The 2012 UMtax seminars will include 3 hours of new federal tax law, 2 hours of ethics and 10 hours of other federal tax law which meets the RTRP and RTRP candidate annual requirements of 15 CE hours. Enrolled agents and CPAs will receive 16 hours of CPE/CE.
Please note: to obtain 2012 credit your course must be completed by calendar year end 2012.
UMtax seminars offer practical, timely information on essential tax topics, providing you with the understanding needed to better service your clients. UMtax participants can expect to cover the following topics for 2012:
- Professional ethics
- Net operating loss carryback
- 1099 reporting
- IRA distribution three year tax benefit
- Income, capital gains and costs basis reporting
- Updates on the Return Preparer Initiative
- And much more
What's New for 2012?
Each year, our expert instructors team with the IRS and State of Michigan to provide the latest information on tax codes and recent legislation - including pending and failed legislation. Topics include:
- Elimination of the MBT and creation of a tax on corporations
- New Schedule D and Cost Basis Reporting
- Health Care Act (what is coming for 2012 and 2013, including the recent Supreme Court ruling)
- Employee Cut in Social Security
- Reminder: Report Certain Foreign Bank and Financial Accounts to Treasury
- Notice 2011-56 provides interim guidance to taxpayers under § 1012 of the Internal Revenue Code on issues relating to the basis of stock subject to broker reporting under § 6045, pending publication of superceding guidance
- IRS Details Reporting Health Insurance Coverage
- Court decisions, IRS rulings and other new and relevant information
2012 Dates and Locations
|Date||Location||Add to Calendar|
|Nov 1 – Nov 2||Flint • Flint Gateway Centre |
5353 Gateway Centre Drive
Flint, MI 48507
|Nov 8 – Nov 9||Dearborn • U-M Dearborn, Fairlane Center, North Bldg.* |
19000 Hubbard Drive
Dearborn, MI 48126
|Nov 13 – Nov 14||Mt. Pleasant • Mt. Pleasant Comfort Inn |
2424 South Mission Street
Mt. Pleasant, MI 48858
|Nov 19 – Nov 20||Southgate • Holiday Inn Southgate Banquet & Conference Center* |
17201 Northline Road
Southgate, MI 48195
|Nov 27 – Nov 28||Grand Rapids • Calvin College, Prince Conference Center |
1800 East Beltline SE
Grand Rapids, MI 49546
|Dec 4 - Dec 5||Birmingham I • Birmingham Conference Center |
31301 Evergreen Road
Beverly Hills, MI 48025
|Dec 10 – Dec 11||Sterling Heights • Century Banquet Center* |
33204 Maple Lane (at 14 Mile and Hoover)
Sterling Heights, MI 48312
|Dec 13 – Dec 14||Ann Arbor • Sheraton Ann Arbor Hotel |
3200 Boardwalk Street
Ann Arbor, MI 48108
|Jan 8 – Jan 9||Birmingham II • Birmingham Conference Center |
31301 Evergreen Road
Beverly Hills, MI 48025
|Jan 14 – Jan 15||Plymouth • The Inn at St. John's |
44045 Five Mile Road
Plymouth, MI 48170
* Indicates new location for 2012
James R. Sullivan, CPA
University of Notre Dame, Accountancy
Member AICPA and MACPA
President, Accounting and Tax Solutions, Inc.
Each participant will receive:
- 1 Master Tax Guide for 2012 (Soft-cover Book)
- 1 Text: Tax Update for 2012 (Text, CD Rom, and Supplement)
- 1 State of Michigan Guide for 2012
Note: Additional sets of program materials may be available for purchase at the end of seminar season.
Certification and Credits
Certification requires that you sign in each morning and afternoon of the program. Participants who attend all sessions will receive a certificate of completion, issued by the University of Michigan, which provides documentation of your attendance to your professional association for Tax Preparers, Certified Public Accountants, Enrolled Agents, Attorneys and Certified Financial Planners. You may also receive Continuing Education Units (CEUs) from the University of Michigan.
This course has qualified for 3 hours of new federal tax law, 2 hours of ethics and 10 hours of other federal tax law which meets the RTRP and RTRP candidate annual requirements of 15 CE hours (please note: for 2012 credit your course must be completed in calendar year 2012). Enrolled agents and CPAs will receive 16 hours of CPE/CE.
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 - 12:30pm Lunch|
|12:00 - 1:00pm Lunch||12:30 - 4:00 pm Afternoon Session|
|1:00 - 4:30pm Afternoon Session||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||4:00pm Program Adjourns|
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.
Coffee and a roll are provided before the program. Lunch is provided on both days. If you have special dietary needs, please advise us upon registration.
Participants are responsible for making arrangements for overnight accommodations. A temporary room block is put in place at each hotel location for your convenience. We recommend that you mention the UMtax program for a discounted rate. Room blocks are released 30 days prior to the program, at which time room availability and rates are subject to change. If you are attending a session located in a conference center, please contact UM Conference Services at 734.764.5297 or firstname.lastname@example.org for the hotel nearest the conference center.
The University of Michigan is not likely to cancel a UMtax session unless there is extremely severe weather. Please contact the University at 734.764.5297 (Monday to Friday, 8:00 am to 5:00 pm) if you suspect a session may be canceled due to severe weather. You may also wish to contact the conference center or hotel directly, as we will keep them informed.
|Registration||Online Fee*||US Mail|
|Early Registration (through 10/31)||$350||$360|
|Regular Registration (after 10/31)||$375||$385|
*$10 discount available by registering online with a credit card (immediate payment required).
Registration fees include: the two-day program, federal and state manuals, Master Tax Guide, program handouts, as well as lunch, coffee, beverages and a breakfast roll. Payment must accompany your registration. Discounted fees are available for University of Michigan employees and organizations sending four or more people. Contact us for more information regarding discounts.