Welcome to the Virginia Tech Income Tax School! Our seminar is a two day continuing education program that provides an intensive study of the tax law and regulation governing individuals and small businesses. This year the Tax Cut and Jobs Act (TCJA) will be our education focal point.  Our seminar is designed for individuals with prior tax experience. Preparation of both federal and state taxes will be covered. Experienced CPAs, EAs, Virginia Tech faculty, and the IRS will examine new tax laws and their implications.  We offer continuing and professional education through the IRS, Virginia Board of Accountancy, CFP, MCLE, and Virginia Insurance Continuing Education Board.  Registration link is near the bottom of the page. 

A limited number of discounted lodging is available at the seminars being hosted at hotels. For discounted lodging rates, please contact the hotel directly and reference the Income Tax Seminar.

I look forward to seeing you all this fall!

Sincerely,
Dr. Travis Mountain

 

 

New Times

Two-Day Sessions start at 8:00am  and end at 3:45pm 
    Lunch is provided with registration

CPA Ethics sessions start at 4:00pm and end at 5:40pm 

Early Bird Registration runs through October 14th.
Regular Registration runs October 15th through the day prior to seminar
Onsite Registration starts the day of seminar

2018 Dates and Locations

Select a tab below to learn more about a specific location or option

Location:
Southwest Virginia Higher Education Center
1 Partnership Circle
Abingdon, Virginia 24212

Early Bird Registration Fee: $350
Regular Registration Fee: $390
Onsite Registration Fee: $430                                                             

CPA Ethics November 7th 
Early Bird Registration Fee: $85
Regular Registration Fee:    $100
Onsite Registration Fee:      $115

Location: 
Hilton Garden Inn Lynchburg
4025 Wards Road
Lynchburg, Virginia 24502

Early Bird Registration Fee: $350
Regular Registration Fee: $390
Onsite Registration Fee: $430  

CPA Ethics: November 12
Early Bird Registration Fee: $85
Regular Registration Fee:    $100
Onsite Registration Fee:      $115

Location: 
Blue Ridge Community College
One College Lane
Weyers Cave, Virginia 24486

Early Bird Registration Fee: $350
Regular Registration Fee: $390
Onsite Registration Fee: $430    

CPA Ethics: November 14
Early Bird Registration Fee: $85
Regular Registration Fee:    $100
Onsite Registration Fee:      $115

Location: 
Fredericksburg Expo and Conference Center
2371 Carl D. Silver Parkway
Fredericksburg, VA 22401

Early Bird Registration Fee: $350
Regular Registration Fee: $390
Onsite Registration Fee: $430    

CPA Ethics: November 27
Early Bird Registration Fee: $85
Regular Registration Fee:    $100
Onsite Registration Fee:      $115

Location: 
DoubleTree by Hilton Sterling – Dulles Airport
21611 Atlantic Blvd
Sterling, VA 20166

Early Bird Registration Fee: $375
Regular Registration Fee: $415
Onsite Registration Fee: $455    

CPA Ethics: November 28
Early Bird Registration Fee: $85
Regular Registration Fee:    $100
Onsite Registration Fee:      $115

Location: 
Blue Ridge Hotel and Conference Center
(Formerly called the Sheraton Roanoke Hotel & Conference Center)
2801 Hershberger Rd NW
Roanoke, VA 24017

Early Bird Registration Fee: $350
Regular Registration Fee: $390
Onsite Registration Fee: $430    

CPA Ethics: December 3rd
Early Bird Registration Fee: $85
Regular Registration Fee:    $100
Onsite Registration Fee:      $115

Location:
Chesapeake Conference Center
700 Conference Center Dr
Chesapeake, VA 23320

Early Bird Registration Fee: $350
Regular Registration Fee: $390
Onsite Registration Fee: $430    

CPA Ethics: December 11
Early Bird Registration Fee: $85
Regular Registration Fee:    $100
Onsite Registration Fee:      $115

Location:
Doubletree by Hilton
1021 Koger Center Blvd
Richmond, 23235

Early Bird Registration Fee: $375
Regular Registration Fee: $415
Onsite Registration Fee: $455    

CPA Ethics: December 12
Early Bird Registration Fee: $85
Regular Registration Fee:    $100
Onsite Registration Fee:      $115

We offer CPA Ethics at each of our 8 locations for our Certified Public Accountant participants.  CPA Ethics begin at 4:00pm and ends at 5:45 (NEW TIME).   For addresses, please select a specific location in another tab.

