2017 Fall Tax School - University of Illinois Tax School
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Scroll down for seminar details! 2017 Fall Tax School

  • 27 Fall Tax School locations from Oct. 26–Dec. 6
  • Fall Tax School seminars include:
    • 2-Day Fall Tax School $299 ($359 after October 6) for both days when purchased together
    • Update & Ethics Seminar only (1 Day) $169 ($199 after October 6)
    • Entity & Advanced 1040 Issues Seminar only (1 Day) $169 ($199 after October 6)
  • Check-in begins at 7:30 AM each day and is required for each day
  • Seminars held from 8:30 AM–4:45 PM each day
  • Optional Agricultural Issues and Rural Investments held from 5–6 PM after the Update & Ethics seminar (Day 1) in 22 locations — earn 1 additional hour of CPE for no additional cost
  • Materials, morning and afternoon snacks, and beverages are included; lunch is on your own from 12:30pm–1:30pm
  • For CPE information, click on the Seminar Objectives and CPE tab.

Do you like the idea of getting all the valuable Fall Tax School instruction from the comfort of your computer? New in 2017, we are also bringing all the valuable federal tax content from Fall Tax School to you via webinars!

Four of the webinars are now open for registration and the remainder will be available the week of September 11. For general information about these webinars, click here.

(Prefer to register by mail or fax? Use our printable registration form.)

= Agricultural Issues Taught

Ag Issues Taught

The Agricultural Issues chapter of the 2017 Federal Tax Workbook will be taught at this school location. It will be taught at 5pm at the end of the Update & Ethics day.

= Northern Team Teaching

Northern Instructor Team

Debbie HeldDebbie Held has been an instructor with the Tax School since 2000. She has also served as a chapter author and reviewer for the University of Illinois Federal Tax Workbook. She is a graduate of Sangamon State University (University of Illinois at Springfield). She has been employed by the IRS since 1979, spending time as a revenue agent, appeals officer and most recently as a project manager for the SBSE Communications, Liaison, and Disclosure Division. She previously taught various accounting courses at Lincoln Land Community College for 18 years. She is a certified public accountant (CPA) and resides in Raymond, Illinois where her family farms.


Tom O'SabenTom O'Saben has been an instructor for the Tax School since 2009. During that time, he has also been a presenter with the National Association of Tax Professionals, where he served as a Training Specialist developing curriculum, writing textbooks, and instructing at educational seminars. Tom's practice, established in 1991, provides tax services for approximately 1,000 clients. Tom earned his bachelor's degree from Southern Illinois University Edwardsville. He is an enrolled agent (EA).


Catherine RiddickCatherine Riddick has been associated with the Tax School since 2008 as an instructor and as an author and reviewer for the University of Illinois Federal Tax Workbook. She is a CPA and licensed attorney with nearly 25 years of experience in tax planning and preparation. She worked for one of the large CPA firms in the Chicago area for 10 years and has had her own CPA firm in LaGrange, Illinois for the past 15 years. Catherine received a bachelor's degree from Old Dominion University in Norfolk, Virginia and a law degree from Washington and Lee University in Lexington, Virginia.

= Central Team Teaching

Central Instructor Team

Jerry BruneJerry Brune has been an instructor for the Tax School and has served as an author and reviewer for the annual University of Illinois Federal Tax Workbook since 1999. Jerry was employed as a revenue agent with the IRS for 31 years before retiring. Jerry has taught accounting and business taxation courses at Illinois Central College and the University of Illinois at Springfield, respectively. Jerry is an EA and CPA, and he currently practices in Bolingbrook. His alma mater is St. Joseph's College in Rensselaer, Indiana.


Bob RheaBob Rhea has been associated with the Tax School since 2005 as an instructor and as a reviewer for the University of Illinois Federal Tax Workbook. Since 1984, he has assisted farmers with accounting, tax, and consulting services in west-central Illinois through the University of Illinois FBFM program. Bob is the national executive director for his professional organization, NAFBAS, and previously was that group's national president. Bob received his bachelor's degree from Western IL University and Master's degree from the University of Illinois. Bob is an enrolled agent (EA) and he lives in Camp Point with his wife, Debbie, sons Tracy and Casey, and daughter Ashley.


Rich WaldenRich Walden has served as chapter author and reviewer for the University of Illinois Federal Tax Workbook, and has been an instructor with the Fall Tax School since 1982. A graduate of Blackburn College, Rich was employed by the IRS as a revenue agent for 6.5 years. He is a certified public accountant (CPA) with a private practice in Carlinville, Illinois, and serves in various board member roles for several banks, a software company, and a community hospital.


Rheanon Gabriel has been associated with the Tax School since 2015 as an instructor and content reviewer for the University of Illinois Federal Tax Workbook. Rheanon received her bachelor's degree in accounting and master's degree in business administration from Lewis University in Romeoville, IL. She has worked extensively with corporate clients to help them become more efficient using QuickBooks and Microsoft Excel. Rheanon is a CPA and currently co-owns an accounting practice in Bolingbrook, Illinois.

= Southern Team Teaching

Southern Instructor Team

Ted KnappTed Knapp has been affiliated with the Tax School since 1990 as an instructor and has also served as a reviewer for the University of Illinois Federal Tax Workbook. He recently retired from the IRS after 35 years. He worked as a revenue agent in both the SBSE Division and the Federal, State, and local Government Examination Division. Ted is an EA and he currently works for a CPA firm in Mt. Vernon, Illinois. He is a graduate of Illinois College. In his spare time, he is a sports official for basketball, football, and softball.


Sam PhillipsSam Phillips is a native of southern Illinois and a graduate of Southern Illinois University in Carbondale. Sam has been affiliated with the Tax School as an instructor and reviewer for the University of Illinois Federal Tax Workbook since 2007. He is a CPA and has been in public accounting since 1988. Sam worked for two CPA firms in Southern Illinois and now owns his practice with locations in Salem and Breese. His special interests are in the areas of small business and agricultural taxation. Sam is married and resides in Salem, Illinois.


Sue VothSue Voth has been affiliated with the Tax School as an instructor since 2002. Sue has been a national presenter for National Association of Tax Professionals (NATP) seminars and has served as an author and reviewer for the University of Illinois Federal Tax Workbook since 2002. Sue is an enrolled agent (EA) and owns a tax practice in Quincy, Illinois.

= Cash Lunch Available

Cash Lunch Available

A cash lunch is available onsite at this location.

(click on any of the icons to get more information)

Dates Location Features
Oct. 26 & 27 (Thu. & Fri.)

Mundelein

Update & Ethics: October 26 (Thursday)
Entity & Advanced 1040 Issues: October 27 (Friday)

Doubletree by Hilton Libertyville-Mundelein
510 East IL Route 83
Mundelein, IL 60060
(847) 949-5100

Northern Instructor Team

Debbie HeldDebbie Held has been an instructor with the Tax School since 2000. She has also served as a chapter author and reviewer for the University of Illinois Federal Tax Workbook. She is a graduate of Sangamon State University (University of Illinois at Springfield). She has been employed by the IRS since 1979, spending time as a revenue agent, appeals officer and most recently as a project manager for the SBSE Communications, Liaison, and Disclosure Division. She previously taught various accounting courses at Lincoln Land Community College for 18 years. She is a certified public accountant (CPA) and resides in Raymond, Illinois where her family farms.


