2023 UMass Tax School for Practitioners
November 13th & 14th
November 13th & 14th
Campus Center Auditorium
Monday, November 13th
| 7:30 - 8:20am | Sign in/Continental Breakfast |
| 8:20am | Welcome to UMass John Spraggon |
| 8:30am | Introductions Dario Arezzo |
| 8:40 - 9:30am | New Legislation Dario Arezzo |
| 9:30 - 10:00am | Form 4797, Sales of Business Property Joseph Baldwin |
| 10:00 - 10:15am | Break |
| 10:15 - 10:45am | Form 4794 Continuation Joseph Baldwin |
| 10:45 - 11:05am | Rates Joseph Baldwin |
| 11:05 - 12:00pm | Retirement Tax Norm Provvidenza |
| 12:00 - 1:00pm | Lunch Amherst Room 10th Floor Please sign-in after lunch |
| 1:00 - 2:00pm | Form 1031 Dario Arezzo |
| 2:00 - 2:50pm | Penalties Joseph Baldwin |
| 2:50 - 3:05pm | Break |
| 3:05 - 4:10pm | IRS Issues Norm Provvidenza |
| 4:10 - 5:00pm | Individual Issues Part I Joseph Baldwin |
| 5:00pm | Sign-out |
Tuesday, November 14th
| 7:30 - 8:30am | Sign in/Continental Breakfast |
| 8:30 - 10:05am | Agriculture Taxes Joseph Baldwin |
| 10:05 -10:20am | Break |
| 10:20 - 11:05am | Individual Issues Part 2 Norm Provvidenza |
| 11:05 - 12:00pm | Massachusetts Tax Update Mireille Eastman, DOR Brian Lynch, DOR |
| 12:00 - 1:00pm | Lunch Amherst Room 10th Floor Please sign in after lunch |
| 1:00 - 1:45pm | Trusts/Estates Dario Arezzo |
| 1:45 - 2:45pm | Business Tax Norm Provvidenza |
| 2:45 - 3:00pm | Break |
| 3:00 - 3:50pm | Rulings/Cases Dario Arezzo |
| 3:50 - 4:40pm | Business Entities Norm Provvidenza |
| 4:45pm | Sign out - Complete Evaluation |