Come attend the 80th Anniversary Fall Tax School and earn up to 16 CPE credits!
The University of Illinois Fall Tax School has been providing high quality continuing tax education for decades. In fact, 2020 marks our 80th anniversary. When we started in 1940, things looked a lot different than they do now. We used to focus on helping farmers learn how to file their own taxes; now we provide continuing tax education to more than 5,000 tax professionals annually.
For the first time ever, Fall Tax School is being offered entirely online in response to COVID-19. We know that's a big change for you; it's a big change for us too. But we are still committed to providing you with the highest quality continuing tax education at the most reasonable price.
This year will include practical planning tips and valuable information on a wide variety of topics to help you understand what's new and implement strategies to help your tax clients. Topics to be covered include:
Although we offer Fall Tax School as a 2-day online seminar mirroring our traditional live format, you may choose from full-day, mornings-only, and afternoons-only sessions for your day 1 and day 2 registrations to build your ideal format. You can also choose to register for only one of the days if you'd prefer.
Note: Due to the online format, if you miss part of a session for any reason, you will be unable to make up the time in another session.
NASBA Program Level: Overview
CPE Filings Available: Illinois MCLE, CFP, Illinois Insurance, IRS
In order to guarantee workbook delivery in time for the online sessions, you must register by the end of business on Tuesday, October 20. Registrations will still be accepted after that date, but we cannot guarantee that you will receive your printed book in time for your online session(s). All registrants will receive access to downloadable PDF and online ebook versions of the woorkbook prior to the online sessions.
We cannot ship to PO boxes. You must provide a street address for shipment.
Once your workbook(s) have been shipped:
What sets us apart from the competition is the breadth and depth of our instructors' experience.
Jerry 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.
Sam 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.
Bob 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, and was named its chief executive officer in June 2020. 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. He serves as trustee for John Wood Community College and was recently named JWCC's first Distinguished Alumnus Award recipient. Bob is an enrolled agent (EA) and he lives in Camp Point. Family includes his wife, Debbie, 3 children Tracy, Casey, Ashley, their spouses and 7 grandsons.
Sue 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.
Note: You must register for each Fall Tax School Day as listed below; but you can choose different time options for Day 1 vs. Day 2. For example, you can choose to attend Day 1 as a single day-long session and then Day 2 as mornings-only split across 2 days.
|All Day||Nov. 18 (Wed.)||8:00 am to 5:00 pm Central Time (1-hour lunch break)|
|Mornings Only||Nov. 3–4 (Tue. & Wed.)||8:00 am to 12:00 pm Central Time both days|
|Nov. 10–11 (Tue. & Wed.)||8:00 am to 12:00 pm Central Time both days|
|Afternoons Only||Nov. 3–4 (Tue. & Wed.)||1:00 pm to 5:00 pm Central Time both days|
|Nov. 10–11 (Tue. & Wed.)||1:00 pm to 5:00 pm Central Time both days|
|All Day||Nov. 19 (Thu.)||8:00 am to 5:00 pm Central Time (1-hour lunch break)|
|Mornings Only||Nov. 5–6 (Thu. & Fri.)||8:00 am to 12:00 pm Central Time both days|
|Nov. 12–13 (Thu. & Fri.)||8:00 am to 12:00 pm Central Time both days|
|Afternoons Only||Nov. 5–6 (Thu. & Fri.)||1:00 pm to 5:00 pm Central Time both days|
|Nov. 12–13 (Thu. & Fri.)||1:00 pm to 5:00 pm Central Time both days|
* Everyone who registers for Day 1 of Fall Tax School will be given a coupon code to attend an Agricultural Issues webinar at no cost. This webinar will provide 1 additional CPE credit. Once all Fall Tax School online sessions have concluded, you will receive an email with a coupon code and instructions for registering for the Agricultural Issues webinar of your choice.
You will receive your coupon code once the Fall Tax School online sessions have been concluded.
Timed agendas will be posted once instruction has been finalized.
*Agricultural Issues and Rural investments will not be tought during the Day 1 session(s), but everyone who registers for Day 1 will receive a coupon code to attend a standalone 1-CPE Ag Issues webinar held in December after Fall Tax School season is over.
Learning Objectives: By attending this online seminar, you will be able to:
Audience: Tax professionals.
