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Schedule:
The following schedule is subject to change (as of October 10, 2018). Please check back for updates. Join our mailing list to be notified of important reminder and announcements as the Seminar nears!
Thursday, December 6, 2018
7:00 am – 8:00 am Registration & Breakfast
8:00 am – 8:15 am Welcome Remarks
Governor Phil Scott (invited)
State of Vermont

Paul Hanlon, Esq.
Chair, Vermont Tax Seminar
8:15 am – 9:15 am Session 1: Economic Update
Jeffrey Carr, the State Economist, will review the current trends, data, and issues in Vermont, the US, and abroad, and provide an outlook for 2019.
Jeffrey Carr
Economic & Policy Resources, Inc.
9:15 am – 10:15 am Session 2: New Partnership Audit Rules
This session will be a comprehensive review of amending partnership and LLC agreements in response to the new IRS partnership audit rules.
Jon Eggleston
Primmer Piper Eggleston & Cramer PC

Moderator: Ron Morgan, Esq.
McCann Morgan & Getty, PLLC
10:15 am – 10:30 am Break
10:30 am – 12:30 pm Session 3: Navigating Choice of Entity in the Wake of TCJA
The Tax Cuts and Jobs Act decreased the top corporate income tax rate from 35 percent to 21 percent and introduced a new 20% deduction for pass-thru entities generating “qualified business income.” These major changes have altered the traditional choice of entity analysis. This panel will re-examine choice of entity analysis in light of the changes made by the Tax Cuts and Jobs Act, with a focus on practical examples and illustrations.
Jamie Harnish
McSoley & McCoy

Brian Murphy, Esq.
Dinse, Knapp & McAndrew, PC

Steve Trenholm, CPA, MST
Gallagher, Flynn & Company, LLP
12:30 pm – 1:15 pm Lunch Break
1:15 pm – 2:15 pm Session 4: Vermont Tax Commissioners Update & State Review
Commissioner, Kaj Samsom, will review important changes at the Tax Department in the past year and discuss the upcoming legislative session. And then, Will Baker, the Vermont Tax Department's General Counsel, will provide a review of both state and federal updates with focus on recent court, legislative and administrative developments.
Commissioner Kaj Samsom
Vermont Department of Taxes

Will Baker
Vermont Department of Taxes

Moderator: Paul Hanlon, Esq.
Chair, Vermont Tax Seminar
2:15 pm – 3:15 pm Session 5: Ethics - Conflicts of Interest: Competence in Tax Area and Duty to Administrative Forum
The ethics session will explore the need for competence when representing a client before a tax tribunal.
Michael Kennedy
Vermont Bar Council

Moderator: Paul Hanlon, Esq.
Chair, Vermont Tax Seminar
3:15 pm – 3:30 pm Break
3:30 pm – 4:30 pm Session 6: Little Changes with Big Consequences
This session will focus on many of the individual and business tax changes enacted by the Tax Cuts and Jobs Act, enacted in December 2017.
Steve Trenholm, CPA, MST
Gallagher, Flynn & Company, LLP
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