UMass Tax School for Practitioners


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



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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. We've got self-study modules you can take for IRS credit all the way until the end of next summer! 

Trusts & Estates Intensive
    credits: 4 Federal Tax Law
Federal Tax Law & Ethics
    credits: 10 Federal Tax Law
                 2 Ethics
Federal & State Law Updates
    credits: 6 Federal Tax Law Update
                 2 MA State



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:

 Donna Turner & Terry Smith will receive a free 2021 seminar 

Discounts available for new attendees, bring-a- new-friend, Department of Revenue, Isenberg faculty, 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-August hours: variable


Cheryl A. Morse, EA, Director

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

John Spraggon, Department Chair, Resource Economics


Wonderful presentation!  Loved the way the lines on the slides were added while Les was speaking. —Lauren G.

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 thought they did an excellent job.  I liked how they took turns speaking.  Because it was a long webinar, It made it easier to listen to two people switching off than one person speaking for the entire time. —Krista M.