Currently, all CPE and networking events are offered virtually only. Visit our updated catalog »

Tax Staff Essentials – Level 4, Tax Manager/Director (Complete Bundle) 2020v2

Description

Give your managers and directors the tools they need to offer existing clients additional tax services with training designed to:

Improve and increase proficiency levels
Elicit a higher level of customer satisfaction
Potentially increase firm service fees
Level 4 contains the advanced technical level of training to allow your firm to expand its ability to offer professional services to new and existing clients.

Key areas covered include:

Advanced topics in partnership taxation and accounting for deferred taxes
Individual and small business tax planning
Whether you wish to grow your firm by developing expertise in a niche or by business referrals from highly satisfied clients, TSE Level 4 is a must-have suite of CPE courses.

Format: Voiceover Powerpoint, Audio and some Video Courses

Learning Objectives
  • Apply the complex rules of ASC 740 (SFAS No. 109 and FIN 48) to new and challenging situations
  • Apply ASC 740 to ASC 805, Business Combinations, and ASC 810, and non-controlling Interests in Consolidated Financial Statements
  • Determine the applicable tax rate for complex situations
  • Determine the consequences of selling a partnership or LLC interest
  • Make elections to protect partners and LLC members from unwelcome future consequences arising from current distributions, sales, and/or transfers of interests in the partnership
  • Learn how to calculate the basis of partnership or LLC following distributions of multiple properties
  • Understand how to comply with U.S. tax reporting requirements for inbound and outbound transactions and operations
  • Learn how income is sourced to a foreign jurisdiction
  • Determine when to challenge IRS requests
  • Understand IRS audit techniques, inquiries, and appeal rights
  • Manage the information document request process and evaluate the contents of a revenue agent report (RAR)
  • Learn specific ways to reduce your individual and small business clients tax bills
Major Topics
  • New individual income tax rates
  • New corporate tax rates
  • New pass-through income rules
  • The qualified business income (QBI) deduction
  • New rules for certain credits and deductions
  • Advanced aspects of ASC 740 including accounting for business combinations and other purchase transactions and stock compensation under ASC 718
  • Sale of an interest in a partnership or LLC
  • Adjustments to basis of partnership/LLC assets
  • Advanced distribution rules
  • Allocation of income under Section 704(b)
  • Foreign branch and affiliates
  • U.S. withholding taxes on foreign business
  • Types of IRS audits
  • RAR: Revenue Adjustment Report
  • Accounting for audit adjustments
  • Individual tax planning
  • Small Business tax planning
Provider
AICPA - Durham
Course Level
Intermediate
CPE Field of Study
Tax
58.5
Who Should Attend

Managers and directors with over 5 years of tax compliance experience.

Prerequisites

None.

Advanced Preparation

None.

Purchase Now
When
Available 24/7
Location
Online
Total CPE Credits
58.5
Format
On-Demand

MEMBER


$ (% off)
$549.00

NON-MEMBER


$ (% off)
$689.00
Become A Member

Purchase This Program

Tax Staff Essentials – Level 4, Tax Manager/Director (Complete Bundle) 2020v2


Your browser is out-of-date!

Update your browser to view this website correctly.

Update my browser now

×