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Tax Staff Essentials Level 3 - Tax Senior/Supervisor

Available Until

**OnDemand**

42.5 Credits

Member Price $509.00

Non-Member Price $609.00

Overview

Tax seniors and supervisors get the tax updates and education they need to excel in their roles.

Highlights

Key Topics

  • Keys to getting Form 990 preparation correct the first time
  • Scope of FASB ASC 740
  • Uncertain tax positions
  • Common errors made involving Forms 1040, 1120-S, and 1065
  • Taxation of trusts and estates
  • Basic concepts of estate planning

 

Prerequisites

Basic knowledge of U.S. federal income taxation

Designed For

Who Will Benefit

  • Tax seniors and supervisors in public practice
  • Mid-level CPAs working in industry

Objectives

Learning Outcomes

  • Identify filing requirements for Form 990, Form 990-EZ, and Form 990-N.
  • Recall the objectives and key terms of FASB ASC 740, *Income Taxes*.
  • Identify the elements of a trust.
  • Identify the warning signs that a client might have unreported income.
  • Determine proper tax return reporting of a like-kind exchange transaction.
  • Identify the accounts that affect the accumulated adjustments account.
  • Identify which items go on page 1 of Form 1120-S and which go on Schedule K.
  • Identify the mechanics of a partnership’s tax return, including partner capital account calculations and permissible tax years.
  • Determine the proper allocation of recourse liabilities among partners.

 

Non-Member Price $609.00

Member Price $509.00