2019 Fall Tax School - University of Illinois Tax School
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Scroll down for seminar details! 2019 Fall Tax School

  • 30 Fall Tax School locations from Oct. 24–Dec. 4
  • Fall Tax School seminars include:
    • 2-Day Fall Tax School $390 for both days when purchased together
    • Day 1 only: $215
    • Day 2 only: $215
  • 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 at the end of Day 1 in 22 locations — earn 1 additional CPE credit for no additional cost
  • Materials, morning and afternoon snacks, and beverages are included; lunch is on your own from 12:15pm–1:15pm
  • Earn up to 17 CPE credits. 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? Again in 2019, we are also bringing all the valuable federal tax content from Fall Tax School to you via webinars!

For general information about these webinars, click here.

Prefer to fax or mail your registration? Use our printable registration form.
= Agricultural Issues Taught

Ag Issues Taught

The Agricultural Issues chapter of the 2019 Federal Tax Workbook will be taught at this school location. It will be taught at 5pm at the end of Day 1.

= Northern Team Teaching

Northern Instructor Team

Keith BaumKeith Baum joined the Tax School in 2017 as an instructor and a reviewer for the University of Illinois Federal Tax Workbook. He graduated from the University of Illinois at Springfield in 2007 with a degree in accountancy, and after working for several firms, he launched his own practice in 2014. His practice centers on tax preparation and taxpayer representation for individuals and small businesses. Keith is an enrolled agent (EA) and an NTPI Fellow. He is married and lives in his birthplace of Round Lake, Illinois.

Teaching at: All northern team locations


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 management analyst for the Communications and Liaison 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.

Teaching at: All northern team locations


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. 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 since 1994. 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.

Teaching at: All northern team locations

= 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.

Teaching at: All central team locations


Mary OlsenMary Olsen is a tax consultant and business strategist with over 30 years of experience in the tax, accounting and finance industries. While in the corporate world, she worked with the accounting firm Ernst and Young as well as AkzoNobel. She received a BS in Accountancy from University of Illinois, Champaign and has taken MST courses at Northern Illinois University. Mary is a CPA. She has been associated with the Tax School since 2010.

Teaching at: Galesburg, Macomb, Mundelein, Rockford


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. 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.

Teaching at: All central team locations


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.

Teaching at: Bloomington, Champaign, East Peoria 2, LaSalle, Quincy, Springfield

= 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 retired from the IRS in 2011 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.

Teaching at: All southern team locations


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.

Teaching at: All southern team locations


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.

Teaching at: All southern team locations

= 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. 24 & 25 (Thu. & Fri.)

Palatine 1

Day 1: October 24 (Thursday)
Day 2: October 25 (Friday)

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

Northern Instructor Team

Keith BaumKeith Baum joined the Tax School in 2017 as an instructor and a reviewer for the University of Illinois Federal Tax Workbook. He graduated from the University of Illinois at Springfield in 2007 with a degree in accountancy, and after working for several firms, he launched his own practice in 2014. His practice centers on tax preparation and taxpayer representation for individuals and small businesses. Keith is an enrolled agent (EA) and an NTPI Fellow. He is married and lives in his birthplace of Round Lake, Illinois.

Teaching at: All northern team locations


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 management analyst for the Communications and Liaison 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.

Teaching at: All northern team locations


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. 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 since 1994. 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.

Teaching at: All northern team locations

Cash Lunch Available

A cash lunch is available onsite at this location.

Quincy

Day 1: October 24 (Thursday)
Day 2: October 25 (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.

Teaching at: All central team locations


Mary OlsenMary Olsen is a tax consultant and business strategist with over 30 years of experience in the tax, accounting and finance industries. While in the corporate world, she worked with the accounting firm Ernst and Young as well as AkzoNobel. She received a BS in Accountancy from University of Illinois, Champaign and has taken MST courses at Northern Illinois University. Mary is a CPA. She has been associated with the Tax School since 2010.

Teaching at: Galesburg, Macomb, Mundelein, Rockford


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. 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.

Teaching at: All central team locations


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.

Teaching at: Bloomington, Champaign, East Peoria 2, LaSalle, Quincy, Springfield

Ag Issues Taught

The Agricultural Issues chapter of the 2019 Federal Tax Workbook will be taught at this school location.
It will be taught at 5pm at the end of Day 1.

