These innovative webcasts offer comprehensive training for tax practitioners at each stage of their career. They are designed to take staff from new hire through tax manager/director level with learning that focuses on real-world solutions and issues, providing relevant technical information and professional skills. These webcasts reflect the latest changes in tax law including updates for the Tax Cuts and Jobs Act, tax reform law of 2017.
All the Tax Staff Essentials webcasts are offered at multiple dates and times throughout the year and they are all included in the Annual Webcast Pass. Click on the title to see the complete details.
Level 1, New Staff
These webcasts cover the core skills required to begin working on tax engagements, such as: performing research, communicating results and documenting findings in the tax workpapers. Staff attendees will also receive comprehensive training on basic individual and pass-through tax issues that will enable them to work with confidence.
Capitalized Costs and Depreciation
CPE Credits: 6
Effective Business Communication
CPE Credits: 4
Individual Tax Fundamentals
CPE Credits: 8
S Corporation Fundamentals
CPE Credits: 8
Level 2, Experienced Staff
These webcasts build upon a foundational tax knowledge by exploring the intricacies of the underlying accounting methods and property transactions. Staff attendees will also delve into the taxation of corporations and the myriad of multistate tax issues. It will prepare staff for a variety of more complex firm engagements and set them on the path for continued growth within the firm.
Level 3, Tax Senior/Supervisor
These webcasts provide a springboard to transition from preparers to planners. Staff attendees will be equipped with the knowledge to advise business clients on the tax considerations of various entity types, mergers and acquisitions, and advanced planning around S Corporations. In addition, the topics covered around estates, trusts, and advanced individual taxation prepare the staff for working with the firm’s high-net worth clients.
Level 4, Tax Manager/Director
These webcasts contain advanced technical training required to work with the firm’s most sophisticated clients as well as those with tax controversy issues. In addition, the international tax course included is critical due to the increasing globalization of business.
If you already subscribe to The Annual Webcast Pass, these webcasts are all available to you already.