Tax Staff Essentials - Level 1 - New Staff

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  • Date/Time
    • Jan 12, 2023 - Jan 13, 2023
    • Sign In: 8:45am (MT)
    • Day 1: 9:00am - 4:30pm (MT)
    • Day 2: 9:00am - 4:30pm (MT)
    • Add to Calendar
  • Location
    • ISCPA Enrichment Center
      1649 W Shoreline Drive #202
      Boise, ID 83702
    • Map
  • Credits
    • 16.00
  • Credit Type(s)
    • Taxes (Technical) (16.00)
  • Prerequisites
    • None

  • Vendor
    • AICPA
  • Level
    • Beginning
  • Fields of Study
    • Taxes
  • Message
    • 1/2 hour lunch included



This 2-day in-depth experience covers key areas to ensure new tax professionals are well prepared to begin their careers and support their firms. They'll learn about individual, partnership, and S corporation tax compliance, effective online tax research techniques, clear and precise working paper documentation as well as effective professional business communications.

Help your junior staff establish a strong set of core skills:
• Individual, partnership and S corporation tax compliance
• Effective online tax research techniques
• Clear and precise workpaper documentation
• Effective professional business communications

Your future tax professionals will also receive a broad range of practical tax instruction, including key issues surrounding:
• Individual taxation
• New cost and repair regulations
• S corporation distributions
• Items affecting shareholder basis
• Passive activity loss rules, and more

Designed For

  • Junior staff
  • Beginning staff members who want to develop a strong set of core skills.




1. Filing Requirements and Dependents
2. Gross Income Inclusions and Exclusions
3. Taxability of Deferred Income, Social Security Benefits and Other Taxable Income
4. Business Transactions: Transportations, Travel, Meals and Entertainment
5. Adjustments to Income: Education-related Expenses and Health Savings Accounts
6. Other Adjustments to Income
7. Standard or Itemized Deductions: Medical Expenses, Taxes and Interest
8. Itemized Deductions: Charitable Contributions and Casual and Theft Losses
9. Other Below-the-line Deductions: Other Itemized Deductions and Qualified Business Income Deduction
10. Tax Computations
11. Tax Credits

1. Tax Structure of Partnerships and LLCs
2. Tax Consequences of Partnership or LLC Formation
3. Partnership Distributions
4. Compensatory Payments to Partners
5. At-Risk and Passive Activity Limits
6. Profit and Loss Allocations
7. Reporting Taxable Income for Partnerships and LLCs

Advanced Prep

  • Download Manual
  • Review ISCPA Parking Map
  • Register Now

    Or Attend Online


    William Taylor

    William (Bill) F. Taylor, CPA William (Bill) F. Taylor is president of Renasant Bank in Water Valley, Mississippi and an Employee Benefit Advisor for Renasant Financial Services. He is the author of several books and his articles have appeared in numerous publications. Taylor has been an employee benefit and investment consultant for over 20 years, beginning his career as the Employee Benefits Coordinator in the Jackson office of KPMG Peat Marwick and managing his own firm for 10 of those years. He is a nationally known consultant and speaker and has conducted seminars for the American Society of Pension Professionals and Actuaries, over 40 states' CPA and Bar associations, and other organizations. He was awarded the Outstanding Discussion Leader award in 2008. Taylor graduated from the University of Mississippi with a B.B.A. in Banking and Finance and a Master of Accountancy in Taxation.

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