U-M Tax Seminars
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.
Why Choose U-M Tax Seminars?
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.
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
|Date||Location||Add to Calendar|
|Nov 5 - Nov 6||Bay City • Double Tree Resort |
1 Wenoah Park Place
Bay City, MI 48708
Nov 12 – Nov 13
|Traverse City • West Bay Beach, A Holiday Inn Resort |
615 East Front St.
Traverse City, MI 49686
|Nov 18 – Nov 19||Dearborn* • U-M Dearborn, Fairlane Events Center, North Building |
19000 Hubbard Drive
Dearborn, MI 48126
Dec 3 - Dec 4
|Novi • Suburban Collection Showcase Diamond Banquet & Conference Center |
46100 Grand River Avenue
Novi, MI 48374
Dec 7 - Dec 8
|Ann Arbor*• Sheraton Ann Arbor, near Briarwood Mall |
3200 Boardwalk Drive
Ann Arbor, MI 48108
Dec 10- Dec 11
|Rochester* • Oakland University, Oakland Center |
2200 N. Squirrel Rd.
Rochester, MI 48309
|Dec 17 – Dec 18||Grand Rapids • Calvin College, Prince Conference Center |
1800 East Beltline SE
Grand Rapids, MI 49546
|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
|Jan 14 - Jan 15||Plymouth* • Inn at St.John's |
44045 Five Mile Road
Plymouth, MI 48170
* 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.
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.
“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 1||Day 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 is free at all of our current locations. Participants are responsible for their own parking costs, where applicable.
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.
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 email@example.com 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.
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.
|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.
Group Registration and U-M Staff rates are available, for online registration instructions please contact firstname.lastname@example.org or call 734-764-5297.