Vermont Society of Certified Public Accountants
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VTCPA Fall Membership Meeting

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Registration Closed

Member Price: $299.00
Non-Member Price: $499.00

Registration Closed view cart

Date/Time:
Nov 2, 2017, 9:00am–5:00pm
Venue:
Trader Duke's Hotel
1117 Williston Road
South Burlington, VT 05403
Get Directions
CPE Credits:
8.00
Level:
Update & Intermediat

AGENDA

9:00am – 9:30am
Welcome – VTCPA Chair & Business Meeting


9:30am – 10:30am
Cyber Security

Tax preparers are under increased threats from cyber thieves. The IRS was able to cut the number of ID thefts in half from the 2015 tax year to the 2016 tax year by cooperating with tax software providers and financial institutions. While this was great for taxpayers, the IRS and the Treasury it turns out it was terrible for tax preparers. This is because it forced cyber thieves to shift their focus toward tax preparers. As a result there were a lot more tax practitioner data breaches last filing season. In 2016 the number of tax preparer data breaches was in the single digits. That number increased to just shy of 200 tax preparer data breaches in 2017. 
Speaker: Joe McCarthy, Senior Stakeholder Liaison, IRS

10:30am – 10:45am
Networking Break

10:45am – 12:00pm
Tax Payer Advocate Criteria

Bob will discuss Real Life Cases on meeting Taxpayer Advocate Criteria and will explain how to resolve the issues the taxpayer is having with the IRS.

***Bonus*** 
Bob will be available after his session to look at cases that you bring to the meeting.
Speaker:  Bob Fett, Local IRS Taxpayer Advocate, Burlington, VT

12:00pm – 1:00pm
Lunch / Networking


1:00pm – 2:30pm
Top Issues Facing the CPA Profession

This session will review practice management concerns identified by your peers in the 2017 AICPA PCPS CPA Firm Top Issues Survey. We'll also look at the trends impacting the profession and resources available to help with key challenges.

Speaker: William R. Pirolli, CPA/CFF/PFS/CGMA, Chairman, AICPA PCPS Executive Committee

2:30pm – 2:45pm
Networking Break


2:45pm – 3:15pm
Vermont Tax Update

Kaj Samsom, Commissioner, Vermont Department of Taxes

3:15 – 5:00 
Ethics Update

This session will update you on the new and revised ethical requirements that have been adopted during the past year. It will also provide a brief refresher on important ethics requirements, which will help ensure that your services are performed with integrity and objectivity. Earn 2 CPE toward your Ethics Requirement!

Richard DelGaudio, CPA, Merrimack College

5:00-6:00pm
CPA / Student Mixer!  Network with the future Vermont CPAs
Cocktails & Hors D’oeuvres

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