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The UMass
Tax School

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IRS approved continuing education provider logo

  • IRS provider number Z3CPD
  • CFP® Board approved provider
    number 3237
    • Note:  For the two-day program CPE credits for CFP® certificants are submitted by the Land Grant University Tax Education Foundation, program ID NITW2550
  • Massachusetts Division of Insurance approved provider number S14656


What Is The UMass Tax School?

We offer a number of two-day workshops for up to 16 hours of Continuing Profession Education credits 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 include 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. For 2013, up to 14 hours of federal taxation, including two hours of ethics, two hours of Massachusetts state taxation, 16 hours for CFP® certificants (excluding ethics), and 8 hours for Massachusetts insurers are available.

We also offer a one-day introductory course for 8 hours of CPE credits, see below.


Who is the Tax School For?

The one-day Introductory Tax Preparation Seminar in basic tax preparation for a professional.  Its target audience is tax practitioners with less than two years experience.  It also serves as a refresher course for those with more experience who are returning to tax preparation or simply want a thorough revew. 

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 2013 Workshops

Introductory Tax Preparation Seminar:


October 17, 2013

2 Forbes Road

Woburn, MA  01801


Driving directions

Tax School for Practitioners (two day workshops):


November 7-8, 2013

Courtyard Marriott

423 Russell Street (Route 9)

Hadley, MA  01035


Driving directions


November 13-14, 2013

Holiday Inn

31 Hampshire Street

Mansfield, MA  02048


Driving directions  


November 18-19, 2013
Wyndham Andover
123 Old River Road
Andover, MA 01810
Driving directions and map


November 21-22, 2013

Crowne Plaza Boston-Natick

1360 Worcester Street,

Natick, MA  01769

Driving directions and map


December 3-4, 2013

Sturbridge Host Hotel and Conference Center

366 Main Street

Sturbridge, MA  01566


Driving directions and map


December 5-6, 2013

Cape Codder Resort & Spa
Rte. 132 & Bearses Way
1225 Iyanough Rd.
Hyannis, MA  02601
Driving directions and map


December 9-10, 2013

Sheraton Colonial Boston North
1 Audubon Rd.
Wakefield, MA  01880
Driving directions and map


December 12-13, 2013
The Lantana
43 Scanlon Drive
Randolph, MA 02368
Driving directions and map



Barbara Talenda (413)545-5732,
Geoff Allen (413)545-5715,
Fax (413)545-5853

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