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 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.

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.

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