Core Staff Training

Core Staff TrainingBuild your staff members’ professional development foundation with CalCPA’s Staff Training programs. These comprehensive, workshop-style, core training programs will ensure that your staff has the skills to maximize their productivity, profitability and commitment to your firm.

Accounting and Auditing

Staff Training for Accounting and Auditing: Semi-Senior

Gain knowledge to improve your skills to perform more complex analytical procedures, as well as drafting financial statements and footnotes.

2021 Dates 

To Be Announced




Staff Training for Accounting and Auditing: Beginning-in-Charge

Discover the secrets to planning and efficiently completing engagements; explore methods for assuming higher levels of responsibility; develop your ability to assess risk and materiality; and learn to make nonstatistical sampling decisions. Designed to offer audit staff members extensive training in crucial procedural, evaluative and supervisory areas.

2021 Dates

To Be Announced




Taxation

Staff Tax Training: Individuals (Form 1040)

This course provides a comprehensive understanding of the federal income tax laws applicable to individuals. A hands-on session that includes a comprehensive case study (using actual W-2s, 1099s, 1098s, K-1s, etc.). Participants will walk through the preparation of the Form 1040 and related tax schedules, learning complex income tax law.

2021 Dates

To Be Announced 




Staff Tax Training: Partnerships and LLCs (Form 1065)

This training course provides a comprehensive understanding of the Federal income tax laws applicable to partnerships, LLCs and LLPs, and their owners.

Jan. 11-12

Webcast

Jan. 13-14

Webcast


Staff Tax Training: S Corporations (Form 1120S)

Gain a comprehensive understanding of the Federal income tax laws applicable to S corporations and their shareholders. Examine the integration of the most recent tax laws and theories with real-world case scenarios and the preparation or review of IRS tax forms and schedules. Also, we'll demonstrate the complex income tax code and regulations.

2021 Dates

To Be Announced



Management Skills

Staff Training: Supervisory

Supervisors are expected to generate high-quality work and skillfully manage others on their team. Learn to enhance communication skills, improve the ability to supervise, and become more accomplished at maintaining client relationships.

2021 Dates 

To Be Announced




To learn more about staff training opportunities please email groupsales@calcpa.org