Staff Tax Training Level I

Monday, December 2 Code: 170 16.0 CPE Credits


Does your firm struggle to find the time to train your entry-level tax staff? Send them to the ASCPA's tax training seminars! These courses are written and taught by the highly-rated Lisa McKinney. This training will be invaluable to both your staff and your firm.

This interactive course is designed for new staff entering the workforce. It is an introduction to individual and S Corporation preparation issues with emphasis on the most important points new preparers need to be aware of for current tax returns.

Major topics covered:

· Filing status & standard deductions  
· Itemized deductions 
· Personal and dependent exemption rules
· Interest & dividend income
· Intro to S Corps  
· Gross income, exclusions from income parental election for certain taxpayers
· Passive loss rules    
· Publicly traded partnerships    
· Adjustments to gross income    
· Tax calculations, regular tax, SE tax, penalties on retirement distributions
· Selected individual tax credits:  American Opportunity, Lifetime Learning, child tax & adoption credits
· Payroll taxes    
· Sales taxes
· Carrybacks/Amended returns
· Personal use of auto
· Other skills: Excel, etc.


Lisa McKinney

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