Delivery Method: Group Internet-Based
NASBA Program Level: Update and Overview
Field of Study: Taxes (NASBA), Federal Tax (IRS)
Prerequisite(s): Professional experience preparing tax returns
Advanced Preparation: Testing your system.
Note: Exact composition of CPE credit for each day is subject to change.
|CPE credits||Up to 8 based on attendance and responses to polling questions
(Optional additional 1 CPE credit for the agricultural issues webinar will be recorded separately and a separate CPE certificate will be provided.)
|Field of Study (NASBA)||Taxes (6); Regulatory Ethics (2)|
|IRS Categories||Federal Tax Topics (3); Federal Tax Law Update (3); Regulatory Ethics (2)|
|CFP||Taxation (8). The ethics portion of instruction qualifies for CFP general CPE but not CFP "Ethics" CPE. Must attend the entire session to obtain any CPE due to CFP rules.
|IL Insurance||General (6); Ethics (2)|
|IL MCLE||Taxation (4.75); Professional Responsibility (1.5) (Optional additional 1 MCLE for the agricultural issues webinar will be recorded separately and a separate MCLE certificate will be provided.)|
|CPE credits||Up to 8 based on attendance and responses to polling questions.|
|Field of Study (NASBA)||Taxes (8)|
|IRS Categories||Federal Tax Topics (8)|
|CFP||Taxation (8). Must attend the entire session to obtain any CPE due to CFP rules.
|IL Insurance||General (8)|
|IL MCLE||Taxation (6.5)|
Please see the CPE FAQ for more information.
The University of Illinois Tax School is a sponsor of CPE for a variety of professional designations such as CPAs, EAs, CFPs®, attorneys, and insurance, etc. Agencies that typically recognize the University of Illinois Tax School as a sponsor of continuing education are:
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.
Participants are awarded credit based upon actual time in attendance for in-person seminars, and actual time in attendance plus particpation in polling questions for live online webinars and seminars. Most accrediting groups recognize 1 hour of credit per 50 minutes of instruction. Some CLE groups recognize 1 hour of credit per 60 minutes of instruction.
Certificates of attendance are issued to participants after seminars conclude. In most cases, certificates are emailed after the conclusion of all seminars.
For EAs, Illinois Insurance professionals and CFPs®, the Tax School Office submits participant credit hours directly to the accrediting agencies.
An additional fee is required for processing CPE credits for IL insurance, CFP®, and IL MCLE.
See Frequently Asked Questions about CPE.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
We are now offering our webinars using the BigMarker platform, which uses your web browser to deliver the content. This software does not use Adobe Flash, so there are no more Adobe Flash updates to deal with or having to "Allow Flash" in your browser. Getting into the webinar should now be much easier for you.
Please test your computer system using the instructions below before the webinar. If you fail to test your system in advance and experience problems, you may not be able to participate in the webinar. We cannot provide refunds because you experience technical problems the day of the webinar. When testing, use the computer you plan to use for participating in the webinar.
NOTE: We recommend using a desktop or laptop computer to attend the webinar rather than a tablet or mobile phone.
This test should take less than 5 minutes to complete.
On the computer you will be using for the webinar, go to the following web page:
When the page loads, it will run through various network tests. Click on Test Speakers to make sure you can hear audio. You do not need to test your microphone or webcam for the webinar.
The problem users most frequently encounter is failing the Network Firewall Check, which usually happens when the required communication ports are being blocked by your Windows Firewall or your Internet router. For more information on how to solve this problem please see the I Failed the Network System Check page on the BigMarker support website. Please note that as this has to do with individual settings in your computer firewall or your router, Tax School cannot easily help solve these problems. Some additional steps to try that may solve the problem:
To enter the live webinar session the day of the event:
If you encounter additional problems testing your system, you can check the following resources:
If your technical problems cannot be resolved, please call the Tax School office at 217-333-0502 during normal business hours for options regarding webinar attendance.
These chapters are works in progress and subject to change.
A1: New Developments
A2: Retirement Plan Distributions
A4: Net Operating and Excess Business Losses
A5: Ethics in Tax Practice
A6: Agricultural Issues and Rural Investments
B1: Unexpected Issues for Individual Taxpayers
B2: Trust Essentials
B3: Small Business Issues
B4: Schedule E
B5: Rulings and Cases
Last updated 7/9/2020 12:22:46 PM