Tax Staff Essentials Level 2 - Experienced Staff
Your staff can expand the depth and breadth of their tax knowledge with this series of courses designed to strengthen your firm by encouraging staff independence.
Format
Online
NASBA Field of Study
Taxes
Level
Intermediate
CPE Credits
41
Availability
2 years
Product Number
TSELEVEL224SSO
Stepping into a supervisory role
Tax professionals can establish strong skills to work with greater independence and expand their roles. Level 2 will broaden their tax knowledge in the following areas:
- Multi-state taxation
- Individual taxation for small business owners
- Property taxation
- C and S corporation taxation
Comprehensive upskilling across tax topics
Level 2 is designed to touch on a broad array of tax topics. Some topics may be new to junior staff. Others introduce advanced concepts in areas with which they might already be familiar.
Courses include:
- Multi-State Taxation
- Taxation of Property Transactions
- Intermediate Individual Taxation
- Taxation of Corporations
The latest in tax legislation
Tax Staff Essentials courses are updated regularly to cover topical issues in taxation, including the effects of SECURE Act 1.0 and 2.0, the Inflation Reduction Act, and more.
Who Will Benefit
Experienced tax staff in public accounting and in industry
Key Topics
- Nexus, UDITPA, and MTC
- Income apportionment and allocation for multi-state tax purposes
- Depreciation recapture
- Nonrecognition transactions
- Retirement plan distributions
- Individual tax credits
- Qualified business income
- Net operating losses
Learning Outcomes
- Distinguish between income tax and sales tax nexus.
- Apply the tests for determining business and nonbusiness income.
- Determine the tax basis of property received in a like-kind exchange.
- Determine the components of the traditional Massachusetts formula.
- Determine whether an activity is passive or active.
- Recognize how material participation affects the taxation of an activity.
- Identify property transaction provisions that apply to installment sales, inherited property, and other capital assets.
- Analyze the tax-saving opportunities and requirements with respect to Section 1244 stock.
Group ordering for your team
2 to 5 registrants
Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.
Start order6+ registrants
We can help with group discounts. Email client.support@aicpa-cima.com
US customers call 1-800-634-6780 (option 1)
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