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Does your staff have the skills they need
to serve your clients?
Tax Staff Training - Tax Training for Experienced Staff Accountants
Dates:
September 17, 18 & 19, 2008
Registration
Time: 7:45 am Class
Runs: 8:00am - 3:30pm each day
City: Coeur
d’Alene
Location: Ameritel
Inn
Instructor:
Mark J. Patrick, Mares Nichols CPE, Inc.
Early Bird
Deadline: August 27, 2008
Price for
Members: $705 ($755 after early-bird deadline)
Price for
Non-Members: $805 ($855 after early-bird deadline)
CPE Credits:
24 Area of
Study: Tax
Seminar Level: Intermediate
Seminar
Description: Designed as a practical "next-step" training for the
accountant who has one or more tax seasons' experience and is expected to accept
additional responsibility and work on more complex assignments, this course
introduces the participant to intermediate level tax issues and preparation of
business returns. The program also includes instruction on efficient research
techniques and basic tax planning principles.
Highlights:
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Depreciation, cost recovery, and recapture
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Passive losses
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Interest tracing
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Alternative minimum taxation
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Finding answers to tax questions quickly and correctly
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Getting from trial balance to tax return
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Tax characteristics of S corporations, C corporations,
Partnerships, and LLCs
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Tax considerations in organizing any of those types of entities
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Corporate earnings and profits
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S shareholder basis and AAA
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Partner basis vs. capital account
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Intermediate level tax practice problems
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Return review procedures
Who Should
Attend: Accountants with one or more years of tax experience who
anticipate additional tax compliance and planning responsibilities will benefit
from this program.
Objectives:
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Designed as a practical "next-step" training for the
accountant who has one or more tax seasons' experience and is expected to
accept additional responsibility and work on more complex assignments, this
course introduces the participant to intermediate level tax issues and
preparation of business returns. The program also includes instruction on
efficient research techniques and basic tax planning principles.
-
Develop working knowledge of tax matters frequently
encountered by intermediate level staff accountants in the local/regional
CPA firm
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Deal with more complex tax returns of all types
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Document your research and answer client tax questions
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Efficiently prepare Forms 1065, 1120S, and 1120
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Recognize tax planning concepts and develop efficient tax
research techniques
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