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Resources:
The Vermont Tax Seminar was recorded and is available to view online until the end of December 2016. Click here to watch the 2016 Vermont Tax Seminar online.
The Resource Guide includes support materials provided in advance of the Seminar, speaker bios, schedule at-a-glance, and notes pages. A printed copy was provided onsite to Burlington participants. Webcast participants will receive a copy of the guide in the mail after the seminar.
OTHER MATERIALS NOT IN THE RESOURCE GUIDE:
PRESENTATION SLIDES:
Some presenters have allowed us to share a PDF copy of their PowerPoint presentation. Additional materials provided by the presenters will be listed on this page as they become available.
  • OPENING KEYNOTE: Overview of the Department of Labor's Fiduciary Rule

  • SESSION 1: Economic Update

  • SESSION 2: The New Vermont Estate Tax – Otto von Bismark is Proven Right Once Again

  • SESSION 3: Equity-based Compensation for Pass-through Entities

  • SESSION 4: Vermont Tax Commissioners Update

  • SESSION 5: State and Federal Tax Review

  • SESSION 6: Tax Issues of the “Temporarily” Rich

  • ETHICS SESSION: Practice Made Perfect: Ethical Rules for Tax Professionals

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