UMass Tax School for Practitioners


  • IRS provider number Z3CPD
  • CFP® Board provider number 3237 - LGUTEF ID NITW2550
  • Massachusetts Division of Insurance provider number S14656



Update on COVID modifications, and 50% more credits

Welcome to the UMass Tax School for Practitioners, COVID-19 edition. Working with your feedback, and the University policies on containment, we've come up with a plan that protects your safety, and gives you more credits and flexibility. Online webinars will feature instructors standing by to answer questions, and self-study can be done at your convenience. We've got a new schedule spread across October, November and December, new instructors, and by popular demand, a new intensive Trust & Estates module!

Live Webinar Self-Study available
Trusts & Estates Intensive
    credits: 4 Federal Tax Law
– Oct 19
– Oct  28
– Nov 4
Federal Tax Law & Ethics
    credits: 10 Federal Tax Law
                 2 Ethics
– Nov 2, 3, 4
– Nov 11, 12, 13
– Nov 20
Federal & State Law Updates
    credits: 6 Federal Tax Law Update
                 2 MA State
– Dec 7, 8
– Dec 14, 15
– Dec 21



The UMass Tax School for Practitioners 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. Our program utilizes the National Income Tax Workbook (written and annually updated by LGUTEF) used at similar tax schools in more than 30 states for over 30,000 tax professionals.

Two-day income tax seminars providing updates to the latest tax laws and regulations are held annually in November and December throughout Massachusetts, and are particularly helpful for Certified Public Accountants, Enrolled Agents, Annual Filing Season Program participants, Certified Financial Planners, Attorneys and other tax preparers. Seminars are conducted by professional instructors who have extensive tax experience and are offered in cooperation with the Internal Revenue Service and the Massachusetts Department of Revenue.

Congratulations to our fall raffle winners:

 Theresa H. Robertson will receive a free 2020 seminar 
 Morris Armstrong & Kathryn McGrail will receive a free 2020 seminar 

Discounts available for new attendees, bring-a- new-friend, Department of Revenue, Isenberg, and groups

UMass Tax School for Practitioners is an educational outreach program of the Department of Resource Economics at the University of Massachusetts Amherst


Office Schedule and Hours

Summer hours: variable
September hours: Monday-Friday 10-4
October-January hours: variable
February through June: tax school office is closed


Cheryl A. Morse, EA, Director

Janet McKenna Lowry, Program Coordinator 
Phone: 413-545-5715

John Spraggon, Department Chair, Resource Economics


This course was excellent. I would be interested in half-day or one full day spring & fall sessions too.  —Gerald L.

I have to say that this was the best presentation of the UMass Tax School that I have attended.  I thought Cheryl Morse is a fantastic coordinator. —Donna R.

 I think the format of the presentation was excellent. Having several different speakers present for a limited period of time is very refreshing. —Gregory C.

 I like that this program stays "on schedule". Every session starts ON TIME! Also, I like that there is a short lunch so we get in more session time. It is unusual to be able to attend a program and get 18 credit hours in two days. I like that there are several presenters - most of whom are fresh, knowledgeable and enthusiastic about their subjects. This program was very well run and I would highly recommend it. —Marie S.

I think Cheryl did a great job running the seminar. She kept people to the schedule. And the new location in Southbridge is wonderful. Looking forward to next year. — Mary Ellen P.