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The UMass
Tax School

photo of UMass

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?

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

The school program offers an annual Income Tax workshop that is conducted by professional instructors who have extensive tax experience. They also utilize the "National Income Tax Workbook". This major reference is written and annually updated by LGUTEF. As a textbook, it is used by more than 30 states for over 30,000 tax professionals. The school offers a two-day workshop that is conducted in eight locations throughout the state, and provides up to 16 hours of Continuing Profession Education credits on Federal and State taxes designed to update the latest tax laws and regulations. These workshops are usually held in November and December every year.

2015 information

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.  We are waiting approval from the IRS for 2 hours of ethics, 3 hours of federal tax updates and 9 hours of Federal Tax Law topics.

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.

Who is the 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 of 2015 Workshops

Tax School for Practitioners (two day workshops): 


November 5-6, 2015

Courtyard Marriott

423 Russell Street (Route 9)

Hadley, MA  01035


Driving directions


November 9-10, 2015

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


November 12-13, 2015
The Lantana
43 Scanlon Drive
Randolph, MA 02368

Driving directions and map


November 16-17, 2015

Sturbridge Host Hotel and Conference Center

366 Main Street

Sturbridge, MA  01566


Driving directions and map


November 19-20, 2015

Holiday Inn

31 Hampshire Street

Mansfield, MA  02048


Driving directions  


November 30 - December 1, 2015

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


December 3-4, 2015

Crowne Plaza Boston-Natick

1360 Worcester Street,

Natick, MA  01769

Driving directions and map


December 7-8, 2015
Wyndham Andover
123 Old River Road
Andover, MA 01810
Driving directions and map


Barbara Talenda (413)545-5732,
M.J. Alhabeeb (413)545-5010,

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