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 2013 U-M Tax Seminars. 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. 

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Our seminars are relaxed and collaborative because we base them on participant and conversation, not lectures.  You'll learn the things you need to know in a dynamic environment with plenty of time for questions.  Plus every seminar has an open session with experts from the IRS, the State of Michigan and U-M -- for multiple perspectives on topics that concern you.  It's an easy and engaging way to stay up-to-date and fullfill your CE requirements. You can keep up to date with additional information by following U-M Tax Seminars on Facebook.

Registration is now open for 2013 sessions!
Register here

What's New for 2013?

Every year our expert instructors consult with the IRS and the State of Michigan to create a curriculum that covers the latest on tax codes and recent legislation – including pending and failed legislation. Topics include:

  • The Patient Protection Affordable Care Act
  • Defense of Marriage Act and Portions Declared Unconstitutional
  • Proposals on Corporate Tax Reform
  • Updates to Form 1099 Information Reporting Rules
  • Proposals on Corporate Tax Reform
  • Updates to Form 1099 Information Reporting Rules
  • Depreciation Update
    • New regulations on capitalization of tangibles
    • Bonus depreciation, §179 deduction and leasehold improvement
  • Recenty Developments in Employment and SE tax - Voluntary Disclosure Programs
  • And Much More
Date Location Add to Calendar
Oct 28 – Oct 29 Traverse City*Grand Traverse Resort
100 Grand Traverse Village Boulevard
Traverse City, MI 48507
800.236.1577
Nov 4 – Nov 5 FlintFlint Gateway Centre
5353 Gateway Centre Drive
Flint, MI 48507
810.232.5300
Nov 11 – Nov 12 Sterling HeightsCentury Banquet Centre
33204 Maple Lane (at 14 Mile and Hoover)
Sterling Heights, MI 48312
586.264.7990
Nov 18 – Nov 19 Mt. PleasantMt. Pleasant Comfort Inn
2424 South Mission Street
Mt. Pleasant, MI 48858
989.772.4000
Nov 21 – Nov 22 DearbornU-M Dearborn, Fairlane Events Center, North Bldg.
19000 Hubbard Drive
Dearborn, MI 48126
313.593.5000
Dec 3 - Dec 4 Grand Rapids Calvin College, Prince Conference Center
1800 East Beltline SE
Grand Rapids, MI 49546
866.526.7200
Dec 10 – Dec 11 Ann ArborHoliday Inn near the University of MI
3600 Plymouth Road
Ann Arbor, MI 48105
734.769-9800
Dec 17 – Dec 18 Southfield*Shriners Silver Garden Events Center
24350 Southfield Road
Southfield, MI 48075
248.569.2299
Jan 6 - Jan 7 Sterling HeightsCentury Banquet Centre
33204 Maple Lane (at 14 Mile and Hoover)
Sterling Heights, MI 48312
586.264.7990
Jan 13 – Jan 14 Plymouth The Inn at St. John's
44045 Five Mile Road
Plymouth, MI 48170
734.799.0104

* Indicates new offering for 2013

UMtax Instructor

James R. Sullivan, CPA

University of Notre Dame, Accountancy
Member AICPA and MACPA
President, Accounting and Tax Solutions, Inc.



Program Materials

Each participant will receive:

  • 1 Master Tax Guide for 2013 (Soft-cover Book)
  • 1 Text: Tax Update for 2013 (Text, CD Rom, and Supplement)
  • 1 State of Michigan Guide for 2013

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

"Jim is one of the best tax instructors I've had!" -- William H., CPA, CGMA

"Great value! Good presentation and great materials!" -- Dan M., RP

"Absolutely excellent instructors." -- Joseph J., Independent tax preparer

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.

Food

Coffee and a pastry will be provided before the program. Lunch is provided on both days. If you have special dietary needs, please advise us upon registration. 

Overnight Accommodations

Please arrange your own accommodations. We have temporarily reserved a block or rooms at each hotel location. For a reduced rate, mention University of Michigan Tax Seminar. 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 U-M Conference Services at 734-764-5297 or umtax@umich.edu for the hotel closest to the conference center.

Inclement Weather

We are unlikely to cancel a session unless there is extremely severe weather. In the case of severe weather, please call 734-764-5297 during business hours with any questions. You can also contact the conference center or hotel directly.

Registration Fees


Online*US Mail / Fax
Early Registration (through 10/23)$350$365
Regular Registration (after 10/23)$375$390

*$15 discount available by registering and paying online with a credit card

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

Register now!

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