I. Tax 001 - Overview
- Business entity types
- Assessment
- Tax Basics Overview
- Assessment
II. Tax 101 – Pinnacle Auto Sample Set
- Form 1120S Processing
- Assessment
III. Tax 201 – Form 1065 US Partnership Return
- Form 1065 Processing
- Assessment
IV. Tax 301 – Form 1120S US S Corporation Return
- Form 1120S Processing
- Assessment
V. Tax 401 – Form 1120 US Corporate Return
- Form 1120 and F-1120 Processing
- Assessment
VI. Tax 501 – Form 1040 US individual Return
- Form 1040 Processing
- Stock sales
- Schedule C
- W2 with V Code
- Estimated Payments
- Assessment
VII. Tax 601 – Advanced Tax Issues
- Multistate Apportionment
- Qualified Charitable Distribution
- Accumulated Other Comprehensive Income
- Home Mortgage Interest Limitations
- Missing data Email to Client from Ultra Tax
- S Corp Family Attribution Rule for Health Insurance
- Form 9465 Installment Agreement
- Keyman Insurance reporting
VIII.Tax 601.1 – FinCEN 114 and Form 8938
IX. Tax 601.2 - Installment Sale
X. Tax 601.3 – ROTH IRA Conversions
XI. Tax 601.4 – Accrual to Cash Conversion
XII. Tax 701 – Nonresident Return
- Form 1065 with foreign partners processing
- Form 1040NR Processing
- Assessment
XIII.Tax and Accounting Manager F/S Review 101
- Partnership Financial Statement Review
- Assessment
- S Corporation Financial Statement Review
- Assessment
XIV.Tax Strategies 100 – M2C2
- Monthly Meaningful Client Contact
XV. Tax Strategies 101 – Pension Plan
- Pension Plan Overview
- Plan Decision Tree
- Assessment
XVI. Tax Strategies 102 – Section 179 Deduction
XVII. Tax Strategies 103 – High Income Earners
- Tax Minimization Strategies
XVIII. Tax Strategies 104 – Tax Planning
- Basics of Tax Planning
- Tax planning meeting overview
- Create Plan in Planner CS
- Assessment
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