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CPE Self-Study
Tax Staff Essentials, Level 4 - Tax Manager/Director
NASBA FIELD OF STUDY
Taxes
LEVEL
Advanced
CPE CREDITS
Online: 41.5
Tax Staff Essentials Level 4 contains the advanced technical level of training your firm needs to maintain and improve its core competencies. It will improve and increase the overall proficiency levels, eliciting a higher level of customer satisfaction, with the potential to increase firm service fees. TSE Level 4 is a must-have suite of CPE courses.

Tax Section Members Receive Additional Savings!

When you log into this website with your AICPA member user account, the section/credential discount will be automatically applied during checkout. Should you have any questions or encounter any issues, please contact the AICPA Service Center at 888-777-7077 or service@aicpa.org.

Find out more information on the Tax Section.

Multiple Participant Discounts:

Contact a representative by completing a brief Online Form or calling 800.634.6780 (option 1) for information on a discounted rate.

On-Demand:

The On-demand offers immediate access to courses with discounts available for 3+ participants.

On-Site:

The On-site program may be purchased for 10+ participants with an AICPA instructor or as a guide for using your own subject matter expert.

NOTE: If you wish to enroll Tax Section members in your group purchase, you must speak with a representative to ensure that section discounts are applied.

CPE On-Demand
AICPA’s online CPE courses will operate in a variety of configurations, but only the configuration described below is supported by our technicians.

A stable and continuous internet connection is required
In order to record your completion of the online learning courses, please ensure you are connected to the internet at all times while taking the course. It is your responsibility to validate that CPE certificate(s) are available within your My Account after successfully completing the course and/or exam. Please contact us at 1.888.777.7077 or service@aicpa.org with any questions or concerns related to your CPE certificate(s).

Supported Operating Systems:

  • Macintosh OS X 10.10 to present
  • Windows 7 to present

Supported Browsers:

  • Apple Safari
  • Google Chrome
  • Microsoft Internet Explorer
  • Mozilla Firefox

Required Browser Plug-ins:

Note: Your course will be accessible immediately after completing your purchase. Access instructions will be shown on the Order Confirmation Screen and included in your Order Confirmation Email, or click My Account at the top of the page, select My Purchases and then My Online Learning tab.

Technical Support: Please contact service@aicpa.org or use the Contact Us Form.

Product details

Key Topics

  • New individual income tax rates
  • New corporate tax rates
  • New pass-through income rules
  • The qualified business income (QBI) deduction
  • New rules for certain credits and deductions
  • Advanced aspects of ASC 740 including accounting for business combinations and other purchase transactions and stock compensation under ASC 718
  • Sale of an interest in a partnership or LLC
  • Adjustments to basis of partnership/LLC assets
  • Advanced distribution rules
  • Allocation of income under Section 704(b)
  • Foreign branch and affiliates
  • U.S. withholding taxes on foreign business
  • Types of IRS audits
  • RAR: Revenue Adjustment Report
  • Accounting for audit adjustments
  • Individual tax planning
  • Small Business tax planning

Learning Objectives

  • Apply the complex rules of ASC 740 (SFAS No. 109 and FIN 48) to new and challenging situations
  • Apply ASC 740 to ASC 805, Business Combinations, and ASC 810, and non-controlling Interests in Consolidated Financial Statements
  • Determine the applicable tax rate for complex situations
  • 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
  • Learn how to calculate the basis of partnership or LLC following distributions of multiple properties
  • 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
  • Determine when to challenge IRS requests
  • 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

Note: These courses have been updated for the Tax Cuts and Jobs Act (TCJA) of 2017 ("Tax Reform"). Included with your course, you will have free access to a specially-prepared Course Supplement that provides an explanation of the key provisions of TCJA (including topics not covered in your course).

Tax Staff Essentials, Level 4 training gives your managers and directors the tools they will need to offer existing clients additional services. It will improve and increase their 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.

Courses Included:

This comprehensive, integrated curriculum provides tax training for four different experience levels and is available in four different formats: Online, On-site, Tax Schools and Webcasts.

For more info, visit the Tax Staff Essentials website.

Ratings and reviews
Publisher

American Institute of CPAs

The American Institute of CPAs (AICPA) is the world’s largest member association representing the CPA profession, with more than 418,000 members in 143 countries, and a history of serving the public interest since 1887. AICPA members represent many areas of practice, including business and industry, public practice, government, education and consulting.

The AICPA sets ethical standards for the profession and U.S. auditing standards for private companies, nonprofit organizations, federal, state and local governments. It develops and grades the Uniform CPA Examination, and offers specialized credentials for qualified professionals who concentrate on personal financial planning; forensic accounting; business valuation; and information management and technology assurance. With The Chartered Institute of Management Accountants (CIMA), it offers the Chartered Global Management Accountant (CGMA) designation, which sets the global benchmark for quality and recognition in management accounting.

The AICPA and CIMA also make up the Association of International Certified Professional Accountants (the Association), which represents public and management accounting globally, advocating on behalf the public interest and advancing the quality, competency and employability of CPAs, CGMAs and other accounting and finance professionals worldwide.

The AICPA maintains offices in New York, Washington, DC, Durham, NC, and Ewing, NJ.

Price:
$689.00
Member Quantity:
Nonmember Quantity:
Quantity:
Estimated total:
$689.00
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CREDIT INFO
CPE credits
Online
: 41.5
NASBA Field of Study
Taxes
Level
Advanced
Prerequisites
Tax Staff with over 5 years of experience
ADVANCE PREPARATION
None
Delivery Method
QAS Self-Study
Course acronym
TSE.Level 4
GROUP PRICING
Contact a representative for group pricing.
Telephone: 800.634.6780 (Option 1)
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