Overview

Tax Practitioners Institute
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Tax Practitioners Institute

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

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 | Speaker TBA, IRS

Individual Tax Issues & Updates | 2 CE Credits - Federal Tax Law Update | Speaker TBA

  • The session will cover tax legislation enacted in 2018 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. Sweeney, EA, JD, Sweeney Tax Consulting

  • Topics in this session will include a discussion of tax legislation enacted in late 2017 and 2018, recent court decisions, and administrative pronouncements that have an impact on small business taxpayers.

IRS Key Messages | 2 CE Credits –  Federal Tax Law Update | Speaker TBA, IRS

  • Description coming soon! 

IRS Hot Topics | 2 CE Credits –  Federal Tax Law Update | Speaker TBA, IRS

  • Description coming soon!

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 2018 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)

  • Session description coming soon!

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 2018 tax year.  

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

  • A variety of 2017 and 2018 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 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

  • George Barresi

    George 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.

  • 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.

08:30am - 04:30pm
Manchester Downtown Hotel
$215.00
$240.00
7
USNH Tuition Waiver Discount
0.75
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219165