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Foliage in Vermont — older covered bridges, white-steepled churches, and hot apple cider — this is Stowe, nestled in the Green Mountains of Vermont, known for its antique and craft shops, vast dining options, and picturesque mountain roads. Take a leisurely stroll down one of Stowe’s many nature trails, or hike or bike in the crisp New England air. And, for ice cream lovers, visit Ben & Jerry’s Ice Cream Factory.

October 13–19

STOWE Vermont

Stoweflake Mountain Resort and Spa
Located in one of America’s most sensational, natural paradises.
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Oct 13 Mon Arrival
6:30pm-7:00pm		 Hospitality desk registration
Welcome to Stowe Orientation Meeting
Oct 14 Tue 7:30am-12:50pm
6:00pm-7:00pm		 New Developments–Estate, Gift and Retirement Planning–6 or 8 CPEs*, Instructor: Gary Sullivan
Reception hosted by National Tax Institute
Oct 15 Wed 7:30am-12:50pm
8:30am-9:30am		 Using an IRA as a Family Wealth Transfer Vehicle–6 or 8 CPEs*, Instructor: Gary Sullivan
Spouse/guest breakfast hosted by National Tax Institute
Oct 16 Thu Day of leisure No meeting scheduled
Oct 17 Fri 7:30am-12:50pm 2008 Federal Income Tax Update–6 or 8 CPEs*, Instructor: James P. Sweeney
Oct 18 Sat 7:30am-12:50pm
7:30am-12:50pm		 Financial Statement Analysis and Fraud Detection–6 or 8 CPEs–A&A*, Instructor: Richard Delgaudio or
Real Estate Tax Update–6 or 8 CPEs*, Instructor: James P. Sweeney
Oct 19 Sun 7:30am-12:50pm 2008 FASB, SSARS and SAS Update and Other Developments Affecting the Profession–6 or 8 CPEs–A&A*, Instructor: Richard Delgaudio
Recommended departure after meeting adjourns
Suggested Activities for You and Your Family:
• Foliage walk for spouses and guests • Ben & Jerry’s Ice Cream Factory • Route 100 tour • Trip to Shelburne Farms • Tour of Stowe antique shops and stores • Trip to Burlington/Lake Champlain • Tour of Mt. Mansfield • Dinner at Stowe Restaurant with other attendees
*Continental breakfast will be served in the meeting room starting at 7:00am for participants only. Participants receive 6 CPEs for attending each live session and may receive an additional 2 CPEs by completing an optional 2-hour self-study course which will be distributed at the conference. Self-study is based on NASBA’s Registry-QAS 50-minute/hour measurement.



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