Income Tax Short Course FAQ

What courses are being offered this year?

The Income Tax Short Course, in person at multiple locations and online, is the only course being offered this year.

What is the daily schedule?

The Income Tax Short Course is a two-day program:

Day 1
7:00 a.m. Registration begins
7:45 a.m. Course begins
5:00 p.m. Course ends

Day 2
7:45 a.m. Course begins
3:55 p.m. Course ends

How do I register for the Income Tax Short Course?

Register online, by phone (612-624-4000), or by PDF iconpaper registration. Because seating and course materials are limited, please register early. Course offerings are filled on a first-come, first-served basis.

Can I register for the programs on site?

Seating is limited and we cannot guarantee there will be enough space or materials available if you register on site. There will be an additional $25 fee for registering on site.

What if I need to change locations?

E-mail your request to ccetax@umn.edu at least six days prior to the course. If the preferred location has not filled, your request will be accommodated. Please note that late registrations or last-minute transfers may not be received by staff on-site.

What if I need to cancel my registration?

Notify us at least five business days before the course start date to avoid a 10-percent processing fee. You may cancel a course registration by phone (612-624-4000), fax (612-624-5359), or e-mail (cceinfo@umn.edu). No refunds are given after the course starts.

Under what conditions will the University of Minnesota cancel a course?

As a general practice, the University of Minnesota does not close unless the health, safety, or security of University personnel and students is seriously brought into question. If a course is canceled by the University of Minnesota, you will receive a full refund.

Who can I contact with questions regarding my registration?

Contact the College of Continuing Education Information Center at 612-624-4000 or by e-mail at cceinfo@umn.edu

Who can I contact with questions regarding program content?

Please see the list of topics to see if your area of interest will be covered in the 2016 Income Tax Short Course. For additional information on program content, please contact us by e-mail at ccetax@umn.edu.

Will I earn continuing education credit for attending University of Minnesota tax courses?

We have applied for the following continuing education credits for the Income Tax Short 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 hour presentation. The MNDOR hour will not be reported to the IRS

  • Certified Financial Planner (CFP) - 17 continuing education credits

  • Continuing Legal Education (CLE) - 13.75 hours
     

The University of Minnesota has not been preapproved as a provider for insurance or real estate credits. However, as an individual, 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?

When you register for the Income Tax Short Course, you will be asked to provide your PTIN. 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 the course is complete, your name, PTIN, and 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.

At this time, participation in the AFSP program is voluntary and continuing education is not required by the IRS to renew your PTIN. Please visit the PTIN Requirements for Tax Return Preparers on the IRS web page for more information.

How will I receive my certificate?

The certificate will be sent electronically via email, so please register with the correct email 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.

Can I get copies of my certificates from courses I attended in previous years?

If you have lost or misplaced your certificate of attendance, we will send a copy to you upon request. Please allow three to four weeks for processing. 

Are you able to accommodate my disability?

Individuals with special needs should contact us two weeks prior to the workshop. Please email ccetax@umn.edu.

Who are the instructors of this course?

In addition to instructors from the University of Minnesota, representatives from the IRS and the Minnesota Department of Revenue will provide instruction at each location. Instructors will vary by location.

  
Karen Brehmer, Internal Revenue Service
Karen Brehmer is a stakeholder liaison with the Small Business and Self Employed 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.

John R. Doty, CPA, Minnesota Department of Revenue
John Doty is a senior tax specialist in the North Regional Tax Unit of the Minnesota Department of Revenue. He has been employed by MNDOR for 11 years. His primary job function is as an individual income tax auditor. He has also worked as a sales tax auditor.

Alan Gregerson, Internal Revenue Service
Alan Gregerson is a senior stakeholder liaison specialist with the Small Business and Self Employed Division of the 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 24 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.

Ann Makres, Internal Revenue Service
Ann Makres is a senior stakeholder liaison with the Internal Revenue Service working with small business and tax practitioner organizations. Ann began her career with the IRS in 1987 as a contact representative in St. Paul. She has worked as a revenue officer and in many cross-functional areas prior to her current educational position. Currently based in Bloomington, Minnesota, she works with organizations in both North Dakota and Minnesota. Ann holds a bachelor of arts degree from the College of St Catherine in St. Paul.

Ruth Ann Michnay, CPA, MBT, EA, USTCP principal of Ruth Ann Michnay PA
Ruth Ann Michnay is a certified public accountant with a practice in St. Paul, Minnesota, where she concentrates in tax representation, tax preparation—individual and small businesses, and accounting services/consulting. She served on the AICPA IRS Practice and Procedures Committee (2004−2007) and chairs the MN CPA Society Task Force on Registration of Tax Preparers. Ruth Ann has taught for the University of Minnesota Income Tax Course and is currently a community faculty member at Metropolitan State University and Inver Hills Community College. Ruth Ann is a member of the AICPA, MN CPA Society, NAEA, the MN Society of EAs, ASWA, and the Better Business Bureau.

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.

Will there be exhibitors at these events?

Internal Revenue Service, Minnesota Department of Revenue, and Minnesota Department of Natural Resources personnel will be available at each location to answer your questions. If you are interested in exhibiting, please contact ccetax@umn.edu for more information.

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

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