2023 UNH Tax Practitioners Institute
Virtual Event: December 5th and 6th
Registration: $259
Registration fee includes digital access to the 2023 National Income Tax Workbook. Hard copies can be requested during registration for an additional fee.
The UNH Tax Practitioners Institute is attended by more than 200 tax professionals 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 constantly changing federal and state tax laws.
At the Institute, you’ll hear from IRS staff 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 to attend a variety of presentation topic areas including:
The 2023 Tax Practitioners Institute will be held as a virtual event.
The Tax Practitioners Institute has been pre-approved for 8 IRS Continuing Education Credits for Enrolled Agents. UNH will upload records directly to the IRS for Enrolled Agents providing a valid PTIN during the registration process.
The Tax Institute offers additional CE units (based on a 50-minute credit hour) for associated professions; please confirm eligibility directly with the appropriate licensing board/association. CE information TBA.
For session descriptions and more information, please visit the "What You Will Learn" and "Tools & Materials" tabs.
TUESDAY, DECEMBER 5, 2023
Each federal session provides 100 minutes of content and includes an additional 10 minutes of moderated Q&A
8:00am-8:30am | Welcome & Housekeeping
8:30am-10:20am | IRS Hot Topics (100 mins/2 CEs) | Jill Maniacci & Philip Yamalis, IRS Stakeholder Liaison
10:20am-10:30am | Break
10:30am-12:20pm | Individual Tax Law Update (100 mins/2 CEs) | Karen Lascelle, CPA, CVA, CFE
12:20pm-1:00pm | Lunch
1:00pm-2:50pm | Small Business Tax Law Update (100 mins/2 CEs) | Karen Lascelle, CPA, CVA, CFE
2:50pm-3:00pm | Break
3:00pm-4:50pm | Ethics in Tax Practice (100 mins/2 CEs) | Karen Lascelle, CPA, CVA, CFE
WEDNESDAY, DECEMBER 6, 2023
Each state session provides 50 minutes of content and includes an additional 10 minutes of moderated Q&A
8:30am-9:30am | New Hampshire State Tax Update (50 mins/1 CE) | Cory Rayner & Amy Winters, NH DRA
9:30am-9:40am | Break
9:40am-10:40am | Massachusetts State Tax Update (50 mins/1 CE) | Mireille Eastman & Brian Lynch, MA DOR
10:40am-10:50am | Break
10:50am-11:50am | Vermont State Tax Update (50 mins/1 CE) | Patricia Bisson, EA
11:50am-12:00pm | Break
12:00pm-1:00pm | Maine State Tax Update (50 mins/1 CE) | Richard Ganong, EA
All Tax Institute participants will receive access to a digital copy of the Land Grant University Tax Education Foundation's 2023 National Income Tax Workbook. The manual is specific to the 2023 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 2023 National Income Tax Workbook to attendees for an additional fee. Please be sure to add on the fee during checkout, and provide your preferred mailing address.
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.
Mireille Eastman is the Taxpayer Advocate at the Massachusetts Department of Revenue (DOR). Previously, she was an attorney in the Rulings & Regulations Bureau, and before that she was an attorney in the Litigation Bureau. She is the primary author of several state tax regulations and numerous administrative pronouncements, and has litigated or co-litigated several high-profile DOR cases. In 2020, she was awarded the DOR Commonwealth Citation for Outstanding Performance. In 2017, she was awarded the Manuel Carballo Governor’s Award for Excellence in Public Service for her work on the Governor’s Regulatory Review Project Team. She was also awarded the DOR Performance Recognition Award for her work on the Language Access team (2023) and the DOR Pilot Mediation Program (2013). Ms. Eastman briefly worked in private practice before joining DOR and holds an undergraduate degree from Hunter College and a law degree from Boston University Law School.
Richard Ganong first began preparing tax returns in 1973 in Brooklyn, NY as a part-time job. After getting his MBA in 1986, he started working full-time as a professional tax preparer/consultant. In 2011, he received his IRS Enrolled Agent designation. In 2012, Richard was elected to serve on the National Board of Directors for the National Association of Tax Professionals. In addition, he has 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.
