U-M Tax Seminars

Did you know?

The University of Michigan has been designated by the IRS as an approved Continuing Education Provider for its 2015 U-M Tax Seminars. These seminars qualify for IRS continuing education credit for Enrolled Agents (EA). Participation in these seminars is voluntary for other tax return preparers. Certified Public Accountants, Enrolled Agents and Certified Financial Planners will qualify for 15-16 CPE/CE Credit.

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Why Choose U-M Tax Seminars?

Information on the 2015 UM Tax Seminars coming soon. 

Our seminars are based on participation and conversation, not lectures. You’ll learn in a dynamic environment with plenty of time for questions. To provide multiple perspectives on topics of concern, every seminar has an open session with experts from the IRS, the State of Michigan and U-M. It’s an easy way to stay up-to-date and fulfill your CE requirements. Attendance at this seminar earns you 2 Ethics Credit hours. (Please Note: Partial credit is not available for IRS or CFP participants.) You can keep up to date with additional information by following U-M Tax Seminars on Facebook.

Apply now!

What's New for 2015?

Our instructors have worked with the IRS and the State of Michigan to develop a curriculum that covers the latest on tax code and recent legislation. Updates covered this year include:

  • New tax legislation, including status of provisions that expired at the end of 2014
  • Impacts in 2015 of the Affordable Care Act (ACA), including penalty for not having individual coverage, and the large employer mandate
  • Final regulations on the 3.8% Medicare tax on net investment income
  • Transition relief under Notice 2015-17 concerning employer reimbursement for the cost of employee medical insurance under Health Reimbursement Arrangements
  • Marriage dissolution & same sex marriage updates, Obergefell v. Hodges, 576 U.S. ___ (2015)
  • Estate and Gift Tax Update
DateLocation Add to Calendar
Nov 5 - Nov 6 Bay CityDouble Tree Resort
1 Wenoah Park Place
Bay City, MI 48708
989.891.6000

Nov 12 – Nov 13

NEW LOCATION!

Traverse CityWest Bay Beach, A Holiday Inn Resort
615 East Front St. 
Traverse City, MI 49686
231.947.3700
Nov 18 – Nov 19 Dearborn*U-M Dearborn, Fairlane Events Center, North Building
19000 Hubbard Drive
Dearborn, MI 48126
313.593.5000

Dec 3 - Dec 4

 

Novi • Suburban Collection Showcase Diamond Banquet & Conference Center
46100 Grand River Avenue
Novi, MI 48374
248.348.5600

Dec 7 - Dec 8

 

Ann Arbor*Sheraton Ann Arbor, near Briarwood Mall
3200 Boardwalk Drive
Ann Arbor, MI 48108
734.996.0600

Dec 10- Dec 11

NEW OFFERING!

Rochester* Oakland University, Oakland Center
2200 N. Squirrel Rd.
Rochester, MI 48309
248.370.3230
Dec 17 – Dec 18 Grand RapidsCalvin College, Prince Conference Center
1800 East Beltline SE
Grand Rapids, MI 49546
866.526.7200
Jan 7 –  Jan 8 Sterling Heights* Century Banquet Center (in the Polish American Club)
 33204 Maple Lane (at 14 Mile and Hoover)
Sterling Heights, MI 48312
586.264.7990
Jan 14 - Jan 15 Plymouth* Inn at St.John's
44045 Five Mile Road
Plymouth, MI 48170
734.799.0104

* Indicates the IRS presenter will attend in person. At all other locations the IRS presentation, including question and answer session, will be a virtual presentation.

U-M Tax Instructor

James R. Sullivan, CPA

Jim Sullivan is the president and founder of Accounting & Tax Solutions (now ATS ADVISORS), a Certified Public Accounting firm. As the primary instructor for U-M Tax Seminars since 2003, Jim has trained thousands of tax professionals and CPAs. He is a licensed CPA with the State of Michigan.

 

Program Materials

Each participant will receive:

  • Master Tax Guide 
  • Federal and State Manuals
  • Program Handouts

Note: Additional sets of program materials may be available for purchase at the end of seminar season.

Certification and Credits

For certification, you must sign in every morning and afternoon. Participants who attend all sessions will receive a certificate of completion from the University of Michigan. The U-M certificate can be used as documentation of your attendance and completion. You may also be eligible to receive Continuing Education Units (CEUs) from the University of Michigan.

These seminars qualify for IRS continuing education credit for Enrolled Agents (EA) and/or Enrolled Retirement Plan Agents (ERPA) only.  Participation in these seminars is voluntary for other tax return preparers.   Certified Public Accountants, Enrolled Agents and Certified Financial Planners will qualify for 15-16 CPE/CE Credit.

Testimonials

“Informative, practical, pertinent and thorough.” -- Kristine Vanderboon, Grand Rapids

“Best CPE class out there.” -- Silvia, CPA, Sterling Heights

"Great value!" -- Thomas Mueller, CPA, Novi

Daily Schedule and Check-in

Please check with the hotel/conference facility for the location of the conference room when you arrive. 

Day 1Day 2
7:45 - 8:30am Registration 8:00 - 11:30am Session Begins
8:30 - 12:00am Opening Session 9:30 am Break
10:00 - 10:15am Break 11:30am - 12:15pm Lunch
12:00 - 1:00pm Lunch 12:15pmpm Afternoon Session Resumes
1:00pm  Afternoon Session Resumes 1:45 to 2:00 pm Afternoon Break
2:15 - 2:30pm Break
3:00 - 3:10 pm Mini-Break
3:45 - 3:55pm Mini-Break 4:00 - 4:30pm Program Adjourns
4:30 - 5:00pm Adjourn 

Please note: Times are approximate and can vary according to classroom participation and discussion. Instructors will make every effort to adhere to the program schedule.

Parking

Parking is free at all of our current locations. Participants are responsible for their own parking costs, where applicable.

Meals

Complimentary coffee and breakfast pastries will be served each morning. Lunch is provided at the noon break. If you have special dietary restrictions or allergies, please let us know when you register and we will do our best to accommodate you.

Accommodations

Please arrange your own hotel accommodations. A block of rooms have been reserved at each hotel location. Room blocks are released 30 days before the seminar begins, so make your reservations early. If you are attending a session located in a conference center, please contact us at 734-764-2000 or umtax@umich.edu for hotel information closest to the conference center. When you make your reservation, mention University of Michigan Tax Seminar for a possible room rate discount.

Inclement Weather

It is unlikely that any sessions will be cancelled due to weather. In the case of severe weather, please call 734-764-2000 or the hotel/conference center for updates.

Registration Fees


Online*US Mail / Fax
Early Registration (through 10/31) $350 $375
Regular Registration (after 10/31) $380 $405

Online Registration: *Save $25 when you register and pay online.

Apply now!

Group Registration and U-M Staff rates are available, for online registration instructions please contact umtax@umich.edu or call 734-764-5297.   

University Housing is a unit of Student Life, and an equal opportunity educator and employer.

For housing related questions, please contact University Housing.
Email: housing@umich.edu
Phone: (734) 763-3164