The UMass Tax School

• IRS provider number Z3CPD
• CFP® Board approved provider
  number 3237
• Massachusetts Division of Insurance approved provider number S14656

What Is The UMass Tax School?

New this year we are offering one-day workshops and study materials intended to help participants prepare for the Registered Tax Return Preparer competency exam.

We offer a number of two-day workshops on Federal and State taxes designed to provide updates on the latest tax laws and regulations. These workshops are given in November and December at various locations in Massachusetts. The content changes each year and is based on materials in the current Income Tax Workbook. This workbook, which is completely rewritten each year, is used at similar tax schools throughout the United States. The workshops meet the annual 15-hour continuing education requirement for Registered Tax Return Preparers, including 2 hours of ethics and at least 3 hours of federal tax updates. In addition, there are 2 hours devoted to Massachusetts tax updates.

Workshops are offered in cooperation with the Internal Revenue service and the Massachusetts Department of Revenue.

Participants needing to fulfill continuing professional education requirements can obtain CPE credits, as can those who need Massachusetts Division of Insurance credits and CFP® certificants. Further details can be found in the brochure.

Who is the Tax School For?

The one-day exam preparation workshops are intended for provisional PTIN holders who have until December 2013 to pass the competency exam and for individuals who wish to become Registered Tax Return Preparers. For additional information go to: Preparing for the Registered Tax Return Preparer Exam

The two-day workshops are intended for Certified Public Accountants, Enrolled Agents, Attorneys and Registered Tax Return Preparers. A typical participant will have had several years’ experience in completing individual, small business and partnership returns and will complete 200 or more returns in a year.

Locations and Dates of 2012 Workshops

Registered Tax Preparer Exam Review (one day workshops):

Randolph: 
September 12, 2012
The Lantana
43 Scanlon Drive
Randolph, MA 02368
781.961.4660
Driving directions and map

Sturbridge:
October 11, 2012
Sturbridge Host Hotel and Conference Center
366 Main Street Sturbridge, MA  01566
508.347.7393

Driving directions and map

Tax School for Practitioners (two day workshops):

Amherst/Hadley: 

November 8-9, 2012

Courtyard Marriott

423 Russell Street (Rte. 9)

Hadley, MA  01035

Driving directions and map

Mansfield:
November 14-15, 2012
Holiday Inn
31 Hampshire Street
Mansfield, MA 02048
Phone: 508.339.2200
Driving directions and map

Hyannis:
November 27-28, 2012
Cape Codder Resort & Spa
Rte. 132 & Bearses Way
1225 Iyanough Rd.
Hyannis, MA  02601
508.771.3000
Driving directions and map

Andover:
November 29-30, 2012
Wyndham Andover
123 Old River Road
Andover, MA 01810
978.975.3600
Driving directions and map

Randolph: 
December 3-4, 2012
The Lantana
43 Scanlon Drive
Randolph, MA 02368
781.961.4660
Driving directions and map

Natick:
December 6-7, 2012

Crowne Plaza Boston-Natick

1360 Worcester Street,

Natick, MA  01769

Driving directions and map

Sturbridge:
December 10-11, 2012

Sturbridge Host Hotel and Conference Center

366 Main Street

Sturbridge, MA  01566

508.347.7393

Driving directions and map

Wakefield:
December 12-13, 2012
Sheraton Colonial Boston North
1 Audubon Rd.
Wakefield, MA  01880
781.245.9300
Driving directions and map

Questions???

Barbara Talenda (413)545-5732, talenda@isenberg.umass.edu
Geoff Allen (413)545-5715, allen@isenberg.umass.edu
Fax (413)545-5853