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Kaplan University School of Professional and Continuing Education Kaplan University School of Professional and Continuing Education

Tax Staff Training – Advanced Issues (TSTA)

(Updated for the Tax Cuts and Jobs Act) 16-Hour Program

WHY ATTEND THIS COURSE?

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 practice. May also be suitable for public practice.

OBJECTIVE

Participants will be able to:

  • Handle complex tax issues, including suspended losses, NOLs, accounting method changes, controlled groups, debt forgiveness, 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

MAJOR SUBJECTS

  • 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 including changes made by Tax Cuts and Jobs Act
  • Current technical developments
  • Comprehensive coordinated tax planning techniques
  • Application of Professional Standards to Tax Practice

COURSE ACRONYM: TSTA

PRESENTATION METHOD: Group-live

LEVEL OF KNOWLEDGE: Advanced

PREREQUISITES:

  • None

ADVANCE PREPARATION: None

FIELD OF STUDY: Taxes

RECOMMENDED CPE CREDIT: 16 hours


CPE Sponsor icon

SmartPros®, A Kaplan Company and Loscalzo Institute, A Kaplan Company are registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.