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Wednesday, October 23 at Delta Hotels by Marriott, 1117 Williston Rd., So. Burlington

Participants should have a basic understanding of individual taxation. This will be an intermediate course. Topics covered include:

• Qualified Charitable Distributions, (QCDs)
• Donor Advised Funds, and other charitable strategies
• Early retirement tax planning
• Planning for the 0% capital gains rate
• Backdoor Roths
• IRMMA
• Vermont property tax credit planning
• Retirement plans for self-employed and small business owners
• Tax planning for business transitions and owner retirement
• Planning for the possible expiration of certain provisions of the Tax Cuts and Jobs Act at the end of 2025

South Burlington:  Weds./Thurs., November 6-7 at Delta Hotels by Marriott, 1117 Williston Road (in-person and online)

Killington:  Tues./Weds., Nov. 12-13, Killington Grand Resort Hotel, 228 East Mountain Road (in-person only; no remote option)

This year's program will focus on the complications of new tax laws. We have a diverse group of volunteer
speakers, allowing us to provide another great year of education.  Topics to be covered:

• New Legislation
• Limited Liability Company Issues
• Rental Activities — Including Repair vs. Capitalizing Expenditures, loss limits
• Business Issues
• Retirement Issues
• Rulings and Cases
• IRS Issues
• Vermont Department of Taxes
• International Tax Issues; FBAR, FIRPTA and 1040-NR
• Individual Tax Issues
• Agriculture Issues
• Related Party Complications
• Clean vehicle and energy Credits
• Trust and Estate Issues
• Ethics

The annual "Bonus Ethics" session will take place on Day 1 of the November schools at both locations from 3:55 to 5:35 p.m. and will be offered online from the South Burlington location only.  

This practitioner panel will present ethical situations, possible rule infractions, and how to navigate them.