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.

Advanced Seminar

16 hours of instruction with breaks
Earn 15 CPE credits

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, the TCJA, ARP, CAA 2024 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 and potential tax plans. 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 full-day in-person sessions or four half-day virtual sessions
Electronic State Manual
Electronic Master Tax Guide
Electronic Tax Update Manual
Electronic Program Handouts

Half-Day Virtual Sessions

Dates: November 19-22, 2024
Times: Half-day sessions (9:00am-1:00pm)
Via Zoom

Virtual – $300, Group rate (4+) Virtual – $275 per person

Dates: December 3-6, 2024
Times: Half-day sessions (9:00am-1:00pm)
Via Zoom

Virtual – $300, Group rate (4+) Virtual – $275 per person

Full-Day In-person Sessions

Dates: January 8-9 2025
Times: Full-day sessions (8:00am-5:00pm)

Location: Century Banquet Center (33204 Maple Lane Sterling Heights MI 48312)

Parking is provided onsite.

In-person – $350 (deadline to register is 1/3/25 at 11PM)

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.

Augustin Arbulu

Agustin is senior tax counsel at Ayar Law, a boutique tax firm with offices in Farmington Hills, Michigan. The focus of his practice is civil taxpayer representation before the Internal Revenue Service and various state tax departments. He has over 30-plus years of tax resolution and tax planning experience. Attorney Arbulu holds various degrees including a Doctorate in Business Administration from CWRU, Juris Doctor from the University of Detroit School of Law and LLIM (in Taxation) from NYU Law School. Agustin has previously taught tax law at the University of Detroit School of Law and published many tax-related articles. Presently he serves as editor for Tax Cure, a national website connecting taxpayers with tax professionals nationwide.

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 [email protected].

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 2023 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.