trainer in DOR’s Tax Education Group responsible for in house staff training as well as practitioner outreach. He has been a perennial presenter at  the University of New Hampshire Tax Program, The University of Massachusetts Tax School, continuing education programs at Salem State University, Essex Community College, Massasoit Community College, Western New England University, the Boston Tax Institute, National Association of Tax Professionals, Massachusetts Society of Enrolled Agents, Massachusetts Association of Accountants, the former New Hampshire Society of Accountants, and as an Adjunct Professor of Business at Bunker Hill Community College. Presently, George consults on state and federal issues with Philip Dardeno, CPA, MST, a principal at Kenneth Freed and Company, Woburn Massachusetts.

    • Patricia M. Bisson, EA

      Patricia (Patti) is a tax professional with thirty years of experience in accounting, tax, and management for private and public companies.  In addition to providing tax and management services, Patti is a frequent speaker and instructor and is studying tax policy at Harvard Kennedy School.  She serves as an appointed member of the VT Tax Administration Advisory Board, as well as President of the VT Chapter of NATP (National Association of Tax Professionals).  Patti lives in Central Vermont with her husband Tom.

    • Richard Ganong

      I first began preparing tax returns in 1973 in Brooklyn, NY as a part-time job.  After getting my MBA in 1986, I started working full-time as a professional tax preparer/consultant.  In 2011, the IRS with the advent of the RTRP certificate designation I decided that, if I were going to be credentialed, it was time to get credentialed as an EA {Enrolled Agent} in order to better serve my client base 

      In 2012, I was elected to serve on the National Board of Directors for the National Assoc. of Tax Professionals.  I have had that position for the past 9 years.

      In addition, I have developed and taught courses related to various aspects of the IRC and pertinent subject matter that tax preparers need in order to better serve their clients.

    • Robert LaBrecque

      Robert LaBrecque is an Audit Manager for the Multi-Entity and Tobacco Tax Group at the New Hampshire Department of Revenue. Robert began his career at the Department 25 years ago and has held many positions which involved auditing the Meals and Rentals Tax, the Interest and Dividends Tax and the New Hampshire Business Profits and Enterprise Taxes. In his current position, he oversees the audits of unitary groups as well as the compliance and audit of Tobacco Taxes. Along with others in the Department, he presents on many topics to outside groups regarding multiple tax issues. Robert is a graduate of Bentley University in Waltham, Massachusetts, where he received a Bachelor of Science degree in Accounting.

    • Karen Lascelle

      Karen Lascelle, CPA, CVA, CFE is a Director/Shareholder with Plodzik & Sanderson, PA. Karen has been working in public accounting for over 20 years and is very happy to be back practicing in the Concord area. Having worked extensively with businesses and individuals in commercial services and tax compliance, Karen is a business valuation expert specializing in the valuation of closely held businesses for a variety of purposes including succession planning, gift and estate taxation, buy-sell agreements, mergers & acquisitions, marital dissolutions, shareholder disputes, subchapter S elections, purchase price allocations and bank relationships with SBA loan funding. She works closely with small businesses on tax compliance, financial statement and business consulting matters. Karen also works extensively with Non-Profits on financial statement audits, compilations and reviews. Karen's qualifications include: Certified Public Accountant (CPA) – State of New Hampshire; Certified Valuation Analyst (CVA) – National Association of Certified Valuators and Analysts; Certified Fraud Examiner (CFE) – Association of Certified Fraud Examiners; Master of Business Administration (MBA), Southern New Hampshire University. Karen enjoys conducting seminars to educate people on business valuations, forensic investigations and tax compliance.  Karen participates actively in several boards and professional organizations, including: President of the New Hampshire Society of CPAs (NHSCPA); Former Chair, Ethics Oversight Board, National Association of Certified Valuators & Analysts (NACVA); former Board Member, Rotary Club of Nashua West; Treasurer, Greater Nashua Mental Health; Adjunct Professor, Southern New Hampshire University & University of Phoenix; 2014 - 40 Under Forty Award from the NACVA and Consultants’ Training Institute.

