CPE Self-study
Tax Staff Essentials, Level 1 - New Staff
Online
Level: Basic
$579 - $825From basics to brilliance
Tax Staff Essentials
Level 1 – New staff
This level covers key areas to ensure new tax professionals are well prepared to begin their careers and support their firms. They'll learn about individual, partnership, and S corporation tax compliance, effective online tax research techniques, clear and precise working paper documentation as well as effective professional business communications.
Level 1 – New staff
This level covers key areas to ensure new tax professionals are well prepared to begin their careers and support their firms. They'll learn about individual, partnership, and S corporation tax compliance, effective online tax research techniques, clear and precise working paper documentation as well as effective professional business communications.
Level 2 – Experienced Staff
This level builds upon foundational tax knowledge by exploring the intricacies of the underlying accounting methods and property transactions. Staff will also delve into the taxation of corporations and a myriad of multistate tax issues. Key subject matters covered include inventory valuation and property transactions, which are essential for servicing more complex clients.
Level 2 – Experienced Staff
This level builds upon foundational tax knowledge by exploring the intricacies of the underlying accounting methods and property transactions. Staff will also delve into the taxation of corporations and a myriad of multistate tax issues. Key subject matters covered include inventory valuation and property transactions, which are essential for servicing more complex clients.
Level 3 – Senior/Supervisor
This level of Tax Staff essentials covers more complex areas for experienced specialists, focusing on understanding business strategies and competitive positioning, and converting this knowledge into tax planning and business advice. Key subject matter includes FASB ASC 740 and deferred income taxes, and estates and trusts.
Level 3 – Senior/Supervisor
This level of Tax Staff essentials covers more complex areas for experienced specialists, focusing on understanding business strategies and competitive positioning, and converting this knowledge into tax planning and business advice. Key subject matter includes FASB ASC 740 and deferred income taxes, and estates and trusts.
Level 4 – Manager/Director
This level contains advanced technical training required to work with an organization’s most sophisticated clients, as well as those with tax controversy issues. The program includes an international tax course relevant to the increasing globalization of business. Taking this level provides tax managers and directors the tools they will need to offer existing clients additional services, as well as identifying possible areas for specialization.
Level 4 – Manager/Director
This level contains advanced technical training required to work with an organization’s most sophisticated clients, as well as those with tax controversy issues. The program includes an international tax course relevant to the increasing globalization of business. Taking this level provides tax managers and directors the tools they will need to offer existing clients additional services, as well as identifying possible areas for specialization.
Self-Study Online
Our most popular format, online learning is designed to meet the varying schedules of busy tax professionals. Individuals can learn at their own pace, time and location.
Other learning formats
Tax Staff Essentials is also available as On-Site Group Learning for 10 or more people (enquire here) and in a Tax Boot Camp classroom format at various locations and dates.
Additionally, some of the Tax Staff Essentials courses are offered as webcasts on multiple dates and times throughout the year.
Tax Section Member Benefits
Self-Study Online
Our most popular format, online learning is designed to meet the varying schedules of busy tax professionals. Individuals can learn at their own pace, time and location.
Other learning formats
Tax Staff Essentials is also available as On-Site Group Learning for 10 or more people (enquire here) and in a Tax Boot Camp classroom format at various locations and dates.
Additionally, some of the Tax Staff Essentials courses are offered as webcasts on multiple dates and times throughout the year.