O'Fallon

Day 1: October 24 (Thursday)
Day 2: October 25 (Friday)

The Regency Conference Center
400 Regency Park
O'Fallon, IL 62269
(618) 624-9999

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 retired from the IRS in 2011 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.

Teaching at: All southern team locations


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.

Teaching at: All southern team locations


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.

Teaching at: All southern team locations

Ag Issues Taught

The Agricultural Issues chapter of the 2019 Federal Tax Workbook will be taught at this school location.
It will be taught at 5pm at the end of Day 1.

Oct. 29 & 30 (Tue. & Wed.)

Freeport

Day 1: October 29 (Tuesday)
Day 2: October 30 (Wednesday)

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

Northern Instructor Team

Keith BaumKeith Baum joined the Tax School in 2017 as an instructor and a reviewer for the University of Illinois Federal Tax Workbook. He graduated from the University of Illinois at Springfield in 2007 with a degree in accountancy, and after working for several firms, he launched his own practice in 2014. His practice centers on tax preparation and taxpayer representation for individuals and small businesses. Keith is an enrolled agent (EA) and an NTPI Fellow. He is married and lives in his birthplace of Round Lake, Illinois.

Teaching at: All northern team locations


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 management analyst for the Communications and Liaison 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.

Teaching at: All northern team locations


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. 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 since 1994. 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.

Teaching at: All northern team locations

Ag Issues Taught

The Agricultural Issues chapter of the 2019 Federal Tax Workbook will be taught at this school location.
It will be taught at 5pm at the end of Day 1.

Macomb

Day 1: October 29 (Tuesday)
Day 2: October 30 (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.

Teaching at: All central team locations


Mary OlsenMary Olsen is a tax consultant and business strategist with over 30 years of experience in the tax, accounting and finance industries. While in the corporate world, she worked with the accounting firm Ernst and Young as well as AkzoNobel. She received a BS in Accountancy from University of Illinois, Champaign and has taken MST courses at Northern Illinois University. Mary is a CPA. She has been associated with the Tax School since 2010.

Teaching at: Galesburg, Macomb, Mundelein, Rockford


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. 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.

Teaching at: All central team locations


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.

Teaching at: Bloomington, Champaign, East Peoria 2, LaSalle, Quincy, Springfield

Ag Issues Taught

The Agricultural Issues chapter of the 2019 Federal Tax Workbook will be taught at this school location.
It will be taught at 5pm at the end of Day 1.

Effingham

Day 1: October 29 (Tuesday)
Day 2: October 30 (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 retired from the IRS in 2011 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.

Teaching at: All southern team locations


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.

Teaching at: All southern team locations


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.

Teaching at: All southern team locations

Ag Issues Taught

The Agricultural Issues chapter of the 2019 Federal Tax Workbook will be taught at this school location.
It will be taught at 5pm at the end of Day 1.

Cash Lunch Available

A cash lunch is available onsite at this location.

Oct. 31 & Nov. 1 (Thu. & Fri.)

Northbrook

Day 1: October 31 (Thursday)
Day 2: November 1 (Friday)

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

Northern Instructor Team

Keith BaumKeith Baum joined the Tax School in 2017 as an instructor and a reviewer for the University of Illinois Federal Tax Workbook. He graduated from the University of Illinois at Springfield in 2007 with a degree in accountancy, and after working for several firms, he launched his own practice in 2014. His practice centers on tax preparation and taxpayer representation for individuals and small businesses. Keith is an enrolled agent (EA) and an NTPI Fellow. He is married and lives in his birthplace of Round Lake, Illinois.

Teaching at: All northern team locations


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 management analyst for the Communications and Liaison 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.

Teaching at: All northern team locations


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. 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 since 1994. 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.

Teaching at: All northern team locations

Cash Lunch Available

A cash lunch is available onsite at this location.

Galesburg NEW FACILITY

Day 1: October 31 (Thursday)
Day 2: November 1 (Friday)

Cedar Creek Hall
571 E North St.
Galesburg, IL 61401
(309) 371-0758

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.

Teaching at: All central team locations


Mary OlsenMary Olsen is a tax consultant and business strategist with over 30 years of experience in the tax, accounting and finance industries. While in the corporate world, she worked with the accounting firm Ernst and Young as well as AkzoNobel. She received a BS in Accountancy from University of Illinois, Champaign and has taken MST courses at Northern Illinois University. Mary is a CPA. She has been associated with the Tax School since 2010.

Teaching at: Galesburg, Macomb, Mundelein, Rockford


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. 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.