Tom O'SabenTom O'Saben has been an instructor for the Tax School since 2009. During that time, he has also been a presenter with the National Association of Tax Professionals, where he served as a Training Specialist developing curriculum, writing textbooks, and instructing at educational seminars. Tom's practice, established in 1991, provides tax services for approximately 1,000 clients. Tom earned his bachelor's degree from Southern Illinois University Edwardsville. He is an enrolled agent (EA).


Catherine RiddickCatherine Riddick has been associated with the Tax School since 2008 as an instructor and as an author and reviewer for the University of Illinois Federal Tax Workbook. She is a CPA and licensed attorney with nearly 25 years of experience in tax planning and preparation. She worked for one of the large CPA firms in the Chicago area for 10 years and has had her own CPA firm in LaGrange, Illinois for the past 15 years. Catherine received a bachelor's degree from Old Dominion University in Norfolk, Virginia and a law degree from Washington and Lee University in Lexington, Virginia.

Ag Issues Taught

The Agricultural Issues chapter of the 2017 Federal Tax Workbook will be taught at this school location. It will be taught at 5pm at the end of the Update & Ethics day.

Palatine

Update & Ethics: October 26 (Thursday)
Entity & Advanced 1040 Issues: October 27 (Friday)

Harper College
Wojcik Conference Center
1200 West Algonquin Road
Palatine, IL 60067-7398
(847) 348-5100

Southern Instructor Team

Ted KnappTed Knapp has been affiliated with the Tax School since 1990 as an instructor and has also served as a reviewer for the University of Illinois Federal Tax Workbook. He recently retired from the IRS after 35 years. He worked as a revenue agent in both the SBSE Division and the Federal, State, and local Government Examination Division. Ted is an EA and he currently works for a CPA firm in Mt. Vernon, Illinois. He is a graduate of Illinois College. In his spare time, he is a sports official for basketball, football, and softball.


Sam PhillipsSam Phillips is a native of southern Illinois and a graduate of Southern Illinois University in Carbondale. Sam has been affiliated with the Tax School as an instructor and reviewer for the University of Illinois Federal Tax Workbook since 2007. He is a CPA and has been in public accounting since 1988. Sam worked for two CPA firms in Southern Illinois and now owns his practice with locations in Salem and Breese. His special interests are in the areas of small business and agricultural taxation. Sam is married and resides in Salem, Illinois.


Sue VothSue Voth has been affiliated with the Tax School as an instructor since 2002. Sue has been a national presenter for National Association of Tax Professionals (NATP) seminars and has served as an author and reviewer for the University of Illinois Federal Tax Workbook since 2002. Sue is an enrolled agent (EA) and owns a tax practice in Quincy, Illinois.

Cash Lunch Available

A cash lunch is available onsite at this location.

Oct. 31 & Nov. 1 (Tue. & Wed.)

Crystal Lake

Update & Ethics: October 31 (Tuesday)
Entity & Advanced 1040 Issues: November 1 (Wednesday)

Holiday Inn
800 South Illinois Route 31
Crystal Lake, IL 60014
(815) 477-7000

Northern Instructor Team

Debbie HeldDebbie Held has been an instructor with the Tax School since 2000. She has also served as a chapter author and reviewer for the University of Illinois Federal Tax Workbook. She is a graduate of Sangamon State University (University of Illinois at Springfield). She has been employed by the IRS since 1979, spending time as a revenue agent, appeals officer and most recently as a project manager for the SBSE Communications, Liaison, and Disclosure Division. She previously taught various accounting courses at Lincoln Land Community College for 18 years. She is a certified public accountant (CPA) and resides in Raymond, Illinois where her family farms.


Tom O'SabenTom O'Saben has been an instructor for the Tax School since 2009. During that time, he has also been a presenter with the National Association of Tax Professionals, where he served as a Training Specialist developing curriculum, writing textbooks, and instructing at educational seminars. Tom's practice, established in 1991, provides tax services for approximately 1,000 clients. Tom earned his bachelor's degree from Southern Illinois University Edwardsville. He is an enrolled agent (EA).


Catherine RiddickCatherine Riddick has been associated with the Tax School since 2008 as an instructor and as an author and reviewer for the University of Illinois Federal Tax Workbook. She is a CPA and licensed attorney with nearly 25 years of experience in tax planning and preparation. She worked for one of the large CPA firms in the Chicago area for 10 years and has had her own CPA firm in LaGrange, Illinois for the past 15 years. Catherine received a bachelor's degree from Old Dominion University in Norfolk, Virginia and a law degree from Washington and Lee University in Lexington, Virginia.

Ag Issues Taught

The Agricultural Issues chapter of the 2017 Federal Tax Workbook will be taught at this school location. It will be taught at 5pm at the end of the Update & Ethics day.

Kankakee

Update & Ethics: October 31 (Tuesday)
Entity & Advanced 1040 Issues: November 1 (Wednesday)

Hilton Garden Inn & Riverstone Conference Center
455 Riverstone Parkway
Kankakee, IL 60901
(815) 932-4444

Central Instructor Team

Jerry BruneJerry Brune has been an instructor for the Tax School and has served as an author and reviewer for the annual University of Illinois Federal Tax Workbook since 1999. Jerry was employed as a revenue agent with the IRS for 31 years before retiring. Jerry has taught accounting and business taxation courses at Illinois Central College and the University of Illinois at Springfield, respectively. Jerry is an EA and CPA, and he currently practices in Bolingbrook. His alma mater is St. Joseph's College in Rensselaer, Indiana.


Bob RheaBob Rhea has been associated with the Tax School since 2005 as an instructor and as a reviewer for the University of Illinois Federal Tax Workbook. Since 1984, he has assisted farmers with accounting, tax, and consulting services in west-central Illinois through the University of Illinois FBFM program. Bob is the national executive director for his professional organization, NAFBAS, and previously was that group's national president. Bob received his bachelor's degree from Western IL University and Master's degree from the University of Illinois. Bob is an enrolled agent (EA) and he lives in Camp Point with his wife, Debbie, sons Tracy and Casey, and daughter Ashley.


Rich WaldenRich Walden has served as chapter author and reviewer for the University of Illinois Federal Tax Workbook, and has been an instructor with the Fall Tax School since 1982. A graduate of Blackburn College, Rich was employed by the IRS as a revenue agent for 6.5 years. He is a certified public accountant (CPA) with a private practice in Carlinville, Illinois, and serves in various board member roles for several banks, a software company, and a community hospital.

Ag Issues Taught

The Agricultural Issues chapter of the 2017 Federal Tax Workbook will be taught at this school location. It will be taught at 5pm at the end of the Update & Ethics day.

Cash Lunch Available

A cash lunch is available onsite at this location.

