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Volume Workbook Sales for CE Providers

Continuing education for tax preparers is vitally important. Wholesale pricing is available for professional continuing education organizations that have a need for new and updated content in key areas of federal taxation.

Federal Tax Workbook

The University of Illinois Federal Tax Workbook is the “go to” tax reference used by tens of thousands of tax professionals across the country.

  • Written by tax preparers for tax preparers
  • New content written annually
  • Organized with multi-session CPE seminars in mind
  • Includes dozens of Practitioner Planning Tips
  • Digital and print formats available
  • Customizable covers available
  • The ordering deadline is August 29 each year for the printed workbook published and delivered in the fall. However, digital chapter licensing is available year-round.

Attractive wholesale pricing available!

Licensing individual chapters is also available.

The 2024 Line-Up

Let our technical expertise and tax content drive the success of your seminars! The list below is tentative and subject to change slightly in the coming months.

2024-workbook-cover_web

Workbook Chapters

New Developments
  • Final regulations for inherited retirement plans
  • Digital assets
  • Solar credits
  • Rebates on energy-efficient property
  • Selected new and modified forms in 2024
Individual Taxpayer Issues
  • Reevaluating the net investment income tax
  • Taxation of Lawsuit settlements
  • Gift tax
  • Applying for an ITIN
Small Business Issues
  • Employee retention credit fallout
  • Energy credits
  • Employer-provided childcare credit
  • Retirement update, include business plan provisions in the SECURE 2.0 Act
  • Beneficial ownership information updates
  • Form 7206
IRS Update
  • Online accounts
  • Offers in compromise
  • IRS Information Returns Intake System (IRIS)
  • Taxpayer Advocate Service introduction
  • Resumption of issuing collection notices
  • Managing CAF authorizations with Tax Pro Accounts
Form 1099 Issues for Various Taxpayers
  • General Form 1099-K issues
  • Crowdfunding
  • Gambling activities
  • Ticket resellers
  • Student-athletes
  • Research study participants
Partners Terminating Their Interest in a Partnership
  • Methods of terminating a partner’s interest
  • Negative IRC §704(b) partnership capital accounts
  • Basis considerations
  • Hot assets
  • Reporting the termination of a partner’s interest
Installment Sales
  • General rules for installment sales
  • Electing out of the installment method
  • Types of sales/exchanges
  • Disposition of an installment obligation
  • Depreciation recapture
  • Sale of a business
  • Repossession
  • Self-canceling installment notes
Divorce
  • Tax return issues
  • Division of property
  • Division of retirement assets
  • Innocent spouse relief
  • Injured spouse
  • Legal fees and divorce
Planning for the Sunset of the TCJA
  • Potential impact on individual tax returns
  • Potential impact on business tax returns
  • Potential impact on estate tax returns
  • Permanent provisions
Agricultural Issues and Rural Investments
  • Financial distress-related issues
  • LLCs and self-employment tax
  • Sustainable aviation fuel tax credit
  • Tax issues with customer loyalty programs
  • Informal partnerships
  • Buy-sell agreements
  • Options for retiring farmers (selected topics)
  • Tax reporting of farm program payments
Rulings and Cases
  • Significant rulings and cases from August 2023 through the present
Ethics
  • Review and examples of various aspects of Circular 230
Partnership Terminations
  • Basic concepts of partnership termination
  • Types of partnership termination
  • Capital account issues
  • Tax considerations
  • Preparing the final partnership tax return

2024 Federal Tax Workbook By the Numbers

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Volumes sold nationwide

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Contributing authors and reviewers

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Hours spent writing, reviewing, editing

The Illinois Tax Workbook is an excellent resource for tax practitioners with clients of all types

I have used the Workbook to teach from in numerous states for many years. It is easy to teach from, and attendees give the Workbook rave reviews for it’s to-the-point discussion of complex tax concepts and explanations of how those concepts can be utilized on behalf of clients with accompanying examples and IRS forms as helpful illustrations.

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