Staff Training

Staff Training

Build 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.


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Audit

A&A Level I Basic Staff Training

Dates 

July 11–14 | Sept. 6–9 | Oct. 24–27 | Jan 9–12

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.

A&A Level II Semi-Senior Staff Training

Dates 

May 9–12 | Sept. 19–22

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

A&A Level III Beginning In-Charge Staff Training

Dates

May 16—19 | Oct. 31—Nov. 3

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.

A&A Level IV Management & Leadership Essentials

Dates

May 23–26 | June 2 | Oct. 20Nov. 14–17

This course dives into universal leadership concepts, including the expectations of the supervisor, managing yourself and priorities, improving communication skills, motivation, supervising, coaching and helping your organization grow.

A&A Level V Advanced Management & Leadership Essentials

Dates

June 6–9 | Dec. 12–15

This course highlights leadership skills and situations common for managers and senior managers of organizations.

Taxation

Staff Tax Training Individual: Beginning

Dates

Aug. 11 | Sept. 23 | Dec. 14 | Jan. 11

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.

Staff Tax Training Individual: Advanced

Dates

Aug. 10 | Sept. 22 | Dec. 15 | Jan. 10

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.

Staff Tax Training: Individual (Form 1040)

Dates

Oct. 31–Nov. 2

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.

Staff Tax Training: S Corporations (Form 1120S)

Dates

Nov. 14–15

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.

Staff Tax Training: Partnerships and LLCs (Form 1065)

Dates

Nov. 28–29

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.

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