Mt. Vernon

Update & Ethics: October 31 (Tuesday)
Entity & Advanced 1040 Issues: November 1 (Wednesday)

Mt. Vernon Hotel & Event Center (formerly Holiday Inn)
222 Potomac Boulevard
Mt Vernon, IL 62864
(618) 244-7100

Southern Instructor Team

Ted KnappTed Knapp has been affiliated with the Tax School since 1990 as an instructor and has also served as a reviewer for the University of Illinois Federal Tax Workbook. He recently retired from the IRS after 35 years. He worked as a revenue agent in both the SBSE Division and the Federal, State, and local Government Examination Division. Ted is an EA and he currently works for a CPA firm in Mt. Vernon, Illinois. He is a graduate of Illinois College. In his spare time, he is a sports official for basketball, football, and softball.


Sam PhillipsSam Phillips is a native of southern Illinois and a graduate of Southern Illinois University in Carbondale. Sam has been affiliated with the Tax School as an instructor and reviewer for the University of Illinois Federal Tax Workbook since 2007. He is a CPA and has been in public accounting since 1988. Sam worked for two CPA firms in Southern Illinois and now owns his practice with locations in Salem and Breese. His special interests are in the areas of small business and agricultural taxation. Sam is married and resides in Salem, Illinois.


Sue VothSue Voth has been affiliated with the Tax School as an instructor since 2002. Sue has been a national presenter for National Association of Tax Professionals (NATP) seminars and has served as an author and reviewer for the University of Illinois Federal Tax Workbook since 2002. Sue is an enrolled agent (EA) and owns a tax practice in Quincy, Illinois.

Ag Issues Taught

The Agricultural Issues chapter of the 2017 Federal Tax Workbook will be taught at this school location. It will be taught at 5pm at the end of the Update & Ethics day.

Nov. 2 & 3 (Thu. & Fri.)

Freeport

Update & Ethics: November 2 (Thursday)
Entity & Advanced 1040 Issues: November 3 (Friday)

Highland Community College, Room 201
2998 West Pearl City Rd. (west of Rt. 26)
Freeport, IL 61032
(815) 235-6121

Northern Instructor Team

Debbie HeldDebbie Held has been an instructor with the Tax School since 2000. She has also served as a chapter author and reviewer for the University of Illinois Federal Tax Workbook. She is a graduate of Sangamon State University (University of Illinois at Springfield). She has been employed by the IRS since 1979, spending time as a revenue agent, appeals officer and most recently as a project manager for the SBSE Communications, Liaison, and Disclosure Division. She previously taught various accounting courses at Lincoln Land Community College for 18 years. She is a certified public accountant (CPA) and resides in Raymond, Illinois where her family farms.


Tom O'SabenTom O'Saben has been an instructor for the Tax School since 2009. During that time, he has also been a presenter with the National Association of Tax Professionals, where he served as a Training Specialist developing curriculum, writing textbooks, and instructing at educational seminars. Tom's practice, established in 1991, provides tax services for approximately 1,000 clients. Tom earned his bachelor's degree from Southern Illinois University Edwardsville. He is an enrolled agent (EA).


Catherine RiddickCatherine Riddick has been associated with the Tax School since 2008 as an instructor and as an author and reviewer for the University of Illinois Federal Tax Workbook. She is a CPA and licensed attorney with nearly 25 years of experience in tax planning and preparation. She worked for one of the large CPA firms in the Chicago area for 10 years and has had her own CPA firm in LaGrange, Illinois for the past 15 years. Catherine received a bachelor's degree from Old Dominion University in Norfolk, Virginia and a law degree from Washington and Lee University in Lexington, Virginia.

Ag Issues Taught

The Agricultural Issues chapter of the 2017 Federal Tax Workbook will be taught at this school location. It will be taught at 5pm at the end of the Update & Ethics day.

Palos Hills

Update & Ethics: November 2 (Thursday)
Entity & Advanced 1040 Issues: November 3 (Friday)

Moraine Valley Community College
Moraine Business and Conference Center (Building M)
9000 W College Pkwy
Palos Hills, IL 60465
(708) 608-4277

Central Instructor Team

Jerry BruneJerry Brune has been an instructor for the Tax School and has served as an author and reviewer for the annual University of Illinois Federal Tax Workbook since 1999. Jerry was employed as a revenue agent with the IRS for 31 years before retiring. Jerry has taught accounting and business taxation courses at Illinois Central College and the University of Illinois at Springfield, respectively. Jerry is an EA and CPA, and he currently practices in Bolingbrook. His alma mater is St. Joseph's College in Rensselaer, Indiana.


Bob RheaBob Rhea has been associated with the Tax School since 2005 as an instructor and as a reviewer for the University of Illinois Federal Tax Workbook. Since 1984, he has assisted farmers with accounting, tax, and consulting services in west-central Illinois through the University of Illinois FBFM program. Bob is the national executive director for his professional organization, NAFBAS, and previously was that group's national president. Bob received his bachelor's degree from Western IL University and Master's degree from the University of Illinois. Bob is an enrolled agent (EA) and he lives in Camp Point with his wife, Debbie, sons Tracy and Casey, and daughter Ashley.


Rich WaldenRich Walden has served as chapter author and reviewer for the University of Illinois Federal Tax Workbook, and has been an instructor with the Fall Tax School since 1982. A graduate of Blackburn College, Rich was employed by the IRS as a revenue agent for 6.5 years. He is a certified public accountant (CPA) with a private practice in Carlinville, Illinois, and serves in various board member roles for several banks, a software company, and a community hospital.

Carbondale

Update & Ethics: November 2 (Thursday)
Entities & Advanced 1040 Issues: November 3 (Friday)

Carbondale Civic Center
200 South Illinois Avenue
Carbondale, IL 62901
(618) 457-3209

Southern Instructor Team

Ted KnappTed Knapp has been affiliated with the Tax School since 1990 as an instructor and has also served as a reviewer for the University of Illinois Federal Tax Workbook. He recently retired from the IRS after 35 years. He worked as a revenue agent in both the SBSE Division and the Federal, State, and local Government Examination Division. Ted is an EA and he currently works for a CPA firm in Mt. Vernon, Illinois. He is a graduate of Illinois College. In his spare time, he is a sports official for basketball, football, and softball.


Sam PhillipsSam Phillips is a native of southern Illinois and a graduate of Southern Illinois University in Carbondale. Sam has been affiliated with the Tax School as an instructor and reviewer for the University of Illinois Federal Tax Workbook since 2007. He is a CPA and has been in public accounting since 1988. Sam worked for two CPA firms in Southern Illinois and now owns his practice with locations in Salem and Breese. His special interests are in the areas of small business and agricultural taxation. Sam is married and resides in Salem, Illinois.


Sue VothSue Voth has been affiliated with the Tax School as an instructor since 2002. Sue has been a national presenter for National Association of Tax Professionals (NATP) seminars and has served as an author and reviewer for the University of Illinois Federal Tax Workbook since 2002. Sue is an enrolled agent (EA) and owns a tax practice in Quincy, Illinois.

Ag Issues Taught

The Agricultural Issues chapter of the 2017 Federal Tax Workbook will be taught at this school location. It will be taught at 5pm at the end of the Update & Ethics day.

Nov. 7 & 8 (Tue. & Wed.)

