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Tax

About this topic

Based on the AICPA Competency Framework: Tax and Personal Financial Planning, these learning resources - primarily focused on US tax - are designed to help CPAs understand the knowledge and skills necessary to address the needs of their clients and firms.

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Effective Business Communication

The use of positive language is an important communication tool. Join this webcast to learn how to improve your communication skills and strengthen your team.

Webcast Communication Foundational

Intermediate Individual Taxation

Get the latest practical insights from nationally recognized tax experts. Reinforce your understanding of frequently used principles and receive a wealth of...

Webcast Reporting & filing requirements Intermediate

Best Practices for Payroll Taxes and 1099 Issues

Review practical pointers for managing the payroll tax and reporting function. Learn how to avoid the frequent penalties in payroll tax reporting and stay up-to-date...

Webcast Reporting & filing requirements Intermediate

Basis/Distributions for Pass-Through Entities: Simplifying the Complexities

This webcast, which has been updated to include provisions of the Tax Cuts and Jobs Act of 2017, addresses the rules used to determine basis for partnerships and S...

Webcast Formation, transfers & termination Intermediate

Advanced Tax Planning S Corporations

Examine successful winning strategies for complex S Corporation transactions and learn how to protect your shareholder or clients with proven tax planning strategies.

Webcast S corporation income taxation Advanced

Individual Tax Fundamentals

Get up-to-date information on critical tax issues and sort through the maze of tax compliance and planning strategies.

Webcast Individual income taxation Foundational

Tax Planning for Small Businesses

Explore state-of-the-art planning ideas and tax-saving strategies to keep more of your client’s money in their pockets.

Webcast S corporation income taxation Intermediate

Choice of and Formation of Entity

Be confident when speaking with clients about alternatives regarding choice of entity. This webcast reviews the costs, advantages and disadvantages of each alternative.

Webcast Formation, liquidation & reorganization Intermediate

Coaching and mentoring

Understand the similarities and differences between coaching and mentoring to improve your skill set and performance.

Webcast Coaching & mentoring Foundational

Leading vs managing (formerly Manager vs. Leader: When to be Which and Why)

Analyzing what leaders do, why they do it and when they do it is vital to understanding how to manage. In this webcast, we will look at how to create a balance between...

Webcast Coaching & mentoring Foundational

Emotional intelligence (formerly Conflict and difficult people)

Learn about emotional intelligence and how it can greatly increase your chances of personal and professional success.

Webcast Communication Foundational

Working Paper Documentation

Working paper principles: How to appropriately and adequately prepare, organize and understand them.

Webcast Practice management & professional standards Foundational