Teaching at: All central team locations


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.

Teaching at: Bloomington, Champaign, East Peoria 2, LaSalle, Quincy, Springfield

Ag Issues Taught

The Agricultural Issues chapter of the 2019 Federal Tax Workbook will be taught at this school location.
It will be taught at 5pm at the end of Day 1.

Carbondale

Day 1: October 31 (Thursday)
Day 2: November 1 (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 retired from the IRS in 2011 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.

Teaching at: All southern team locations


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.

Teaching at: All southern team locations


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.

Teaching at: All southern team locations

Ag Issues Taught

The Agricultural Issues chapter of the 2019 Federal Tax Workbook will be taught at this school location.
It will be taught at 5pm at the end of Day 1.

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

East Peoria 1

Day 1: November 5 (Tuesday)
Day 2: November 6 (Wednesday)

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

Northern Instructor Team

Keith BaumKeith Baum joined the Tax School in 2017 as an instructor and a reviewer for the University of Illinois Federal Tax Workbook. He graduated from the University of Illinois at Springfield in 2007 with a degree in accountancy, and after working for several firms, he launched his own practice in 2014. His practice centers on tax preparation and taxpayer representation for individuals and small businesses. Keith is an enrolled agent (EA) and an NTPI Fellow. He is married and lives in his birthplace of Round Lake, Illinois.

Teaching at: All northern team locations


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 management analyst for the Communications and Liaison 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.

Teaching at: All northern team locations


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. 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 since 1994. 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.

Teaching at: All northern team locations

Ag Issues Taught

The Agricultural Issues chapter of the 2019 Federal Tax Workbook will be taught at this school location.
It will be taught at 5pm at the end of Day 1.

Cash Lunch Available

A cash lunch is available onsite at this location.

Mundelein

Day 1: November 5 (Tuesday)
Day 2: November 6 (Wednesday)

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

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.

Teaching at: All central team locations


Mary OlsenMary Olsen is a tax consultant and business strategist with over 30 years of experience in the tax, accounting and finance industries. While in the corporate world, she worked with the accounting firm Ernst and Young as well as AkzoNobel. She received a BS in Accountancy from University of Illinois, Champaign and has taken MST courses at Northern Illinois University. Mary is a CPA. She has been associated with the Tax School since 2010.

Teaching at: Galesburg, Macomb, Mundelein, Rockford


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. 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.

Teaching at: All central team locations


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.

Teaching at: Bloomington, Champaign, East Peoria 2, LaSalle, Quincy, Springfield

Ag Issues Taught

The Agricultural Issues chapter of the 2019 Federal Tax Workbook will be taught at this school location.
It will be taught at 5pm at the end of Day 1.

Cash Lunch Available

A cash lunch is available onsite at this location.

Collinsville NEW CITY

Day 1: November 5 (Tuesday)
Day 2: November 6 (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

NEW CITY

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 retired from the IRS in 2011 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.

Teaching at: All southern team locations


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.

Teaching at: All southern team locations


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.

Teaching at: All southern team locations

Ag Issues Taught

The Agricultural Issues chapter of the 2019 Federal Tax Workbook will be taught at this school location.
It will be taught at 5pm at the end of Day 1.

Nov. 7 & 8 (Thu. & Fri.)

Moline

Day 1: November 7 (Thursday)
Day 2: November 8 (Friday)

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

Northern Instructor Team

Keith BaumKeith Baum joined the Tax School in 2017 as an instructor and a reviewer for the University of Illinois Federal Tax Workbook. He graduated from the University of Illinois at Springfield in 2007 with a degree in accountancy, and after working for several firms, he launched his own practice in 2014. His practice centers on tax preparation and taxpayer representation for individuals and small businesses. Keith is an enrolled agent (EA) and an NTPI Fellow. He is married and lives in his birthplace of Round Lake, Illinois.

Teaching at: All northern team locations


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 management analyst for the Communications and Liaison 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.

Teaching at: All northern team locations


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. 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 since 1994. 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.

Teaching at: All northern team locations

Ag Issues Taught

The Agricultural Issues chapter of the 2019 Federal Tax Workbook will be taught at this school location.
It will be taught at 5pm at the end of Day 1.

Rockford

Day 1: November 7 (Thursday)
Day 2: November 8 (Friday)

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

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.

