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The following schedule is from the 2016 Vermont Tax Seminar. Join our mailing list to be notified when the schedule is announced for the 2017 Seminar.
Thursday, December 8, 2016
7:00 am – 8:00 am Registration & Breakfast with Sponsors
8:00 am – 8:15 am Welcome Remarks
Governor Elect
State of Vermont (invited)

Paul Hanlon, Esq.
Chair, Vermont Tax Seminar
8:15 am – 9:00 am Opening Keynote Address: Overview of the Department of Labor's Fiduciary Rule
Sponsored by: UBS Americas Inc.
John Nolan
UBS Americas Inc.
9:00 am – 10:00 am Session 1: Economic Update
Jeffrey Carr
Economic & Policy Resources, Inc.
10:00 am – 10:15 am Refreshment Break with Sponsors
10:15 am – 11:15 am Session 2: The New Vermont Estate Tax – Otto von Bismark is Proven Right Once Again
This will be a discussion about the making of the new Vermont estate tax – Senate Bill 55: the back story, the factors, and the horse-trading. It will also feature what you need to know about the tax and how to plan for/around it.
Mark Langan
Dinse Knapp McAndrew

Session Host: Ron Morgan, Esq.
Kenlan, Schwiebert, Facey & Goss P.C.
11:15 am – 12:15 pm Session 3: Equity-based Compensation for Pass-through Entities
As LLC’s have become more popular, LLC owners have sought out ways to compensate key employees through the use of “profits interests” of various types. The discussion will review the tax rules governing “profits interests” and business considerations involved in the granting of profits interests (and capital interests) to key employees.
Steven A Julian, CPA
Gallagher Flynn & Co.

Session Host: Brian Murphy Esq.
Dinse Knapp McAndrew
12:15 pm – 1:15 pm Lunch Break
1:15 pm – 1:45 pm Session 4: Vermont Tax Commissioners Update
Mary Peterson
Vermont Department of Taxes
1:45 pm - 2:45 pm Session 5: State and Federal Tax Review
A review of state and federal updates with focus on recent court, legislative and administrative developments.
Kirby Keeton
Vermont Department of Taxes

David C. Grippin, CPA, CVA
Grippin Donlan Pinkham

Session Host: Paul Hanlon, Esq.
Chair, Vermont Tax Seminar
2:45 pm - 3:00 pm Refreshment Break with Sponsors
3:00 pm - 4:00 pm Session 6: Tax Issues of the “Temporarily” Rich
Clients who become temporarily rich present both challenges and opportunities when it comes to tax planning. The most common example is the successful small business person who decides to sell their business as part of their succession and retirement planning. In this 45 minute session, we will explore, via a comprehensive example, some of the challenges and opportunities that tax and financial planning advisors can use to help clients minimize their taxes. The example will go through the scenario of a small business client who has just entertained an offer to sell his business. The real estate is also owned by the client. We will look at the cycle of planning around the sale of the business, look at sale or other alternatives relative to the business real estate, discuss cash flow planning for the client and examine philanthropic opportunities and pitfalls.
Ron Morgan, Esq.
Kenlan, Schwiebert, Facey & Goss P.C.

Stephen P. Trenholm, CPA, MST.
Gallagher, Flynn & Company, LLP

Session Host: Patricia Nowak CLU, ChFC
Nowak and Nowak
4:00 pm – 5:00 pm Ethics Session: Practice Made Perfect: Ethical Rules for Tax Professionals
The panel will challenge the audience with hypotheticals to determine what ethical rules apply to practicing tax law and preparing income tax returns. The IRS and state ethics codes have something to say about what you say. Explore Circular 230, the Vermont Rules of Professional Conduct, and the AICPA Code of Professional Conduct.
James Knapp
First American Title Insurance Company

Jamie Harnish
McSoley & McCoy

Session Host: Paul Hanlon, Esq.
Chair, Vermont Tax Seminar
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