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The Federal Tax Workbook – Process in Perspective

Every August, more than 30 people convene on the University of Illinois at Urbana-Champaign campus for our annual review of the Federal Tax Workbook. Attendees include Tax School staff, instructors, authors, reviewers, and stakeholders from across the country, and our sole mission is to make the Workbook the best teaching tool and tax resource for practitioners to use each fall and beyond. Each year. It is the main teaching resource for University of Illinois Tax School’s Fall Tax School and other programs put on by other CE providers nationwide.

Below are interviews with six of our reviewers, who offer their perspectives on the review process and why it results in an outstanding workbook tax practitioners can use in their practice.

Ron Powell, EA, began reviewing the Federal Tax Workbook in 2017. Ron served in the US Air Force for 24 years and retired as a Lieutenant Colonel in 2005 at Pope Air Force Base, North Carolina. In 1996, he purchased Powell & Powell Accounting, Inc. in Asheboro, NC from his father, Wade J. Powell, who established the firm in 1980. In April 2020, Ron retired from public practice and sold his firm, Powell & Powell Accounting. He has over 28 years of experience in accounting and tax preparation and has been presenting continuing education programs for over 20 years. He and his wife Latefa reside in Ocean Isle Beach, NC.
Mary Olsen, CPA, has been working with Tax School since 2019. She is a tax consultant and business strategist with over 35 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. Today she operates a tax practice in St. Charles, Illinois. She received a BS in Accountancy from the University of Illinois, Champaign and has taken MST courses at Northern Illinois University. She has been associated with Tax School since 2010.
Debbie Held, CPA, has worked for Tax School since 2000 in various capacities including instructor, author, reviewer, and self-study course developer. She worked for the Internal Revenue Service for over 44 years as a revenue agent, appeals officer, project manager, and management analyst. She previously taught accounting courses at Lincoln Land Community College, and is a graduate of Sangamon State University (University of Illinois at Springfield). Debbie resides in Raymond, Illinois, where her family farms.
Randall Carlson, EA, has been working with Tax School since 2012. He is the president of Professional Tax Institutes, Inc., and has been in public practice for more than four decades, just finishing his 44th tax season. He is a graduate of Kansas State University, enrolled to practice before the IRS and holds all four ACAT credentials. Randy is a managing director at Sink Gordon Accountants & Advisors, LLP in Manhattan, KS, as well as the office manager of the firm’s branch in Clay Center, KS. Randy has lectured nationally for more than 20 years. He and his wife, Suzi reside in Clay Center, Kansas.
Sue Voth, EA, 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 and Maryville, Illinois, V & R Accounting, Inc.
Greg Tissier, CPA, has been involved in public accounting since 1980 and runs a tax practice in Danville, Illinois. His special interests are in CPA attest audit services, income and estate tax preparation, and working with local small businesses. He has a degree in accountancy from the University of Illinois and is also a Certified Specialist in Estate Planning (CSEP). Greg has been affiliated with the Tax School primarily as a reviewer for the Federal Tax Workbook since 2004. Greg resides in Danville with his wife, Becky.

Disclaimer: The information referenced in Tax School’s blog is accurate at the date of publication. You may contact taxschool@illinois.edu if you have more up-to-date, supported information and we will create an addendum.

University of Illinois Tax School is not responsible for any errors or omissions, or for the results obtained from the use of this information. All information in this site is provided “as is”, with no guarantee of completeness, accuracy, timeliness or of the results obtained from the use of this information. This blog and the information contained herein does not constitute tax client advice.

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