Advanced Seminar

I have attended many seminars (NATP, MI-NATP, MI State University, etc.) over my 40+ years in the tax prep business and Jim Sullivan is the best of the best.

F.G.

Virtual Advanced Seminar

16 hours of instruction with breaks
Earn 15 CPE credits from IRS + 1 credit from the state of Michigan

What You’ll Learn

Permanent extension of the Tax Cuts and Jobs Act (TCJA) individual income tax rates, expanded standard deductions, and inflation-adjusted tax brackets
New federal deductions for qualified tip income and overtime compensation, including annual deduction limits, phase-out thresholds, and employer reporting requirements
Deduction of up to $10,000 of qualified auto loan interest on eligible U.S.-assembled vehicles and related taxpayer eligibility rules
Expanded family tax benefits, including the enhanced Child Tax Credit and new senior taxpayer deductions of up to $6,000 per eligible individual
Increased State and Local Tax (SALT) deduction limitation of up to $40,000 for qualifying taxpayers, including planning considerations for pass-through entities
Permanent increase in the federal estate and gift tax exemption to approximately $15 million per individual ($30 million for married couples), indexed annually for inflation beginning in 2026
Enhanced Qualified Business Income (QBI) deduction provisions and planning opportunities for owners of pass-through entities
Business tax changes, including bonus depreciation, Section 179 expensing updates, domestic research and development expense treatment, and interest expense limitations
Energy credit modifications, phase-outs, and the impact on individual and business taxpayers
IRS enforcement initiatives, compliance updates, and areas of increased examination activity
Year-end tax planning strategies for individuals, business owners, retirees, and closely held companies

Whether you advise clients, manage business tax matters, or oversee family wealth planning, this seminar will provide practical guidance, planning strategies, and implementation insights to help you navigate the evolving tax landscape in 2026.
This version reads more like a professional CPE/CPA tax seminar description and broadens the scope beyond the major H.R. 1 provisions so it remains relevant throughout 2026.

In addition, this seminar will cover the latest Tax Court decisions, IRS rulings, and Revenue Procedures—helping you translate complex changes into practical advice. Our expert presenters will unpack how these laws affect client planning, payroll processes, and compliance strategies.

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 and potential tax plans. There will be time to ask questions that relate specifically to your clients and practices.

Who Should Attend

Designed for CPAs, tax professionals, EAs, and financial advisors, this session ensures you’re equipped to tackle the biggest changes of 2026 confidently.

Advanced Course Registration Fees Include:

Two different dates. Each with four half-day virtual sessions (no in-person sessions)
Electronic State Manual
Electronic Tax Update Manual
Electronic Program Handouts

We will no longer be supplying the Master Tax Guide

December Session:

Dates: December 8 – December 11, 2026 | Tuesday – Friday
Times: 9:00am – 1:00pm (each morning)
Format: Virtual (Zoom) only

Rate: $325 per person

January Session:

Dates: January 12 – January 15, 2027 | Tuesday – Friday
Times: 9:00am – 1:00pm (each morning)
Format: Virtual (Zoom) only

Rate: $325 per person

To begin registering, you will need to create an account using your email address and a password. Click the “Don’t have an account? Sign Up” link to get started.

After registering, you can return to this portal at any time to update your information as needed.
If the system asks for a Code, please use: UMTax2026
If you experience any difficulties during registration, please contact us at conference.registrations@umich.edu

Jim Sullivan

Jim Sullivan is the president and founder of ATS Advisors, a Certified Public Accounting firm with multiple offices in Michigan. ATS is a full-service accounting firm that serves more than 7,500 clients. Jim has been the primary instructor for U-M Tax Seminars for over 20 years and educates many tax professionals per year both through the University of Michigan and State CPA Associations.

Registration Information

Registration is open. After you successfully complete your registration, you will receive a confirmation email. A week prior to the seminar you will receive an email with the Zoom meeting invitation. 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 UMTaxSeminar@umich.edu.

Virtual Attendance

We will use polling questions to track attendance. Your response to a poll question at the beginning and end of each session will serve as your sign in and sign out.

We will also ask poll questions at other times throughout the day. Seminars will be accessible at thirty minutes prior to the starting time. Please log in 10 minutes prior to the start of the seminar to ensure you are online and ready.

To participate in the webinar you will need a computer or tablet device with screen capabilities.

**Voice/phone only connections will not be granted certificates of credit, due to the lack of ability to answer polling questions to qualify attendance.

IRS Approved

The University of Michigan has been designated by the IRS as an approved Continuing Education Provider for its 2026 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, and our course is not CFP accredited.

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.

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.

Virtual Info

All virtual sessions will be conducted through Zoom so please be sure to download the Zoom Client for meetings on your device. When logging into Zoom you must enter your first and last name to ensure you receive credit.

Moderator Form

If you’re viewing the seminar with multiple people and will be sharing a device, please reach out to the Conference and Event Services office to request a Moderator Form. In order to receive credit, all attendees must be pre-registered.

Connecting through Zoom

If you have not used Zoom before, you may want to review these helpful video tutorials in advance of the event: Zoom 101: How to Sign Up | How to Join a Zoom Meeting | Testing Your Device

Zoom FAQs

Do I need to have a camera or microphone to attend this seminar?

You do not need a device with a camera or microphone to attend the seminar. Your device will need speakers (to hear the presentation) and a screen (to see the slides and answer poll questions).

Do I need to create an account with Zoom to access the seminar?

No you do not need to create an account with Zoom to access our seminar. Please follow instructions for downloading Zoom Client for Meetings.

I HAVE A QUESTION ABOUT THE SEMINARS, FORMAT OR OTHER … WHO CAN I CONTACT?

If you have any questions, please email UMTaxSeminar@umich.edu.