Champaign NEW FACILITY

Update & Ethics: November 7 (Tuesday)
Entity & Advanced 1040 Issues: November 8 (Wednesday)

I Hotel and Conference Center
1900 S. First St.
Champaign, IL 61820
(217) 819-5000

NEW FACILITY

Northern Instructor Team

Debbie HeldDebbie Held has been an instructor with the Tax School since 2000. She has also served as a chapter author and reviewer for the University of Illinois Federal Tax Workbook. She is a graduate of Sangamon State University (University of Illinois at Springfield). She has been employed by the IRS since 1979, spending time as a revenue agent, appeals officer and most recently as a project manager for the SBSE Communications, Liaison, and Disclosure Division. She previously taught various accounting courses at Lincoln Land Community College for 18 years. She is a certified public accountant (CPA) and resides in Raymond, Illinois where her family farms.


Tom O'SabenTom O'Saben has been an instructor for the Tax School since 2009. During that time, he has also been a presenter with the National Association of Tax Professionals, where he served as a Training Specialist developing curriculum, writing textbooks, and instructing at educational seminars. Tom's practice, established in 1991, provides tax services for approximately 1,000 clients. Tom earned his bachelor's degree from Southern Illinois University Edwardsville. He is an enrolled agent (EA).


Catherine RiddickCatherine Riddick has been associated with the Tax School since 2008 as an instructor and as an author and reviewer for the University of Illinois Federal Tax Workbook. She is a CPA and licensed attorney with nearly 25 years of experience in tax planning and preparation. She worked for one of the large CPA firms in the Chicago area for 10 years and has had her own CPA firm in LaGrange, Illinois for the past 15 years. Catherine received a bachelor's degree from Old Dominion University in Norfolk, Virginia and a law degree from Washington and Lee University in Lexington, Virginia.

Ag Issues Taught

The Agricultural Issues chapter of the 2017 Federal Tax Workbook will be taught at this school location. It will be taught at 5pm at the end of the Update & Ethics day.

Cash Lunch Available

A cash lunch is available onsite at this location.

Macomb

Update & Ethics: November 7 (Tuesday)
Entity & Advanced 1040 Issues: November 8 (Wednesday)

Spoon River College Community Outreach Center
MidAmerica National Bank Conference Hall
2500 E Jackson Street
Macomb, IL 61455
(309) 833-6031

Central Instructor Team

Jerry BruneJerry Brune has been an instructor for the Tax School and has served as an author and reviewer for the annual University of Illinois Federal Tax Workbook since 1999. Jerry was employed as a revenue agent with the IRS for 31 years before retiring. Jerry has taught accounting and business taxation courses at Illinois Central College and the University of Illinois at Springfield, respectively. Jerry is an EA and CPA, and he currently practices in Bolingbrook. His alma mater is St. Joseph's College in Rensselaer, Indiana.


Bob RheaBob Rhea has been associated with the Tax School since 2005 as an instructor and as a reviewer for the University of Illinois Federal Tax Workbook. Since 1984, he has assisted farmers with accounting, tax, and consulting services in west-central Illinois through the University of Illinois FBFM program. Bob is the national executive director for his professional organization, NAFBAS, and previously was that group's national president. Bob received his bachelor's degree from Western IL University and Master's degree from the University of Illinois. Bob is an enrolled agent (EA) and he lives in Camp Point with his wife, Debbie, sons Tracy and Casey, and daughter Ashley.


Rich WaldenRich Walden has served as chapter author and reviewer for the University of Illinois Federal Tax Workbook, and has been an instructor with the Fall Tax School since 1982. A graduate of Blackburn College, Rich was employed by the IRS as a revenue agent for 6.5 years. He is a certified public accountant (CPA) with a private practice in Carlinville, Illinois, and serves in various board member roles for several banks, a software company, and a community hospital.

Ag Issues Taught

The Agricultural Issues chapter of the 2017 Federal Tax Workbook will be taught at this school location. It will be taught at 5pm at the end of the Update & Ethics day.

Skokie

Update & Ethics: November 7 (Tuesday)
Entity & Advanced 1040 Issues: November 8 (Wednesday)

Holiday Inn Chicago North Shore (Skokie)
5300 Touhy Ave.
Skokie, IL 60077
(847) 679-8900

Southern Instructor Team

Ted KnappTed Knapp has been affiliated with the Tax School since 1990 as an instructor and has also served as a reviewer for the University of Illinois Federal Tax Workbook. He recently retired from the IRS after 35 years. He worked as a revenue agent in both the SBSE Division and the Federal, State, and local Government Examination Division. Ted is an EA and he currently works for a CPA firm in Mt. Vernon, Illinois. He is a graduate of Illinois College. In his spare time, he is a sports official for basketball, football, and softball.


Sam PhillipsSam Phillips is a native of southern Illinois and a graduate of Southern Illinois University in Carbondale. Sam has been affiliated with the Tax School as an instructor and reviewer for the University of Illinois Federal Tax Workbook since 2007. He is a CPA and has been in public accounting since 1988. Sam worked for two CPA firms in Southern Illinois and now owns his practice with locations in Salem and Breese. His special interests are in the areas of small business and agricultural taxation. Sam is married and resides in Salem, Illinois.


Sue VothSue Voth has been affiliated with the Tax School as an instructor since 2002. Sue has been a national presenter for National Association of Tax Professionals (NATP) seminars and has served as an author and reviewer for the University of Illinois Federal Tax Workbook since 2002. Sue is an enrolled agent (EA) and owns a tax practice in Quincy, Illinois.

Cash Lunch Available

A cash lunch is available onsite at this location.

Nov. 9 & 10 (Thu. & Fri.)

Quincy

Update & Ethics: November 9 (Thursday)
Entity & Advanced 1040 Issues: November 10 (Friday)

Town & Country Inn and Suites
110 N. 54th Street
Quincy, IL 62305
(217) 214-0400

Central Instructor Team

Jerry BruneJerry Brune has been an instructor for the Tax School and has served as an author and reviewer for the annual University of Illinois Federal Tax Workbook since 1999. Jerry was employed as a revenue agent with the IRS for 31 years before retiring. Jerry has taught accounting and business taxation courses at Illinois Central College and the University of Illinois at Springfield, respectively. Jerry is an EA and CPA, and he currently practices in Bolingbrook. His alma mater is St. Joseph's College in Rensselaer, Indiana.


Bob RheaBob Rhea has been associated with the Tax School since 2005 as an instructor and as a reviewer for the University of Illinois Federal Tax Workbook. Since 1984, he has assisted farmers with accounting, tax, and consulting services in west-central Illinois through the University of Illinois FBFM program. Bob is the national executive director for his professional organization, NAFBAS, and previously was that group's national president. Bob received his bachelor's degree from Western IL University and Master's degree from the University of Illinois. Bob is an enrolled agent (EA) and he lives in Camp Point with his wife, Debbie, sons Tracy and Casey, and daughter Ashley.


Rich WaldenRich Walden has served as chapter author and reviewer for the University of Illinois Federal Tax Workbook, and has been an instructor with the Fall Tax School since 1982. A graduate of Blackburn College, Rich was employed by the IRS as a revenue agent for 6.5 years. He is a certified public accountant (CPA) with a private practice in Carlinville, Illinois, and serves in various board member roles for several banks, a software company, and a community hospital.

