The two-day income tax short course will give you tools to maintain your business and the legislative updates needed to navigate current tax returns with confidence. Designed specifically for tax professionals handling individual and small business returns — including CPAs, enrolled agents, attorneys, and VITA volunteers — this intensive course translates complex new tax laws into practical, actionable strategies for your practice.
The course fee includes the annual National Income Tax Workbook, the Minnesota Department of Revenue Individual Income Tax Manual, ethics handouts, and online access to multiple years of tax workbooks in a searchable format.
Continuing education credits in ethics, federal tax law updates, and federal tax law and related matters will be awarded upon completion of the class.
Audience
Tax practitioners working with individual and small business returns, including CPAs, enrolled agents, CFPs, lawyers, VITA volunteers, unenrolled preparers, AFSP participants and others.
Upcoming events
All registration is online; we do not accept paper or email registrations. Lunch, snacks, and refreshments are included for in-person classes.
Instructors
- C. Robert Holcomb, EA, Extension Educator, University of Minnesota
- Eric Nelson, CPA, MBT, Eric R. Nelson, CPA LLC, Eden Prairie
- Debra Yerys, EA, Debra Yerys Income Tax Service, LLC, St. Louis Park
- Ruth Ann Michnay, CPA, MBT, EA, USTCP, Ruth Ann Michnay, P.A., Oakdale
- Tom McCarr, CPA, JD, St. Paul
- Mercean Lam, IRS Stakeholder Liaison, Internal Revenue Service
- Mark Krause, Tax Professional Outreach Coordinator, Minnesota Department of Revenue
- Allyson Casseday, External Training and Communications, Corporate Franchise Tax Division, Minnesota Department of Revenue
- Halle Rotty, External Training and Communications, Corporate Franchise Tax Division, Minnesota Department of Revenue
Download the agenda for all sessions
Learning objectives
- Understand the legislative changes to federal and state income tax law and regulations.
- Review basic income 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.
- Apply recent court rulings and cases in your practice.
- Appreciate the value of ethical behavior.
Materials
- The course fee includes the 2026 National Income Tax Workbook (NITW), 2026 Minnesota Department of Revenue Individual Income Tax Manual, ethics handouts, and online access to multiple years of tax workbooks in a searchable format.
- You can purchase the 2027 RIA Federal Tax Handbook at a discounted price of $135. The book will be available in December 2026 and will be shipped directly to you at a physical mailing address. The publishing company, Thomson Reuters, does not mail to P.O. Box addresses.
Lodging
We do not reserve or provide lodging.
Cancelation policy
Read completely before registering for a workshop.
- You must request cancelation at least 14 days before a session. We will refund your tuition, minus a $35 administration fee.
- No refunds for cancelation requests received after the two-week late registration deadline.
- To request a cancelation, email relevant details to [email protected].
- Earn 16 IRS-approved continuing education credit hours:
- 2 ethics hours
- 3 federal tax law hours
- 11 federal tax law and related matters hours
- Earn 17 Continuing Professional Education (CPE) credits:
- 2 ethics hours
- 3 federal tax law update hours
- 11 federal tax law and related matters hours
- 1 hour of MNDOR update (not reported to IRS)
- Earn 16 Certified Financial Planner (CFP) credits.
- Earn 14 Continuing Legal Education (CLE) hours.
See the Topics for the current National Income Tax Workbook.
You may download the document to your device or print it from Google Docs. However, you cannot edit the document.
The document may be updated when changes are available.
Why take a University of Minnesota tax course?
Exceptional value and reputation.
- This is the only statewide course developed and delivered in cooperation with the Internal Revenue Service and the Minnesota Department of Revenue.
- University of Minnesota Extension is an IRS-approved continuing education provider for updated instruction on ethics, federal tax, and federal tax law (provider #SBVUH).
- We have 83 years of experience providing income tax information and resources.
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:
- Internal Revenue Service (IRS): 16 IRS credit hours, including ethics hours, federal tax law hours, and federal tax law and related matters hours.
- Continuing Professional Education credits (CPE): 17 hours, including ethics hours, federal tax law hours, federal tax law and related matters hours, and a 1-hour MN tax update from MNDOR. The MNDOR hour will not be reported to the IRS.
- Certified Financial Planner (CFP): 16 hours
- Continuing Legal Education (CLE): 14 hours
The University has not been pre-approved 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, the Minnesota Board of Accountancy accepts our courses for CPE credit. Participants should list “University of Minnesota” in the area for the provider number on the application.
CLEs are self-reported and should be reported through the Minnesota State Board of Continuing Legal Education. To find a course, use the course title “University of Minnesota Income Tax Short Course” and enter the start date of your respective course. The sponsor name is University of Minnesota Extension.
CFPs are reported through the Land Grant University Tax Education Foundation (LGUTEF). LGUTEF has obtained an umbrella accreditation (except for ethics) for the Certified Financial Planning Board for LGUTEF member school seminars using the National Income Tax Workbook. Please provide your CFP Board ID number when registering for a class so your credits are reported to the CFP Board in a timely manner.
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 want us to report your credits, you must provide your PTIN when you register online. After completing the course, your name, PTIN, and the number of credits you received will be reported to the IRS.
Please 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 emailed to you from [email protected]. Please make sure to register with your correct email address to receive your certificate after completing the course.
This course has been approved by the IRS Registered Preparer Office. The University of Minnesota Extension is an Approved Continuing Education Provider.
Questions?
Certificates, credits, or general program: 612-625-5923 or [email protected]
Registration, switching sessions, cancellations, or creating your profile: [email protected]