Teaching at: All central team locations


Mary OlsenMary Olsen is a tax consultant and business strategist with over 30 years of experience in the tax, accounting and finance industries. While in the corporate world, she worked with the accounting firm Ernst and Young as well as AkzoNobel. She received a BS in Accountancy from University of Illinois, Champaign and has taken MST courses at Northern Illinois University. Mary is a CPA. She has been associated with the Tax School since 2010.

Teaching at: Galesburg, Macomb, Mundelein, Rockford


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. 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.

Teaching at: All central team locations


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.

Teaching at: Bloomington, Champaign, East Peoria 2, LaSalle, Quincy, Springfield

Ag Issues Taught

The Agricultural Issues chapter of the 2019 Federal Tax Workbook will be taught at this school location.
It will be taught at 5pm at the end of Day 1.

Cash Lunch Available

A cash lunch is available onsite at this location.

Mt. Vernon

Day 1: November 7 (Thursday)
Day 2: November 8 (Friday)

Mt. Vernon Hotel & Event Center
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 retired from the IRS in 2011 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.

Teaching at: All southern team locations


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.

Teaching at: All southern team locations


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.

Teaching at: All southern team locations

Ag Issues Taught

The Agricultural Issues chapter of the 2019 Federal Tax Workbook will be taught at this school location.
It will be taught at 5pm at the end of Day 1.

Nov. 12 & 13 (Tue. & Wed.)

St. Charles LOCATION FULL!

Day 1: November 12 (Tuesday)
Day 2: November 13 (Wednesday)

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

LOCATION FULL!

Northern Instructor Team

Keith BaumKeith Baum joined the Tax School in 2017 as an instructor and a reviewer for the University of Illinois Federal Tax Workbook. He graduated from the University of Illinois at Springfield in 2007 with a degree in accountancy, and after working for several firms, he launched his own practice in 2014. His practice centers on tax preparation and taxpayer representation for individuals and small businesses. Keith is an enrolled agent (EA) and an NTPI Fellow. He is married and lives in his birthplace of Round Lake, Illinois.

Teaching at: All northern team locations


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 management analyst for the Communications and Liaison 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.

Teaching at: All northern team locations


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. 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 since 1994. 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.

Teaching at: All northern team locations

Cash Lunch Available

A cash lunch is available onsite at this location.

LaSalle

Day 1: November 12 (Tuesday)
Day 2: November 13 (Wednesday)

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

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.

Teaching at: All central team locations


Mary OlsenMary Olsen is a tax consultant and business strategist with over 30 years of experience in the tax, accounting and finance industries. While in the corporate world, she worked with the accounting firm Ernst and Young as well as AkzoNobel. She received a BS in Accountancy from University of Illinois, Champaign and has taken MST courses at Northern Illinois University. Mary is a CPA. She has been associated with the Tax School since 2010.

Teaching at: Galesburg, Macomb, Mundelein, Rockford


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. 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.

Teaching at: All central team locations


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.

Teaching at: Bloomington, Champaign, East Peoria 2, LaSalle, Quincy, Springfield

Ag Issues Taught

The Agricultural Issues chapter of the 2019 Federal Tax Workbook will be taught at this school location.
It will be taught at 5pm at the end of Day 1.

Cash Lunch Available

A cash lunch is available onsite at this location.

Chicago Downtown LOCATION FULL!

Day 1: November 12 (Tuesday)
Day 2: November 13 (Wednesday)

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

LOCATION FULL!

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 retired from the IRS in 2011 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.

Teaching at: All southern team locations


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.

Teaching at: All southern team locations


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.

Teaching at: All southern team locations

Nov. 14 & 15 (Thu. & Fri.)

Crystal Lake

Day 1: November 14 (Thursday)
Day 2: November 15 (Friday)

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

Northern Instructor Team

Keith BaumKeith Baum joined the Tax School in 2017 as an instructor and a reviewer for the University of Illinois Federal Tax Workbook. He graduated from the University of Illinois at Springfield in 2007 with a degree in accountancy, and after working for several firms, he launched his own practice in 2014. His practice centers on tax preparation and taxpayer representation for individuals and small businesses. Keith is an enrolled agent (EA) and an NTPI Fellow. He is married and lives in his birthplace of Round Lake, Illinois.

Teaching at: All northern team locations


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 management analyst for the Communications and Liaison 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.

Teaching at: All northern team locations


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. 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 since 1994. 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.

Teaching at: All northern team locations

Ag Issues Taught

The Agricultural Issues chapter of the 2019 Federal Tax Workbook will be taught at this school location.
It will be taught at 5pm at the end of Day 1.