Ag Issues Taught

The Agricultural Issues chapter of the 2017 Federal Tax Workbook will be taught at this school location. It will be taught at 5pm at the end of the Update & Ethics day.

Lisle

Update & Ethics: November 9 (Thursday)
Entity & Advanced 1040 Issues: November 10 (Friday)

Sheraton Lisle Hotel
3000 Warrenville Road
Lisle, IL 60532
(630) 505-1000

Southern Instructor Team

Ted KnappTed Knapp has been affiliated with the Tax School since 1990 as an instructor and has also served as a reviewer for the University of Illinois Federal Tax Workbook. He recently retired from the IRS after 35 years. He worked as a revenue agent in both the SBSE Division and the Federal, State, and local Government Examination Division. Ted is an EA and he currently works for a CPA firm in Mt. Vernon, Illinois. He is a graduate of Illinois College. In his spare time, he is a sports official for basketball, football, and softball.


Sam PhillipsSam Phillips is a native of southern Illinois and a graduate of Southern Illinois University in Carbondale. Sam has been affiliated with the Tax School as an instructor and reviewer for the University of Illinois Federal Tax Workbook since 2007. He is a CPA and has been in public accounting since 1988. Sam worked for two CPA firms in Southern Illinois and now owns his practice with locations in Salem and Breese. His special interests are in the areas of small business and agricultural taxation. Sam is married and resides in Salem, Illinois.


Sue VothSue Voth has been affiliated with the Tax School as an instructor since 2002. Sue has been a national presenter for National Association of Tax Professionals (NATP) seminars and has served as an author and reviewer for the University of Illinois Federal Tax Workbook since 2002. Sue is an enrolled agent (EA) and owns a tax practice in Quincy, Illinois.

Cash Lunch Available

A cash lunch is available onsite at this location.

Nov. 14 & 15 (Tue. & Wed.)

LaSalle

Update & Ethics: November 14 (Tuesday)
Entity & Advanced 1040 Issues: November 15 (Wednesday)

Senica's Oak Ridge
658 U.S. 6
LaSalle, IL 61301
(815) 223-7273

Northern Instructor Team

Debbie HeldDebbie Held has been an instructor with the Tax School since 2000. She has also served as a chapter author and reviewer for the University of Illinois Federal Tax Workbook. She is a graduate of Sangamon State University (University of Illinois at Springfield). She has been employed by the IRS since 1979, spending time as a revenue agent, appeals officer and most recently as a project manager for the SBSE Communications, Liaison, and Disclosure Division. She previously taught various accounting courses at Lincoln Land Community College for 18 years. She is a certified public accountant (CPA) and resides in Raymond, Illinois where her family farms.


Tom O'SabenTom O'Saben has been an instructor for the Tax School since 2009. During that time, he has also been a presenter with the National Association of Tax Professionals, where he served as a Training Specialist developing curriculum, writing textbooks, and instructing at educational seminars. Tom's practice, established in 1991, provides tax services for approximately 1,000 clients. Tom earned his bachelor's degree from Southern Illinois University Edwardsville. He is an enrolled agent (EA).


Catherine RiddickCatherine Riddick has been associated with the Tax School since 2008 as an instructor and as an author and reviewer for the University of Illinois Federal Tax Workbook. She is a CPA and licensed attorney with nearly 25 years of experience in tax planning and preparation. She worked for one of the large CPA firms in the Chicago area for 10 years and has had her own CPA firm in LaGrange, Illinois for the past 15 years. Catherine received a bachelor's degree from Old Dominion University in Norfolk, Virginia and a law degree from Washington and Lee University in Lexington, Virginia.

Ag Issues Taught

The Agricultural Issues chapter of the 2017 Federal Tax Workbook will be taught at this school location. It will be taught at 5pm at the end of the Update & Ethics day.

Cash Lunch Available

A cash lunch is available onsite at this location.

Moline

Update & Ethics: November 14 (Tuesday)
Entity & Advanced 1040 Issues: November 15 (Wednesday)

iWireless Center
1201 River Drive
Moline, IL 61265
(309) 764-2001

Central Instructor Team

Jerry BruneJerry Brune has been an instructor for the Tax School and has served as an author and reviewer for the annual University of Illinois Federal Tax Workbook since 1999. Jerry was employed as a revenue agent with the IRS for 31 years before retiring. Jerry has taught accounting and business taxation courses at Illinois Central College and the University of Illinois at Springfield, respectively. Jerry is an EA and CPA, and he currently practices in Bolingbrook. His alma mater is St. Joseph's College in Rensselaer, Indiana.


Bob RheaBob Rhea has been associated with the Tax School since 2005 as an instructor and as a reviewer for the University of Illinois Federal Tax Workbook. Since 1984, he has assisted farmers with accounting, tax, and consulting services in west-central Illinois through the University of Illinois FBFM program. Bob is the national executive director for his professional organization, NAFBAS, and previously was that group's national president. Bob received his bachelor's degree from Western IL University and Master's degree from the University of Illinois. Bob is an enrolled agent (EA) and he lives in Camp Point with his wife, Debbie, sons Tracy and Casey, and daughter Ashley.


Rich WaldenRich Walden has served as chapter author and reviewer for the University of Illinois Federal Tax Workbook, and has been an instructor with the Fall Tax School since 1982. A graduate of Blackburn College, Rich was employed by the IRS as a revenue agent for 6.5 years. He is a certified public accountant (CPA) with a private practice in Carlinville, Illinois, and serves in various board member roles for several banks, a software company, and a community hospital.

Ag Issues Taught

The Agricultural Issues chapter of the 2017 Federal Tax Workbook will be taught at this school location. It will be taught at 5pm at the end of the Update & Ethics day.

Collinsville

Update & Ethics: November 14 (Tuesday)
Entity & Advanced 1040 Issues: November 15 (Wednesday)

Gateway Center
One Gateway Drive
Collinsville, IL 62234
(I-55/70 Exit 11, turn left at frontage road on north side of Interstate)
(618) 345-8998

Southern Instructor Team

Ted KnappTed Knapp has been affiliated with the Tax School since 1990 as an instructor and has also served as a reviewer for the University of Illinois Federal Tax Workbook. He recently retired from the IRS after 35 years. He worked as a revenue agent in both the SBSE Division and the Federal, State, and local Government Examination Division. Ted is an EA and he currently works for a CPA firm in Mt. Vernon, Illinois. He is a graduate of Illinois College. In his spare time, he is a sports official for basketball, football, and softball.


Sam PhillipsSam Phillips is a native of southern Illinois and a graduate of Southern Illinois University in Carbondale. Sam has been affiliated with the Tax School as an instructor and reviewer for the University of Illinois Federal Tax Workbook since 2007. He is a CPA and has been in public accounting since 1988. Sam worked for two CPA firms in Southern Illinois and now owns his practice with locations in Salem and Breese. His special interests are in the areas of small business and agricultural taxation. Sam is married and resides in Salem, Illinois.


