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Small Business and Tax Staff Essentials

Small Business and Tax Staff Essentials

Gain core skills in tax compliance and small business advisory.

$1,400$862.75 - $1,190
15% bundle discount applied
Do you have an AICPA membership? Log in to apply your member discount.

Products included




CPE Credits


Product Number


 Business & partner 
Bundle Details

With this bundle you'll gain knowledge around relevant tax compliance topics as well as entity and business owner planning considerations, cash flow and estate planning techniques, and recent tax provisions most beneficial in the current environment.

What’s included in this bundle
NASBA Field of Study: Taxes
$425 - $590.75
15% bundle discount applied
Learning Outcomes
  • Analyze important entity considerations in the current environment.
  • Identify tax planning opportunities based on the selected entity.
  • Analyze reasonable compensation rules for C corporations and S corporations.
  • Apply succession planning techniques.
  • Identify certain tax provisions that may be used to generate quick cash.
  • Calculate the benefit a client could expect to receive from applying R&D credit provisions.
  • Determine recent developments related to PPP loans.
  • Identify the key components of the CARES Act.
Key Topics
  • Paycheck Protection Program
  • Selected Tax Provisions of the CARES Act
  • R&D Credits
  • Evolving Workplace
  • State and Local Considerations
Product Details

Be the expert that small businesses need

Earn a badge when you complete both parts of this program.

This program covers relevant topics such as entity and business owner planning considerations, cash flow and estate planning techniques, and recent tax provisions most beneficial in the current environment.

It also discusses applicable legislation, government programs, IRS guidance, including credits, deductions, and limitations to support small business clients during this time.

This course dives deeply into payroll continuity and the Paycheck Protection Program (PPP), select tax provisions of the Coronavirus Aid, Relief, and Economic Security (CARES) Act, and state tax considerations.

The content is designed to assist current CPAs who are working with small- to mid-tier business clients in making themselves invaluable beyond tax and accounting related matters. This will then help them become overall business advisers to their clients in these challenging times.

Through this program, you will gain invaluable knowledge to create a well-rounded understanding of most major client concerns and propel you to become an overall business adviser for your clients.

Along with a general discussion of important topics, this course is littered with signposts that will point you in the direction of further research and ultimately make you even more valuable to both new and existing clients.

View product detail in full
NASBA Field of Study: Taxes
$437.75 - $599.25
15% bundle discount applied
Product Details

Build comprehensive skills in individual taxation

Establish a strong set of core skills necessary for all areas of individual client service, including how to use concepts during tax planning to reduce taxes for individual clients.

Learn about basic and intermediate individual client services, including these areas of focus:

  • Income
  • Deductions
  • Credits
  • Passive losses
  • AMT
  • Estimated payments

Learn to maximize tax benefits in areas such as:

  • Sales of capital gain assets
  • Stock options
  • IRA conversions
  • Divorces
  • Self-employment
  • College planning

Courses included in this series:

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

Who Will Benefit

  • Tax professionals seeking in-depth training on individual income taxes

Key Topics

  • Medicare surtax on net investment income
  • Dividends, interest, and planning opportunities
  • Compensation issues, deferred plans, and fringe benefits
  • Distributions from IRAs and other qualified plans
  • Gross income exclusions
  • Passive losses
  • Travel and entertainment
  • Depreciation and amortization
  • Gain and loss recognition and basis rules
  • Property transactions — capital vs. ordinary income
  • Itemized deductions
  • Tax computations and tax credits
  • Maximizing tax benefits for sales of capital gain assets and real property
  • Planning for employer stock options, employer stock held in retirement accounts, and restricted stock
  • Roth IRA conversions, withdrawals, retirement planning, and estate planning
  • Maximizing tax benefits for personal residence transactions
  • Tax planning opportunities with vacation homes, timeshares, and co-ownership arrangements
  • Tax planning for marital splits and married same-sex couples
  • Self-employed planning to reduce Social Security and Medicare taxes
  • Self-employed health benefits strategies
  • Tax-smart college financing for middle-class clients and high-income clients and procrastinators

Learning Outcomes

  • Identify how to apply the latest changes when preparing federal individual income tax returns.
  • Recognize how to advise individual clients on new developments and tax-saving ideas.
  • Determine when selling capital assets, business assets, and real estate are to a client’s advantage.
  • Recognize like-kind exchange rules under Section 1031.
  • Identify ways to advise clients on how to minimize taxes on employer stock options and employer stock held in qualified retirement plan accounts.
  • Differentiate between incentive stock options (ISOs) and nonqualified stock options (NQSOs).
  • Determine ways to help clients obtain maximum tax savings from vacation home and timeshare properties.
  • Differentiate between the rules for “regular” vacation homes, timeshares, and co-ownership deals.
  • Determine appropriate federal income tax advice for clients who are separated, divorcing, or divorced.
  • Recall ways to help middle-class clients identify college financing tax breaks.
  • Identify tax-saving college financing maneuvers for higher-income clients who are ineligible for the well-known education tax breaks.
  • Identify strategies of husband-wife businesses that will reduce Social Security and Medicare taxes.
  • Identify strategies for how parents can employ their children through their closely held business.
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Cancellation Policy
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Small Business and Tax Staff Essentials
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