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Small Business and Tax Staff Essentials

Small Business and Tax Staff Essentials

Gain core skills in tax compliance and small business advisory.

$1,704$980.90 - $1,448.40
15% bundle discount applied
Do you have an AICPA membership? Log in to apply your member discount.

Products included




CPE Credits


Product Number


 Business & partner 
Bundle Details

With this bundle you'll gain knowledge around relevant tax compliance topics as well as entity and business owner planning considerations, cash flow and estate planning techniques, and recent tax provisions most beneficial in the current environment.

What’s included in this bundle
NASBA Field of Study: Taxes
$543.15 - $849.15
15% bundle discount applied
Learning Outcomes
  • Analyze important entity considerations based on the stage in the business cycle.
  • Identify tax planning opportunities based on the selected entity.
  • Analyze reasonable compensation rules for C corporations and S corporations.
  • Apply succession planning techniques.
  • Identify certain tax provisions that may be used to generate cash.
  • Discuss the importance of banking relationships and entity insurance needs.
  • Calculate the benefit a client could expect to receive from applying R&D credit provisions.
  • Review recent developments related to repayment of PPP loans and payroll deferral.
  • Identify challenges and implications of the evolving workplace.
  • Evaluate the tax impact of losses and qualified improvement property on small businesses in the current environment.
Key Topics
  • Repayment of Paycheck Protection Program Loans
  • R&D Credits
  • Evolving workplace during COVID
  • State and local considerations of remote working
Product Details

Be the expert that small businesses need

Earn a badge when you complete both parts of this program.

Learn about topics relevant in the current environment, including entity and business owner planning considerations, cash flow planning, and recent tax provisions most beneficial in the current environment.

Understand applicable legislation, government programs, and IRS guidance, including credits, deductions, and limitations to support small business clients.

Gain deep knowledge of current relevant issues, including repayment of Paycheck Protection Program (PPP) loans and payroll deferral, business losses, qualified improvement property, the evolving workplace, and state tax considerations of remote working.

Beyond tax matters

Gain invaluable knowledge to propel you toward becoming an overall business adviser for your small- to mid-tier business clients, as you learn to provide assistance to them beyond tax and accounting related matters — a skill particularly helpful in these unprecedented times.

Gather tips for further research to enhance your value to both new and existing clients.

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NASBA Field of Study: Taxes
$437.75 - $599.25
15% bundle discount applied
Product Details

Build comprehensive skills in individual taxation

Establish a strong set of core skills necessary for all areas of individual client service, including how to use concepts during tax planning to reduce taxes for individual clients.

Learn about basic and intermediate individual client services, including these areas of focus:

  • Income
  • Deductions
  • Credits
  • Passive losses
  • AMT
  • Estimated payments

Learn to maximize tax benefits in areas such as:

  • Sales of capital gain assets
  • Stock options
  • IRA conversions
  • Divorces
  • Self-employment
  • College planning

Courses included in this series:

Tax Staff Essentials is a comprehensive, integrated curriculum that provides tax training for four different experience levels and is available in four different formats: Online, On-site, Tax Schools, and Webcasts.

Who Will Benefit

  • Tax professionals seeking in-depth training on individual income taxes

Key Topics

  • Medicare surtax on net investment income
  • Dividends, interest, and planning opportunities
  • Compensation issues, deferred plans, and fringe benefits
  • Distributions from IRAs and other qualified plans
  • Gross income exclusions
  • Passive losses
  • Travel and entertainment
  • Depreciation and amortization
  • Gain and loss recognition and basis rules
  • Property transactions — capital vs. ordinary income
  • Itemized deductions
  • Tax computations and tax credits
  • Maximizing tax benefits for sales of capital gain assets and real property
  • Planning for employer stock options, employer stock held in retirement accounts, and restricted stock
  • Roth IRA conversions, withdrawals, retirement planning, and estate planning
  • Maximizing tax benefits for personal residence transactions
  • Tax planning opportunities with vacation homes, timeshares, and co-ownership arrangements
  • Tax planning for marital splits and married same-sex couples
  • Self-employed planning to reduce Social Security and Medicare taxes
  • Self-employed health benefits strategies
  • Tax-smart college financing for middle-class clients and high-income clients and procrastinators

Learning Outcomes

  • Identify how to apply the latest changes when preparing federal individual income tax returns.
  • Recognize how to advise individual clients on new developments and tax-saving ideas.
  • Determine when selling capital assets, business assets, and real estate are to a client’s advantage.
  • Recognize like-kind exchange rules under Section 1031.
  • Identify ways to advise clients on how to minimize taxes on employer stock options and employer stock held in qualified retirement plan accounts.
  • Differentiate between incentive stock options (ISOs) and nonqualified stock options (NQSOs).
  • Determine ways to help clients obtain maximum tax savings from vacation home and timeshare properties.
  • Differentiate between the rules for “regular” vacation homes, timeshares, and co-ownership deals.
  • Determine appropriate federal income tax advice for clients who are separated, divorcing, or divorced.
  • Recall ways to help middle-class clients identify college financing tax breaks.
  • Identify tax-saving college financing maneuvers for higher-income clients who are ineligible for the well-known education tax breaks.
  • Identify strategies of husband-wife businesses that will reduce Social Security and Medicare taxes.
  • Identify strategies for how parents can employ their children through their closely held business.
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Small Business and Tax Staff Essentials
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