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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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Multistate Taxation - Tax Staff Essentials

Develop a working knowledge of both multistate tax compliance and related planning opportunities in this self-study course.

Course – Online Nexus Intermediate

Tax Research I - Tax Staff Essentials

Designed to provide you with a working knowledge of the methodology of implementation based tax research, this CPE course draws on the latest developments in online...

Course – Online Practice management & professional standards Foundational

Real Estate Taxation - Tax Staff Essentials

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

Course – Online Capitalization & depreciation Intermediate

Estate & Trust Primer - Tax Staff Essentials

Gain an understanding of the federal income taxation of trusts and decedents’ estates, along with the effects certain tax scenarios have on the beneficiaries of those...

Course – Online Types of trusts Intermediate

IRS Audits - Tax Staff Essentials

Explains what may trigger an IRS audit, how to negotiate, settle on appeal, qualify for an IRS collection program and evaluate your client’s best options for dealing...

Course – Online Examinations & audits Advanced

Introduction to Business Acquisitions - Tax Staff Essentials

Introduces you to the most common types of business acquisitions and equips you with necessary tax related skills.

Course – Online Formation, liquidation & reorganization Intermediate

Advanced Income Tax Accounting - Tax Staff Essentials

Offers guidance on how to address complex rules governing income tax accounting.

Course – Online Permanent & temporary differences Advanced

Tax Accounting for Inventories - Tax Staff Essentials

Details the methods of valuing inventory, including special rules for dealing with FIFO and LIFO.

Course – Online Methods Intermediate

Working Paper Documentation - Tax Staff Essentials

Learn to appropriately and adequately prepare, organize and understand workpapers.

Course – Online Practice management & professional standards Foundational

Accounting Methods & Periods: Including Form 3115

Provides you with an overview of the various factors considered for the determination of the proper accounting method.

Course – Online Methods Intermediate

Taxation of Property Transactions - Tax Staff Essentials

Offers a practical understanding of the various complex tax laws dealing with the sale, disposal, or exchange of property.

Course – Online Capitalization & depreciation Intermediate

S Corporations: Key Issues, Compliance, and Tax Strategies – Tax Staff Essentials

Learn to speak effectively to potential business clients and existing shareholders about how you can make the S Corporation business model work for them.

Course – Online Qualifications & considerations Foundational