Sue VothSue Voth has been affiliated with the Tax School as an instructor since 2002. Sue has been a national presenter for National Association of Tax Professionals (NATP) seminars and has served as an author and reviewer for the University of Illinois Federal Tax Workbook since 2002. Sue is an enrolled agent (EA) and owns a tax practice in Quincy, Illinois.

Ag Issues Taught

The Agricultural Issues chapter of the 2017 Federal Tax Workbook will be taught at this school location. It will be taught at 5pm at the end of the Update & Ethics day.

Cash Lunch Available

A cash lunch is available onsite at this location.

Nov. 16 & 17 (Thu. & Fri.)

Chicago Downtown

Update & Ethics: November 16 (Thursday)
Entity & Advanced 1040 Issues: November 17 (Friday)

University of Chicago Graduate School of Business
Gleacher Center
450 North Cityfront Plaza Drive
Chicago, IL 60611
(312) 464-8787

Northern Instructor Team

Debbie HeldDebbie Held has been an instructor with the Tax School since 2000. She has also served as a chapter author and reviewer for the University of Illinois Federal Tax Workbook. She is a graduate of Sangamon State University (University of Illinois at Springfield). She has been employed by the IRS since 1979, spending time as a revenue agent, appeals officer and most recently as a project manager for the SBSE Communications, Liaison, and Disclosure Division. She previously taught various accounting courses at Lincoln Land Community College for 18 years. She is a certified public accountant (CPA) and resides in Raymond, Illinois where her family farms.


Tom O'SabenTom O'Saben has been an instructor for the Tax School since 2009. During that time, he has also been a presenter with the National Association of Tax Professionals, where he served as a Training Specialist developing curriculum, writing textbooks, and instructing at educational seminars. Tom's practice, established in 1991, provides tax services for approximately 1,000 clients. Tom earned his bachelor's degree from Southern Illinois University Edwardsville. He is an enrolled agent (EA).


Catherine RiddickCatherine Riddick has been associated with the Tax School since 2008 as an instructor and as an author and reviewer for the University of Illinois Federal Tax Workbook. She is a CPA and licensed attorney with nearly 25 years of experience in tax planning and preparation. She worked for one of the large CPA firms in the Chicago area for 10 years and has had her own CPA firm in LaGrange, Illinois for the past 15 years. Catherine received a bachelor's degree from Old Dominion University in Norfolk, Virginia and a law degree from Washington and Lee University in Lexington, Virginia.

Galesburg

Update & Ethics: November 16 (Thursday)
Entity & Advanced 1040 Issues: November 17 (Friday)

Lake Storey Pavilion
1572 Machen Drive
Galesburg, IL 61401
(309) 345-3604

Central Instructor Team

Jerry BruneJerry Brune has been an instructor for the Tax School and has served as an author and reviewer for the annual University of Illinois Federal Tax Workbook since 1999. Jerry was employed as a revenue agent with the IRS for 31 years before retiring. Jerry has taught accounting and business taxation courses at Illinois Central College and the University of Illinois at Springfield, respectively. Jerry is an EA and CPA, and he currently practices in Bolingbrook. His alma mater is St. Joseph's College in Rensselaer, Indiana.


Bob RheaBob Rhea has been associated with the Tax School since 2005 as an instructor and as a reviewer for the University of Illinois Federal Tax Workbook. Since 1984, he has assisted farmers with accounting, tax, and consulting services in west-central Illinois through the University of Illinois FBFM program. Bob is the national executive director for his professional organization, NAFBAS, and previously was that group's national president. Bob received his bachelor's degree from Western IL University and Master's degree from the University of Illinois. Bob is an enrolled agent (EA) and he lives in Camp Point with his wife, Debbie, sons Tracy and Casey, and daughter Ashley.


Rich WaldenRich Walden has served as chapter author and reviewer for the University of Illinois Federal Tax Workbook, and has been an instructor with the Fall Tax School since 1982. A graduate of Blackburn College, Rich was employed by the IRS as a revenue agent for 6.5 years. He is a certified public accountant (CPA) with a private practice in Carlinville, Illinois, and serves in various board member roles for several banks, a software company, and a community hospital.

Ag Issues Taught

The Agricultural Issues chapter of the 2017 Federal Tax Workbook will be taught at this school location. It will be taught at 5pm at the end of the Update & Ethics day.

Nov. 28 & 29 (Tue. & Wed.)

Rockford

Update & Ethics: November 28 (Tuesday)
Entity & Advanced 1040 Issues: November 29 (Wednesday)

Giovanni's Restaurant & Convention Center
610 N. Bell Rd.
Rockford, IL 61107
(815) 398-6411

Northern Instructor Team

Debbie HeldDebbie Held has been an instructor with the Tax School since 2000. She has also served as a chapter author and reviewer for the University of Illinois Federal Tax Workbook. She is a graduate of Sangamon State University (University of Illinois at Springfield). She has been employed by the IRS since 1979, spending time as a revenue agent, appeals officer and most recently as a project manager for the SBSE Communications, Liaison, and Disclosure Division. She previously taught various accounting courses at Lincoln Land Community College for 18 years. She is a certified public accountant (CPA) and resides in Raymond, Illinois where her family farms.


Tom O'SabenTom O'Saben has been an instructor for the Tax School since 2009. During that time, he has also been a presenter with the National Association of Tax Professionals, where he served as a Training Specialist developing curriculum, writing textbooks, and instructing at educational seminars. Tom's practice, established in 1991, provides tax services for approximately 1,000 clients. Tom earned his bachelor's degree from Southern Illinois University Edwardsville. He is an enrolled agent (EA).


Catherine RiddickCatherine Riddick has been associated with the Tax School since 2008 as an instructor and as an author and reviewer for the University of Illinois Federal Tax Workbook. She is a CPA and licensed attorney with nearly 25 years of experience in tax planning and preparation. She worked for one of the large CPA firms in the Chicago area for 10 years and has had her own CPA firm in LaGrange, Illinois for the past 15 years. Catherine received a bachelor's degree from Old Dominion University in Norfolk, Virginia and a law degree from Washington and Lee University in Lexington, Virginia.

Ag Issues Taught

The Agricultural Issues chapter of the 2017 Federal Tax Workbook will be taught at this school location. It will be taught at 5pm at the end of the Update & Ethics day.

Cash Lunch Available

A cash lunch is available onsite at this location.

East Peoria

Update & Ethics: November 28 (Tuesday)
Entity & Advanced 1040 Issues: November 30 (Wednesday)

Par-A-Dice Hotel Casino
7 Blackjack Blvd
East Peoria, IL 61611
(309) 699-7711

Central Instructor Team

Jerry BruneJerry Brune has been an instructor for the Tax School and has served as an author and reviewer for the annual University of Illinois Federal Tax Workbook since 1999. Jerry was employed as a revenue agent with the IRS for 31 years before retiring. Jerry has taught accounting and business taxation courses at Illinois Central College and the University of Illinois at Springfield, respectively. Jerry is an EA and CPA, and he currently practices in Bolingbrook. His alma mater is St. Joseph's College in Rensselaer, Indiana.