  •  2 hours CPE for CPAs
  • Virginia Tech Continuing and Professional Education is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE sponsors
  • The course content includes electronic material required by the Virginia Board of Accountancy

 

Early Bird Registration Fee: $85 (by October 14)
Regular Registration Fee: $100
Onsite Registration Fee: $115

Abingdon: November 7th
Lynchburg: November 12th
Weyers Cave: November 14th
Fredericksburg: November 27th
Dulles: November 28th
Roanoke: December 3rd
Chesapeake: December 11th
Richmond: December 12th

Continuing this year, we will be offering a separate farm workshop to cover agriculture and natural resource issues.  This workshop will be offered in two locations. Participants who register for this session will receive 4 additional credits and the "Agricultural Tax Issues" workbook.  You can register for any of our 2 day locations and still register for one of our farm sessions.

Early Bird Registration: $159 (by October 14)
Regular Registration Fee: $199
Onsite Registration Fee: $239

Richmond: December 13th, 2018
4:00PM to 8:00PM
Doubletree by Hilton
1021 Koger Center Blvd
Richmond, 23235


Weyers Cave: December 14th, 2018 
1:00-5:00PM
Blue Ridge Community College
One College Lane
Weyers Cave, Virginia 2448

Closely-Held Business: After the Tax Cuts and Jobs Act of 2017 (8 credit hours).  This one-day course will cover the new tax rules most important to the closely-held business in selecting its tax form as a partnership, S corporation or C corporation. Participants who attend will be able to perform: Identify new tradeoffs between the C corporation and S corporation tax status; calculate the Section 199A (QBI) for owners of closely-held businesses; new taxable income rules, including the business interest limitation; determine the effects of both new and revised business and net operating loss limitations on individuals; and tax consequences of changing the tax entity.  

Early Bird Registration: $199 (by October 14)
Regular Registration Fee: $239
Onsite Registration Fee: $279

Virginia Beach
Tidewater Community College Advanced Technology Center. 1800 College Crescent, Virginia Beach, VA 23453

December 7th, 2018
8:30am-4:45pm

8 CPE credits

New this year, we are offering supplemental books to those who register for our tax school.  You do not need to order these books for our conference.  Our National Income Tax Workbook is still provided to you as part of your registration.  Each of these books has a retail price of approximately $100, but we were able to negotiate lower rates for our members.

RIA Federal Tax Handbook (2019) 
$48.25 with online registration by 10/14/18, $68.25 after.
Shipment will not occur until the end of November at the earliest. No P.O. Box addresses will be accepted.  Multiple copies may be ordered.

Wolters Kluwer Master Tax Guide (2018) Special Edition Tax Cuts and Jobs Act
$45.25 with online registration by 10/14/18, $65.25 after. 
Shipment will not occur until the end of November at the earliest. No P.O. Box addresses will be accepted.  Multiple copies may be ordered.

Wolters Kluwer Master Tax Guide (2019)
$45.25 with online registration by 10/14/18, $65.25 after.
Shipment will not occur until the end of November at the earliest. No P.O. Box address will be accepted.  Multiple copies may be ordered.

GLENNA B. MACKENZIE – Glenna is in her 11th year teaching for the Virginia Tech Income Tax School. She is a 1974 Phi Beta Kappa graduate of the College of William and Mary majoring in mathematics and education. Glenna is an Enrolled Agent who presently works for a tax practice in Charlottesville, Virginia. She has been preparing taxes for 30 years, specializing in individual, business, corporate, and estate returns in her practice. She has utilized her education expertise to do corporate tax training, public tax seminars, and tax courses for over 20 years. Her training has taken her around the state and the country. Glenna was one of the writers for the Enrolled Agent exam when it was revamped in 2006. Glenna is a member of the National Association of Tax Preparers. She and her husband, Earle, live in New Market, Virginia, which is her hometown. Glenna, when not pursuing tax interests, enjoys spending time with her son and daughter and her five grandchildren. 

