UMass Tax School for Practitioners


UMass Tax School

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

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.

Locations and dates:

New Location►November 4-5, UMass Campus, Amherst MA
                           November 7-8, Four Points by Sheraton, Wakefield MA
                           November 14-15, The Lantana, Randolph MA
New Location►November 21-22, Southbridge Hotel & Conference Center, Southbridge MA

New Location►December 2-3, Resort & Conference Center, Hyannis MA
                           December 5-6, Holiday Inn, Mansfield MA
New Location►December 9-10, UMass Campus, Lowell MA
                           December 12-13, The Verve Crown Plaza, Natick MA


Click here to register

Early registration: $400
After October 1: $425
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

September hours: Monday-Thursday 10-4
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


Many thanks to this year's sponsors