Overview

Tax Practitioners Institute
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Tax Practitioners Institute

Registration for this event will close at noon ET on Friday, October 19th. We will accept walk-in registrations at the event - payment will be accepted by check or credit card on-site (no cash). Please be prepared to show ID and bring your PTIN if applicable.

39th Annual Tax Practitioners Institute

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

Register by October 8 and Save!
$215 ($240 if registering after October 8)

Now in its 39th 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 2018 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

8-8:30 am ...............
Check-in & Continental Breakfast
8:30-10:10 am
.........
Concurrent Track Sessions
10:10-10:20 am
.......
Refreshment Break
10:20 am-Noon .......
Concurrent Track Sessions
Noon-1:00 pm .........
Lunch & Luncheon Speaker
“Doing the Right Thing: TIGTA, Integrity and You”
Stephen Quartino, Special Agent, Treasury Inspector
General for Tax Administration (TIGTA), Boston Field Office
1:00-2:40 pm ..........
Concurrent Track Sessions
2:40-2:50 pm ..........
Refreshment Break
2:50-4:30 pm ..........
Concurrent Track Sessions
8-8:30 am ...... |.Concurrent Track Sessions
10:10-10:20 am
.......
Refreshment Break
10:20 am-Noon .......
Concurrent Track Sessions
Noon-1:00 pm .........
Lunch & Luncheon Speaker
“Doing the Right Thing: TIGTA, Integrity and You”
Stephen Quartino, Special Agent, Treasury Inspector
General Mark GTA), BostMaKellon Fffice
1:00-2:40 pm ..........
Concurrent Track Sessions
2:40-2:50 pm ..........
Refreshment Break
2:50-4:30 pm ..........
Concurrent Track Sessions

AGENDA

8:00-8:30am | Check In & Continental Breakfast
8:30-10:10am | Concurrent Track Sessions
10:10-10:20am | Refreshment Break
10:20am-12:00pm | Lunch & Luncheon Speaker
1:00-2:40pm | Concurrent Track Sessions
2:40-2:50pm | Refreshment Break
2:50-4:30pm | Concurrent Track Sessions

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:

Luncheon Speaker | Kelli Adams, Special Agent, Treasury Inspector General for Tax Administration (TIGTA)

Individual Tax Issues & Updates | 2 CE Credits Federal Tax Law Update | Karen Boulay, CPA, CVA, CFE, Melanson Health

  • Session topics covered will include 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 be an extensive review of the new tax regulations.

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

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

IRS Key Messages (Keynote Panel) | 2 CE Credits – Federal Tax Law Update
Keynote Panelists – Barbara Fiebich, Shahid Babar
Retirement Plans – Mitch Waters
, Employee Plans Revenue Agent Group Manager, IRS

  • In this session, SB/SE Commissioner Mary Beth Murphy joins Director Barbara Fiebich, Specialty Examinations, and Director Paul Mamo, Collection Operations to discuss IRS priority programs. The panel will also provide insight on steps the IRS is taking to implement the Tax Cuts and Jobs Act and the dwindling workforce. Following the Keynote Panel, there will be a presentation about correcting Retirement Plan errors. You will learn how to fix plan errors and avoid errors in the future.

IRS Issues | 2 CE Credits – Federal Tax Law Update | Terri Polvino, Local Taxpayer Advocate, IRS and Mary Hanson, Senior Stakeholder Liaison, IRS

  • This session will cover IRS issues identified in the 2018 National Income Tax Workbook. There will also be an update on IRS Security Summit , what a tax professional should do if the business is a victim of a data compromise, and the Taxpayer Advocate Service assessment of 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

  • This session will cover 2018 legislative changes that are effective for the current filing season, as well as updates on forms, e-file, reminders, and common filing errors.

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

  • This year’s topics will include: a review of Massachusetts DOR publically released statements; a summary of pertinent tax decisions from the Massachusetts Appellate Tax Board and other Massachusetts court; the effect of the newly adopted federal Tax Cuts and Jobs Act on the Massachusetts taxing statutes; the Massachusetts DOR’s reaction and compliance with the United States Supreme Court’s decision in Wayfair on nexus and Internet sales.

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

  • ​This presentation will cover the many past and upcoming tax changes in Maine for the 2018 tax year. 

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

  • This presentation will cover Vermont tax updates and how the Tax Cuts and Jobs Act of 2017 affects Vermont Taxation.

