UMass Tax School - Mount Ida Campus

The UMass Mount Ida in-person Fall Tax School will be held on November 12 -13 at Shaw Hall Conference Center. Check- in and continental breakfast will begin both days at 7:30am. The program will be held from 8:30am until 5pm.

Location: Shaw Hall Conference Center, Mount Ida Campus of UMass Amherst 100 Carlson Avenue, Newton, MA 02459

Meal Preference:

Please fill out the form found here to indicate your meal preferences: https://forms.gle/3zj7BGzFXwrbkqhj9

Pricing and Payment Information:

Early bird price: $585 if registered by 10/8/2025

Regular price: $670 on or after 10/9/2025

Please Note: The credit card charge will appear as Campus Storefront

Workforce Training Fund Express Program (WTFP)

Important: For the in-person and online programs, if you plan to apply for Workforce Training Fund reimbursement, please ensure you populate the "Attendee Company Name' field when registering.

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

Mail check to:

UMass Tax School
220 C Stockbridge Hall
80 Campus Center Way
Amherst, MA 01003

* Please remember to include your order number with your check. You can print the confirmation email you receive after registering (please do NOT use staples).

Tax School Cancelation/Refund Policy:

We must be notified in writing; an e-mail message is fine.

There will be NO refunds after October 20th. If you cancel by October 20th, a $45 processing fee will be charged.

If registering for the online program after October 15^th, a hard copy of the materials will not be provided.

Questions:

For more information, please go to our website here: https://www.umass.edu/resource-economics/tax-school-2025-seminars

For questions concerning your order, please contact taxsch@umass.edu

Privacy Policy: We do not share or sell your personal information or use it for any purpose except to process payments or contact you.

Fields with asterisk are required.

Attendee Information
Additional Details

Attendee Information

First Name *

Last Name *

Country *

Address 1 *

Address 2

City *

State *

Zip Code *

Phone Number *

Email *

Mobile/Cell phone number

Select payment method *

Additional Details

Do you need an invoice for WTFP reimbursement? *

Attendee Company Name *

Primary Profession *

Enter Primary Profession if chose Other *

Attendee PTIN number *

Certified Financial Planner Number

If middle initial is required for your certificate (CFP), enter it here

Complementary Online Ethics Session *

Yes - I would like to attend the complementary session
No - I am not interested in the session
Unsure - I’m unsure at this time

$0.00

Qty:

Customers who bought this item also bought

UMass Tax School - Amherst Campus

The Amherst in-person Fall Tax School will be held on November 17 -18 in the UMass Amherst Cape Cod Lounge at the Student Union Building. Check- in and continental breakfast will begin both days at 7:30am. The program will be held from 8:30am until 5pm. You can park at Campus Center Parking Garage, 1 Campus Center Way, Amherst, MA 01003.

$0.00