UMass Tax School 2025 - 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 8:30 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: $509 if registered by 10/1/2025

Regular price: $599 after 10/1/2025

If registering for the online program after October 17^th, a hard copy of the materials will not be provided.

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

Workforce Training Fund Express Program (WTFP)

Important: For the in-person 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 13th. If you cancel by October 13th, a $45 processing fee will be charged.

Questions:

For more information, please go to our website here: https://www.umass.edu/resource-economics/tax-school-2024-seminars

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

Fields with asterisk are required.

First Name *

Last Name *

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Address 1 *

Address 2

City *

State *

Zip Code *

Phone Number *

Email *

Select payment method *

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

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

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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.

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