The Income Tax Short Course is a two-day course that will give you the tools to maintain your business and stay on top of the latest tax legislation affecting tax returns for current and future years. Classes are fashioned for tax professionals working with individual and small business returns, including CPAs, enrolled agents, attorneys, and VITA volunteers. Please note paper registrations will not be accepted. Online registration is the preferred and secure form of enrollment.

Dates and Location: December 3-4 via Zoom

Early bird price is $375 and increases to $425 on November 5, 2024. 

Continuing education credits in ethics, federal tax law updates and federal tax related matters will be awarded upon completion of the class.
CE credits available: 16 IRS hours | 14 CFP credits | 14 CLE hours in Minnesota | 17 CPE hours

The course fee includes the Minnesota Department of Revenue Individual Income Tax Manual, the 2024 National Income Tax Workbook, and online access to multiple years of tax workbooks in a searchable format. 

Please contact Rebecca Groos (taxschool@umn.edu, 612-625-5923) for information about a discount for Volunteer tax preparers (VITA).

Notes about online training (Zoom webinars)

• Zoom link information will be sent to registered participants one week and one day prior to the workshop; check your email for details.

Participant requirements

• All participants must have a laptop, desktop or tablet to participate in Zoom polls throughout the day as instructed to receive full CE credits. Phones are not allowed for participation in Zoom workshops.
• You must be present and active in the meeting unless it is a break time and stay until dismissal time to receive CE credits.
• Technical assistance is limited the day of a webinar, and it is strongly recommended participants test their Zoom equipment before the session to make sure all parts are working properly (https://zoom.us/test). Refunds, credits, or transfers are not available due to technological issues.

Notes on Zoom webinar attendance

• Email instructions on how to join the Zoom webinar will be sent from Zoom to registered participants one week and one day prior to the workshop; check your email for details.

Course contact

Rebecca Groos, taxschool@umn.edu, 612-625-5923

Instructors

• C. Robert Holcomb, EA | Extension Educator | University of Minnesota
• Alan Gregerson | Stakeholder Liaison | Internal Revenue Service
• Eric Nelson, CPA | Eric R. Nelson | CPA LLC  | Eden Prairie, MN
• Debra Yerys, EA | Debra Yerys Income Tax Service, LLC | St. Louis Park, MN
• Ruth Ann Michnay, CPA, MBT, EA, USTCP | Ruth Ann Michnay, P.A. | Oakdale, MN

Registration help or questions

Contact Extension Registration at ext-reg@umn.edu

If you experience difficulties logging in

Contact the University of Minnesota IT Help Line at 612-301-4357. Please mention you are using a University of Minnesota "guest account" to register for a non-credit event.

If you have an account already but haven't logged in for over 365 days, you'll need to reset your password. *Online registration is strongly encouraged. Walk-ins are accepted for in-person courses, but have a limited class size and are open until full or the registration close date, whichever occurs first.

To register by phone

Paying online using our registration portal is secure, available 24 hours a day, and provides immediate enrollment. However, if you wish to register by phone, Extension registration professionals are here to help. Please contact us using one of the following methods. We will be in touch within three business days.

• Request registration by phone: z.umn.edu/registrationhelp (preferred)
• or call the voicemail line to leave a message at (612) 626-5174

Registration cancellation policy

Read completely before registering for a workshop.

• Cancellations must be requested by the late registration deadline (2 weeks before given session). All cancellations will incur a $30 administration fee.
• Cancellation requests received after the late registration deadline will not be refunded.
• To request a cancellation, send an email with all pertinent details to ext-reg@umn.edu.

Please start your registration by either logging in or signing in as a new user. To register multiple people and/or someone other than yourself you must select "I am registering one or more people."