Fall Tax School (In-Person)

Tax Horizons: Empowering Professionals Amid Uncertainty

Foresight and adaptability are your greatest assets in a rapidly changing tax landscape. Join us at 2025 Fall Tax School to secure the knowledge, strategies, and federal CPE you need to thrive, no matter what the future holds.

This year we’re pleased to bring you in-person locations for Fall Tax School. Be sure and scroll down to check dates, locations, and all the details. Register early because seating is limited.

What’s Included with Registration?

Remember, you can earn rewards by referring colleagues. And if online instruction fits your schedule better, check out online Fall Tax School

When you attend Fall Tax School, you’ll not only earn CPE and receive quality instruction, you’ll be attending a program with a long-standing reputation for excellence and integrity. The University of Illinois Tax School has been providing high-quality continuing education for 85 years. More than 4,500 tax professionals attend Fall Tax School annually to learn the latest and greatest on new tax laws and regulations and new strategies for existing laws.

Stay up-to-date on all educational events!

Register for 2-day Fall Tax School.

Select from the dates and locations below.

Please note: Your registration is for a 2-day package and includes a non-refundable facility fee. See full details on FAQ page under cancellations and refunds.

Prefer to mail or fax your registration?
PDF order form available

2-Day Package
8:00 am – 4:30 pm CT each day

Are you ready for an exciting 2-day adventure packed with knowledge and skill-building? Mark your calendars from 8:00 am to 4:30 pm each day and get ready to experience engaging, expert instruction, and a vibrant professional network. Check out the locations and dates below.

With limited seating available, it’s important to secure your spot early. Don’t miss out on this opportunity to enhance your expertise and earn a whopping 16 CPE.

If the options provided for in-person don’t quite align with your schedule or if you prefer the convenience of learning from the comfort of your home or office, we’ve got you covered! Consider our online Fall Tax School, where you can acquire the same valuable knowledge.

2 Sessions

Registration Fees

The fee is for 2-day In-Person Fall Tax School and includes both a printed and digital version of the University of Illinois Federal Tax Workbook, as well as digital copies of the presentation slides. Morning and afternoon refreshments are provided at the event facilities. Lunch is on your own. All Fall Tax School attendees will also receive free access to the Agricultural Issues webinar.

Please note: Your registration includes a non-refundable facility fee. To learn more, visit our Policies & FAQ and carefully review the Registration Process information and Cancellation & Refund policies.

Registration fee for 2-day Fall Tax School
By Oct. 10	$380
After Oct. 10	$440

Seminar Materials

The University of Illinois Federal Tax Workbook is the source material taught at all Fall Tax School sessions. Both printed and digital versions are included with registration.

Books are shipped directly to you weekly, and delayed registration may result in you not receiving the printed book before your Fall Tax School session. To ensure you receive your book in time, please register by Oct. 10 and make sure your address is correct in your Tax School account (we cannot ship to P.O. boxes).

Workbook Topics

New Developments

One Big Beautiful Bill Act
Social Security Fairness Act
Form 1099-DA
Disaster relief
IRS Notice 2025-23
New legislation
ERC FAQs

Individual Taxpayer Issues

Schedule A items
Tax implications of long-term care
Theft losses related to Internet scams
Retirees

Ethics and Due Diligence

Review and examples of various aspects of Circular 230

Retirement Plans for Small Businesses

Owner-only businesses
Businesses with employees
QBID
Tax credits and incentives

IRS Update

Business tax accounts
Installment agreements
Communication with IRS
Alternative dispute resolution

S Corporation Formation and Basics

Corporation requirements
Ownership of subsidiaries
Elections
Shareholder basis
Advantages/disadvantages of S corp

Rental Real Estate Activity Issues

Residential real estate rentals
Tangible property regulations
SE tax on rental income
At-risk rules
PAL limits
Reporting real estate rental activities

Related-Party Issues

Limits on losses and deductions
Transactions between related persons and partnerships
IRC §179 and bonus depreciation
Gain from the sale or exchange of depreciable property
Like-kind exchanges
Installment sales

