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The UMass Tax School
for Practitioners


IRS approved continuing education provider logo


  • IRS provider number Z3CPD
  • CFP® Board approved provider
    number 3237
    • Note: CFP® CPE credits 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?

The UMass Tax School is an IRS approved educational entity, and a member of the Land Grant University Tax Education Foundation, Inc. (LGUTEF) a non-profit corporation organized by representatives of land grant universities around the country that teach tax education programs for professional tax practitioners. The UMass Tax School is approved by the Certified Financial Planner Board of Standards, CFP® and the Massachusetts Division of Insurance.

The major purpose of the school is to provide quality continuing education at an affordable price for tax professionals such as enrolled agents, certified public accountants, public accountants, certified financial planners, attorneys, and other tax return preparers.

Program Information

  • The UMass Tax School offers annual two-day income tax workshops in November and December at eight locations throughout the state.
  • Our workshops are conducted by professional instructors who have extensive tax experience.
  • Our workshops are designed to provide updates to the lates tax laws and regulations.
  • Our workshops are offered in cooperation with the Internal Revenue Service and the Massachusetts Department of Revenue.
  • Our instructors utilize the National Income Tax Workbook written and annually updated by LGUTEF, and used at similar tax schools in more than 30 states throughout the United States, for over 30,000 tax professionals.

IRS approval for 2017 topics

  • 2 hours of Ethics
  • 3 hours of Federal Tax Updates
  • 9 hours of Federal Tax Law

State of Massachusetts topics

  • 2 hours of Massachusetts State Tax Updates

IRS Reporting & CPE credits ~ 16 hours on Federal & State Taxes

  • Professional Development Certificate
  • PTIN holder reporting
  • Massachusetts Division of Insurance
  • CFP® certificants

Who is the UMass Tax School for?

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 for our 2017 Two-Day Workshops!


November 8-9, 2017 (Wed/Thurs)

Courtyard Marriott

423 Russell Street (Route 9)

Hadley, MA  01035


Driving directions


November 13-14, 2017 (Mon/Tues)

Four Points by Sheraton Wakefield Boston Hotel & Conference Center
1 Audubon Road
Wakefield, MA  01880
Driving directions and map


November 16-17, 2017 (Thurs/Fri)

Holiday Inn Mansfield-Foxboro

31 Hampshire Street

Mansfield, MA  02048


Driving directions  


November 27-28, 2017 (Mon/Tues)

Cape Codder Resort & Spa
1225 Iyannough Road
Hyannis, MA  02601
Driving directions and map


November 30 - December 1, 2017 (Thurs/Fri)
The Lantana
43 Scanlon Drive
Randolph, MA 02368

Driving directions and map


December 4-5, 2017 (Mon/Tues)

Sturbridge Host Hotel & Conference Center

366 Main Street

Sturbridge, MA  01566


Driving directions and map


December 7-8, 2017 (Thurs/Fri)

The Verve Crowne Plaza - Natick

1360 Worcester Street

Natick, MA  01769


Driving directions and map


December 11-12, 2017 (Mon/Tues)
Double Tree by Hilton Hotel Boston-Andover
123 Old River Road
Andover, MA 01810
Driving directions and map


Office staff and questions?

Jensey Graham, Program Administrator, 413-545-5715,
M.J. Alhabeeb, Program Director, 413-545-5010,

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