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 Essentials Level 4 contains the advanced technical level of training your firm needs to maintain and improve its core competencies. As your firms leaders expand their levels of expertise, so does your firm expand its ability to offer its professional services to new and existing clients. Key areas covered include IRS audits, international tax, advanced topics in partnership taxation and accounting for deferred taxes, and individual and small business tax planning. Whether you wish to grow your firm by developing expertise in a niche or by business referrals from highly satisfied clients, TSE Level 4 is a must-have suite of CPE courses.

Learning Objectives

Learning Objective: 

When you complete this level you will be able to:

  • Apply the complex rules of ASC 740 (FASB Statement No. 109 and FIN 48) to new and challenging situations
  • Apply ASC 740 to ASC 805, Business Combinations, and ASC 810, and noncontrolling Interests in Consolidated Financial Statements
  • Determine the consequences of selling a partnership or LLC interest
  • Make elections to protect partners and LLC members from unwelcome future consequences arising from current distributions, sales, and/or transfers of interests in the partnership
  • Understand how to comply with U.S. tax reporting requirements for inbound and outbound transactions and operations
  • Learn how income is sourced to a foreign jurisdiction
  • Understand IRS audit techniques, inquiries, and appeal rights
  • Manage the information document request process and evaluate the contents of a revenue agent report (RAR)
  • Learn specific ways to reduce your individual and small business clients tax bills

Topics Discussed

Topics Discussed: 
  • IRS Audits
  • Advanced Taxation Partnerships & LLCs
  • International Taxation
  • Advanced Income Tax Accounting
  • Tax Planning for Small Businesses
  • Individual Tax Planning

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COURSE CODE

TSE4

FIELD OF STUDY

Taxes

CPE CREDIT HOURS

40

KNOWLEDGE LEVEL

Advanced

INTENDED AUDIENCE

Tax Staff with more than 5 years of experience

PREREQUISITE

Tax Staff with more than 5 years of experience

ADVANCED PREPARATION

None

DELIVERY METHOD

Group Live
On Demand

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(U.S.) AICPAstore.com

(Outside the U.S.) CGMAstore.com


CONTACT A TRAINING REPRESENTATIVE:


1-800-634-6780 Option 1
aicpalearning@aicpa.org

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