Taxation and Personal Financial Planning (PFP)

On-Site Course Listing

Tax Staff Essentials – Level 1, New Staff


Designed for beginning staff, this level covers key areas to ensure your young tax force is well prepared to begin their careers. We will focus on the areas of Individual, Partnership and S Corporation tax compliance, effective online tax research techniques, clear and precise workpaper...

Tax Staff Essentials – Level 2, Experienced Staff


Designed for junior tax staff who want to take on a wider variety of firm engagements and establish a supervisory role within the firm, this level will broaden your tax knowledge in the areas of multistate taxation, C Corporations, accounting methods and periods and choice of entity. Key...

Tax Staff Essentials – Level 3, Tax Senior/Supervisor


Identifying the more difficult areas for experienced tax compliance specialists, this level focuses 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 Staff Essentials – Level 4, Tax Manager/Director


Designed to give your managers and directors the tools they will need to offer existing clients additional services, this level will improve and increase proficiency levels, eliciting a higher level of customer satisfaction, with the potential to increase firm service fees. Tax Staff...

Taxation of Corporations


This comprehensive course, developed by Sid Kess, is designed to guide practitioners through the numerous concepts and rules applicable to income tax accounting, tax return positions, and disclosures for C Corporations and S Corporations. This course has incorporated changes from the Tax...