2019-2020 Course catalog
200+ Courses and flexible options for 10+ staff members
Whether you need a quick 4-hour update or several days of in-depth instruction, bringing an AICPA On-site to your office is an efficient and cost-effective way to accomplish your organizational goals. On-sites are available with an AICPA Instructor or a discussion leader guide, to allow your in-house expert to lead the course.
Tax Research I — Tax Staff Essentials
Designed to provide you with a working knowledge of the methodology of implementation-based tax research, this CPE course draws on the latest developments in online research. You will learn how to ask the right questions, organize the facts, locate and assess pertinent authority, and...
Tax Research II — Tax Staff Essentials
Tax questions arise when a unique set of facts is examined in light of general rules of tax law. In many instances, the most important questions are by no means obvious. The more experienced the tax adviser, the easier it is to identify and ask the right questions. However, for the...
Real Estate Taxation — Tax Staff Essentials
In this course you will learn about several complicated real estate related topics including: passive activity limitations, like kind exchanges, involuntary conversions and Section 1237. Learn about these common problem areas and avoid mistakes in these complicated provisions. Ensure your...
Working Paper Documentation — Tax Staff Essentials
Workpapers support the creation of a tax return. Firms must provide proper data for their work, through accurate documentation of the position taken on a return and by providing authoritative support for it. This documentation not only impacts the preparer, but is required by the IRS to...
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...