Various Specialized Trusts

Revocable trusts
Irrevocable trusts

Schedule E

Rental real estate and royalties
Loss limitations
Qualified joint venture
Schedule E vs. Schedule C
Income or loss from partnerships and S corporations

Agricultural Issues and Rural Investments

FSA planning and Farm Bill update
Involuntary conversions
Open transaction doctrine
REAP grants
Qualified conservation charitable contributions
Corporate-provided meals and lodging update

Rulings and Cases

Significant rulings and cases from August 2024 and beyond

Learning Objectives & Agendas

Learning Objectives and Details

Learning Objectives: At the completion of this seminar, participants will be able to:

Apply specific concepts and strategies covered in the seminar while preparing 2025 tax returns, and
Advise clients about planning strategies applicable to their situations.

Delivery Method: Group Live

Program Level: Overview

Field of Study: Taxes

Prerequisite(s): Professional experience in preparing tax returns and an understanding of basic tax rules and regulations.

Advanced Preparation: None

Materials: A printed copy of the University of Illinois Federal Tax Workbook will be shipped to the address on file. A digital version of the workbook, along with PowerPoint handouts, will be available in your Tax School account one week prior to Fall Tax School.

Day 1 & Day 2 Agenda Topics:

We are still finalizing what topics will be taught on which day. Below is what will be taught across both days of Fall Tax School. We will update with specific daily agendas later in the summer.

New Developments (including the One Big Beautiful Bill Act)
Individual Taxpayer Issues
Ethics and Due Diligence
Retirement Plans for Small Issues
IRS Update
S Corporation Formation and Basics
Rental Real Estate Activity Issues
Related Party Issues
Various Specialized Trusts
Schedule E
Rulings & Cases

Seminar Instructors

Fall Tax School instructors are practicing CPAs, EAs, and tax attorneys – active professionals who understand your daily challenges. They don’t just teach tax law; they live it. Their expertise provides practical, relevant guidance on new legislation, complex scenarios, and best practices. Click on any photo below for a brief bio.

Keith Baum, EA

Jerry Brune, CPA, EA

Bob Rhea, EA

Catherine Riddick, CPA, JD

CPE Credits

2-Day Fall Tax School

Organization	Credit Hours
CPE credits	Up to 16 based on attendance
Field of Study (NASBA)	Taxes (14), Regulatory Ethics (2)
IRS Categories	Federal Tax Topics (11); Federal Tax Law Update (3); Regulatory Ethics (2)
IL Insurance	General (14); Ethics (2)
IL MCLE	Taxation (11.50); Professional Responsibility (1.75)
CFP	Taxation (16). The ethics portion of instruction qualifies for CFP general CPE but not CFP “Ethics” CPE. Must attend entire session to obtain any CPE due to CFP Board rules.

A certificate of attendance is emailed to participants within two weeks after the seminar concludes.

Optional additional 2 CPE credits for the Agricultural Issues & Rural Investments chapter of the workbook will be recorded separately and a separate CPE certificate will be provided.

CPE Accreditation

The University of Illinois Tax School is a sponsor of CPE for a variety of professional designations such as CPAs, EAs, attorneys, CFPs®, and insurance, etc. Agencies that typically recognize the University of Illinois Tax School as a sponsor of continuing education are:

Illinois Department of Insurance
Illinois Department of Professional Regulation
Internal Revenue Service
Iowa Supreme Court Commission on Continuing Legal Education
Missouri Bar Association
MCLE Board of the Supreme Court of Illinois
Certified Financial Planner Board of Standards
State of Connecticut Insurance Department

CPE Affiliated Organizations

University of Illinois Tax School is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

The Tax School has been approved as an IRS Continuing Education Provider. Tax preparers should always look for IRS approved providers when fulfilling their continuing education requirements. Visit www.irs.gov/taxpros/ce for more information.

For EAs and Illinois Insurance professionals, the Tax School Office submits participant credit hours directly to the accrediting agencies.

An additional fee is required for processing CPE credits for CFP®, IL insurance, and IL MCLE.

See Frequently Asked Questions about CPE.

Fall Tax School (In-Person)