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 Issues

Track 3:
IRS Issues
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 Manchester Downtown Hotel (formerly the Radisson):

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

Complimentary parking will be available at the Center of New Hampshire Parking Garage, located directly next to The Manchester. Please 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
(alternate entrance in front of The Manchester Downtown Hotel)

Tools & Materials

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Tax Practitioners Institute

All Tax Institute participants will receive the Land Grant University Tax Education Foundation's 2018 National Income Tax Workbook. The manual is specific to the 2018 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

  • Shahid Babar

    Shahid currently serves as the Director, Campus Compliance-Andover in Small Business/Self-Employment (SBSE) Division where he is responsible for overseeing the daily campus operations of key functional areas including the Automated Collections System (ACS), Compliance Services Collection Operations (CSCO), and specialty areas such as Withholding Compliance, Trust Fund Recovery Penalty and Federal Agency Cases. He has responsibility for more than 800 employees located in four geographical locations (Andover, MA; Brookhaven, NY; Buffalo, NY; Detroit, MI). Shahid joined the service in 2001 as a revenue officer. He quickly rose through the ranks and entered management in 2007 followed by serving in key positions in Field Collection such as Area Policy Analyst, Sr. Technical Analyst and Management and Program Analyst from 2009 to 2012. Shahid’s leadership experience extends to serving in roles including Program Manager in Collection Policy overseeing the most significant changes to the Installment Agreement policy and program; Future State project leader for the On-line Payment Agreement (OPA) tool, enhancing and expanding its functionality and usage; Territory Manager in New York City and New England Territories providing leadership and direction for the Compliance and Collection activities. Shahid was an active member of the Collection Enterprise Risk Management team and served as a liaison for the North Atlantic Area. He also served as the Whistleblower Coordinator for the North Atlantic Area Collection monitoring and overseeing whistleblower claims and investigations. Shahid holds a Master of Arts degree in Experimental Psychology with concentration in Research & Methods from City University of NY. He lives in New Hampshire with his wife and three young, beautiful children.

  • George Barresi

    George Barresi

    George Barresi retired from the Massachusetts Department 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.

  • Sandra Lind

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

  • 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.

  • 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.

  • Barbara Fiebich

    Barbara J. Fiebich

    Barbara Fiebich is the director of Specialty Examination in the SB/SE Division where she is responsible for providing executive leadership and direction in coordinating the examination of employment, excise, and estate and gift taxes. She is also responsible for IRS regulatory activities promoting compliance with the Bank Secrecy Act. Prior to this position, Barbara served as a Project Director for the SB/SE Commissioner and was responsible for partnering with senior and executive level representatives on the Future State initiative. Barbara previously held the position as the director of Examination Specialty Policy& Quality. In this role, she provided executive oversight for policy and guidance involving tax matters in the Excise, Estate and Gift, and Employment Tax programs. She also had responsibility for overseeing the policy operation for the Bank Secrecy Act program. Barbara has also served as the director of Examination, Operations Support, providing executive oversight on budget, hiring, training, strategic planning and automation. She also served as acting area director in the North Atlantic and Central Areas and as the acting director of Examination Policy where she provided oversight and coordination of examination policy matters. Barbara began her IRS career more than 27 years ago as a revenue agent in Norwalk, CT. Barbara also served as an executive co-leader on the Exam Employee Engagement Council and was one of the creators of the SB/SE Executive Prep Program for aspiring executives. She was the project leader on the Compliance and Enforcement team in the Return Preparer Implementation Project Office. Barbara is a graduate of the Summer 2011 Candidate Development Program. She earned a Bachelor of Science in Accounting from Central Connecticut State University. Born and raised in Connecticut, Barbara currently resides in Maryland.

  • Kelli Adams

    Kelli began her Federal career in 2001, working for the Department of Defense in West Point, New York. While working there, she attended graduate school at night, obtaining a Master’s Degree in Mental Health Counseling and Development, and worked as a drug and alcohol Counselor. In 2005, Kelli joined TIGTA as a Special Agent in the Plantation, Florida post-of duty, before transferring to the Seattle, Washington, post-of-duty, in 2008. While in Seattle, Kelli worked numerous investigations involving sovereign citizens, tax practitioner violations, and IRS impersonation scams. In 2016, Kelli relocated to TIGTA’s Hartford, Connecticut, post-of-duty. Most-recently, she was promoted to TIGTA’s Headquarters Function to work under the Operations Division. In her current assignment to TIGTA’s Policy Team, Kelli is responsible for the oversight of several of TIGTA’s National programs, as well as the development of agency policy and procedure.  In addition, Kelli prepares the Office of Investigations’ Semiannual Reports to Congress. Kelli also very much enjoys serving as a mentor as a part of TIGTA’s formal mentoring program.

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