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Posts by category
- Category: Blog Post
- September 16 Deadline for Extended Pass-Through Filings
- ERC Voluntary Disclosure Program Reopened with Updated Terms
- The Federal Tax Workbook – Process in Perspective
- Meet Bob Rhea, Tax School Instructor
- Determining AFS for Corporate AMT Calculation
- Planning for the Estate Tax Exemption Cliff
- Meet Catherine Riddick, Tax School Instructor
- Tax Rules for Rentals and Vacation Homes
- Meet Keith Baum, Tax School Instructor
- Income Exclusions for Members of the U.S. Armed Forces
- Taxpayer Relief After a Disaster
- Meet Jerry Brune, Tax School Instructor
- Tax Credits For Higher Education
- Basic Principles for Entertainment Deduction
- Saving For Retirement Through Backdoor Roths
- TDS Authorization Change
- ERC Scam in the News
- Basic Principles for Meals Deduction
- IRC §179 Expense vs. Bonus Depreciation
- Tax Day 2024 – Let’s Celebrate with Some History!
- May Deadline Approaches for Securing Stimulus Payments from 2020
- Employee vs. Independent Contractor: DOL Issues New Guidance
- BOI Reporting Requirements Enforced For Most Despite Constitutional Challenge
- Countdown to ERC Compliance: Voluntary Disclosure Program Deadline March 22
- S Corp & Partnership Tax Filing Deadlines March 15
- How to Correct Rejected E-filed Tax Returns
- IRS Enhances Clean Vehicle Credit Information with Updated FAQs
- What’s New in Digital Asset Reporting
- Legislative Limbo: Deciding When to File 2023 Taxes
- Tax Bill Impacts Filing Season
- FBAR Failure to File Penalty: Bittner v. U.S.
- BOI: New Federal Reporting for Small Businesses
- IRS Introduces Voluntary Disclosure Program for Ineligible ERC Claims
- New 2024 Tax Rates and Thresholds
- Top 10 Blogs in 2023
- Honoring Rich Walden – Over 40 Years of Service
- IRS Delays Implementation of 1099-K Filing Changes to Calendar Year 2024
- How To Handle Pre-paid Farm Expenses When a Farmer Dies
- The Corporate Transparency Act: Key Considerations for Beneficial Owners and Reporting Companies
- IRS Launches Initiative for Taxpayers to Withdraw Noncompliant ERC Claims
- How to Cash In Clean Vehicle Tax Credits at Point of Purchase
- How To Link Tax Pro Accounts to CAF Database Records
- Taxability and Nontaxability of Social Security Benefits
- Understanding Deductible Expenses When Closing an Estate or Trust
- IRS Announcements: State Tax Refunds and the General Welfare Exclusion
- IRS Provides Temporary Relief from Foreign Tax Credit Changes
- Navigating the New Regulations for Inherited IRAs
- Answers to Important PTE Tax Questions
- IDOR to Abate Late Estimated Payment Penalties for PTE Tax
- Why Tens of Thousands Got ERC That Did Not Qualify
- Anchors Aweigh for Reasonable Cause
- Are Pass-Through Entity Taxes Worth The Hype?
- When Is It Time To Say Goodbye to a Client?
- IRS and Security Summit Partners Warn of New Unusual Mail Scam
- Advantages & Disadvantages of Making §761(a) Election
- Direct File: The IRS’s New Free Tax Filing System
- Navigating Meals and Entertainment Expenses
- School’s Out But College Savings Is Still In Session
- Deducting Residual (Excess) Soil Fertility – Does the Concept Apply to Pasture/Rangeland?
- Two More Key Provisions of the SECURE 2.0 Act
- Shedding Light on ERC Audits
- Pros and Cons of Portability
- Ugly Donkeys Get Beautiful Results in Tax Court
- Understanding Farm Tax Reporting: A Guide for Tax Professionals
- Leveraging the Power of ChatGPT and Other AI Tools in Your Tax Practice
- Congratulations! You’ve Nearly Made It To Tax Day 2023!
- Should You Prepare Your Client’s Amended Return for ERC?
- Ordinary and Necessary Expenses
- Gifting vs Inheriting
- IRS Representation: What Tax Professionals Need to Know
- S Corp and Partnership Due Date Reminder
- Don’t Fall for ERC Scams – Qualify the Correct Way
- Cryptic Territory – An Update on Digital Assets and Tax Implications
- How Do I Report State Tax Rebates?
- Ten Considerations for the 2023 Tax Filing Season
- Answers to Important Illinois Tax Questions
- How To Implement Latest IRS Instructions for Schedules K-2 & K-3
- Two Key Provisions of the SECURE 2.0 Act
- Illinois Secure Choice Overview
- For Whom Does the Filing Deadline Toll?
- Basic Rules On Gifting
- Time Is Running Out To Reduce 2022 Tax Burden Using PTE Payments
- What Does “Like-Kind” Really Mean Anyway?
- Thanksgiving Thoughts from Tax Pros
- International Taxation Issues Affecting Military Returns
- Rules for Churches and 501(c)(3) Organizations
- The Identity (Theft) Mash
- Fraudulent Text Messages Impersonating The IRS
- 5 Instructors. 12 Dates. 1 Fall Tax School.
- The Extension Due Date Approaches
- Disaster Relief for Taxpayers
- Life Estates in the Distribution of Estate Assets
- Special 100% Depreciation Allowance Ending This Year
- Is the IRA Still Stretchy?
