Tax Seminars

taxseminar

Currently, all locations have reached capacity and we are no longer taking new registrations. Please visit again in September for our 2018 seminar dates and locations.

Why choose U-M Tax Seminars?

Our seminars are relaxed and engaging because they are based on participation 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, State of Michigan and U-M for multiple perspectives on topics that concern you. It’s an easy and interesting way to stay up-to-date and fulfill your CE requirements.

Your Instructor

Jim Sullivan is the president and founder of Accounting & Tax Solutions, a full-service accounting firm that has served more than 2,000 clients, ranging from large corporations to individuals. He’s been the primary instructor for U-M Tax Seminars for over 14 years and educates over 700 tax professionals per year with his compelling presentations.

Our Partners

Our instructors are joined by experts from the State of Michigan and the IRS who will discuss the latest and most relevant topics including this year’s changes in tax codes and legislation. There will be time to ask questions that relate specifically to your clients and practices.

Registration and Details

Registration Fees

Early Registration (up to Oct 31) $335
Registration (Nov 1 and onward) $365

(Note: Discounted fees are available for University of Michigan employees and organizations sending four
or more people. Please call our office at 734-764-2000 to register for your group).

Registration fees include:

  • Two-day program
  • State Manual
  • Electronic Master Tax Guide
  • Electronic Tax Update Manual
  • Program handouts
  • Complimentary coffee, breakfast pastries and lunch each day

Please note: When you click on the link for the site you wish to register for below,
you will be prompted to create an account, with an email and password, through
University of Michigan’s secure website Iris in order to register. Or, you can log in with
your Facebook, Google, Twitter, or Yahoo account. Once you have registered, you can
go back and update your information if needed.  If you have any difficulty registering,
please contact 734-764-2000 or e-mail conferences@umich.edu.

What’s New This Year?

  1.  Legislation Affecting 2017
    1. Trade Preferences Act
    2. Surface Transportation Act
    3. Bipartisan Budget Act of 2015
    4. The FAST Act
    5. The Consolidated Appropriations act of 2016
  2. Effect of Executive orders on the tax regulations
  3. ACA impacts for 2017
    1. a. Final Regulations on employer mandate delayed
  4. Issues Concerning Tax Return Preparers
    1. RRTP designation no longer valid
    2. Challenge to the PTIN regulations
  5. Income rulings
    1. Cash for keys programs
    2. Honorariums are income to pastor
    3. Qualified Foreign individuals lose several cases
    4. Sale of Principle residence current rulings
  6. Business Expenses and losses
    1. A new case for moving expenses
    2. Gambling losses – update from the IRS
    3. Issues concerning Marijuana businesses
    4. Bad Debt deductions, the IRS takes aim at S-corps
  7. Exemptions, medical and charity deductions
    1. Additional charity substantiation cases
    2. Final regulations on divorced parents and their claim of children
  8. Employment taxes
    1. a. Recent cases
  9. Issues relevant to practitioners
    1. IRS Settlements for SB/SE
    2. Fast track mediation
    3. A New approach at appeals
  10. Top Ten divorce tax errors

Dates and Locations for 2017

Please click on the city of the location you would like to attend to register.

November 2–3 Traverse City* West Bay Beach, A Holiday Inn Resort
615 E Front Street
Traverse City, MI 49686
November 9–10 Flint* Genesys Conference and Banquet Center
805 Health Park Boulevard
Grand Blanc, MI 48439
November 16–17 Dearborn U-M Dearborn, Fairlane Center, North Bldg.
19000 Hubbard Drive
Dearborn, MI 48126
November 30 -December 1 Novi Suburban Collection Showplace
Diamond Banquet & Conference Center
46100 Grand River Avenue
Novi, MI 48374
December 5–6 Ann Arbor Weber’s Inn
3050 Jackson Road
Ann Arbor, MI 48103
December 13–14 Auburn Hills Crowne Plaza Auburn Hills
1500 N Opdyke Rd
Auburn Hills, MI 48326
December 18–19 Grand Rapids* Calvin College, Prince Conference Center
1800 East Beltline SE
Grand Rapids, MI 49546
January 11–12 Sterling Heights Century Banquet Center
(in the Polish American Club at 14 Mile and Hoover)
33204 Maple Lane
Sterling Heights, MI 48312
January 16–17 Plymouth Fox Hills Golf and Banquet Center
8768 North Territorial Road
Plymouth, MI 48170

*The IRS presentation and Q&A session will be virtual.

Cancellations

Cancellation notification must be received at least five business days prior to your scheduled session begins. There will be a $75 cancellation fee. If notification is within five business days of your session there will be no refund granted.

Substitutions are only accepted within group registrations.

Transfers

If you’ve already registered and you wish to transfer to a different location, you must cancel your original registration by calling Conference & Event Services at 734-764-2000 and then you will be instructed to re-register for the new desired location at the current registration rate.

Substitutions are only accepted within group registrations.

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 certificate serves as documentation of your attendance and completion. You may also be eligible to receive Continuing Education Units (CEUs) from the University of Michigan.

IRS Approved

The University of Michigan has been designated by the IRS as an approved Continuing Education Provider for its 2017 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. Attendance at this seminar earns you two Ethics credit hours.

Onsite Registration and Check-In

Please register onsite between 7:45 and 8:30 am on the first day of your session.

Inclement Weather

We are unlikely to cancel a session unless there is extremely severe weather. In the case of severe weather, please call (734) 764-2000 or the conference center or hotel for status updates.