Bloomington

Day 1: November 14 (Thursday)
Day 2: November 15 (Friday)

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

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.

Teaching at: All central team locations


Mary OlsenMary Olsen is a tax consultant and business strategist with over 30 years of experience in the tax, accounting and finance industries. While in the corporate world, she worked with the accounting firm Ernst and Young as well as AkzoNobel. She received a BS in Accountancy from University of Illinois, Champaign and has taken MST courses at Northern Illinois University. Mary is a CPA. She has been associated with the Tax School since 2010.

Teaching at: Galesburg, Macomb, Mundelein, Rockford


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. 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.

Teaching at: All central team locations


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.

Teaching at: Bloomington, Champaign, East Peoria 2, LaSalle, Quincy, Springfield

Ag Issues Taught

The Agricultural Issues chapter of the 2019 Federal Tax Workbook will be taught at this school location.
It will be taught at 5pm at the end of Day 1.

Bradley

Day 1: November 14 (Thursday)
Day 2: November 15 (Friday)

Quality Inn & Suites
800 N. Kinzie Ave.
Bradley, IL 60915
(815) 939-3501

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 retired from the IRS in 2011 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.

Teaching at: All southern team locations


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.

Teaching at: All southern team locations


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.

Teaching at: All southern team locations

Ag Issues Taught

The Agricultural Issues chapter of the 2019 Federal Tax Workbook will be taught at this school location.
It will be taught at 5pm at the end of Day 1.

Nov. 18 & 19 (Mon. & Tue.)

Palatine 2

Day 1: November 18 (Monday)
Day 2: November 19 (Tuesday)

Harper College
Wojcik Conference Center
1200 West Algonquin Road
Palatine, IL 60067
(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 retired from the IRS in 2011 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.

Teaching at: All southern team locations


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.

Teaching at: All southern team locations


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.

Teaching at: All southern team locations

Cash Lunch Available

A cash lunch is available onsite at this location.

Nov. 19 & 20 (Tue. & Wed.)

Palos Hills

Day 1: November 19 (Tuesday)
Day 2: November 20 (Wednesday)

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

Northern Instructor Team

Keith BaumKeith Baum joined the Tax School in 2017 as an instructor and a reviewer for the University of Illinois Federal Tax Workbook. He graduated from the University of Illinois at Springfield in 2007 with a degree in accountancy, and after working for several firms, he launched his own practice in 2014. His practice centers on tax preparation and taxpayer representation for individuals and small businesses. Keith is an enrolled agent (EA) and an NTPI Fellow. He is married and lives in his birthplace of Round Lake, Illinois.

Teaching at: All northern team locations


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 management analyst for the Communications and Liaison 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.

Teaching at: All northern team locations


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. 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 since 1994. 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.

Teaching at: All northern team locations

Cash Lunch Available

A cash lunch is available onsite at this location.

East Peoria 2

Day 1: November 19 (Tuesday)
Day 2: November 20 (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.

Teaching at: All central team locations


Mary OlsenMary Olsen is a tax consultant and business strategist with over 30 years of experience in the tax, accounting and finance industries. While in the corporate world, she worked with the accounting firm Ernst and Young as well as AkzoNobel. She received a BS in Accountancy from University of Illinois, Champaign and has taken MST courses at Northern Illinois University. Mary is a CPA. She has been associated with the Tax School since 2010.

Teaching at: Galesburg, Macomb, Mundelein, Rockford


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. 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.

Teaching at: All central team locations


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.

Teaching at: Bloomington, Champaign, East Peoria 2, LaSalle, Quincy, Springfield

Ag Issues Taught

The Agricultural Issues chapter of the 2019 Federal Tax Workbook will be taught at this school location.
It will be taught at 5pm at the end of Day 1.

Cash Lunch Available

A cash lunch is available onsite at this location.

Nov. 20 & 21 (Wed. & Thu.)

DeKalb LOCATION FULL!

Day 1: November 20 (Wednesday)
Day 2: November 21 (Thursday)

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

LOCATION FULL!

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 retired from the IRS in 2011 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.

Teaching at: All southern team locations


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.

Teaching at: All southern team locations


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.

Teaching at: All southern team locations

Ag Issues Taught

The Agricultural Issues chapter of the 2019 Federal Tax Workbook will be taught at this school location.
It will be taught at 5pm at the end of Day 1.

