Secure A Copy Tax Staff Essentials, Level 3: Tax Senior/Supervisor Conceived By American Institute Of Certified Public Accountants (AICPA) Released As Hardcover

Staff Essentials, LevelTax Senior/Supervisor,CPE Credits identifies the more difficult areas for experienced tax compliance specialists, We will focus on understanding business strategies, analyzing your client's competitive position, and converting this knowledge into tax planning and business advice, Increasing exposure into specialized tax niches will position your work force to capitalize on emerging crossselling opportunities, Key subject matters covered include ASCand deferred income taxes, estates and trusts, tax exempt organizations, real estate transactions, and advanced S Corporation concepts.
This level will give Staff, Seniors and Supervisors the confidence necessary to begin assuming client and engagement management responsibilities,



Note: This course has been updated for the Tax Cuts and Jobs Act TCJA ofTax Reform.
Included with your course, you will have free access to a speciallyprepared Course Supplement that provides an explanation of the key provisions of TCJA including topics not covered in your course.


Courses Included:

FormMastering Its Unique Characteristics Income Tax Accounting Estate amp Trust Primer Real Estate Taxation Advanced Tax Planning S Corporations Introduction to Business Acquisitions This comprehensive, integrated curriculum provides tax training for four different experience levels and is available in four different formats: Online, Onsite, Tax Schools and Webcasts.


Key Topics

New individual income tax rates New corporate tax rates New passthrough income rules The qualified business income QBI deduction New rules for certain credits and deductions Minimizing taxes for highwealth clients How new tax developments affect individuals Using IRAs in strategic plans S Corp 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 Indepth look at Formand all related schedules Tax issues facing taxexempt organizations Positive communication skills for Leaders and Staff Learning Objectives

Implement strategies for highwealth clients, those approaching retirement, homeowners, parents of collegebound children, employees, selfemployed individuals, and seniors Respond to taxlaw and economic developments with uptodate strategies that save taxes for individual clients Render appropriate federal income tax advice to clients who are separated, divorcing, or already divorced Identify circumstances that warrant converting from S to C corporation and gain a basic understanding of how to make the conversion Interpret tax issues related to the formation of a corporation Understand the complex rules of basis and distributions Apply the rules related to acquisitions and liquidations of S corporations Explain the uses of trusts as S corporation shareholders.
Understand the concept of a trust and the various types of trusts Advise clients on filing requirements for FormsandIdentify the elements of an estate and grantor trusts Understand the basic steps in a business acquisition Analyze the three principle approaches to valuation of a business Structure compensation alternatives for individual buyers and sellers Prepare and use Forms,EZ, and related schedules Understand which organizations must file returns and which are exempt Credit Info

CPE CREDITS: Online:.
CPE credit info NASBA FIELD OF STUDY: Taxes LEVEL: Intermediate PREREQUISITES: None ADVANCE PREPARATION: None DELIVERY METHOD: QAS SelfStudy COURSE ACRONYM: TSE, LevelOnline Access Instructions

A personal pin code is enclosed in the physical packaging that may be activated online upon receipt.
Once activated, you will gain immediate online access to the product,

System Requirements

AICPA's online CPE courses will operate in a variety of configurations, but only the configuration described below is supported by AICPA technicians.


A stable and continuous internet connection is required, In order to record your completion of the online learning courses, please ensure you are connected to the internet at all times while taking the course.
It is your responsibility to

validate that CPE certificates are available within your account after successfully completing the course and/or exam,

Supported Operating Systems:

Macintosh OS X,to present Windowsto present Supported Browsers:

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