Seeking employment opportunities? Click here to visit the COCPA Career Center.

Tax Staff Essentials – Level 4, Tax Manager/Director (Complete Bundle) 2022


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

  • 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:

  • IRS audits
  • Advanced topics in partnership taxation and accounting for deferred taxes
  • Individual and small business tax planning

Whether you wish to expand 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. An additional case study-based course has been added to the curriculum. This gives staff, seniors, and supervisors the opportunity to work through real-life, application-based scenarios in partnership returns.

Courses Included

  • IRS Disputes: Identifying Options for Your Client
  • Advanced Taxation Partnerships & LLCs
  • International Taxation
  • Advanced Income Tax Accounting
  • Tax Planning for Small Businesses
  • Individual Tax Planning
  • Reviewing Partnership Returns


Format: Voiceover Powerpoint, Audio and some Video Courses

Learning Objectives
  • Apply the complex rules of FASB ASC 740 (SFAS No. 109 and FIN 48) to new and challenging situations.
  • Apply FASB ASC 740 to FASB ASC 805, Business Combinations, and FASB ASC 810, and noncontrolling interests in consolidated financial statements.
  • Determine the applicable tax rate for complex situations.
  • Determine the consequences of selling a partnership or LLC interest.
  • Recognize how to 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.
  • Identify how to calculate the basis of partnership or LLC following distributions of multiple properties.
  • Differentiate how to comply with U.S. tax reporting requirements for inbound and outbound transactions and operations.
  • Identify how income is sourced to a foreign jurisdiction.
  • Determine when to challenge IRS requests.
  • Recognize IRS audit techniques, inquiries, and appeal rights.
  • Recognize how to manage the information document request process and evaluate the contents of a revenue agent report.
  • Identify 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 FASB ASC 740, including accounting for business combinations and other purchase transactions and stock compensation under FASB 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 IRC Section 704(b)
  • Foreign branch and affiliates
  • U.S. withholding taxes on foreign business
  • Types of IRS audits
  • Revenue adjustment report (RAR)
  • Accounting for audit adjustments
  • Individual tax planning
  • Small business tax planning
AICPA - Durham
Course Level
CPE Field of Study
Who Should Attend

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


Tax Staff with over 5 years of experience.

Advanced Preparation


Purchase Now
Available 24/7
Total CPE Credits


$ (% off)


$ (% off)
Become A Member

Purchase This Program

Tax Staff Essentials – Level 4, Tax Manager/Director (Complete Bundle) 2022

Your browser is out-of-date!

Update your browser to view this website correctly.

Update my browser now