UMass Tax School for Practitioners

 

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

Stay tuned for updates on our new intensive half-day session

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 raffle winners:

 Morris Armstrong & Kathryn McGrail will receive a free 2020 seminar 

Early registration is expected to begin September 2020
Locations and dates:
November 2-3, UMass Campus, Amherst MA
November 5-6, The Verve Crown Plaza, Natick MA 
November 9-10, Lombardo's, Randolph MA New Location!
November 12-13, Crowne Plaza Boston-Woburn ◄New Location!
November 16-17, Southbridge Hotel & Conference Center, Southbridge MA
November 19-20, Holiday Inn, Mansfield MA
November 30-December 1, Doubletree by Hilton Cape Cod, Hyannis MA ◄New Location!
December 3-4, Westford Regency Inn & Conference Center, Westford MA ◄New Location!


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

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Office Schedule and Hours

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

Staff

Cheryl A. Morse, EA, Director
Email: camorse@umass.edu

Janet McKenna Lowry, Program Coordinator 
Email:  jlowry@umass.edu, taxsch@umass.edu
Phone: 413-545-5715

John Spraggon, Department Chair, Resource Economics
Email: jmspragg@resecon.umass.edu

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This course was excellent. I would be interested in 1/2 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.