Tax School Homepage

We are happy to announce that we are keeping our partnership with Cornell University to offer you the best quality continuing education for tax professionals.

We have listened to your requests and are excited to offer a second location closer to Boston!

Announcing our 2025 Dates:

Summer Tax Online Seminar - July 15th, 2025
In-Person @ Mount Ida, Newton, MA - November 12th & 13th, 2025*
In-Person @ UMass Amherst, Amherst, MA - November 17th & 18th, 2025*
Online Seminar - November 20th & 21st

*For the in-person programs, our course has been pre-approved for Workforce Training Fund reimbursement.

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 the fall throughout Massachusetts, and are particularly helpful for Certified Public Accountants, Enrolled Agents, Annual Filing Season Program participants, Certified Financial Planners, 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.

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

Staff

Alexandra Andino, Tax School Manager
Email: @email
Phone: 413-545-0559

John Spraggon, Department Chair, Resource Economics
Email: @email

UMass Tax School

Tax School - About

Two-day income tax workshops providing updates to the latest tax laws and regulations are held annually in November throughout Massachusetts, and are intended for Certified Public Accountants, Enrolled Agents, and Registered Tax Return Preparers. A typical participant will have had several years’ experience in completing individual, small business and partnership returns and will complete 200 or more returns in a year. Workshops 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.

Credits

Classes are for Continuing Education credits by the IRS. Participants can earn up to 16 CPE credits:

12 CE Federal Tax Law
3 CE Federal Tax Update
1 CE Massachusetts update

There will be a complimentary 2 CE Ethics for those who registered for the online or in-person programs. Ethics is offered as a 2-hour online session and is for IRS requirements ONLY.

Instructors

We are happy to announce that we are partnering with Cornell University to offer you the best quality continuing education for tax professionals.

About

Tax School - Upcoming Seminars

We are happy to announce that we are keeping our partnership with Cornell University to offer you the best quality continuing education for tax professionals.

Our upcoming seminars are listed below. Please click to view more information on each seminar.

Summer 2025 Agricultural Tax Issues

In-Person at Mount Ida, Newton, MA

In-Person at UMass Amherst, Amherst, MA

Online Seminar

Upcoming Seminars

Summer 2025 Tax Seminar

We are happy to invite you to a Summer Tax Online Seminar in partnership with Cornell University; The 2025 Agricultural Tax Issues!

This online 4 CE Agricultural Tax Issues Seminar is designed to support participants who work with agricultural producers. The session will cover selected topics from the Fall 2024 Agricultural Tax Issues materials such as:

Timely Tax Issues Impacting Farmers and Ranchers
Legislative and Regulatory Update
Climate-Smart and Conservation Tax Issues
Disaster Tax Issues for the Farm or Ranch
Section 179 and Other Cost Recovery Methods
Retirement and Social Security Planning for Farmers
Lease vs. Purchase of Farm Assets
Tax Planning for Low-Income Years
Sale and Exchange of Farm Property
Sample Farm Tax Return

This online seminar will take place on July 15, 2025 from 8:30am to 12:30pm.

While the focus is on federal topics, the presenters will relay practical information that is pertinent to New York State as the opportunities arise (about 1% of the content).

Registration Fees

The price of the program will be $175.00. All attendees will receive a digital copy of the Fall 2024 Agricultural Tax Issues Workbook.

A zoom link will be sent out a week prior to the July 15th program.

Join us for expert insights, practical tools, and fresh strategies to stay ahead.

Tax School - Fall 2025 Seminars

2025 Seminar Dates & Locations

We are happy to announce that we are keeping our partnership with Cornell University to offer you the best quality continuing education for tax professionals.

The Fall 2025 Seminar Dates are as follows:

In-person training - University of Massachusetts Mount Ida, Newton, MA – November 12th & 13th, 2025
In-person training - University of Massachusetts Amherst, MA– November 17th & 18th, 2025
Online Seminar – November 20th & 21st, 2025

Registration Will Open Soon!

Workforce Training Fund

For the in-person programs, our course has been pre-approved for Workforce Training Fund reimbursement. To learn more, please visit: Commonwealth Corporation - Express Program (commcorp.org)

Information you need to register:

Provider Name: University of Massachusetts Amherst
Course Name: TBA
Course Code: TBA

You must register for this course and apply for reimbursement through the Workforce Training Express Fund website a minimum of three weeks before the start date of the course to be eligible. For more information visit: Solutions : Commonwealth Corporation (freshdesk.com)

Fall 2025 Seminars