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Schedule:
The following schedule is from the 2017 Vermont Tax Seminar. To view 2017 Seminar handouts and presentation slides, visit the Resources section of this site. Join our mailing list to be notified when the schedule is announced for the 2018 Seminar.
Thursday, December 7, 2017
7:00 am – 8:00 am Registration & Breakfast
8:00 am – 8:15 am Welcome Remarks
Lt. Governor David Zuckerman
State of Vermont

Paul Hanlon, Esq.
Chair, Vermont Tax Seminar
8:15 am – 9:45 am Session 1: Economic Update
Jeffrey Carr
Economic & Policy Resources, Inc.
9:45 am – 10:15 am Break
10:15 am – 11:45 am Session 2: Sales & Use Tax
This course will explore at a high-level sales and use tax implications for businesses selling in a multi-state environment. We will also discuss recent developments in surrounding states and the Multi-State Tax Compact regarding sales and use taxes. Learning objectives include: obtain a basic understanding of what constitutes nexus for sales and use tax in general; obtain a basic understanding of selling using “Fulfillment by Amazon”; and obtain a basic understanding of compliance with sales and use tax laws and discuss ways to help clients comply.
Mary Peterson
Rath, Young and Pignatelli, P.C.

Jamie Harnish
McSoley & McCoy

Moderator: Stephen Trenholm, CPA, MST
Gallagher, Flynn & Company, LLP
11:45 am – 1:00 pm Lunch Break
1:00 pm – 1:30 pm Session 3: Vermont Tax Commissioners Update
Tax Commissioner, Kaj Samsom will discuss important changes at the Tax Department in the past year. He will give an overview of the Department’s new website and other outreach efforts; provide an update on the VTax project which is changing how the Department works and is expanding online services; and discuss the upcoming legislative session.
Kaj Samson
Vermont Department of Taxes
1:30 pm - 2:00 pm Session 4: State Review
A review of state updates with focus on recent court, legislative and administrative developments.
Paul Hanlon, Esq.
Chair, Vermont Tax Seminar

Will Baker
Vermont Department of Taxes
2:00 pm - 3:00 pm Session 5: Traps for the Unwary Practitioner with Choice of Entity
The course will explore the different entity choices available and the tax implications of each. Learning objectives include: obtain a basic understanding of the choices businesses have and how each is taxed; discuss ways to counsel clients when setting up a new entity; discuss potential traps that exist for each entity choice.
Rick Wolfish
Gallagher, Flynn & Company, LLP

Jamie Harnish
McSoley & McCoy

Moderator: Stephen Trenholm, CPA, MST
Gallagher, Flynn & Company, LLP
3:00 pm - 3:15 pm Break
3:15 pm – 4:00 pm Session 6: Identity Theft
This session will review the taxpayer experience with identity theft and/or phishing schemes, what trends we’re seeing at a state level, and what we’re doing to deal with it. One presenter will also address what to do if you or a client have been the victim of identity theft. A representative from the IRS will also provide information on IRS outreach efforts to tax professionals and on tax practitioner data theft as they have seen a significant increase in the number of tax professionals who have had data breaches. There will be a discussion on various schemes and trends that they have observed, and steps professionals can take to protect taxpayer data and to mitigate the damage of a breach.
Nancy Hammond
Vermont Department of Taxes

Joseph McCarthy
Internal Revenue Service

Moderator: Ron Morgan, Esq.
Facey Goss & McPhee, PC
4:00 pm – 5:00 pm Ethics Session
The panel will explore, with examples and questions for the audience, the professional’s ethical obligations to safeguard client information in the routine use of technology and the Internet. Attendees will review what is required for minimum knowledge of technology, learn requirements for protecting client information and receive help to establish best practices when connected to the Internet. Among other sources, the panel will explore American Bar Association Model Rules 1.1 (Competence) and 1.6 (Confidentiality of Information), as well as ABA Formal Opinion 477R (May 22, 2017--Securing Communication of Protected Client Information).
Paul Hanlon, Esq.
Chair, Vermont Tax Seminar

Jamie Harnish
McSoley & McCoy

James Knapp, Esq.
First American Title Insurance Company
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