Vermont Chapter Education
VT Chapter NATP Fall Tax Education
This event will host Patti Bisson, EA & Arlon Warner, EA and will offer the following education:
- Data Security Workshop:
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Hands-on workshop where attendees will learn and leave with their own customized Written Information Security Plan (WISP), as required by the IRS, and the FTC Safeguards Rule (compliance deadline was 6/9/23). Items discussed will include designating a responsible individual to oversee and implement the information security program, perform and document risk assessments, apply and validate controls, develop and monitor the program, and document an Incident Response Plan.
- Vermont Updates:
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Get up to speed on important changes, FYI's and practical how-tos to be ready for the upcoming tax filing season. Topics will include, among others, learning more about the complicated VT Form HI-144 and HS-122 scenarios. The final discussion will focus on how to best serve our VT military clients and the proper procedures to report military benefits on the HI-144 including items such as the housing allowances for dependents on the HI-144.
Register Now!
Date & Time:
November 9, 2023
Attendee Check-In: 8:00 a.m. EST
Education: 8:30 a.m. - 4:00 p.m. EST
Annual Meeting: 11:30 p.m. - Noon EST
Location:
Delta Hotels
Room: Salons ABC
1117 Williston Road
South Burlington, VT 05403
802-658-0250
Fees:
| Early | Standard | |
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Member | $165 | $205 | |
Non-Member | $195 | $235 | |
Early pricing ends September 29, 2023. Meals are included with registration fees.
Registration includes electronic materials. They will be emailed to attendees. Print materials are available for a $25 fee.
Cancellation Policy:
Cancellations must be submitted to NATP by November 3, 2023 and are subject to a $50 fee.
Credits/Hours | Field of Study | | |
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|
3 | Federal Tax Law Topic | | |
3 | State tax topic/update | | |
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All tax preparers are responsible to verify the number of credits they receive each year and the related state or federal reporting requirements to maintain their credentials.
Previous Events
VT NATP Fall Federal Tax Education
| Oct. 2022 | Montpelier
|
VT Tax Symposium
| Oct. 2021 | Webinar
|
VT Tax Symposium | June 2021 | Webinar
|
VT Tax Symposium | Oct. 2020 | Webinar
|
Tax Symposium and Ethics Update | Oct. 2019 | Burlington |
Vermont Tax Symposium | June 2019 | Montpelier |
Annual Education Extravaganza | Nov. 2018 | Burlington |
Vermont Tax Symposium & IRS Updates | June 2018 | Montpelier |
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