TaxWatch University
Complete tax training, from basic to advanced levels of experience
Establish a consistent tax prep methodology to benefit all members of your firm.
Introduction to Principles of Taxation I
Course details
This practical, hands-on program is designed for first- or second-year tax professionals. This course provides learning opportunities surrounding common individual and corporate tax topics that they may encounter. The course is designed to provide information on the tax rules and to challenge the participants to complete case studies and exercises where participants apply the rules and complete actual tax forms.
Duration: Three days in person, four days virtual
Prerequisite: 0-1 Year Experience
Level of Instruction: Basic
Delivery Method: Group in-person or group virtual
CPE Credits: 24 Credits
Field of Study: Taxes
Learning objectives
To enable participants to prepare basic individual and corporate tax returns and to begin to recognize more complex tax issues.
Introduction to Principles of Taxation II
Course details
This practical, hands-on program is designed for tax professionals in their first or second year. This course provides learning opportunities on intermediate corporate, individual, and other entity type tax topics. It is designed to both provide information on the tax rules and to challenge the participants to complete comprehensive exercises where they apply the rules, determine outcomes, and complete tax forms.
Duration: Three days in person, four days virtual
Prerequisite: 1-2 Years Experience
Level of Instruction: Intermediate
Delivery Method: Group in-person or group virtual
CPE Credits: 24 Credits
Field of Study: Taxes
Learning objectives
To enable participants to become familiar with key tax rules impacting individuals and business entities in order to efficiently and effectively prepare increasingly complex individual and corporate tax returns.
Intermediate Principles of Taxation
Course details
This practical, hands-on program is designed for tax professionals with multiple years' experience. This course provides learning opportunities on intermediate to advanced pass-through entities, including S corporations and partnerships/LLCs, and selected individual and corporate topics. The course is designed to provide information on the tax rules and includes comprehensive exercises which challenge participants to apply the rules and determine tax outcomes.
Duration: Three days in person, four days virtual
Prerequisite: 2-3 Years Experience
Level of Instruction: Intermediate
Delivery Method: Group in-person or group virtual
CPE Credits: 24 Credits
Field of Study: Taxes
Learning objectives
To enable participants to handle pass-through entities, including S corporations and partnerships/LLCs and estate and trust issues, as well as individual and corporate events in a more efficient and effective manner.
Advanced Principles of Taxation I
Course details
This program is designed to advance a tax professional into more complex taxation issues. The program includes sessions on tax planning and saving strategies related to individuals and corporations. It also provides additional training on technical tax issues mainly related to pass-through entities and more advanced corporate and individual issues.
Duration: Three days in person, four days virtual
Prerequisite: 3+ Years Experience
Level of Instruction: Intermediate/Advanced
Delivery Method: Group in-person or group virtual
CPE Credits: 24 Credits
Field of Study: Taxes
Learning objectives
To provide participants the technical knowledge important to working with clients in a tax advisory role.
Advanced Principles of Taxation II
Course details
This program is designed to advance a tax professional into more complex taxation issues and is a continuation of advanced materials from Advanced Principles of Taxation I. It is designed for the tax professional with a focused emphasis on business entity taxation, particularly corporations partnerships and S corporations. The program expands on sessions for tax planning and saving strategies related to individuals and corporations.
Duration: Three days in-person, four days virtual
Prerequisite: 4+ Years Experience
Level of Instruction: Advanced
Delivery Method: Group in-person or group virtual
CPE Credits: 24 Credits
Field of Study: Taxes
Learning objectives
To help the tax professional become more consultative and fluent in identifying tax issues and solutions.
Leadership I: Everyday Essentials
Course details
In this highly interactive course, advancing professionals develop essential, results oriented leadership skills to boost individual and firm success. Topics include foundational leadership principles, DEI (diversity, equity and inclusion), goal setting and prioritization, collaborative negotiation, presentation skills, mindfulness, and business development skills.