- An Overview of the Inflation Reduction Act
- Automatic Penalty Relief for Some 2019 & 2020 Tax Returns
- Tax Treatment for Solar Panels: Business vs Individual Use
- Update on 2022 Federal Tax Workbook
- Navigating the Illinois Income and Property Tax Rebates
- Cryptocurrency Defined
- The Impact of Rising Interest Rates on Current and Future Homeowners’ Taxes
- Deductible Start-Up Costs and Web-Based Businesses
- Tax Issues with Customer Loyalty Reward Programs
- Gambler Cuts His Losses
- 5 Myths About Accountants
- IRS Audit Issue – S Corporation Reasonable Compensation
- Tax Deadline is June 15 for Americans Living Abroad
- It’s Time to Start Planning for 2022 Tax Returns
- Building Blocks of Life & Career
- House Flipping – Business or Investment?
- Filing Deadline for Tax-Exempt Organizations is Mid-May
- Reflections on 2021 Tax Season
- Filing Deadline Tidbits
- Last Chance To File or Amend 2018 Tax Returns
- Remember to Ask Tax Clients About Charitable Donations
- Section 645 Relieves Time Pressure for Tax Practioners and Benefits Trustees
- My Tax Client Answered “Yes” on Virtual Currency – Now What?
- A Narrow Window of Opportunity for Married Couples to Enhance Tax Credits
- Revisiting Dependency: To Claim or Not To Claim
- Why the 65-Day Rule & March 6 Is Important to Complex Trusts
- Climbing IRS Schedule K-2 When Preparing Taxes
- What Questions Should You Ask New Tax Clients?
- First Week of Filing Season Report Card
- RMD Changes in 2022
- Get IRS Tax Information Fast with the Online Taxpayer Account
- Steps to Set Up a Taxpayer Online Account If Your Client Didn’t Receive IRS Letter 6419
- IRS Letter 6419 Explained (Child Tax Credit)
- The Day of Reckoning – Is it January 15 or 18?
- 2021 Fall Tax School Questions Answered – Part 2
- 2021 Fall Tax School Questions Answered – Part 1
- Fourth Quarter Planning with 2021 Premium Tax Credits
- Employee Retention Credit: Providing Clarity and Examples
- The Ethical Dilemma of Dependency with Newly Enacted Tax Benefits
- How Do I Handle the Changing Rules for Form 1099-K for Clients?
- RMDs – Round 2
- RMD…QCD…M.O.U.S.E.
- The WOTC Benefits Employers and the Unemployed
- Excluded Debt Forgiveness Bites Back Earlier than Expected
- Social Security 2022 Fact Sheet
- Student Loan Interest and Taxes
- Last Warning… Extension Deadline is Friday
- Filing 2020 Returns: Help for Clients Who Took Early Distributions from IRAs or Qualified Plans
- 2020 Net Operating Losses – Days of Future Past?
- Recovery Rebates: I’ve Got a Song Ain’t Got No Melody?
- A Lesson in Applying All the New Laws Enacted During the Pandemic
- Does Your Client Really Need a Trust?
- Reasonable Compensation for Subchapter S Corporation Shareholders
- How Long Can You Deduct Standard Mileage on the Same Vehicle?
- Practice Management: Thinning the Ranks
- Welcome to the Dog Days of Summer
- Recovering Costs in Tax Litigation
- Join the Conversation
- Recent Tax Court Cases on Common Issues
- IRS Guidance on Farm NOLs
- Tax Pro Spotlight: Daniel Vargo
- Advanced Child Tax Credit – What You Need to Know
- A Look at Tax Reform Proposals
- Tax Pro Spotlight: Michael Braun
- Mid-Year Tax Planning Ideas for Tax Professionals
- RMDs are Back
- May 17 Filing Deadline Tidbits
- Advance Child Tax Credit…Should You Turn It Down?
- The IRS Says Don’t Amend Returns
- Defining the Income of a Trust
- Repaying Excess Advance Premium Tax Credits (APTC)
- Time Running Out to Claim 2017 Refund
- Tax Season Tidbits
- Calculating Unemployment Compensation to Exclude from Income
- Individual Filing Extension & American Rescue Plan Updates
- American Rescue Plan: What Tax Pros Should Know
- What’s the Gig Deal? Part 2
- March 6 and the 65-Day Rule
- What’s the Gig Deal?
- Allocating Marketplace Premiums
- Should Qualified Plan or IRA Distributions be Included on the 2020 Return?
- Recovery Rebate Restlessness
- Practice Management Tip: Engagement Letters
- PPP Loan Forgivable for Farmers in 2nd Round
- More New Tax Legislation to Digest
- Tax Pro Spotlight: Elizabeth Stock
- 2020 Year-End Tax Planning
- Identity Protection PINs Available to All Taxpayers (in January)
- FFCRA Sick Leave Credits Explained
- Are Expenses Paid with Forgiven PPP Loan Proceeds Tax Deductible?
- Deductible Expenses When an Estate or Trust is Closed
- Tapping into IRAs and Qualified Plan Accounts
- Should a Trust be an IRA Beneficiary?
- Social Security Administration Announces 2021 Social Security Changes
- No Tricks or Treats: SBA Releases More PPP Loan Forgiveness Guidance
- Simplified PPP Forgiveness Process
- CFAP 2: How It Works and Application Walkthrough
- September 2020 Filing Deadlines
- Payroll Tax Deferral: Recent Presidential Executive Orders
- Demolishing Farm Buildings and Structures – Any Tax Benefit?
- Charitable Deductions for Trusts
- 80 Years of Tax Continuing Education
- Allowable Deductions for Trusts
- New Form 941 Worksheet 1: A Step-by-Step Guide
- New Form 941 Requirements
- RMD Rollover Extended to August 31, 2020
- Two Weeks To Go Before July 15 Deadline!
- The Top 7 Estate Planning Objectives
- Taxpayers with Foreign Income and Assets
- Paycheck Protection Program Flexibility Act (PPPFA) of 2020
- PPP Loan: Questions Answered (Part II)
- PPP Loan: Questions Answered (Part I)
- Paycheck Protection Program Phase II: Loan Forgiveness
- Recovery Rebate Information
- News from Recent IRS Notices
- PPP Loans for the Self-Employed: SBA Q&A
- Information on Coronavirus Stimulus Packages
- FAQ IRS Notice 2020-18: Federal Tax Relief
- Keep Calm and Carry On [UPDATED]
- S Corp and Partnership due [March 16, 2020]
- Advanced Premium Assistance Creates Planning Opportunities
- New Tax Client – What Do You Do?