Karen Lascelle, CPA, CVA, CFE is a Managing Director with John Burk & Associates CPAs, PC. She is a Certified Public Accountant (CPA) licensed in New Hampshire as well as a Certified Valuation Analyst (CVA) and Certified Fraud Examiner (CFE). Karen consults with clients regarding corporate taxation, business valuation and forensic engagements. Karen has been in public accounting for 24 years. She is an adjunct professor with the University of Phoenix and Southern NH University. She received her MBA in 2006 from Southern New Hampshire University. Karen is on the Ethics Oversight Board for NACVA, is a Past President of the New Hampshire Society of CPAs, Board Member of Penacook Assisted Living Foundation, and long-time Rotarian.
Brian Lynch has been with Massachusetts DOR for 38 years and is one of the Agency's principal liaisons for its external stakeholders. As tax practitioners throughout the state prepare for filing season each year, Brian provides them with an update on administrative procedure and tax developments. Brian also represents the Department at external speaking engagements on a variety of topics. He specializes in training the Department's new hires and is also a certified CPR instructor.
Jill A. Maniacci is a Senior Stakeholder Liaison with the Internal Revenue Service. As a Sr. Stakeholder, she collaborates, informs, and communicates priority outreach messages to all taxpayer communities, such as tax practitioner organizations to provide significant messages that affect taxpayers to ensure compliance with the tax laws with an emphasis on underserved as well as multilingual communities. Additionally, she reaches out to major employers, community associations and faith-based organizations, as well as educational institutions. Prior to becoming a Senior Stakeholder Liaison, she was an Internal Revenue Agent with the IRS’s Large Business and International (LB&I) Division, as well as the Small Business / Self-Employed (SBSE) Division for over 18 years in New York. As an Internal Revenue Agent, she worked on a multitude of high profile / sensitive cases, including, but not limited to, kingpins and potential fraud cases, Ponzi schemes and National Research Project (NRP) cases. She was also a collaborating Agent for the IRS’s Criminal Investigation Division (CID). She has been a Leadership Succession Review (LSR) participant for years and had appointments as an acting group manager within LB&I and SBSE. Prior to joining the service, Jill conducted extensive merger and acquisition work for multiple Fortune 500 companies. Jill considers it to be a true honor and privilege to be a public servant.
Cory Rayner is one of the managers in the Audit, In-State Bureau at the NH DRA. Cory leads a diverse group of auditors and takes pride in ensuring auditor development and advancement. Cory is his group’s lead trainer, and he appreciates ongoing collaboration when teaching others. Cory is most experienced with Meals and Rentals Tax, Business Profits Tax, Business Enterprise Tax, and Interest and Dividends Tax. Before joining the NH DRA in 2015, Cory previously worked in public accounting for five years doing tax preparation, tax planning, and auditing. Cory is an Enrolled Agent (EA) with the IRS and a Certified Public Supervisor. Cory holds a Bachelor’s degree in Accounting from Plymouth State University and a Master in Business Administration (MBA) degree from Fitchburg State University.
Amy Winters works in the Audit Division as the Hearings Manager. Amy and her team handle a majority of the appeal requests, as well as Tobacco License Cases, Tobacco Seizure Hearings, and Meals & Rentals Tax Operator’s License Cases that are received by the NH DRA. Amy has worked for the NH DRA in different capacities since 1999. Prior to being promoted as the Hearings Manager, Amy was a Tax Field Auditor for several years. Amy has extensive experience training and mentoring Tax Field Auditors. Amy is a Certified Public Supervisor and holds a Bachelor’s degree from Plymouth State University.
Philip G. Yamalis is a Senior Stakeholder Liaison in the Mid-Atlantic Area Stakeholder Liaison Office of Internal Revenue Service’s Communications & Liaison Division. Stakeholder Liaison serves as the primary IRS liaison to both tax practitioner and small business organizations throughout the country. Philip’s responsibilities have included working with the practitioner community to increase awareness of Abusive Tax Avoidance Transactions, as well as working with various Small Business industry organizations to promote voluntary compliance. He is a certified IRS instructor and represents the IRS at various practitioner CPE sessions in Western PA and West Virginia, as well as National IRS Webinars. Yamalis began his career at the IRS in 1991 as a Taxpayer Service Representative in the former Pittsburgh District. Prior to joining the former Taxpayer Education & Communication organization in October 2001, Philip served as a Fuel Compliance Officer for 6 years in the Excise Tax (Examination) area of the former Pennsylvania District. Philip coordinates the annual IRS Working Together conference in Western PA and West Virginia. He has conducted numerous presentations to small business, practitioner, and general audiences on topics such as IRS policies and procedures, electronic tax administration, and tax law issues. A native of Aliquippa, PA, Philip attended the University of Pittsburgh, majoring in Business & Economics.