Duration: Three days in-person, four days virtual
Prerequisite: Current or future leadership responsibility
Level of Instruction: Advanced
Delivery Method: Group in-person or group virtual
CPE Credits: 24 Credits
Field of Study: Personal Development, Communications & Marketing
Learning objectives
After the session, participants should be able to:
Introduction
- Identify current and upcoming roles and responsibilities that require strong, competent leadership
Leadership Essentials
- Recognize your role as a leader
- Self-assess your leadership style
- Discuss ways to improve your personal leadership skills
- Identify ways to become a better mentor / coach
Diversity, Equity and Inclusion
- Recognize and critically reflect upon potential cultural biases
- Foster an inclusive firm culture that embraces diversity ang engages across differences with empathy and integrity
Goal Setting and Prioritization
- Identify personal time management techniques
- Practice techniques to effectively identify, rand, and choose priorities
- Apply a structured model to set and achieve goals
Collaborative Negotiation
- Describe and apply collaborative negotiation skills that enable business success
- Define skills to handle challenging conversations
Presentation Skills
- List and explore the characteristics of effective presenters
- Use proven techniques to organize and deliver engaging presentations
Business Development Skills
- Identify the three primary practice development goals
- Describe ways to retain existing clients and expand product / service offerings to them
- Explore techniques to create new business opportunities
- List best practices for creating a personal client development plan
Mindfulness
- Describe and apply the basic principles of mindfulness to leadership, management and client relationships
- Practice the key steps of the 8-minute daily CPA Mindfulness Practice as developed by Mindful-CPA
- Apply mindfulness to everyday activities at your firm to achieve health and work balance in the short term
- Use ongoing support and tools from www.mindful-cpa.com
Summary
- Identify best practices
- Share insights with fellow participants
Leadership II: Expanding Capabilities
Course details
This engaging course expands the participant’s professional leadership capabilities. Topics include developing executive presence, using emotional intelligence to achieve success, managing in the multi-generational workplace, performance and talent management, DEI (diversity, equity and inclusion), mindfulness and building new business.
Duration: Three days in person, four day virtual
Prerequisite: Leadership 1: Everyday Essentials
Level of Instruction: Advanced
Delivery Method: Group in-person or group virtual
CPE Credits: 24 Credits
Field of Study: Personal Development, Personnel/Human Resources, Communications & Marketing, and Behavioral Ethics
Learning objectives
After the session, participants should be able to:
Introduction
- Identify and explore the fundamentals of Executive Presence
Developing Executive Presence
- Identify the elements of executive presence
- Analyze strengths and weaknesses by completing executive presence component self-assessment
- Apply enhanced communication techniques to build and maintain trust
Diversity, Equity, and Inclusion
- Recognize and critically reflect upon potential cultural biases
- Foster an inclusive firm culture that embraces diversity and engages across differences with empathy and itnegrity
Using Emotional Intelligence to Achieve Success
- Recognize the main components of Emotional Intelligence (EI)
- Practice EI fundamentals through a series of interactive discussions and exercises after an in-depth selfassessment
- Explain how EI is applied to enhance work relationships, performance, and productivity
Generational Workplace
- Describe the generations that make up the current workforce
- Explore key differences, characteristics, and behaviors of each generation
- Learn techniques and strategies for effective interactions with multi-generational teams
Performance and Talent Management
- Identify and explore the dynamics of performance and talent management in the public accounting industry
- Explain how to identify and develop talent in individuals to maximize their performance and professional growth
- Gain insight on best practices to develop and retain staff
Building New Business
- Explore important concepts related to developing new business
- Apply structured techniques to plan for and develop business growth
- Practice the art of gaining new business through a series of interactive skill-building activities
Mindfulness
- Describe and apply the basic principles of mindfulness to leadership, management, and client relationships
- Practice the key steps of the 8-minute daily CPA Mindfulness Practice as developed by Mindful- CPA
- Apply mindfulness to everyday activities at your firm to achieve health and work balance in the short term
- Use ongoing support and tools from www.mindful-cpa.com
Summary
- Summarize the key learning points of this course
- Share insights with other participants