University of Illinois Tax School

09/14/2026

Farm tax planning requires an understanding of both current rules and the decisions farm clients face next.

Join Bob Rhea, Roger McEowen and Tina Barrett for a live online seminar covering recent agricultural tax rulings, FSA program changes, farm estate and succession planning, and other timely issues affecting agricultural clients.

Farm Tax Planning in Practice
September 29 | 8:30 a.m.–5:00 p.m. CT
Up to 8 CPE credits | $275

Learn more: http://uofi.tax/farm26

09/14/2026

What happens before Fall Tax School begins?

From Sept. 9-11, the six instructors who will teach this year’s Fall Tax School gathered with instructors from national partner organizations that use the Federal Tax Workbook in their own educational programs. They were joined by Tax School staff responsible for developing and finalizing the workbook.

The instructors taught chapters, tested how the material translated into instruction and received candid feedback about what worked well and what could be clearer.

At the same time, the group identified ways to make the workbook more useful, from adding practitioner planning tips and clarifying explanations to correcting inaccuracies and developing additional PowerPoint slides. Tax School staff will carry those decisions through the final editing process.

It is one more round of careful preparation before Fall Tax School reaches the classroom.

See what is planned for Fall Tax School 2026:
https://taxschool.illinois.edu/fts26/?utm_source=facebook&utm_medium=social&utm_campaign=fts26&utm_content=instructor-prep-meetings

09/09/2026

Last chance to register for Estate Planning After OBBBA, a live webinar on Sept. 10.

Michael Miranda, CPA, will examine how OBBBA’s $15 million basic exclusion affects estate planning for high-net-worth and moderately wealthy clients. The webinar will cover lifetime gifting, portability elections, trust arrangements, closely held businesses and potential clawback risks.

Can’t attend live? Everyone who registers receives access to the recording. CPE credit requires live attendance and completion of the engagement activities.

Register: https://taxschool.illinois.edu/educational-events/2026-estate-planning-after-obbba/?utm_source=facebook&utm_medium=social&utm_campaign=webinar_estate_planning

09/08/2026

Tax professionals rarely struggle to find information. The challenge is finding time to determine what matters and how it applies to the clients sitting across the desk.

Fall Tax School focuses on the developments, planning opportunities, and practical guidance you’ll use during filing season. Join us in person or online to earn up to 16 CPE credits, receive the 2026 Federal Tax Workbook, and attend a complimentary Agricultural Issues webinar.

Early registration pricing is available through Oct. 9.

https://taxschool.illinois.edu/fts26/?utm_source=facebook&utm_medium=social&utm_campaign=fts26

Fall Tax School is the University of Illinois Tax School’s annual federal tax CPE program for CPAs, EAs, and tax preparers, offering practical federal tax updates, filing-season preparation, and access to the Federal Tax Workbook.

09/01/2026

The IRS has introduced the Automatic Exemption from Penalty program, which provides automatic penalty relief to qualifying taxpayers with a history of timely compliance.

Learn which returns are covered, when the program takes effect, and how it differs from First Time Abate.

https://taxschool.illinois.edu/post/irs-announces-new-automatic-exemption-from-penalty-program/?utm_source=facebook&utm_medium=social&utm_campaign=blog&utm_content=automatic-exemption-penalty-program

Learn how the IRS Automatic Exemption from Penalty program works, who qualifies, which returns it covers, and how it differs from First Time Abate.

08/20/2026

A taxpayer dies. Their tax problems don't.

Unfiled returns, IRS tax debt, insolvent estates and executor responsibilities can leave tax professionals with plenty to sort out.

On Aug. 27, join estate and tax attorney Klaralee Charlton for practical strategies to help address tax problems after a taxpayer dies.

Learn more and register: https://taxschool.illinois.edu/educational-events/cleaning-up-deceased-taxpayers-tax-problems/?utm_source=facebook&utm_medium=social&utm_campaign=webinar_deceased_taxpayers

08/19/2026

Trump Accounts and §529 plans can both help families save for a child’s future, but they aren’t designed to accomplish the same thing.

How do the contribution rules, tax treatment, flexibility and long-term objectives compare? Our latest blog looks at the differences and explores several ways families might incorporate both accounts into a broader savings strategy.

Read more: https://taxschool.illinois.edu/post/trump-accounts-and-%c2%a7529-plans-planning-considerations-for-families/?utm_source=facebook&utm_medium=social&utm_campaign=blog_trump_accounts_529

Trump Accounts and §529 plans can serve different savings goals. Compare contribution limits, education uses, retirement potential, flexibility, and planning considerations.

08/18/2026

The $15 million basic exclusion amount has reshaped the estate planning conversation, but higher thresholds don’t mean planning matters less.

Join the University of Illinois Tax School on Sept. 10 for Estate Planning After OBBBA. Michael Miranda, CPA, will discuss strategies including portability elections, asset protection and special needs trusts, lifetime gifting, intentionally defective grantor trusts, charitable trusts, and more.

Sept. 10 | 10 AM–12 PM CT | 2 CPE credits | $115

Register: http://uofi.tax/estate26?utm_source=facebook...

Estate planning strategies after OBBBA: learn how the $15M exclusion, portability, trusts, and anti-clawback rules impact planning decisions for high-net-worth clients.

08/06/2026

Day 2 of the Federal Tax Workbook Review Meeting!

Authors, reviewers, instructors, and national partners spent another day collaborating, discussing, and refining the 2026 Federal Tax Workbook before it heads to print.

Behind every chapter is a team committed to providing tax professionals with timely, practical guidance.

Tomorrow, the work continues with instructor planning.

08/05/2026

Every chapter of the University of Illinois Federal Tax Workbook is carefully reviewed before publication. Here’s the behind-the-scenes look at day 1 of this year‘s review meeting, where authors, reviewers, instructors, and tax professionals work together to strengthen the content used at Fall Tax School and throughout the filing season.