Bob RheaBob Rhea has been associated with the Tax School since 2005 as an instructor and as a reviewer for the University of Illinois Federal Tax Workbook. Since 1984, he has assisted farmers with accounting, tax, and consulting services in west-central Illinois through the University of Illinois FBFM program. Bob is the national executive director for his professional organization, NAFBAS, and previously was that group's national president. Bob received his bachelor's degree from Western IL University and Master's degree from the University of Illinois. Bob is an enrolled agent (EA) and he lives in Camp Point with his wife, Debbie, sons Tracy and Casey, and daughter Ashley.


Rich WaldenRich Walden has served as chapter author and reviewer for the University of Illinois Federal Tax Workbook, and has been an instructor with the Fall Tax School since 1982. A graduate of Blackburn College, Rich was employed by the IRS as a revenue agent for 6.5 years. He is a certified public accountant (CPA) with a private practice in Carlinville, Illinois, and serves in various board member roles for several banks, a software company, and a community hospital.

Ag Issues Taught

The Agricultural Issues chapter of the 2017 Federal Tax Workbook will be taught at this school location. It will be taught at 5pm at the end of the Update & Ethics day.

Cash Lunch Available

A cash lunch is available onsite at this location.

DeKalb

Update & Ethics: November 28 (Tuesday)
Entity & Advanced 1040 Issues: November 29 (Wednesday)

Northern Illinois University
Barsema Alumni & Visitors Center
231 N. Annie Glidden Rd.
DeKalb, IL 60115
(815) 753-1534

Southern Instructor Team

Ted KnappTed Knapp has been affiliated with the Tax School since 1990 as an instructor and has also served as a reviewer for the University of Illinois Federal Tax Workbook. He recently retired from the IRS after 35 years. He worked as a revenue agent in both the SBSE Division and the Federal, State, and local Government Examination Division. Ted is an EA and he currently works for a CPA firm in Mt. Vernon, Illinois. He is a graduate of Illinois College. In his spare time, he is a sports official for basketball, football, and softball.


Sam PhillipsSam Phillips is a native of southern Illinois and a graduate of Southern Illinois University in Carbondale. Sam has been affiliated with the Tax School as an instructor and reviewer for the University of Illinois Federal Tax Workbook since 2007. He is a CPA and has been in public accounting since 1988. Sam worked for two CPA firms in Southern Illinois and now owns his practice with locations in Salem and Breese. His special interests are in the areas of small business and agricultural taxation. Sam is married and resides in Salem, Illinois.


Sue VothSue Voth has been affiliated with the Tax School as an instructor since 2002. Sue has been a national presenter for National Association of Tax Professionals (NATP) seminars and has served as an author and reviewer for the University of Illinois Federal Tax Workbook since 2002. Sue is an enrolled agent (EA) and owns a tax practice in Quincy, Illinois.

Ag Issues Taught

The Agricultural Issues chapter of the 2017 Federal Tax Workbook will be taught at this school location. It will be taught at 5pm at the end of the Update & Ethics day.

Nov. 30 & Dec. 1 (Thu. & Fri.)

St. Charles

Update & Ethics: November 30 (Thursday)
Entity & Advanced 1040 Issues: December 1 (Friday)

Pheasant Run Resort
4051 E. Main Street
St. Charles, IL 60174
(630)-584-6300

Northern Instructor Team

Debbie HeldDebbie Held has been an instructor with the Tax School since 2000. She has also served as a chapter author and reviewer for the University of Illinois Federal Tax Workbook. She is a graduate of Sangamon State University (University of Illinois at Springfield). She has been employed by the IRS since 1979, spending time as a revenue agent, appeals officer and most recently as a project manager for the SBSE Communications, Liaison, and Disclosure Division. She previously taught various accounting courses at Lincoln Land Community College for 18 years. She is a certified public accountant (CPA) and resides in Raymond, Illinois where her family farms.


Tom O'SabenTom O'Saben has been an instructor for the Tax School since 2009. During that time, he has also been a presenter with the National Association of Tax Professionals, where he served as a Training Specialist developing curriculum, writing textbooks, and instructing at educational seminars. Tom's practice, established in 1991, provides tax services for approximately 1,000 clients. Tom earned his bachelor's degree from Southern Illinois University Edwardsville. He is an enrolled agent (EA).


Catherine RiddickCatherine Riddick has been associated with the Tax School since 2008 as an instructor and as an author and reviewer for the University of Illinois Federal Tax Workbook. She is a CPA and licensed attorney with nearly 25 years of experience in tax planning and preparation. She worked for one of the large CPA firms in the Chicago area for 10 years and has had her own CPA firm in LaGrange, Illinois for the past 15 years. Catherine received a bachelor's degree from Old Dominion University in Norfolk, Virginia and a law degree from Washington and Lee University in Lexington, Virginia.

Cash Lunch Available

A cash lunch is available onsite at this location.

Bloomington NEW FACILITY

Update & Ethics: November 30 (Thursday)
Entity & Advanced 1040 Issues: December 1 (Friday)

Parke Regency Hotel & Conference Center
1413 Leslie Drive
Bloomington, IL 61704
(309)662-4300

NEW FACILITY

Central Instructor Team

Jerry BruneJerry Brune has been an instructor for the Tax School and has served as an author and reviewer for the annual University of Illinois Federal Tax Workbook since 1999. Jerry was employed as a revenue agent with the IRS for 31 years before retiring. Jerry has taught accounting and business taxation courses at Illinois Central College and the University of Illinois at Springfield, respectively. Jerry is an EA and CPA, and he currently practices in Bolingbrook. His alma mater is St. Joseph's College in Rensselaer, Indiana.


Bob RheaBob Rhea has been associated with the Tax School since 2005 as an instructor and as a reviewer for the University of Illinois Federal Tax Workbook. Since 1984, he has assisted farmers with accounting, tax, and consulting services in west-central Illinois through the University of Illinois FBFM program. Bob is the national executive director for his professional organization, NAFBAS, and previously was that group's national president. Bob received his bachelor's degree from Western IL University and Master's degree from the University of Illinois. Bob is an enrolled agent (EA) and he lives in Camp Point with his wife, Debbie, sons Tracy and Casey, and daughter Ashley.


Rich WaldenRich Walden has served as chapter author and reviewer for the University of Illinois Federal Tax Workbook, and has been an instructor with the Fall Tax School since 1982. A graduate of Blackburn College, Rich was employed by the IRS as a revenue agent for 6.5 years. He is a certified public accountant (CPA) with a private practice in Carlinville, Illinois, and serves in various board member roles for several banks, a software company, and a community hospital.

Ag Issues Taught

The Agricultural Issues chapter of the 2017 Federal Tax Workbook will be taught at this school location. It will be taught at 5pm at the end of the Update & Ethics day.

Northbrook

Update & Ethics: November 30 (Thursday)
Entity & Advanced 1040 Issues: December 1 (Friday)

Hilton Chicago/Northbrook
2855 N. Milwaukee Ave.
Northbrook, IL 60062
(847) 480-7500

Southern Instructor Team

Ted KnappTed Knapp has been affiliated with the Tax School since 1990 as an instructor and has also served as a reviewer for the University of Illinois Federal Tax Workbook. He recently retired from the IRS after 35 years. He worked as a revenue agent in both the SBSE Division and the Federal, State, and local Government Examination Division. Ted is an EA and he currently works for a CPA firm in Mt. Vernon, Illinois. He is a graduate of Illinois College. In his spare time, he is a sports official for basketball, football, and softball.


