Level 3 identifies the more difficult areas for experienced tax compliance specialists, focusing on understanding business strategies, analyzing your client's competitive position, and converting this knowledge into tax planning and business advice.
Increasing exposure into specialized tax niches will position your work force to capitalize on emerging cross-selling opportunities. Key subject matters covered include:
This level will give Staff, Seniors and Supervisors the confidence necessary to begin assuming client and engagement management responsibilities.
Note: These courses have been updated for the 2017 Tax Cuts and Jobs Act (TCJA) ("Tax Reform"). You'll have free access to a Course Supplement that provides an explanation of the key provisions of the TCJA (including topics not covered in your course).
Tax Staff Essentials is a comprehensive, integrated curriculum that provides tax training for four different experience levels and is available in four different formats: Online, On-site, Tax Schools and Webcasts.
For more info, visit the Tax Staff Essentials website.
On-Demand: The On-demand offers immediate access to courses with discounts available for 3+ participants.
On-Site: The On-site program may be purchased for 10+ participants with an AICPA instructor or as a guide for using your own subject matter expert.
NOTE: If you wish to enroll Tax Section members in your group purchase, you must speak with a representative to ensure that section discounts are applied.