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ADDRESS: 901 Dulaney Valley Road, Suite 800
Towson, MD 21204
PHONE: 888-481-3500
FOLLOW BLI:
Tax Staff Training – Advanced IssuesCOURSE ID: TSTA
DESCRIPTION

Designed for the accountant with more than two seasons’ tax experience who is ready to take more responsibility for providing and supervising tax services to clients, this program includes income taxation of estates and trusts, special rules affecting controlled groups, and transfers of partnership interests. Program participants will learn how to comply with professional standards, prepare written tax advice, represent clients before the IRS, and produce quality tax research using Code, Regulations, IRS Published Guidance, Committee Reports, and case law.

DESIGNED FOR: Accountants who are ready for "in charge" responsibility in tax practiceFIELD OF STUDY: TaxesLEVEL: AdvancedPREREQUISITES: NoneCOURSE PRODUCER: Nichols Patrick CPE, IncCREDITS: 16.0OBJECTIVES:
  • Handle complex tax issues: Suspended losses, NOLs, accounting method changes, controlled groups, AMT credit
  • Deal with "in charge" responsibilities
  • Produce written tax advice
  • Deal with the IRS
  • Review returns and tax research prepared by others
  • Apply current developments to planning for existing clients
  • Develop a technical "head start" on a tax specialization
  • Comply with professional standards
HIGHLIGHTS:

* “Best practices” and the value of engagement letters * Return review procedures and documentation * Tax research, documentation and writing tax opinions * Working with the IRS on examinations, assessments, appeals, and penalty abatement * Income taxation of Estates and Trusts – Subchapter J * Accounting periods and methods * Controlled groups – special tax considerations * Partnership liquidations, distributions, and transfers of interest * Net operating losses * Current technical developments * Comprehensive coordinated tax planning techniques * Application of Professional Standards to Tax Practice

INSTRUCTOR
-TBD-
Download the 2016 Business Learning Institute Course Catalog DOWNLOAD PDF
Business Learning Institute - Course Catalog
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