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Formation, transfers & termination

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

Tax Planning for Small Businesses - Tax Staff Essentials

Explores state-of-the-art planning ideas and tax-saving strategies to keep more of your clients' money in their pockets.

Course – Online Formation, transfers & termination Advanced

Tax Fundamentals of LLCs and Partnerships - Tax Staff Essentials

Provides you with a firm grasp of the fundamental concepts.LLC and partnership taxation.

Course – Online Formation, transfers & termination Foundational

Choice of and Formation of Entity - Tax Staff Essentials

Provides an overview of the ever-increasing tax advantages and disadvantages of general and limited partnerships, C and S corporations, LLCs, and LLPs, as well as...

Course – Online Qualifications & considerations Intermediate

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