Nov. 21 & 22 (Thu. & Fri.)

Skokie

Day 1: November 21 (Thursday)
Day 2: November 22 (Friday)

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

Northern Instructor Team

Keith BaumKeith Baum joined the Tax School in 2017 as an instructor and a reviewer for the University of Illinois Federal Tax Workbook. He graduated from the University of Illinois at Springfield in 2007 with a degree in accountancy, and after working for several firms, he launched his own practice in 2014. His practice centers on tax preparation and taxpayer representation for individuals and small businesses. Keith is an enrolled agent (EA) and an NTPI Fellow. He is married and lives in his birthplace of Round Lake, Illinois.

Teaching at: All northern team locations


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 management analyst for the Communications and Liaison 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.

Teaching at: All northern team locations


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. 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 since 1994. 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.

Teaching at: All northern team locations

Cash Lunch Available

A cash lunch is available onsite at this location.

Springfield

Day 1: November 21 (Thursday)
Day 2: November 22 (Friday)

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

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.

Teaching at: All central team locations


Mary OlsenMary Olsen is a tax consultant and business strategist with over 30 years of experience in the tax, accounting and finance industries. While in the corporate world, she worked with the accounting firm Ernst and Young as well as AkzoNobel. She received a BS in Accountancy from University of Illinois, Champaign and has taken MST courses at Northern Illinois University. Mary is a CPA. She has been associated with the Tax School since 2010.

Teaching at: Galesburg, Macomb, Mundelein, Rockford


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. 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.

Teaching at: All central team locations


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.

Teaching at: Bloomington, Champaign, East Peoria 2, LaSalle, Quincy, Springfield

Ag Issues Taught

The Agricultural Issues chapter of the 2019 Federal Tax Workbook will be taught at this school location.
It will be taught at 5pm at the end of Day 1.

Dec. 3 & 4 (Tue. & Wed.)

Lisle LOCATION FULL!

Day 1: December 3 (Tuesday)
Day 2: December 4 (Wednesday)

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

LOCATION FULL!

Northern Instructor Team

Keith BaumKeith Baum joined the Tax School in 2017 as an instructor and a reviewer for the University of Illinois Federal Tax Workbook. He graduated from the University of Illinois at Springfield in 2007 with a degree in accountancy, and after working for several firms, he launched his own practice in 2014. His practice centers on tax preparation and taxpayer representation for individuals and small businesses. Keith is an enrolled agent (EA) and an NTPI Fellow. He is married and lives in his birthplace of Round Lake, Illinois.

Teaching at: All northern team locations


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 management analyst for the Communications and Liaison 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.

Teaching at: All northern team locations


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. 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 since 1994. 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.

Teaching at: All northern team locations

Cash Lunch Available

A cash lunch is available onsite at this location.

Champaign

Day 1: December 3 (Tuesday)
Day 2: December 4 (Wednesday)

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

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.

Teaching at: All central team locations


Mary OlsenMary Olsen is a tax consultant and business strategist with over 30 years of experience in the tax, accounting and finance industries. While in the corporate world, she worked with the accounting firm Ernst and Young as well as AkzoNobel. She received a BS in Accountancy from University of Illinois, Champaign and has taken MST courses at Northern Illinois University. Mary is a CPA. She has been associated with the Tax School since 2010.

Teaching at: Galesburg, Macomb, Mundelein, Rockford


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. 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.

Teaching at: All central team locations


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.

Teaching at: Bloomington, Champaign, East Peoria 2, LaSalle, Quincy, Springfield

Ag Issues Taught

The Agricultural Issues chapter of the 2019 Federal Tax Workbook will be taught at this school location.
It will be taught at 5pm at the end of Day 1.

Cash Lunch Available

A cash lunch is available onsite at this location.

Tinley Park

Day 1: December 3 (Tuesday)
Day 2: December 4 (Wednesday)

Tinley Park Convention Center (next to Holiday Inn)
18451 Convention Center Drive.
Tinley Park, IL 60477
(708) 444-1100

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 retired from the IRS in 2011 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.

Teaching at: All southern team locations


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.

Teaching at: All southern team locations


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.

Teaching at: All southern team locations

Ag Issues Taught

The Agricultural Issues chapter of the 2019 Federal Tax Workbook will be taught at this school location.
It will be taught at 5pm at the end of Day 1.

Cash Lunch Available

A cash lunch is available onsite at this location.

Last updated 11/4/2019 12:43:59 PM

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