The UNH Tax Practitioners Institute is attended annually 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:
- Individual Tax Issues & Updates
- Small Business Tax Law Updates
- IRS Hot Topics
- Ethics & Tax Practice
- Maine State Taxes
- Massachusetts State Taxes
- New Hampshire State Taxes
- Vermont State Taxes
The 2024 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.
For session descriptions and more information, please visit the "Agenda" drop-down at the bottom of the page.
All Tax Institute participants will receive access to a digital copy of the Land Grant University Tax Education Foundation's 2024 National Income Tax Workbook. The manual is specific to the 2024 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 2024 National Income Tax Workbook to attendees for an additional fee of $55. Please be sure to add on the fee during checkout, and provide your preferred mailing address.
- 8:00-8:30am | Zoom Room Open
- 8:30-10:10am | Individual Tax Law Update | Karen Lascelle, CPA, CVA, CFE
- 10:25am-12:05pm | Small Business Tax Law Update | Karen Lascelle, CPA, CVA, CFE
- 1:05-2:45pm | Ethics in Tax Practice | Karen Lascelle, CPA, CVA, CFE
- 3:00-4:50pm | IRS Hot Topics | Nancy Feliciano, Internal Revenue Service
- 8:30-9:20am | New Hampshire State Tax Update | Tim Cofrin, Cory Rayner & Amy Winters, NH Department of Revenue Administration
- 9:35-10:25am | Vermont State Tax Update | Patricia Bisson
- 10:40-11:30am | Massachusetts State Tax Update | Mireille Eastman & Patrick Shirley, MA Department of Revenue
- 11:45am-12:35pm | Maine State Tax Update | Richard Ganong