Tax School 2024 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.

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

• In-person training - University of Massachusetts Mount Ida, Newton, MA – November 12th & 13th, 2024
• In-person training - University of Massachusetts Amherst, MA– November 18th & 19th, 2024
• On-line course – November 21st & 22nd, 2024
• Complimentary Ethics On-line Seminar - November 25th (8:30 - 10:30am)

Registration is now open!

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: UMass Tax School 2024
• Course Code: C-10962

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)

Classes are for Continuing Education credits by the IRS. Participants can earn 16-18 CPE Credits which include the following:

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

There will be a complimentary 2 CE Ethics on November 25th from 8:30-10:30am 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.

The in-person course schedule is as follows:

Day 1:

• 7:30 - 8:30am - Check-in begins, Continental Breakfast
• 8:30 - 8:40am - Welcome and Introduction
• 8:40 - 9:30am - New Legislation
• 9:30 - 10:00am - Related Party
• 10:00 - 10:15am - Break
• 10:15 - 10:35am - Related Party
• 10:35 - 11:35am - Business Tax
• 11:35 - 12:00pm - Partnership Update
• 12:00 - 1:00pm - Lunch Break
• 1:00 - 1:45pm - LLCs
• 1:45 - 2:45pm - Rental Activities
• 2:45 - 3:00pm - Break
• 3:00 - 4:00pm - IRS Issues
• 4:00 - 5:00pm - Individual Issues 1
• 5:00pm Sessions Conclude

Day 2:

• 7:30 - 8:30am - Check-in begins, Continental Breakfast
• 8:30 - 9:30am - Agriculture Taxes
• 9:30 - 10:00am - Individual Issues 2
• 10:00 - 10:15am - Break
• 10:15 - 10:35am - Individual Issues 2 Cont.
• 10:35 - 11:00am - Rates
• 11:00 - 12:00pm - Massachusetts Tax Update
• 12:00 - 1:00pm - Lunch Break
• 1:00 - 1:45pm - Trusts/Estates
• 1:45 - 2:45pm - Business Tax
• 2:45 - 3:00pm - Break
• 3:00 - 3:50pm - Rulings/Cases
• 3:50 - 4:40pm - Business Entities
• 4:40pm - Sessions Conclude

Topics

This year will include a variety of topics with information about the latest tax legislation, including practical applications and cases. 

• Federal Ethics
• Trusts and Estates
• Related Party Issues
• Limited Liability Company Issues
• Business Entity Tax Issues
• IRS Issues
• Business Tax Issues
• Real Estate Rental Activity Issues
• Agricultural Tax Issues
• Individual Income Tax Issues
• International Tax Issues
• Tax Rates
• Rulings and Cases
• New Legislation

The course fees for 2024 are as follows:

• If registered by October 3rd:
  • In person - $485* 
  • Online - $400 **
• If registered on October 4th or after:
  • In person - $570* 
  • Online - $485**

*The 2-day in-person fee includes meals (continental breakfast and lunch) and morning and afternoon breaks. In-person participants will receive the 2024 printed National Income Tax workbook. 

**Attendees of the on-line program can purchase the printed workbook shipped directly to them for $25. All participants will also receive access to the online version of the National Income Tax Workbook.

If paying by check, please make check payable to:
University of Massachusetts

Mail check to:
UMass Tax School
220C Stockbridge Hall
80 Campus Center Way
Amherst, MA 01003

IMPORTANT! Make sure you include your order number with your check; you can print the confirmation email you will receive after registering (DO NOT use staples).

Cancellation & Refund Policy

We must be notified in writing; an email message is fine. 
There will be NO refunds after October 13th. If you cancel by October 13th, a $45 processing fee will be charged.