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 26 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.
Email Tam Smith for details on our volume sales program.
2026 Federal Tax Workbook
Let our technical expertise and tax content drive the success of your seminars!
Workbook Chapters
- Limits on losses and deductions
- Transactions between related persons and partnerships
- Depreciation
- Like-kind exchanges
- Installment sales
- Review and examples of various aspects of Circular 230
- Allocation of items to shareholders
- Compensation issues
- Retirement plans for shareholders
- Basics of trusts as S corporation shareholders
- Dealing with debt
- Distributions
- Reporting
- Revocable trusts
- Trust & estate charitable deductions
- Basis in gift property
- Basis of inherited assets
- Consistent basis reporting
- Estate & gift tax on nonresident aliens
- Reverse mortgages
- Charitable giving
- Strategies for reducing capital gains
- Foreign individual taxation
- Penalty issues
- IRS MATH Act
- Dirty Dozen
- Retirement of FIRE system
- Business tax accounts
- Implementation of OBBBA (including Trump Accounts, tips, and overtime)
- No mailbox rule
- Genius Act
- Significant rulings and cases from August 2025 and beyond
- IRCE §754 strategy
- Holding period for raised heifers
- Gifting farm equipment to a child
- Retirement planning issues for farmers
- Residency and filing classification
- Income exclusions
- Deductions
- Retirement, disability, and survivor benefits
- Employer tax credits
- Estate and tax planning
- Qualified state and local benefits
- Employee tax issues
- EBLs/NOLs
- QBI refresher
- Equity compensation types, including incentive stock option, employee stock purchase plans, restricted stock awards and units, stock appreciation rights, phantom stokcs
- Equity compensation life cycle
- Planning considerations
- Amending individual returns
- Amending C corporation returns
- Amending S corporation returns
- Amending partnership returns
- Amending estate & trust returns
- Amending gift tax returns
2025 Federal Tax Workbook By the Numbers
Volumes sold nationwide
Contributing authors and reviewers
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.