- Tax Extenders
- Standard Deduction Impacts Office in Home
- 2020 IRA Changes
- Tax Season Resources & Tools
- Tax Preparer Penalties: Who, me??
- Is Your Client’s Activity a Hobby or a Business?
- Let’s talk about your data security plan
- Prepare for Filing Season
- 2019 Year-End Tax Planning
- Noncash Charitable Contributions: What You Need to Know
- Cash Charitable Contributions: What You Need to Know
- Backdoor Roth IRA: Have you heard of it?
- Happy Thanksgiving
- Forgot to file?
- Sole Proprietorship vs. S Corporation
- Ask the Expert: Paperless Office
- The Identity (Theft) Mash
- QBID Calculator updated for 2019
- Peace, Love & Tax School
- Extension Deadline is October 15
- Where oh Where to Deduct Mortgage Interest
- Ask the Expert: Using Technology in Tax Practice
- Social Security 101
- Farm Tax Strategies and Issues Post-TCJA
- Extension Deadline: S Corp, Partnership, and Trust/Estate
- Unreimbursed Partners’ Expenses (and Paul Bunyan?)
- Tax Pro Spotlight: Dawn Witek
- New Draft Form 1040 & Form 1040-SR
- Ask the Expert: So you want to be an expert witness
- Tax Amnesty Program for Illinois taxpayers and preparers
- Self-employed health insurance deduction
- Uh-Oh, I Forgot to File (or Filed Late) My Partnership or Subchapter S Corporation Return!
- Let’s talk about Qualified Charitable Distributions.
- Your next stop…the Q Zone!
- Clearing up QBID Confusion
- How to avoid the same mistakes as last year with your tax clients
Tax Documents
- 1997 Workbook - Chapter 15: Trust and Estates
- 1997 Workbook - Chapter 14: Like-Kind Exchanges
- 1997 Workbook - Chapter 13: Labor
- 1997 Workbook - Chapter 12: Not-for-Profit Corporations
- 1997 Workbook - Chapter 11: Retirement Planning
- 1997 Workbook - Chapter 10: Whats New-Rulings and Cases
- 1997 Workbook - Chapter 9: 1997 Taxpayer Relief Act
- 1997 Workbook - Chapter 8: Social Security Planning
- 1997 Workbook - Chapter 7: LLCs and Partnerships
- 1997 Workbook - Chapter 6: 1996 Tax Legislation
- 1997 Workbook - Chapter 5: Practitioner Question and Answer
- 1997 Workbook - Chapter 4: Current IRS Updates
- 1997 Workbook - Chapter 3: Corporations
- 1997 Workbook - Chapter 2: Individual and Small Business Problems
- 1997 Workbook - Chapter 1: Agricultural Issues
- 1998 Workbook - What's New Supplement
- 1998 Workbook - Quickfinder References
- 1998 Workbook - Chapter 16: Tax Elections
- 1998 Workbook - Chapter 15: 1997 Taxpayer Relief Act and 1998 Correction Bill
- 1998 Workbook - Chapter 14: Individual and Small Business Problems
- 1998 Workbook - Chapter 13: Retirement Planning
- 1998 Workbook - Chapter 12: Choice of Entity Considerations
- 1998 Workbook - Chapter 11: Ethics
- 1998 Workbook - Chapter 10: Rulings and Cases
- 1998 Workbook - Chapter 9: 1998 Agricultural Issues
- 1998 Workbook - Chapter 8: Depreciation
- 1998 Workbook - Chapter 7: Schedule D, Capital Gains and Losses
- 1998 Workbook - Chapter 6: The Income Taxation of Trusts and Estates
- 1998 Workbook - Chapter 5: Social Security Planning
- 1998 Workbook - Chapter 4: IRS Technology
- 1998 Workbook - Chapter 3: Practitioner Questions and Answers
- 1998 Workbook - Chapter 2: 1998 Tax Legislation
- 1998 Workbook - Chapter 1: Net Operating Losses
- 1998 Workbook - Frontmatter
- 1999 Workbook - What's New Supplement
- 1999 Workbook - Quickfinder References
- 1999 Workbook - Chapter 16: Rulings and Cases
- 1999 Workbook - Chapter 15: Schedule C
- 1999 Workbook - Chapter 14: Form 990
- 1999 Workbook - Chapter 13: Tax Elections
- 1999 Workbook - Chapter 12: Troublesome Areas
- 1999 Workbook - Chapter 11: Individual and Small Business Issues
- 1999 Workbook - Chapter 10: Limited Liability Companies
- 1999 Workbook - Chapter 9: S Corporations
- 1999 Workbook - Chapter 8: Form 4797
- 1999 Workbook - Chapter 7: Trusts and Estates
- 1999 Workbook - Chapter 6: Retirement
- 1999 Workbook - Chapter 5: Agricultural Issues
- 1999 Workbook - Chapter 4: Alternative Minimum Tax
- 1999 Workbook - Chapter 3: C Corporations
- 1999 Workbook - Chapter 2: Form 1040 Reporting of Schedules K-1
- 1999 Workbook - Chapter 1: Education Provisions
- 1999 Workbook - Frontmatter
- 2000 Workbook - Quickfinder References
- 2000 Workbook - Chapter 18: Rulings and Cases
- 2000 Workbook - Chapter 17: Small Business Issues
- 2000 Workbook - Chapter 16: Individual Taxpayer Issues
- 2000 Workbook - Chapter 15: Death of a Taxpayer
- 2000 Workbook - Chapter 14: Ethics
- 2000 Workbook - Chapter 13: Electronic filing
- 2000 Workbook - Chapter 12: Investments
- 2000 Workbook - Chapter 11: Retirement
- 2000 Workbook - Chapter 10: Issues for Older Taxpayers
