Income Tax Short Course

small classroom of professionals
  • Credits: 16 IRS hours | CFP credits | 13.5 CLE hours
  • Dates and Locations: Ten offerings October−January across Minnesota
  • Fees: $335 for registration up to 4 weeks from course date | $395 within 4 weeks of course date
  • For: Tax practitioners working with individual and small business returns (including CPAs, enrolled agents, lawyers, insurance personnel, VITA volunteers)

The Income Tax Short Course is an annual two-day in-person 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. The course fee includes the Minnesota Dept. of Revenue Individual Income Tax Manual and the 2018 National Income Tax Workbook and CD (with multiple years of tax workbooks in a searchable format).

Earn IRS-approved continuing education credit hours in the following areas:

  • 2 ethics hours
  • 3 federal tax law update hours
  • 11 federal tax law hours
  • 1 hour of MNDOR Update (not reported to IRS).

Dates, Locations, and Registration

Dates Venue Location
Oct. 28 & 29 Timberlake Lodge Grand Rapids
Oct. 29 & 30 Shoreview Community Center Shoreview
Oct. 30 & 31 River's Edge Convention Center St. Cloud
Oct. 31 & Nov. 1 Courtyard by Marriot Fargo Moorhead Moorhead
Nov. 4 & 5 Wood Lake Meeting Center Rochester
Nov. 5 & 6 Country Inn & Suites Mankato
Nov. 6 & 7 Ramada Marshall Marshall
Nov. 11 & 12 Holiday Inn & Suites Owatonna Owatonna
Nov. 18 & 19 Eagan Community Center Eagan
Jan. 3 & 4, 2020 Continuing Education and Conference Center Saint Paul

Learning Objectives

Through this course, the tax practitioner will:

  • understand the legislative changes to federal and state tax law and regulations
  • review basic tax law and its application to selected situations
  • be equipped to deal with individual taxpayer and business tax issues
  • acquire skills to develop a tax research process
  • be able to apply recent court rulings and cases in their practices
  • appreciate the value of ethical behavior.

Instructors

Course instructors vary by location.

Karen Brehmer, Internal Revenue Service | Karen Brehmer is a stakeholder liaison with the Communications and Liaison Division of IRS. Karen began her IRS career in 1987 in the Taxpayer Assistance Center in Duluth, Minnesota, transferring to the Minneapolis Taxpayer Assistance Center shortly after that. She worked for 19 years as a revenue officer (tax collector) in the Twin Cities. In July 2009, she joined the Stakeholder Liaison division.

Alan Gregerson, Internal Revenue Service | Alan Gregerson is a senior stakeholder liaison specialist with the Communications and Liaison Division of IRS. He has held positions as a revenue agent in Examination, taxpayer service specialist answering technical calls at the nationwide call site, assisted the volunteer income tax assistance program with technical and electronic filing expertise, and currently is a senior stakeholder liaison specialist who works with business organizations and practitioners speaking and developing issues for outreach and resolutions of those issues. He has 31 years of IRS experience.

C. Robert (Rob) Holcomb, EA, extension educator, Ag Business Management | Rob Holcomb joined the University of Minnesota Extension as an educator in agricultural business management in October 2004. Rob works on the development and delivery of programs in the areas of farm business and risk management with emphasis on farm analysis and farm tax issues. Previously, Rob worked for Farm Bureau service companies in Iowa and Tennessee delivering income tax and analysis services to Farm Bureau members. He is a graduate of Iowa State University with a degree in agricultural education. Rob also holds an enrolled agent designation with the Internal Revenue Service and is currently working towards a master of education degree from the University of Minnesota−Duluth.

Mark Krause, Minnesota Department of Revenue | Mark Krause is the tax professional outreach coordinator for the Income Tax and Withholding Division of the Minnesota Department of Revenue. Mark’s primary role is to be the liaison to the tax professional community by providing education and support to tax preparers. Mark was previously a revenue tax specialist in the Special Taxes division. He is a graduate of Minnesota State University, Mankato.

Ruth Ann Michnay, CPA, MBT, EA, USTCP principal of Ruth Ann Michnay PA | Ruth Ann Michnay is a certified public accountant and a US Tax Court Practitioner with a practice in St. Paul, Minnesota, where she concentrates in tax representation, tax preparation—individual and small business—and accounting services and consulting. She served on the AICPA IRS Practice and Procedures Committee (2004−2007, 2012-2015) and is a member of the MN CPA Society Legislative Committee. Ruth Ann has also been a community faculty member at Metropolitan State University, Inver Hills Community College, and several other universities in the area. She is a member of the AICPA, MN CPA Society, NAEA, the MN Society of Enrolled Agents, and the Better Business Bureau. She recently completed the NAEA NTPI Fellow program.

