Core Staff Training

Staff Training for Accounting and Auditing: Basic

Dive into the fundamentals: workpaper techniques, analytical procedures, compilation and review services, tax recognition and research techniques, understanding audit objectives and auditing and reviewing selected accounts.

Dates 

TBA

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.

Dates 

TBA

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 non-statistical sampling decisions. Designed to offer audit staff members extensive training in crucial procedural, evaluative and supervisory areas.

Dates

TBA

Staff Tax Training Individual: Beginning

Master the preparation of the individual income tax return! Understand the basics, with a focus on the law and compliance forms associated with Form 1040. An overview of the process for new preparers. A refresher for the more seasoned professional.

Date

Staff Tax Training Individual: Advanced

Elevate your individual income tax skills and knowledge to go beyond the basics. Provide superior service to your clients. Cover topics including taxation of investments, reporting of partnership and S-corporation income, net investment income tax, calculation of self-employment taxes, household employer taxes, social security taxation, basic retirement planning opportunities and AMT.

Date

Staff Tax Training: Individual (Form 1040)

This three-day training provides a comprehensive understanding of the federal income tax laws applicable to individuals. A hands-on session that includes a comprehensive case study. Participants will walk through the preparation of the Form 1040 and related tax schedules, learning complex income tax law.

Dates

Staff Tax Training: S Corporations (Form 1120S)

This two-day training provides a comprehensive understanding of the Federal income tax laws applicable to S corporations and their shareholders. The cornerstone of this course is the integration of the most recent tax laws and theories to real world case scenarios and the preparation and/or review of the IRS tax forms and schedules.

Dates

Staff Tax Training: Partnerships and LLCs (Form 1065)

This two-day training provides a comprehensive understanding of the Federal income tax laws applicable to partnerships, limited liability companies (LLCs) and limited liability partnerships (LLPs) and their owners. The cornerstone of this course is the integration of the most recent tax laws and theories to real-world case scenarios that teach the preparation and/or review of IRS tax forms and schedules.

Dates

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.

Dates