41st Annual Tax Practitioners Institute
December 8 & 9, 2020
Early bird $189 (through November 23), regular rate $215 (begins November 24)
Cosponsored by UNH Professional Development & Training in cooperation with the Internal Revenue Service, Office of Stakeholder Liaison
Now in its 41st year, the UNH & IRS Tax Practitioners Institute is attended by more than 200 tax professional from New Hampshire, Maine, Massachusetts, and Vermont. 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.
Due to current conditions of the COVID-19 pandemic, the 2020 Tax Practitioners Institute will be held as a fully virtual event.
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. Attendees have the opportunity attend a variety of presentation topic areas including:
Institute registration fee includes a digital copy of the 2020 National Income Tax Workbook, and additional conference materials.
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 session descriptions and more information, visit the What You Will Learn tab and Tools & Materials tabs.
TUESDAY, DECEMBER 8, 2020
This session will provide highlights of federal tax changes from a tax forms perspective. Also included will be information on Paycheck Checkup and the Tax Withholding Estimator. This session will also include IRS operational updates, tax return preparer updates and various other key messages.
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.
This session will discuss the mandates that govern the conduct of tax practitioners. The topics will refer to issues outlined in Circular 230 as well as the preparer penalty provisions.
WEDNESDAY, DECEMBER 9, 2020
This year's Tax Practitioners Institute will be held as a fully virtual event, due to the COVID-19 pandemic. Access information will be provided to all registered attendees the week prior to the event.
All Tax Institute participants will receive access to a digital copy of the Land Grant University Tax Education Foundation's 2020 National Income Tax Workbook. The manual is specific to the 2020 tax filing season and will be distributed to registered attendees only. No reference manuals will be mailed.
Additional handouts may be provided in advance of the event.
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.
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'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: Treasurer, New Hampshire Society of CPAs (NHSCPA); Chair, Ethics Oversight Board, National Association of Certified Valuators & Analysts (NACVA); Immediate Past-President and Board Member, Rotary Club of Nashua West; Board Member, 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.
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 34 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 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.
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.