    • Cory Rayner, EA

      Cory Rayner is one of the Audit Managers overseeing the In-State Bureau at the New Hampshire Department of Revenue. Cory leads a diverse group of tax auditors and takes great pride in ensuring auditor development and advancement through ongoing training and collaboration. Cory is most experienced with Meals and Rentals Tax, Business Profits Tax, and Business Enterprise Tax. Before joining the Department in 2015, Cory previously worked in public accounting for just over 5 years alongside CPAs and Enrolled Agents (EAs) doing tax preparation, tax planning, and auditing. Cory is a licensed EA with the Internal Revenue Service and is also a Certified Public Supervisor. Cory earned his Bachelor’s degree in Accounting from Plymouth State University and recently just earned his Master in Business Administration (MBA) degree from Fitchburg State University earlier this year.  

    • Dr. Richard Spead

      Dr. Spead Ph.D., MST, PA, EA, CFE, CFS, CBM, ATA, ATP, ABA, DABFA, FACFEI is the Founder and Managing Member of the Spead Tax Group, PLLC (Tax, Insolvency and Forensic Accountants). He is Licensed to Practice as a Public Accountant by the State of New Hampshire; Enrolled to Practice before the Internal Revenue Service; a Certified Fraud Examiner; a Certified Fraud Specialist; a Certified Business Manager; an Accredited Tax Advisor; an Accredited Tax Preparer; an Accredited Business Advisor; a Diplomat of the American Board of Forensic Accountants; and a Fellow of the American College of Forensic Examiners Institute. Dr. Spead’s educational and professional background includes Advanced Studies Harvard Law School Program of Instruction for Lawyers; Master of Science in Taxation, Summa Cum Laude (Washington Institute for Graduate Studies); Doctor of Philosophy in Taxation, with Honors (Washington Institute for Graduate Studies). He is a published author of numerous tax articles and is a nationally known lecturer on bankruptcy and tax related issues. Dr. Spead is the Dean of the Graduate Tax Program at the America Academy for Taxation; and, he is a Ph.D Advisory and Faculty Member at the Graduate Tax Program at the Washington Institute for Graduate Studies.

    • Odette Turenne

      Odette Turenne is a Senior Stakeholder Liaison with the Stakeholder Liaison office of the Internal Revenue Service Communications & Liaison Division. Odette began her career with the Internal Revenue Service 35 years ago as a Revenue Agent in the Examination Division of the Small Business/Self-Employed Operating Division of IRS. Currently, as a Senior Stakeholder Liaison, Odette represents the IRS at education and outreach events and works with tax professionals, payroll providers, industry and trade associations, small business owners, and other federal, state and local government agencies.  She speaks at organization meetings, conferences, seminars, forums, and workshops on tax related topics relevant to the tax professional or small business audience. Odette is a graduate of Bryant University in Smithfield, Rhode Island, where she received a Bachelor of Science degree in Accounting.

    • Peter Ventura

      Peter Ventura

      Peter has been a member of the Leone, McDonnell & Roberts, Professional Association team since 2003. In his current role as Partner, he is responsible for multiple pension, 401(k) and 403(b) plan audits. Peter is recognized within the firm as an expert with regard to employee benefit plan audits. He is also responsible for audits of many of the firm’s manufacturing clients along with small and mid-size tax clients. Since his public accounting career began more than 19 years ago, Peter has developed a strong background in and knowledge of several different industries. Specifically, he has spent more than a decade working with clients in both the manufacturing and not-for-profit sectors and has extensive experience with the Employee Retirement Income Security Act (ERISA). Partially due to his friendly personality and strong communication skills, Peter is by nature a very sales oriented individual. He continually attempts to generate new business for Leone, McDonnell & Roberts and ultimately help the firm grow and prosper. In one example, Peter served as a liaison between the firm and an outside investment company, which enabled Leone, McDonnell & Roberts to offer investment planning services to its clients. In addition to maintaining his focus on the success of both the firm and its clients, Peter extends his commitment and knowledge to local college students. Peter speaks periodically to students at the University of New Hampshire about the accounting profession. After growing up in Plaistow, New Hampshire, Peter experienced life in other parts of the country, spending five years in Georgia and two years in Michigan. He then moved back to his home state and currently resides in Durham with his wife, Lori, and their two children. While away from the office, Peter is an avid outdoorsmen and enjoys participating in a variety of sports.

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