Eric Nelson, CPA, MBT | Eric Nelson is a certified public accountant and sole proprietor of his own practice in Eden Prairie, Minnesota, where he specializes in account and tax consulting for small businesses and individuals. Prior to having his own practice, Eric worked for Best Buy, Inc. as a Tax Senior Analyst, where he was responsible for audit defense on several tax positions including depreciation and fixed asset issues, deferred income recognition, and interest capitalization. Eric is a Member of the Minnesota Society of CPAs, AICPA Tax Section and the Tax Executives Institute.

Clarice Westall, EA, H & R Block | Clarice Westall started her tax preparation career with H & R Block 38 years ago. In those 38 years, she has filled a variety of roles: tax preparer, office manager, instructor, lecturer, audit representative, editor, director of premium service, and a specialist in nonresident alien tax returns. International taxes is her specialty and one of her favorite topics. She has been an enrolled agent since 1981 and is a member of the NAEA, MATP, and NSTP.

Debra Yerys is an IRS-enrolled agent, an Accredited Retirement Adviser, and an experienced income tax preparation instructor. She is the owner of an income tax service and a Rutgers University graduate.

Frequently Asked Questions

 

Why take a University of Minnesota tax course? Exceptional value and reputation!

  • This course is the only statewide course developed and delivered in cooperation with the Internal Revenue Service and the Minnesota Department of Revenue.
  • The U of M is an IRS-approved continuing education provider for ethics, federal tax, and federal tax law updated instruction (provider #XODXH).
  • We have 75 years of experience providing income tax information and resources.
     

Can I register for the course on-site?

Yes, but seating is limited and we cannot guarantee there will be enough space or materials available if you do not preregister.
 

As an employee of the IRS of Minnesota Department of Revenue, may I attend these courses?

IRS and MDOR employees’ registrations must be approved centrally. No on-site registrations will be accepted without prior approval. Please contact ccapstax@umn.edu for additional information.

 

What is the course agenda?

Day 1

7:00 a.m. Registration begins

7:40 a.m. Course begins

5:00 p.m. Course ends

Day 2

7:40 a.m. Course begins

3:55 p.m. Course ends

     

    What type of continuing education credit will I earn for attending University of Minnesota tax courses?

    We have applied for the following continuing education credits for the Income Tax Course:

    • Continuing Professional Education credits (CPE) - 17 hours including 2 ethics hours, 11 federal tax law hours, 3 federal tax law updates hours, and 1-hour MNDOR presentation. The MNDOR hour will not be reported to the IRS
    • Certified Financial Planner (CFP) - 17 continuing education credits
    • Continuing Legal Education (CLE) - applied for Minnesota
       

    Note: The University has not been preapproved as a provider for insurance or real estate credits. However, you may apply for credit through the Minnesota Department of Commerce, and approval may be granted.

    The University’s tax course is exempt from having a NASBA "provider number." According to the MN Administrative Rules 3300 our courses are accepted for CPE credit by the Minnesota Board of Accountancy. Participants should list “University of Minnesota" in the area for the provider number on the application.

     

    Will my Continuing Education credits be reported to the IRS?

    If you are a CPA, enrolled agent, or tax return preparer with a PTIN and you would like to have your credits reported, you will need to provide your PTIN at the time of registration or when you are on site at the course. After completing the course, your name, PTIN, and the number of credits you received will be reported to the IRS. Note: Please ensure that you use the same name on your short course registration form as you used to obtain your PTIN or you will not receive credit from the IRS.

     

    How will I receive my certificate?

    Your certificate will be sent electronically via email, so please register with your correct email address to ensure that you receive your certificate after the course. If you would prefer to have your certificate mailed to you, please let one of the on-site staff know.

     

    Changes and Cancellations

     

    Need to change dates or locations? Email your request to ccapsreg@umn.edu at least six days prior to the course. 

    If you cancel your registration at least five business days before the course start date, we'll issue a refund minus $50. No refunds will be given after the five business days before the course start date. You may cancel your registration via:

    phone 612-624-4000 
    fax 612-624-5359
    email ccapsreg@umn.edu

    Still have questions? Give us a call! 612-624-4000

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