The UMass
Tax School

photo of UMass

What Is The UMass Tax School?

REGISTER

Who is the Tax School For?

Locations and Dates

Brochure
(Adobe Acrobat format)

Questions?

We offer a number of two day workshops on Federal and State taxes designed to provided 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.

We also offer one day specialized workshops on Estate and Gift tax reporting and Fiduciary income tax reporting.

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 intended audience for all workshops is experienced professional tax practitioners, including accountants, enrolled agents, certified public accountants and attorneys. 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.

The estate and gift tax and fiduciary income tax reporting workshops are intended for practitioners with extensive general experience who prepare only a few of these specialized returns (Forms 706, 709, 1041) in a year and who are looking for some basic guidelines.

Locations and Dates of 2008 Workshops

One Day Workshops

Estate and Gift Taxation:

TBA

Fiduciary Income Taxation:

TBA

Tax School for Practitioners

UMass Amherst:
November 5-6, 2008
Campus Center Auditorium
1st Floor of the Campus Center
University of Massachusetts
Amherst, MA 01003
Phone: 413.549.6000
Driving directions and map

Andover:
Nov. 13-14, 2008
Wyndham Andover
123 Old River Road
Andover, MA 01810
978.975.3600
Driving directions and map

Sturbridge:
Nov. 17-18, 2008

Sturbridge Host Hotel and Conference Center

366 Main Street

Sturbridge, MA  01566

508.347.7393

Driving directions and map

Mansfield:
Nov. 20-21, 2008
Holiday Inn
31 Hampshire Street
Mansfield, MA 02048
Phone: 508.339.2200
Driving directions and map

Natick:
Dec. 1-2, 2008
Crowne Plaza
1360 Worcester Street
Natick, MA  01760
508.653.8800
Driving directions and map

Hyannis:
Dec. 4-5, 2008
Cape Codder Resort & Spa
Rte. 132 & Bearses Way
1225 Iyanough Rd.
Hyannis, MA  02601
508.771.3000
Driving directions and map

Randolph:
Dec. 8-9, 2008
Lantana
43 Scanlon Drive
Randolph, MA 02368
781.961.4660
Driving directions and map

Woburn:
Dec. 10-11, 2008
Hilton
2 Forbes Rd.
Woburn, MA  01801
781.932.0999
Driving directions and map

 

Questions???

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

 


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