On-Demand

34 CPE

Tax Staff Essentials Level 4 – Tax Manager/Director (2024)

Advanced technical training in core tax concepts

On-Demand
34 CPE

Experienced tax professionals explore advanced concepts to help expand the tax services they provide.

Managers and directors are provided the tools they need to offer 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 expand the ability to offer professional services to new and existing clients.

Key areas covered include:

  • Advanced topics in partnership taxation
  • Advanced topics in S corporation taxation
  • International taxation
  • Individual and small business tax planning

Designed for all experienced tax professionals

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.

Course materials allow professionals to work through real-life, application-based scenarios.

Courses Included

  • Advanced Taxation Partnerships & LLCs
  • International Taxation
  • Advanced Tax Planning S Corporations
  • Tax Planning for Small Businesses

Learning Objectives

  • Calculate what a partner will receive in complete liquidation of their partnership interest under Section 704(b) regulations.
  • Identify the potential economic consequences of special allocations to a partner or LLC member. -Apply the distribution ordering rules when an S corporation has accumulated earnings and profits. -Evaluate the rules concerning fringe benefits received by and expenses incurred by S corporation shareholder-employees.
  • Identify the U.S. taxation of fixed, determinable, annual, or periodical income of foreign persons.
  • Identify the U.S. taxation of effectively connected income of foreign persons.
  • Identify important tax considerations for the small business at each stage of its life.
  • Calculate the qualified business income (QBI) deduction, built-in gains (BIG) tax, and the deduction for organizational costs and start-up costs.

Major Topics

  • Adjustments to the basis of partnership or LLC assets
  • Sale of an interest in a partnership or LLC
  • Basis in S corporation stock
  • Qualified subchapter S subsidiaries
  • Foreign tax credit
  • Anti-deferral regimes
  • Accounting methods
  • The tax life of a business

CPE Credits Available

34 CPE
34
Taxes

Things to Know About This Course

Course Level

  • Advanced

Professional Area of Focus

  • Tax

Prerequisites

5 years of experience in income taxation

Intended Audience

Tax managers and directors who have a background in taxation

Provider

AICPA - Durham

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