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Virtual Tax Boot Camp, Level 1: New Staff
Tax
Conference

Virtual Tax Boot Camp, Level 1: New Staff

Designed just for new staff members to develop a strong set of core skills and focuses on individual and S corporation tax compliance plus professional business communications.

$1,195 - $1,595
Do you have an AICPA membership? Log in to apply your member discount.

Date

Nov 01 - Nov 05, 2021

Location

Live Online

NASBA Field of Study

Taxes

CPE Credits

27.5

Product Number

TXE21V3

 Business & partner 
Conference Details

Early Bird Savings

Register early and save ! Early bird savings will be shown in your shopping cart.
Save $100 on the Nov Virtual Boot Camp through Sept 17.
Save $100 on the Jan Virtual Boot Camp through Nov 26.

Ready to build foundational tax skills? Tax Boot Camp, Level 1 is designed for beginning staff; this level covers key areas to ensure your young tax force is well prepared to begin their careers. We will focus on the areas of Individual, Partnership and S Corporation tax compliance, effective online tax research techniques, clear and precise workpaper documentation, effective professional business communications. Your future tax professionals will be provided a broad range of practical tax instruction, including key issues surrounding Individual taxation, new cost and repair regulations, S Corporation distributions, items affecting shareholder basis, Passive Activity Loss rules, and more.

The Tax Staff Essentials courses establish a strong set of core skills necessary for junior staff growth. This live training features instructor-guided discussion and application exercises covering the practical application of the concepts discussed.

With a maximum 25-seat capacity, this five-day event gives you the advantage of sharing thoughts and challenges with speakers and colleagues in a small, virtual group setting. You’ll walk away with new skills and expertise, giving you the knowledge and confidence, you need to excel in those first challenging years at your firm.

These courses will prepare you to:

  • Analyze and report the business income and expenses of a sole proprietorship or a single member LLC on Schedule C to the Form 1040
  • Interpret and report the rental activities on Schedule E to the Form 1040
  • Identify the specific rules that apply under the "passive activity" rules
  • Determine if a change of filing status will improve the filing position for taxpayers based on the list of itemized deductions
  • Determine when an S Corporation may be advantageous for a business
  • Determine how to make a proper S corporation election
  • Determine income or loss that passes through to the shareholder
  • Recognize active and passive income and determine material participation as it relates to an individual S corporation shareholder
  • Understand the impact of converting a C Corporation, with prior retained earnings, into an S Corporation
  • Distinguish between deductible repairs and capitalized improvements under new tax regulations
  • Calculate the initial tax basis and adjusted tax basis of business property
  • Determine the tax basis of self-constructed assets
  • Execute efficient and meaningful research utilizing internet-based tax research services · Know which workpapers are appropriate for specific tax situations
  • Understand how to prepare an Accrual to Cash Conversion workpaper
  • Produce written communications that are positive and confident

For best results, please ensure your video and audio are operating properly. Zoom system requirements. Accessing the live sessions: Your Zoom link will be emailed to you approximately 3 days prior to the start of the event.

Who Should Attend
  • Tax Staff with 0-2 years of experience
  • Firms seeking consistent training and level setting
Conference Agenda

Explore each day’s sessions and activities, plus our lineup of expert speakers.

Credit Info
CPE Credits
Online - Nov 1-5, 2021
27.5
Online - Jan 10-14, 2022
27.5
NASBA Field of Study
Taxes
Level
Basic
Prerequisites
None
Attendance options
Online
Nov 01 - Nov 05, 2021
Pricing
Do you have an AICPA membership? Log in to apply your member discount.
Nonmembers
Online
$1,595.00
AICPA Members
Online
$1,195.00
Online
Pricing
Do you have an AICPA membership? Log in to apply your member discount.
Online
Jan 10 - Jan 14, 2022
Pricing
Do you have an AICPA membership? Log in to apply your member discount.
Nonmembers
Online
$1,595.00
AICPA Members
Online
$1,195.00

Looking for group pricing?

We can help with group discounts. Call us at 1-800-634-6780 (option 2) or email us at groupconference@aicpa-cima.com

Contact us
Accessibility

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

System Requirements
View our system requirements here
Cancellation Policy
View our Cancellation policy here
Virtual Tax Boot Camp, Level 1: New Staff
Nov 01 - Nov 05, 2021
Select from the following options:
Live Online - Nov 1-5, 2021
$1,595.00
Live Online - Jan 10-14, 2022
$1,595.00
Do you have an AICPA membership? 
Log in to apply your member discount.
Shipping cost and sales tax will be added later during checkout

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