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The following materials are from the 2017 Vermont Tax Seminar. Look for 2017 Seminar materials in early November.
Resource Guide:
The 2016 Vermont Tax Seminar Resource Guide includes support materials, speaker bios and the schedule at-a-glance from the 2016 Seminar.
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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