LILLIAN GLOVER YOUNG – Lillian is in her 5th year teaching for the Virginia Tech Income Tax School.  She has been an instructor for the Land Grant Income Tax course through NC State University for 31 years. She is a licensed CPA both in Virginia and in North Carolina. She has an office in Charlottesville, VA and in Charlotte, NC. She started her tax practice in 1980 with Deloitte. She graduated from UNCC with High Honors (BS, Business Administration, 1980) and from Salem College (BA, Mathematics, 1969). She enjoys tax planning, tax compliance, tax research and management consulting. She was born and raised in Fredericksburg, VA.

VAUGHAN LONG – Vaughan is in his 4th year teaching for the Virginia Tech Income Tax School.  He is an Enrolled Agent (EA) and the founder of Tax Solutions Alliance, a firm that specializes in IRS Tax Resolution.  Vaughan is based in Richmond, VA where he was mentored by a former IRS Revenue Officer with 47 years of collection experience in IRS collections, including 28 years with the IRS and 19 years in private practice.  Vaughan is a member of the Richmond, VA and National Societies of Enrolled Agents as well as the American Society of Tax Problem Solvers.  He has extensive tax and negotiation experience including 7 years with the Circuit City Stores Corporate Tax and Merchandising  and Buying Departments before starting his own tax practice.  He has previously taught for the Virginia Society of Enrolled Agents (VASEA) since 2013 and the National Association of Tax Professionals (NATP) since 2016.  After being raised in Richmond, he graduated in 1997 from North Carolina State University with a Civil Engineering degree.  He has been married 20 years to his wonderful wife and has 2 great children, a son (15) and a daughter (12) as well as new foster daughter (4 years old).

ROBERT LEMAY – This is Robert’s second year as an instructor for the Virginia Tech Income Tax School.  He is a Summa cum laude graduate of Strayer University and is the principal of LeMay & Company, a CPA firm established in 1997 to address the financial accounting needs of small businesses. Robert has over 25 years of experience in the financial management of small companies. He has helped countless entrepreneurs realize their dreams of owning their own business, by guiding clients through the process of launching the business, managing growing pains and even assisting in the successful sale of the company. Born and raised in New England, Robert brings a no-nonsense approach to the world of accounting. He has an uncanny ability to break down the complicated rules of accounting in a way even the least financially savvy person can understand. Robert has been an instructor and board member for the Community Business Partnership, a small business development center in Springfield, VA where he leads classes on a variety of topics.  In addition he leads classes for the Small Business Administration’s SCORE program in Northern Virginia and Metro DC.

ROBERT BURKE - Robert is in his first year teaching for the Virginia Tech Income Tax School.   He has his BSBA from Christopher Newport University and MS in Accounting from Old Dominion University.  Robert is a licensed CPA in the state of Virginia and works as a Tax Manager at Wall, Einhorn, and Chernitzer, P.C., a public accounting firm based out of Norfolk.  Previously a licensed stockbroker, Robert joined the firm in 2013 and provides tax advice and planning for a wide range of entity types in various industries including manufacturing, franchise, government contracting, hospitality, and real estate.  He specializes in tax planning and strategy for high net worth individuals and their closely held businesses.  Robert leads the M&A consulting team, focusing on the tax issues related to entity structuring, mergers, acquisitions, and other transactional matters.  Robert grew up in Richmond, VA and now resides with his wife and son in Virginia Beach, VA.