- 2000 Workbook - Chapter 9: Divorce
- 2000 Workbook - Chapter 8: Sale of a Business
- 2000 Workbook - Chapter 7: Loss Limitations
- 2000 Workbook - Chapter 6: Depreciation
- 2000 Workbook - Chapter 5: Agricultural Issues
- 2000 Workbook - Chapter 4: Gifting
- 2000 Workbook - Chapter 3: Form 1099 Issues
- 2000 Workbook - Chapter 2: Business Entities
- 2000 Workbook - Chapter 1: Compliance Issues
- 2000 Workbook - Frontmatter
- 2001 Workbook - What's New Supplement
- 2001 Workbook - Chapter 14: Tax Rates and Useful Tables
- 2001 Workbook - Chapter 13: Corporations
- 2001 Workbook - Chapter 12: Gifting and Inheritance
- 2001 Workbook - Chapter 11: LLCs and Partnerships
- 2001 Workbook - Chapter 10: Retirement
- 2001 Workbook - Chapter 9: New Tax Legislation
- 2001 Workbook - Chapter 8: Rulings and Cases
- 2001 Workbook - Chapter 7: Individual Taxpayer Issues
- 2001 Workbook - Chapter 6: Small Business Issues
- 2001 Workbook - Chapter 5: Investment Reporting
- 2001 Workbook - Chapter 4: Agricultural Issues
- 2001 Workbook - Chapter 3: Senior Citizens and Elder Care
- 2001 Workbook - Chapter 2: Income Tax Credits
- 2001 Workbook - Chapter 1: IRS Update
- 2002 Workbook - What's New Supplement
- 2002 Workbook - Errata
- 2002 Workbook - Chapter 14: Tax Rates and Usefull Tables
- 2002 Workbook - Chapter 13: Practitioner Q and A
- 2002 Workbook - Chapter 12: IRS Update
- 2002 Workbook - Chapter 11: Financial Distress
- 2002 Workbook - Chapter 10: Social Security
- 2002 Workbook - Chapter 9: Itemized Deductions
- 2002 Workbook - Chapter 8: Education Provision
- 2002 Workbook - Chapter 7: Retirement
- 2002 Workbook - Chapter 6: Rulings and Cases
- 2002 Workbook - Chapter 5: Business Entities
- 2002 Workbook - Chapter 4: Agricultural Issues
- 2002 Workbook - Chapter 3: Small Business Issues
- 2002 Workbook - Chapter 2: Individual Taxpayer Problems
- 2002 Workbook - Chapter 1: New Tax Legislation
- 2002 Workbook - Frontmatter
- 2003 Workbook - Acronym Glossary
- 2003 Workbook - Chapter 17: Tax Tables
- 2003 Workbook - Chapter 16: New Legislation
- 2003 Workbook - Chapter 15: Rulings and Cases
- 2003 Workbook - Chapter 14: IRS Update
- 2003 Workbook - Chapter 13: Depreciation
- 2003 Workbook - Chapter 12: Schedule C
- 2003 Workbook - Chapter 11: Retirement
- 2003 Workbook - Chapter 10: Estate
- 2003 Workbook - Chapter 9: Employment Taxes
- 2003 Workbook - Chapter 8: Elder Taxation
- 2003 Workbook - Chapter 7: Taxation of Trusts
- 2003 Workbook - Chapter 6: Agricultural Issues
- 2003 Workbook - Chapter 5: Disability
- 2003 Workbook - Chapter 4: Ethics
- 2003 Workbook - Chapter 3: Entity Comparisons
- 2003 Workbook - Chapter 2: Small Business Issues
- 2003 Workbook - Chapter 1: Individual Taxpayer Problems
- 2003 Workbook - Frontmatter
- 2004 Workbook - What's New Supplement
- 2004 Workbook - Acronym Glossary
- 2004 Workbook - Index
- 2004 Workbook - Chapter 15: Tax Rates and Useful Tables
- 2004 Workbook - Chapter 14: New Legislation
- 2004 Workbook - Chapter 13: Rulings and Cases
- 2004 Workbook - Chapter 12: Agricultural Issues
- 2004 Workbook - Chapter 11: Special Taxpayers
- 2004 Workbook - Chapter 10: Small Business Issues
- 2004 Workbook - Chapter 9: IRS Update
- 2004 Workbook - Chapter 8: Alternative Minimum Tax
- 2004 Workbook - Chapter 7: Retirement Issues
- 2004 Workbook - Chapter 6: Charitable Giving
- 2004 Workbook - Chapter 5: Entity Issues
- 2004 Workbook - Chapter 4: S Corporation Shareholder Issues
- 2004 Workbook - Chapter 3: Estate
- 2004 Workbook - Chapter 2: Ethics
- 2004 Workbook - Chapter 1: Individual Taxpayer Problems
- 2004 Workbook - Frontmatter
- 2005 Workbook - Hurricanes Katrina and Rita Tax Relief Supplement
- 2005 Workbook - Acronym Glossary
- 2005 Workbook - What's New Supplement
- 2005 Workbook - Index
- 2005 Workbook - Chapter 15: Domestic Production Activities Deduction
- 2005 Workbook - Chapter 14: Tax Rates and Useful Tables
- 2005 Workbook - Chapter 13: Rulings and Cases
- 2005 Workbook - Chapter 12: New Legislation
- 2005 Workbook - Chapter 11: Agricultural Issues and Rural Investments
- 2005 Workbook - Chapter 10: Like-Kind Exchanges
- 2005 Workbook - Chapter 9: Small Business Issues
- 2005 Workbook - Chapter 8: Estate and Trust Basics
- 2005 Workbook - Chapter 7: Depreciation
- 2005 Workbook - Chapter 6: Special Taxpayers
- 2005 Workbook - Chapter 5: Legal and Tax Implications for LLCs
- 2005 Workbook - Chapter 4: Retirement Issues
- 2005 Workbook - Chapter 3: Ethics
- 2005 Workbook - Chapter 2: IRS Issues
- 2005 Workbook - Chapter 1: Individual Taxpayer Problems
