This site uses cookies to store information on your computer. Some are essential to make our site work; others help us improve the user experience. By using the site, you consent to the placement of these cookies. Read our privacy policy to learn more.

Technical

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.

Check your knowledge

Take a knowledge check to evaluate your proficiencies and find related learning resources.

Get started

Tax Planning for Small Businesses - Tax Staff Essentials

Join us as we explore state-of-the-art planning ideas and tax-saving strategies to keep more of your client’s money in their pockets.

Course – Online Formation, transfers & termination Advanced

Affordable Care Act: Tax and Insurance Ramifications

This webcast will help you better understand the impact of the Act so you can describe to your clients how health care and paying for coverage will change in the future.

Webcast Affordable Care Act (ACA) Foundational

Introduction to Business Acquisitions - Tax Staff Essentials

Get an introduction to the most common types of business acquisitions and equip yourself with necessary tax related skills.

Course – Online Formation, liquidation & reorganization Intermediate

Real Estate Taxation - Tax Staff Essentials

Learn about several complicated real estate-related topics including passive activity limitations, like kind exchanges, involuntary conversions and Section 1237.

Course – Online Capitalization & depreciation 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 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, 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

International Taxation - Tax Staff Essentials

Get a solid understanding of international tax terminology and regulations that apply to a U.S. entity involved in global operations or for a foreign entity doing...

Course – Online Income & exclusions Advanced

IRS Audits

Attend this webcast to familiarize yourself with the IRS audit process so you can safeguard your client's rights and interests.

Webcast Examinations & audits Intermediate