HERBERT D. (LEY) MILLS - Ley has been involved with the Virginia Tech Income Tax School for 13 years. He currently is a Senior Tax Specialist (Stakeholder Liaison - Field) assigned to Communication Stakeholder Outreach (CSO), which is part of Communications and Liaison (C&L) in the Internal Revenue Service.  He has been with the Service for over 28 years, consisting of 11 years as a Revenue Agent in Compliance and the remaining years as a Senior Tax Specialist. As a Revenue Agent, Ley audited Federal Income Tax Returns for various corporations, partnerships, and self-employed individuals. He also served as the VITA (Volunteer Income Tax Assistance) Program Coordinator in Northern Virginia (the program helped over 6,000 taxpayers annually). As a Senior Tax Specialist, Ley works with tax practitioner and professional organizations in providing information to business owners on relevant tax issues. He also served on the District Speakers Bureau. Ley is a graduate of Gettysburg College, University of Maryland, and Strayer University, earning a Masters degree in Accounting at Strayer. 

ANNA FALKENSTEIN - Anna has worked with the Virginia Tech Income Tax School for 8 years. She represents the IRS at Face-to-Face and Virtual taxpayer educational and outreach events working with tax professionals, payroll providers, industry and trade associations, small business owners, as well as in conjunction with other Federal, State and local government agencies. Anna Falkenstein has been employed with the IRS since 1988. Prior to her work in education and outreach, she held positions as a field Revenue Officer and Offer-in-Compromise Specialist in the Collection Division. Anna regularly speaks on IRS national web conferences and IRS Nationwide Tax Forums providing current information to the tax professional community.

 

ROBERT W. JAMISON, CPA, Ph.D., is Professor Emeritus of Accounting at Indiana University, Purdue University, Indianapolis (IUPUI). His principal area of specialization is S Corporations. He is the sole author of S Corporation Taxation, and co-author of Multistate Tax Guide to Pass-Through Entities, both of which are published annually by CCH, a Wolters Kluwer business. He is curator of Wolters Kluwer Answerconnect Topic “S Corporations” and subtopics thereunder. He is the author of three CCH Incorporated guides to the Tax Cuts and Jobs Act of 2017:

Tax Cuts and Jobs Act Impact- Guide to Pass Through Entities

Tax Cuts and Jobs Act Impact- Guide to Choice of Entity

Tax Cuts and Jobs Act Impact- Guide to Small Business

He presents advanced and update S Corporation seminars for various states' CPA societies and other professional organizations. He is a member of the AICPA S Corporation Technical Resource Panel and the Washington, DC based S Corporation Study Group. He consults on S corporation and other business entity problems and has secured private letter rulings from the IRS on behalf of clients. His articles have appeared in Practical Tax Strategies, Journal of Passthrough Entities, The Tax Adviser, Journal of S Corporation Taxation, The Journal of Accountancy, and various other publications. He is a chapter author in the Van-Griner Taxation Series of textbooks. He is a regular contributor to Land Grant University Tax Education Foundation, Inc. National Income Tax Workbook. He holds a CPA certificate from Oregon. Bob resides in Leesburg, Virginia.

CPE for Enrolled Agents
The Virginia Tech Income Tax School is an approved  CE Provider with the IRS

  • 16 hours credit- Two-day Session

CPE For CPAs
The Virginia Tech Income Tax School is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.

  • 16 hours credit- Two-day Session
  • +2 hours CPA Ethics Credit- Evening Session ($100 extra; includes ethics material required by the Virginia Board of Accountancy for the calendar year of 2018)

CE for Certified Financial Planners
The CFP  Board accepts Land Grant University Tax Education Foundation (Virginia Tech is a member of this organization) programs for CFP CE for 2018.

  • 16 hours credit- Two-day Session

MCLE for Lawyers
Virginia State Bar approved course for 2018; 

  • 13.5 Hours Credit- Two-day Session

CE for Insurance Agents
The Virginia Tech Income Tax School is an approved sponsor for continuing education credits in the state of Virginia for the 2017-2018 Biennium. 

  • 16 Hours Credit- Two-day Session

For Registration Questions please call 540-231-5182
For Content Questions please call 540-231-7936 or email us at vttax@vt.edu

Register Here  or call 540-231-5182

Register Here or call 540-231-5182

NASBA


Delivery method = group-live, program level = intermediate, & no prerequisites. Advance preparation not required. Virginia Tech Continuing and Professional Education is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org. Other complaints can be directed towards Virginia Tech Continuing and Professional Education at 540-231-5182.

IRS APPROVED