- 2005 Workbook - Frontmatter
- 2006 Workbook - 2006 Illinois Revenue Update
- 2006 Workbook - What's New Supplement
- 2006 Workbook - Acronym Glossary
- 2006 Workbook - Index
- 2006 Workbook - Chapter 16: Tax Rates and Useful Tables
- 2006 Workbook - Chapter 15: Rulings and Cases
- 2006 Workbook - Chapter 14: New Legislation
- 2006 Workbook - Chapter 13: Qualified Production Activities Deduction
- 2006 Workbook - Chapter 12: Agricultural Issues and Rural Investments
- 2006 Workbook - Chapter 11: Estate and Trust
- 2006 Workbook - Chapter 10: Elder Issues
- 2006 Workbook - Chapter 9: Entity
- 2006 Workbook - Chapter 8: Special Taxpayers
- 2006 Workbook - Chapter 7: Small Business Issues
- 2006 Workbook - Chapter 6: Retirement Issues
- 2006 Workbook - Chapter 5: Partnership
- 2006 Workbook - Chapter 4: IRS Update
- 2006 Workbook - Chapter 3: Ethics
- 2006 Workbook - Chapter 2: Individual Taxpayer Problems
- 2006 Workbook - Chapter 1: Divorce
- 2006 Workbook - Frontmatter
- 2007 Workbook - 2007 Illinois Update
- 2007 Workbook - What's New Supplement
- 2007 Workbook - Citation Tips
- 2007 Workbook - Acronym Glossary
- 2007 Workbook - Index
- 2007 Workbook - Chapter 16: Tax Rates and Useful Tables
- 2007 Workbook - Chapter 15: Rulings and Cases
- 2007 Workbook - Chapter 14: New Legislation
- 2007 Workbook - Chapter 13: Elder Issues
- 2007 Workbook - Chapter 12: Agricultural Issues and Rural Investments
- 2007 Workbook - Chapter 11: Entity Issues
- 2007 Workbook - Chapter 10: S Corporation
- 2007 Workbook - Chapter 9: Small Business Issues
- 2007 Workbook - Chapter 8: IRS Update
- 2007 Workbook - Chapter 7: Retirement Plans
- 2007 Workbook - Chapter 6: Death of a Taxpayer
- 2007 Workbook - Chapter 5: Schedule K-1 Issues
- 2007 Workbook - Chapter 4: Like-Kind Exchanges
- 2007 Workbook - Chapter 3: Investment Issues
- 2007 Workbook - Chapter 2: Ethics
- 2007 Workbook - Chapter 1: Individual Taxpayer Problems
- 2008 Workbook - 2008 What's New Supplement
- 2008 Workbook - 2008 Illinois Update
- 2008 Workbook - Index
- 2008 Workbook - Tax Rates and Useful Tables
- 2008 Workbook - Chapter 15: Rulings and Cases
- 2008 Workbook - Chapter 14: Agricultural Issues and Rural Investments
- 2008 Workbook - Chapter 13: Financial Distress
- 2008 Workbook - Chapter 12: Retirement
- 2008 Workbook - Chapter 11: New Legislation
- 2008 Workbook - Chapter 10: Small Business Issues
- 2008 Workbook - Chapter 9: Individual Taxpayer Problems
- 2008 Workbook - Chapter 8: IRS Update
- 2008 Workbook - Chapter 7: Depreciation
- 2008 Workbook - Chapter 6: Education Tax Incentives
- 2008 Workbook - Chapter 5: Trust Taxation
- 2008 Workbook - Chapter 4: Limited Liability Companies
- 2008 Workbook - Chapter 3: Form 4797
- 2008 Workbook - Chapter 2: Ethics
- 2008 Workbook - Chapter 1: Employment
- 2009 Workbook - 2009 What's New Supplement
- 2009 Workbook - 2009 Illinois Update
- 2009 Workbook - Index
- 2009 Workbook - Reference Material
- 2009 Workbook - Chapter 13: Rulings and Cases
- 2009 Workbook - Chapter 12: Agricultural Issues
- 2009 Workbook - Chapter 11: New Legislation
- 2009 Workbook - Chapter 10: C Corporation Issues
- 2009 Workbook - Chapter 9: Retirement
- 2009 Workbook - Chapter 8: Related Parties
- 2009 Workbook - Chapter 7: Net Operating Losses
- 2009 Workbook - Chapter 6: Small Business Issues
- 2009 Workbook - Chapter 5: Calculating Basis
- 2009 Workbook - Chapter 4: Individual Taxpayer Problems
- 2009 Workbook - Chapter 3: IRS Update
- 2009 Workbook - Chapter 2: Dependency Exemption Issues
- 2009 Workbook - Chapter 1: Ethics
- 2010 Workbook - 2010 What's New Supplement
- 2010 Workbook - 2010 Illinois Update
- 2010 Workbook - Web Pages
- 2010 Workbook - Acronym Glossary
- 2010 Workbook - Index
- 2010 Workbook - Reference Material
- 2010 Workbook - Chapter 14: Rulings and Cases
- 2010 Workbook - Chapter 13: Elder Issues
- 2010 Workbook - Chapter 12: New Legislation
- 2010 Workbook - Chapter 11: Small Business Issues
- 2010 Workbook - Chapter 10: Agricultural Issues and Rural Investments
- 2010 Workbook - Chapter 9: Income Tax Credits
- 2010 Workbook - Chapter 8: Schedule C Audit Issues
- 2010 Workbook - Chapter 7: Estate and Trust Taxation
- 2010 Workbook - Chapter 6: Ethics
- 2010 Workbook - Chapter 5: Individual Taxpayer Problems
- 2010 Workbook - Chapter 4: Tax Aspects of Home Ownership
- 2010 Workbook - Chapter 3: Marriage Planning
- 2010 Workbook - Chapter 2: IRS Update
- 2010 Workbook - Chapter 1: S Corporations
- 2011 Workbook - Chapter 6: Rental Activities
- 2011 Workbook - Chapter 5: Schedule K-1
- 2011 Workbook - Chapter 4: Depreciation
