Advanced In-Person* Seminar

taxseminar

Having attended this seminar for the past several years, I wouldn’t want to go into tax season without my annual dose of Jim Sullivan.

T.T.

Advanced In-Person* Seminar

16 hours of instructions with breaks and lunches

What You’ll Learn

Your instructor will cover the most recent slew of tax legislations, focusing on the latest updates, changes, tax court cases and tax credits including ERTC, Advance Child Tax Credits, Stimulus Payments, the TCJA, ARP, CAA 2021 and other pending legislation.

Anticipated topics will include: Latest updates and tax court cases in the areas of income, self-employment, deductions, charitable contributions, Section 199A QBI, as well as marital dissolutions and IRS procedures.

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.

Who Should Attend

Experienced tax preparers like CPA’s, EA’s and other professionals in the tax and accounting industry.

Advanced Course Registration Fees Include:

  • Two day in-person program
  • Electronic State Manual
  • Electronic Master Tax Guide
  • Electronic Tax Update Manual
  • Electronic Program Handouts

Sessions

Thurs, Dec 9 – Fri, Dec 10
8am – 5pm
Oakland University, Rochester, MI

Mon, Jan 10 – Tues, Jan 11
8am – 5pm
Fox Hills Golf Club, Plymouth, MI

Cost

  • Early Bird – $335
  • Regular – $365
  • Group rate (4+) Early Bird – $330
  • Group rate (4+) Regular – $360

Early bird registration closes at 11:59pm, October 29

Covid Policy

*All attendees are required to follow the University of Michigan mask policy, which currently requires all individuals to wear face coverings, regardless of vaccination status. If you are not fully vaccinated, we also highly recommended social distancing when indoors. Please contact us if you will need a socially distanced seat in the classroom. The full mask policy can be found at https://ehs.umich.edu.

In addition to the University of Michigan safety measures, all attendees will be required to follow the policies and procedures of the location attending. We will communicate any additional safety measures and policies prior to the seminar.

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See other U-M Tax Seminar options.


Jim Sullivan

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 15 years and educates over 700 tax professionals per year with his compelling presentations.

Venar Ayar

Venar Ayar is an award-winning tax attorney ranked as a Top Lawyer in the field of Tax Law. Mr. Ayar has a Master of Laws in Taxation – the highest degree available in tax, held by only a small number of the country’s attorneys.

Venar Ayar and his firm, Ayar Law, are a team of truly competent and ethical tax lawyers who know how things actually work at the IRS. Tax law is all they do. They can favorably solve your personal or business, Federal or State tax problems – anything from back taxes, audits, bank levies, or federal tax liens. Venar has represented people from all walks of life, from tax preparers to self-employed business owners, and defended their rights as citizens. Helping people resolve their tax problems and sharing his knowledge with other professionals is his passion.


Registration Information

Registration is open. After you successfully complete your registration, you will receive a confirmation email. A day prior to the seminar you will receive your electronic materials.

Please note: When you click on the link to register 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. 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 email conferences@umich.edu.

In-Person Attendance

We will utilize paper sign in/out sheets to track attendance daily at various intervals.

IRS Approved

The University of Michigan has been designated by the IRS as an approved Continuing Education Provider for its 2021 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 IRS CE Credits. Attendance at this seminar earns you two Ethics credit hours. Please note, these ethics credits do not count towards the required Michigan specific ethics credits.

Cancellation Policy

Cancellation notification must be received at least five business days prior to your scheduled session. There will be a $50 cancellation fee for the advanced course. If notification is not received within five business days of your session, there will be no refund granted. Substitutions are not permitted within five business days of your session.

Transfer Policy

If you’ve already registered and you wish to transfer to a different seminar, you must log in to your Iris account and register for the new seminar at the current registration rate. No substitutions are permitted within five business days of the session. If you’ve already started a session and are unable to finish that session, you may only transfer to a later session of the same day format. No transfer will be given for attendees wishing to change their seminar format, ie. virtual to in-person or in-person to virtual. Due to room capacity limits, session transfers for in-person sessions are subject to space availability.

Certifications and Credits

Certificate of Completion will be sent via email within 3 business days of the completion of the seminar. Certificates will be given to all attendees for full or partial credit. Credit will be given for the hours completed according to the attendance measurements in place. If a participant fails to complete the attendance markings they will be given partial credit. Full credit will only be given to participants who attend the full seminar and all sessions.