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Tax Staff Essentials – Level 3, Tax Senior/Supervisor (Complete Bundle) 2022


Identify the more difficult areas for experienced tax compliance specialists by focusing on understanding business strategies and analyzing your client’s competitive position, then converting this knowledge into tax planning and business advice.

Increasing exposure to specialized tax niches will position your workforce to capitalize on emerging cross-selling opportunities. Key subject matters covered include:

  • FASB ASC 740 and deferred income taxes
  • Estates and trusts
  • Tax-exempt organizations
  • Real estate transactions
  • Advanced S corporation concepts

This level will give staff, seniors, and supervisors the confidence to begin assuming client and engagement management responsibilities. Two additional case study-based courses have been added to the curriculum. These give staff, seniors, and supervisors the opportunity to work through real-life, application-based scenarios.

Courses Included:

  • Form 990 – Mastering Its Unique Characteristics
  • Income Tax Accounting
  • Estate & Trust Primer
  • Real Estate Taxation
  • Advanced Tax Planning S Corporations
  • Introduction to Business Acquisitions
  • Reviewing Individual Returns: What Are You Missing?
  • Reviewing S Corps

Format: Voiceover Powerpoint, Audio and some Video Courses

Learning Objectives
  • Identify circumstances that warrant converting from S corporation to C corporation and gain a basic understanding of how to make the conversion.
  • Identify tax issues related to the formation of a corporation.
  • Apply the complex rules of basis and distributions.
  • Apply the rules related to acquisitions and liquidations of S corporations.
  • Identify the uses of trusts as S corporation shareholders.
  • Distinguish the concept of a trust and the various types of trusts.
  • Distinguish for clients the filing requirements for Forms 706 and 709.
  • Identify the elements of an estate and grantor trusts.
  • Use the basic steps in a business acquisition.
  • Analyze the three principle approaches to valuation of a business.
  • Differentiate compensation alternatives for individual buyers and sellers.
  • Compare and use Forms 990, 990-EZ, and related schedules.
  • Differentiate which organizations must file returns and which are exempt
Major Topics
  • Using IRAs in strategic plans
  • S corporation current developments: tax planning impact
  • Use of qualified subchapter S subsidiaries (QSUB) and trusts (QSST)
  • Shareholder compensation planning
  • Types of trusts and trustee powers
  • Basic concept of estate planning
  • Advantages and disadvantages comparison of business entities
  • Business acquisition basics
  • Asset versus stock-based transactions
  • Valuation considerations
  • In-depth look at Form 990 and all related schedules
  • Tax issues facing tax-exempt organizations
AICPA - Durham
Course Level
CPE Field of Study
Who Should Attend

Seniors and supervisors


Tax Staff with 3–5 years of experience.

Advanced Preparation


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Total CPE Credits


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Tax Staff Essentials – Level 3, Tax Senior/Supervisor (Complete Bundle) 2022

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