- 2011 Workbook - Chapter 3: Status and Dependency
- 2011 Workbook - Chapter 2: Education Credits
- 2011 Workbook - Chapter 1: Information Reporting
- 2011 Workbook - Illinois Update
- 2011 Workbook - Acronym Glossary
- 2011 Workbook - Reference Material
- 2011 Workbook - Index
- 2011 Workbook - Chapter 14: Rulings and Cases
- 2011 Workbook - Chapter 13: New Legislation
- 2011 Workbook - Chapter 12: Ethics
- 2011 Workbook - Chapter 11: Agricultural Issues
- 2011 Workbook - Chapter 10: Estate Planning
- 2011 Workbook - Chapter 9: International Taxation
- 2011 Workbook - Chapter 8: Small Business Issues
- 2011 Workbook - Chapter 7: Individual Taxpayer Topics
- 2011 Workbook - Chapter 6: AMT for Individuals
- 2011 Workbook - Chapter 5: Retirement
- 2011 Workbook - Chapter 4: Partnerships
- 2011 Workbook - Chapter 3: IRS Update
- 2011 Workbook - Chapter 2: Long-term Care
- 2011 Workbook - Chapter 1: Depreciation
- 2012 Workbook - Illinois Update
- 2012 Workbook - Acronym Glossary
- 2012 Workbook - Reference Material
- 2012 Workbook - Index
- 2012 Workbook - Chapter C8: Investment Income
- 2012 Workbook - Chapter C7: Office in Home
- 2012 Workbook - Chapter C6: Travel, Meals & Entertainment
- 2012 Workbook - Chapter C5: Employment Issues
- 2012 Workbook - Chapter C4: Schedule C
- 2012 Workbook - Chapter C3: Schedule A
- 2012 Workbook - Chapter C2: Credits
- 2012 Workbook - Chapter C1: IRS Communications
- 2012 Workbook - Chapter B6: Rulings and Cases
- 2012 Workbook - Chapter B5: Succession Planning
- 2012 Workbook - Chapter B4: Information Reporting
- 2012 Workbook - Chapter B3: Small Business Issues
- 2012 Workbook - Chapter B2: Divorce
- 2012 Workbook - Chapter B1: S Corporation
- 2012 Workbook - Chapter A7: Healthcare Reform Act
- 2012 Workbook - Chapter A6: New Legislation
- 2012 Workbook - Chapter A5: Agricultural Issues and Rural Investments
- 2012 Workbook - Chapter A4: IRS Update
- 2012 Workbook - Chapter A3: Individual Taxpayer Topics
- 2012 Workbook - Chapter A2: Ethics
- 2012 Workbook - Chapter A1: Retirement
- 2013 Workbook - Illinois Update
- 2013 Workbook - Acronoym Glossary
- 2013 Workbook - Reference Material
- 2013 Workbook - Index
- 2013 Workbook - Chapter C5: Special Taxpayers
- 2013 Workbook - Chapter C4: Estimated Taxes
- 2013 Workbook - Chapter C3: Hobby Losses
- 2013 Workbook - Chapter C2: Reporting Misc Income
- 2013 Workbook - Chapter C1: Form 4797
- 2013 Workbook - Chapter B5: Rulings and Cases
- 2013 Workbook - Chapter B4: Partnership
- 2013 Workbook - Chapter B3: Advanced Individual Issues
- 2013 Workbook - Chapter B2: Small Business Issues
- 2013 Workbook - Chapter B1: Compliance Target Areas
- 2013 Workbook - Chapter A6: Agricultural Issues and Rural Investments
- 2013 Workbook - Chapter A5: Ethics
- 2013 Workbook - Chapter A4: IRS Update
- 2013 Workbook - Chapter A3: Financial Distress
- 2013 Workbook - Chapter A2: Affordable Care Act
- 2013 Workbook - Chapter A1: New Legislation
- 2014 Workbook - Illinois Update
- 2014 Workbook - Reference Materials
- 2014 Workbook - Acronym Glossary
- 2014 Workbook - Index
- 2014 Workbook - Chapter C5: Elder Issues
- 2014 Workbook - Chapter C4: Special Taxpayers
- 2014 Workbook - Chapter C3: Capital Gains and Losses
- 2014 Workbook - Chapter C2: Net Operation Losses
- 2014 Workbook - Chapter C1: Select Rules for Retirement Plans
- 2014 Workbook - Chapter B5: Rulings and Cases
- 2014 Workbook - Chapter B4: Passive Activities
- 2014 Workbook - Chapter B3: Small Business Issues
- 2014 Workbook - Chapter B2: Individual Taxpayer Issues
- 2014 Workbook - Chapter B1: Entity Selection
- 2014 Workbook - Chapter A6: IRS Representation and Procedures
- 2014 Workbook - Chapter A5: Ethical Considerations
- 2014 Workbook - Chapter A4: Agricultural Issues and Rural Investments
- 2014 Workbook - Chapter A3: Affordable Care Act Update
- 2014 Workbook - Chapter A2: Capitalization or Repair
- 2014 Workbook - Chapter A1: Marriage Tax Aspects
- 2015 Workbook - Illinois Update
- 2015 Workbook - Reference Material
- 2015 Workbook - Index
- 2015 Workbook - Chapter B7: Rulings and Cases
- 2015 Workbook - Chapter B6: Planning for C Corp Termination
- 2015 Workbook - Chapter B5: Small Business Issues
- 2015 Workbook - Chapter B4: Individual Taxpayer Issues
- 2015 Workbook - Chapter B3: Trust Accounting and Taxation
- 2015 Workbook - Chapter B2: International Tax Compliance
- 2015 Workbook - Chapter B1: Depreciation
- 2015 Workbook - Chapter A7: New Developments
- 2015 Workbook - Chapter A6: Special Taxpayers
- 2015 Workbook - Chapter A5: Capitalization vs Repair Update