Sam PhillipsSam Phillips is a native of southern Illinois and a graduate of Southern Illinois University in Carbondale. Sam has been affiliated with the Tax School as an instructor and reviewer for the University of Illinois Federal Tax Workbook since 2007. He is a CPA and has been in public accounting since 1988. Sam worked for two CPA firms in Southern Illinois and now owns his practice with locations in Salem and Breese. His special interests are in the areas of small business and agricultural taxation. Sam is married and resides in Salem, Illinois.


Sue VothSue Voth has been affiliated with the Tax School as an instructor since 2002. Sue has been a national presenter for National Association of Tax Professionals (NATP) seminars and has served as an author and reviewer for the University of Illinois Federal Tax Workbook since 2002. Sue is an enrolled agent (EA) and owns a tax practice in Quincy, Illinois.

Cash Lunch Available

A cash lunch is available onsite at this location.

Dec. 5 & 6 (Tue. & Wed.)

Tinley Park

Update & Ethics: December 5 (Tuesday)
Entity & Advanced 1040 Issues: December 6 (Wednesday)

Tinley Park Convention Center (next to Holiday Inn)
18501 Convention Center Drive.
Tinley Park, IL 60477
(708) 444-1100

Northern Instructor Team

Debbie HeldDebbie Held has been an instructor with the Tax School since 2000. She has also served as a chapter author and reviewer for the University of Illinois Federal Tax Workbook. She is a graduate of Sangamon State University (University of Illinois at Springfield). She has been employed by the IRS since 1979, spending time as a revenue agent, appeals officer and most recently as a project manager for the SBSE Communications, Liaison, and Disclosure Division. She previously taught various accounting courses at Lincoln Land Community College for 18 years. She is a certified public accountant (CPA) and resides in Raymond, Illinois where her family farms.


Tom O'SabenTom O'Saben has been an instructor for the Tax School since 2009. During that time, he has also been a presenter with the National Association of Tax Professionals, where he served as a Training Specialist developing curriculum, writing textbooks, and instructing at educational seminars. Tom's practice, established in 1991, provides tax services for approximately 1,000 clients. Tom earned his bachelor's degree from Southern Illinois University Edwardsville. He is an enrolled agent (EA).


Catherine RiddickCatherine Riddick has been associated with the Tax School since 2008 as an instructor and as an author and reviewer for the University of Illinois Federal Tax Workbook. She is a CPA and licensed attorney with nearly 25 years of experience in tax planning and preparation. She worked for one of the large CPA firms in the Chicago area for 10 years and has had her own CPA firm in LaGrange, Illinois for the past 15 years. Catherine received a bachelor's degree from Old Dominion University in Norfolk, Virginia and a law degree from Washington and Lee University in Lexington, Virginia.

Ag Issues Taught

The Agricultural Issues chapter of the 2017 Federal Tax Workbook will be taught at this school location. It will be taught at 5pm at the end of the Update & Ethics day.

Cash Lunch Available

A cash lunch is available onsite at this location.

Springfield NEW FACILITY

Update & Ethics: December 5 (Tuesday)
Entity & Advanced 1040 Issues: December 6 (Wednesday)

Crowne Plaza Hotel
3000 South Dirksen Parkway
Springfield, IL 62703
(217) 529-7777

NEW FACILITY

Central Instructor Team

Jerry BruneJerry Brune has been an instructor for the Tax School and has served as an author and reviewer for the annual University of Illinois Federal Tax Workbook since 1999. Jerry was employed as a revenue agent with the IRS for 31 years before retiring. Jerry has taught accounting and business taxation courses at Illinois Central College and the University of Illinois at Springfield, respectively. Jerry is an EA and CPA, and he currently practices in Bolingbrook. His alma mater is St. Joseph's College in Rensselaer, Indiana.


Bob RheaBob Rhea has been associated with the Tax School since 2005 as an instructor and as a reviewer for the University of Illinois Federal Tax Workbook. Since 1984, he has assisted farmers with accounting, tax, and consulting services in west-central Illinois through the University of Illinois FBFM program. Bob is the national executive director for his professional organization, NAFBAS, and previously was that group's national president. Bob received his bachelor's degree from Western IL University and Master's degree from the University of Illinois. Bob is an enrolled agent (EA) and he lives in Camp Point with his wife, Debbie, sons Tracy and Casey, and daughter Ashley.


Rich WaldenRich Walden has served as chapter author and reviewer for the University of Illinois Federal Tax Workbook, and has been an instructor with the Fall Tax School since 1982. A graduate of Blackburn College, Rich was employed by the IRS as a revenue agent for 6.5 years. He is a certified public accountant (CPA) with a private practice in Carlinville, Illinois, and serves in various board member roles for several banks, a software company, and a community hospital.

Ag Issues Taught

The Agricultural Issues chapter of the 2017 Federal Tax Workbook will be taught at this school location. It will be taught at 5pm at the end of the Update & Ethics day.

Effingham

Update & Ethics: December 5 (Tuesday)
Entity & Advanced 1040 Issues: December 6 (Wednesday)

Thelma Keller Convention Center
1202 N. Keller Dr. (Junction of I-70 and I-57)
Effingham, IL 62401
(217) 347-5115

Southern Instructor Team

Ted KnappTed Knapp has been affiliated with the Tax School since 1990 as an instructor and has also served as a reviewer for the University of Illinois Federal Tax Workbook. He recently retired from the IRS after 35 years. He worked as a revenue agent in both the SBSE Division and the Federal, State, and local Government Examination Division. Ted is an EA and he currently works for a CPA firm in Mt. Vernon, Illinois. He is a graduate of Illinois College. In his spare time, he is a sports official for basketball, football, and softball.


Sam PhillipsSam Phillips is a native of southern Illinois and a graduate of Southern Illinois University in Carbondale. Sam has been affiliated with the Tax School as an instructor and reviewer for the University of Illinois Federal Tax Workbook since 2007. He is a CPA and has been in public accounting since 1988. Sam worked for two CPA firms in Southern Illinois and now owns his practice with locations in Salem and Breese. His special interests are in the areas of small business and agricultural taxation. Sam is married and resides in Salem, Illinois.


Sue VothSue Voth has been affiliated with the Tax School as an instructor since 2002. Sue has been a national presenter for National Association of Tax Professionals (NATP) seminars and has served as an author and reviewer for the University of Illinois Federal Tax Workbook since 2002. Sue is an enrolled agent (EA) and owns a tax practice in Quincy, Illinois.

Ag Issues Taught

The Agricultural Issues chapter of the 2017 Federal Tax Workbook will be taught at this school location. It will be taught at 5pm at the end of the Update & Ethics day.

Cash Lunch Available

A cash lunch is available onsite at this location.

Last updated 9/18/2017 12:39:01 PM

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