Overview

Tax Practitioners Institute
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Tax Practitioners Institute

Registration for this event will close at noon ET on Friday, October 28th. 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).

40th Annual Tax Practitioners Institute

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

Register by October 15 and Save!
$215 ($240 if registering after October 15)

Now in its 40th 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 Hot Topics
  • New Hampshire & Massachusetts State Taxes
  • Maine & Vermont State Taxes

Institute registration fee includes a 2019 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.

What You Will Learn

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Tax Practitioners Institute

AGENDA

7:45-8:15am | Check In & Continental Breakfast
8:15-9:55am | Individual Tax Law Update - Karen Boulay, Tax & Valuation Manager, Melanson Heath
9:55-10:05am | Refreshment Break
10:05-11:45am | Small Business Tax Law Update - Peter Ventura, Principal, Leone, McDonnell & Roberts, P.A. 
11:45am-12:45pm | Lunch & Luncheon Speaker - Maggie Romaniello, Area 2 Manager, IRS Stakeholder Liaison
12:50-1:55pm | IRS Hot Topics - Odette Turenne, IRS Stakeholder Liaison & Terri Polvino, IRS Taxpayer Advocate
2:00-3:10pm | State Tax Breakout Sessions
3:10-3:20pm | Refreshment Break
3:20-5:00pm | Ethics in Tax Practice - Dr. Richard Spead, Founder, Spead Tax Group

Travel & Site Information

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Tax Practitioners Institute

This year's Tax Practitioners Institute will be held at the DoubleTree by Hilton Manchester Downtown:

The DoubleTree by Hilton 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 hotel. 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 DoubleTree)

Tools & Materials

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Tax Practitioners Institute

All Tax Institute participants will receive the Land Grant University Tax Education Foundation's 2019 National Income Tax Workbook. The manual is specific to the 2019 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 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.

  • Rachelle Burnham

    Rachelle Burnham

    Rachelle joined Leone, McDonnell & Roberts, Professional Association in early 2018. As a Supervisor in our Dover, NH office, she specializes in tax services designed for individuals, small businesses, and high net worth individuals.

    Rachelle graduated from Bentley College (now Bentley University) with an Accounting degree in 2001. After receiving her degree, Rachelle launched her accounting career, working for Big Four firms in their High Net Worth Individual Tax Group. She used this invaluable work experience to launch her own Seacoast practice in 2008.

    Throughout her 10+ years of self-employment, Rachelle honed her professional skills, earning a reputation throughout the region for delivering a personalized accounting approach that optimized client impact and results. As a valued LMRPA contributor, she’s excited to be part of a group dynamic again, where she can readily consult with the team and discuss the many industry complexities the firm deals with on a daily basis.

    When not working hard for LMRPA clients, Rachelle can be found at home in Lee, or out with her family enjoying weekend “mystery rides” on the road. An avid interior design hobbyist, Rachelle spends spare time shopping at estate sales and antique stores to find unusual and unique pieces for her home.

  • Peter Colbath

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

  • 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.

  • Maggie Romaniello

    Margaret “Maggie” Romaniello is a Stakeholder Liaison (SL) Area Manager within the Communications & Liaison Division. Maggie trained as a Revenue Officer in Hartford, and Wethersfield, Connecticut before becoming an Insolvency Advisor for the Special Procedures Function in the Headquarters office in Hartford, CT. Maggie became a Senior Tax Specialist in Taxpayer Education and Communication and later a Senior Stakeholder Liaison in SL Field. She later became interested in management and acted as an Insolvency Group Manager for the Connecticut and Albany, and Utica, New York Areas for the Advisory & Insolvency Division of Collection in the Small Business/Self Employed Operating Division in addition to participating in the Frontline Leader Readiness Program. Maggie is a graduate of Trinity College in Hartford, Connecticut, where she received a Bachelor of Arts degree, with a major in Italian and holds a Master’s in Business Administration from Rensselaer at Hartford.

  • 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 33 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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