- 2015 Workbook - Chapter A4: Agricultural Issues and Rural Investments
- 2015 Workbook - Chapter A3: IRS Update
- 2015 Workbook - Chapter A2: Ethics
- 2015 Workbook - Chapter A1: Education
- 2016 Workbook - Illinois Update & Reference Materials
- 2016 Workbook - Index
- 2016 Workbook - Chapter B6: Rulings and Cases
- 2016 Workbook - Chapter B5: Wealth Accumulation and Preservation
- 2016 Workbook - Chapter B4: S Corporation Entity Issues
- 2016 Workbook - Chapter B3: Trust and Estate Taxation
- 2016 Workbook - Chapter B2: Small Business Issues
- 2016 Workbook - Chapter B1: Individual Taxpayer Issues
- 2016 Workbook - Chapter A7: Agricultural Issues and Rural Investments
- 2016 Workbook - Chapter A6: New Developments
- 2016 Workbook - Chapter A5: IRS Update
- 2016 Workbook - Chapter A4: Ethics
- 2016 Workbook - Chapter A3: Amending Returns
- 2016 Workbook - Chapter A2: S Corporation Shareholder Issues
- 2016 Workbook - Chapter A1: Retirement
- 2017 Workbook - Reference Material
- 2017 Workbook - Illinois Update
- 2017 Workbook - Index
- 2017 Workbook - Chapter B6: Beneficiary and Estate Issues
- 2017 Workbook - Chapter B5: Partnership Issues
- 2017 Workbook - Chapter B4: Partner Issues
- 2017 Workbook - Chapter B3: Small Business Issues
- 2017 Workbook - Chapter B2: Individual Taxpayer Issues
- 2017 Workbook - Chapter B1: Installment Sales
- 2017 Workbook - Chapter A7: Rulings and Cases
- 2017 Workbook - Chapter A6: New Developments
- 2017 Workbook - Chapter A5: Agricultural Issues and Rural Investments
- 2017 Workbook - Chapter A4: IRS Update
- 2017 Workbook - Chapter A3: Putting Ethics into Practice
- 2017 Workbook - Chapter A2: Employment Issues
- 2017 Workbook - Chapter A1: Investments
- 2018 Workbook - Reference Material
- 2018 Workbook - Index
- 2018 Workbook - Chapter B5: Retirement Plans for Small Businesses
- 2018 Workbook - Chapter B4: C Corporations
- 2018 Workbook - Chapter B3: Entity Comparison
- 2018 Workbook - Chapter B2: Small Business Issues
- 2018 Workbook - Chapter B1: New Legislation-Business Concerns
- 2018 Wordbook - Chapter A7: Agricultural Issues and Rural Investments
- 2018 Workbook - Chapter A6: Putting Ethics Into Practice
- 2018 Workbook - Chapter A5: Divorce
- 2018 Workbook - Chapter A4: Rulings and Cases
- 2018 Workbook - Chapter A3: IRS Update
- 2018 Workbook - Chapter A2: Individual Taxpayer Issues
- 2018 Workbook - Chapter A1: New Legislation-Individual Concerns
- 2019 Workbook - Chapter B6: Special Taxpayers
- 2019 Workbook - Chapter B5: S Corporation Issues
- 2019 Workbook - Chapter B4: Selected Real Estate Topics
- 2019 Workbook - Chapter B3: Small Business Issues
- 2019 Workbook - Chapter B2: New Developments
- 2019 Workbook - Chapter B1: QBID Update
- 2019 Workbook - Reference Material
- 2019 Workbook - Index
- 2019 Workbook - Chapter A6: Agricultural Issues and Rural Investments
- 2019 Workbook - Chapter A5: Ethics in Tax Practice
- 2019 Workbook - Chapter A4: Rulings and Cases
- 2019 Workbook - Chapter A3: Calculating Basis
- 2019 Workbook - Chapter A2: Schedule K-1
- 2019 Workbook - Chapter A1: Individual Taxpayer Issues
- 2020 Workbook - Chapter B6: Schedule E
- 2020 Workbook - Chapter B5: Small Business Issues
- 2020 Workbook - Chapter B4: Rulings and Cases
- 2020 Workbook - Chapter B3: Trust Essentials
- 2020 Workbook - Chapter B2: Unexpected Issues for Individual Taxpayers
- 2020 Workbook - Chapter B1: Retirement Plan Distributions
- 2020 Workbook - 2020 Workbook Supplement
- 2020 Workbook - Reference Material
- 2020 Workbook - Index
- 2020 Workbook - Chapter A5: Agricultural Issues and Rural Investments
- 2020 Workbook - Chapter A4: Ethics in Tax Practice
- 2020 Workbook - Chapter A3: Net Operating and Excess Business Losses
- 2020 Workbook - Chapter A2: Depreciation
- 2020 Workbook - Chapter A1: New Developments
- 2021 Workbook - Chapter B6: Small Business Issues
- 2021 Workbook - Chapter B5: Transferring a Sole Proprietorship to an LLC
- 2021 Workbook - Chapter B4: Rulings and Cases
- 2021 Workbook - Chapter B3: Schedule C
- 2021 Workbook - Chapter B2: Individual Taxpayer Issues
- 2021 Workbook - Chapter B1: Select Trust Topics
- 2021 Workbook - Reference Material
- 2021 Workbook - Index
- 2021 Workbook - Chapter A5: Agricultural Issues and Rural Investments
- 2021 Workbook - Chapter A4: Ethics in Tax Practice
- 2021 Workbook - Chapter A3: Representation Before the IRS
- 2021 Workbook - Chapter A2: Financial Distress
- 2021 Workbook - Chapter A1: New Developments
FAQs
- I'm a tax professional with a question about tax law, a client situation, etc. How can I ask Tax School for the answer?
