ABOUT THIS COURSE
Tax Level Five is designed to advance the skills of experienced senior accountants and/or new supervisors. This three-day program provides training in many tax technical areas across business and individual topics. Development Skills training is focused on conflict management and business development. The variety of topics covered makes this a valuable program for continued growth in the profession.
COURSE OUTLINE
COURSE INFORMATION
| Delivery Methods | Fields of Study |
|---|---|
| Group Live
Group Internet Blended Learning |
Taxes (21)
Communication & Marketing (2) Personal Development (1) |
| CPE Credits | Prerequisites |
| 24 Credits | 4+ Years Experience |
| Level | Advance Preparation |
| Intermediate | None |
LEARNING OBJECTIVES
- Analyze recent tax law changes for businesses and individuals and discuss current issues facing clients.
- Address challenging issues in the taxation for real estate entities.
- Discuss other business topics, such as converting the taxation of LLCs, section 1202 qualified small business stock, S corporation built-in gains, and section 263A UNICAP.
- Explore various tax credits available to all entity types, discuss options for retirement plans and brainstorm tax planning strategies.
- Explore communications with clients and co-workers through consideration of conflict management.
- Describe strategic activities to grow a professional network, including key people within your firm, and existing and potential clients.
