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 2023 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 Timed Agenda
Day 1 topics to be covered include:
- New Developments
- Retirement Plan Issues for Individuals
- Ethics
- Individual Taxpayer Issues
- Rulings & Cases
Day 2 Timed Agenda
Day 2 topics to be covered include:
- Select Topics for Partnership Operations
- Depreciation
- Written Information Security Plans & Protecting Client Data
- Capitalization vs. Repair Review
- Independent Contractors
- Small Business Issues
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: 
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