- I ordered a book and it was shipped to the wrong address. What do I do?
- I am registered for in-person Fall Tax School and want to switch to online Fall Tax School (or vice versa). Can I do that?
- Can I get a refund if it snows on the day of an in-person event?
- I am registered for in-person Fall Tax School and want to switch to online Fall Tax School (or vice versa). Can I do that?
- How are continuing education credits determined for educational events?
- Are online Tax School events recorded?
- Do you need my membership number to file CPE credit for me?
- How do I cancel my registration?
- Do referral rewards expire?
- When will I get my referral reward?
- When do I get my referral reward? OLD
- How do I make a referral?
- Where can I find my personal referral code?
- How does the referral program work?
- What is the timeline for making referrals?
- On what events can I earn or redeem referral rewards?
- Who can be referred?
- Who can refer?
- How can I resolve a complaint about Tax School?
- How do I return a book that I purchased?
- I have ordered a book but have not yet received it. Is it too late to cancel my order?
- I ordered a book and it is damaged. What should I do?
- I missed part of my online event today. Can I make up the time?
- I had problems logging in to my scheduled online seminar or webinar today. Can I still get a refund?
- Will I get a CPE certificate?
- Will I earn CPE credit for attending an online seminar or webinar
- When should I login to the event?
- I signed up for an online seminar or webinar... now what?
- What type of computer connection do I need in order to participate in a Tax School event?
- What is an online seminar?
- What is a webinar?
- What materials will I receive if I attend Fall Tax School? When will I receive them?
- I was unable to attend my scheduled event. Will I still receive the materials?
- I registered late. How will I get my Tax School Workbook?
- I registered several weeks ago and have not received my materials.
- Can I mix and match my Fall Tax School online dates and times?
- Is there a charge to change my event dates?
- How do I change my event date (online) or location (in-person)?
- How will I be notified of the date for which I have registered?
- Why isn't the event date or location I wish to attend shown in the drop-down list on the event webpage?
- How can I find out which instructors will be teaching?
- Two people from my office want to attend a 2-day event, but each can only attend one day. Can these people split a registration, and each get CPE credit?
- The seminar I wish to attend starts in a few days. Can I just pay at the door?
- May I register now and send you payment later?
- A group of people from my firm want to sit in on an online event together. Do I need to register each person separately?
- How can I register and pay with a credit card if I don't want to use the online registration?
- How will the charge for an educational event appear on my credit card statement?
- How will I know if my credit card payment was accepted?
- How do I know your website registration process is secure and safe for using my credit card?
- How do I register online for seminars?
- What are the deadlines for receiving a discounted early registration fee?
- I missed my event today. Can I still get a refund?
- Can I get a refund if it snows on the day of an in-person seminar?
- I missed the in-person seminar today. Can I still get a refund?
- What is included in the price of the seminar?
- Why does my MCLE certificate show fewer credits than I expected?
- I'm a CFP. Why did my credits not get filed with the CFP Board?
- Why do the credits filed not match the emailed certificate I received?
- Will my credits be sent to the IRS so I can renew my PTIN?
- Why is an extra fee charged for IL Insurance, CFP®, and MCLE credit?
- I'm an insurance professional with a license from a state other than Illinois. Will I receive a separate certificate for the Department of Insurance in my state?
- I'm an insurance professional with an Illinois license. Will I receive a separate certificate for the Illinois Department of Insurance?
- Can I earn CPE if I just purchase event materials?
- I forgot to turn my Verification of Attendance Card in at the school, but I attended the entire day. Can I just send the card to the Tax School Office for CPE credit?
- Why does my CPE certificate show less than the full amount of credit hours?
- When will I receive my Certificate of Attendance for CPE purposes?
- Does Tax School offer in-person or online seminars?
- Are my personal belongings safe in the meeting room during lunch breaks and overnight?
- I need to be able to take calls while I'm at the seminar. Is there a problem if I bring a cell phone?
- Is there a dress code for in-person events?
- I'm in a wheelchair (or have other special needs). How do I arrange for assistance at the seminar?
- How many years has the Tax School been in business?
- Is the Tax School affiliated with a University?
Educational Event
- 2024 Fall Tax School (In-Person)
- 2024 Fall Tax School (Online)
- 2024 Farm Seminar
- 2024 Agricultural Issues & Rural Investments Webinar
Self Study
- Self-Study: Basics of Partnership Taxation
- Self-Study: C Corporations
- Self-Study: Clergy
- Self-Study: Deciphering IRS Pub. 225, Farmer’s Tax Guide: Part 1
- Self-Study: Deciphering IRS Pub. 225, Farmer’s Tax Guide: Part 2
- Self-Study: Deciphering IRS Pub. 225, Farmer’s Tax Guide: Part 3
- Self-Study: Divorce
- Self-Study: Hobby vs. Trade or Business
- Self-Study: Putting Ethics Into Practice
- Self-Study: Sale of a Tax Practice and Other Service Businesses
- Self-Study: Schedule E Activities
- Self-Study: Tax Issues Facing Aging Clients
- Self-Study: Trust Tax Returns
- Self-Study: WISP