Income Tax Short Course
Do you serve individuals and small businesses?
If you're a tax practitioner who works primarily with individual returns and small businesses, then this continuing professional education short course — delivered by experienced educators and practitioners — is for you.
Why choose income tax education at the University of Minnesota?
Our goal is to provide you with the education you need to maintain your business and stay on top of the latest tax legislation that affects tax returns for 2014 and future years.
While attending this course you will be able to network with other tax professionals as well as the instructors, share experiences, and learn about developments in tax law and tax practice.
The University offers a number of exceptional and unique advantages — benefits that you'd be hard-pressed to find anywhere else. These include:
- The only statewide course developed and delivered in cooperation with the Internal Revenue Service and the Minnesota Department of Revenue
- We are an IRS Approved Continuing Education Provider for Ethics, Federal Tax, and Federal Tax Law Update instruction - Provider # XODXH
- 72 years of experience providing income tax information and resources
- A choice of multiple locations throughout Minnesota plus an online self-study option for those who can't attend in person.
- Access to the 2014 National Income Tax Workbook, published by the Land Grant University Tax Education Foundation (LGUTEF)
Who should attend?
- Tax Return Preparers
- Enrolled agents
- Insurance personnel
- Others who have a need for continuing education in taxes or tax ethics
View the Agenda for last year's Annual Income Tax Short Course.
The University of Minnesota has been providing continuing education to tax practitioners for 72 years and we are proud to be a member of the Land Grant University Tax Education Foundation, a nonprofit organization that conducts tax education programs for professional tax practitioners at workshops, institutes, seminars, and forums attended by over 25,000 tax professionals in more than 25 states.
Important Note for Tax Return Preparers:
The IRS is introducing the Annual Filing Season Program for non-credentialed tax return preparers. The program is voluntary and any tax return preparer with an IRS issued PTIN can participate. The requirements for completing the program, along with frequently asked questions can be found at the IRS AFSP website.
The Income Tax Short Course will not include the Annual Federal Tax Refresher course or the test and will still only include 3 hours of Federal Tax Law Updates, 10 hours of Federal Tax Updates, and 2 hours of Ethics that can be counted towards the continuing education requirement for this program. We will still report continuing education hours to the IRS at the completion of the course and require a valid PTIN upon registration.
Return preparers who can obtain the AFSP – Record of Completion without taking the AFTR course are:
- Anyone who passed the Registered Tax Return Preparer test administered by the IRS between November 2011 and January 2013.
- Established state-based return preparer program participants currently with testing requirements: Return preparers who are active members of the Oregon Board of Tax Practitioners and/or the California Tax Education Council.
- SEE Part I Test-Passers: Tax practitioners who have passed the Special Enrollment Exam Part I within the past two years as of the first day of the upcoming filing season.
- VITA volunteers: Quality reviewers and instructors with active PTINs.
- Other accredited tax-focused credential-holders: The Accreditation Council for Accountancy and Taxation’s Accredited Business Accountant/Advisor (ABA) and Accredited Tax Preparer (ATP) programs.
If you are exempt from the AFTR course requirement but fulfill the continuing education requirement, the IRS will automatically issue records of completion in mid-October after the 2015 PTIN renewal season starts.