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Qualifications & considerations

About this topic

Based on the AICPA Competency Framework: Tax and Personal Financial Planning, these learning resources - primarily focused on US tax - are designed to help CPAs understand the knowledge and skills necessary to address the needs of their clients and firms.

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Choice of and Formation of Entity - Tax Staff Essentials

Provides an overview of the ever-increasing tax advantages and disadvantages of general and limited partnerships, C and S corporations, LLCs, and LLPs, as well as...

Course – Online Qualifications & considerations Intermediate

Advanced Tax Planning S Corporations - Tax Staff Essentials

Updated for Tax Reform, this self-study course examines planning and reporting successful complex S Corporation transactions.

Course – Online Distributions & shareholder basis Advanced

Tax Staff Essentials, Level 1 - New Staff

Level 1 is designed to help beginning staff members develop a strong set of core skills. It focuses on individual and S corporation tax compliance plus professional...

Course – Online Reporting & filing requirements Foundational

S Corporations: Key Issues, Compliance, and Tax Strategies – Tax Staff Essentials

Learn to speak effectively to potential business clients and existing shareholders about how you can make the S Corporation business model work for them.

Course – Online Qualifications & considerations Foundational