Taxation and Personal Financial Planning (PFP)

On-Site Course Listing

1040 Tax Return Workshop


The Tax Cuts and Jobs Act, passed by Congress and signed by President Trump, was the biggest overhaul of the Internal Revenue Code since 1986. The Act created a lot of uncertainty and a new appreciation for the complexity of our tax system for individual taxpayers accustomed to income tax...

Accounting Methods & Periods: Including Form 3115


When do you file Form 3115? What regulations allow variations between financial and tax reporting? When it comes to accounting methods, questions like these are common among tax professionals.

This self-study course provides you with an overview of the various factors considered for...

Advanced Income Tax Accounting


Understand the increasingly complex rules governing income tax accounting and learn how to address them through active scenarios and practical exercises. Discover specifics you can use to apply ASC 740 (formerly SFAS No. 109 and FIN 48) and the impact that IFRS has had on accounting for...

Advanced Tax Planning S Corporations


As a tax practitioner, you need to understand the intricacies of the ever-popular S Corporation form of doing business and consider the tax affect various types of S Corporation distributions will have on its shareholders. Updated for the latest guidance on tax reform, this course examines...

Advanced Taxation LLCs & Partnerships


Partnership tax law is arguably one of the most complex set of provisions in the Internal Revenue Code. To effectively serve your business and individual partner clients, you must have a good working knowledge of the Internal Revenue Code’s sophisticated partnership tax rules and...