ABOUT THIS COURSE
Level Three is designed for individuals that are beginning the transition from tax preparer to tax reviewer and advisor. The program covers individual and business tax themes as well as an introduction to estate and trust tax law. This course is designed to challenge the participants’ core tax knowledge needed to become a tax reviewer, including the finer points of performing tax research. The program also provides skills training designed for those juggling the role of preparer and reviewer.
COURSE OUTLINE
COURSE INFORMATION
| Delivery Methods | Fields of Study |
|---|---|
| Group Live
Group Internet Blended Learning |
Taxes (21)
Communication & Marketing (1) Personal Development (2) |
| CPE Credits | Prerequisites |
| 24 Credits | 2+ Years Experience |
| Level | Advance Preparation |
| Intermediate | None |
LEARNING OBJECTIVES
- Discuss the advantages and disadvantages of the various types of business entities in order to advise on business creation.
- Review the principles of selected core business income tax topics.
- Explore the tax treatment of selected individual income tax topics.
- Identify the basics of estate/trust taxation as well as gift tax law.
- Discuss and share tax return review techniques, and learn to provide effective and constructive feedback.
- Examine methods for managing information, clients, and projects more efficiently.
- Practice performing research on tax topics for clients.
