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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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Advanced Taxation Partnerships & LLCs - Tax Staff Essentials

Master the advanced concepts of partnership taxation, so you can provide your clients with valuable advice and tax planning strategies.

Course – Online Formation, transfers & termination Advanced

AICPA National Tax Conference

Nov 13, 2019 - Nov 14, 2019 - Washington, DC - Attend the AICPA National Tax Conference and remain up-to-date on critical issues and changing tax legislation that...

Conference – Live,   Course – Online,   Conference – Virtual IRS practice & procedure Intermediate

Multistate Income Tax

Develop a working knowledge of both multistate tax compliance and related planning opportunities.

Course – Textbook Nexus Intermediate

AICPA Tax School Level 1 - For Entry Level Staff

Join Us January 13-17, 2020 - Beaverton, OR - Attend Tax Boot Camp Level 1 for entry level staff to help you establish core skills and expand practical tax knowledge.

Conference – Live Individual income taxation Foundational

Tax Staff Essentials, Level 4 - Tax Manager/Director

Tax Staff Essentials Level 4 contains the advanced technical level of training your firm needs to maintain and improve its core competencies. It will improve and...

Course – Online Deferred income taxes Advanced

Tax Staff Essentials, Level 1 - New Staff

Level 1 is designed to help beginning staff members develop a strong set of core skills. It focuses on individual and S corporation tax compliance plus professional...

Course – Online Reporting & filing requirements Foundational

Tax Staff Essentials, Level 2 - Experienced Staff

Level 2 is designed for junior tax staff who want to take on a wider variety of firm engagements and establish a supervisory role within the firm. This level will...

Course – Online Formation, liquidation & reorganization Intermediate

Tax Staff Essentials, Level 3 - Tax Senior/Supervisor

Level 3 is designed for experienced tax compliance specialists. Key topics covered include: ASC 740, tax exempt organizations, real estate transactions, and more! This...

Course – Online Specialized issues Intermediate

Tax Staff Essentials - Individual Bundle

This bundle covers basic and intermediate individual taxation topic areas, including issues such as passive losses, AMT, and estimated payments. It also covers...

Course – Online Individual income taxation Foundational

Tax Staff Essentials - S Corporation Bundle

This bundle covers basic to advanced-level S Corporation concepts, such as S corp qualifications, tax on build-in gains, passive activity rules, fringe benefits and more.

Course – Online S corporation income taxation Foundational

Tax Fundamentals of LLCs and Partnerships - Tax Staff Essentials

Addresses the tax consequences of the most common transactions engaged in by LLCs and partnerships.

Course – Online Formation, transfers & termination Foundational

Form 1041: Income Taxation of Estates and Trusts

Understand the tax obligations of trusts and estates and how these obligations affect beneficiaries.

Course – Textbook Types of trusts Foundational