Tax Staff Essentials

Empower your knowledge from day one.

Updated for 2026, with H.R. 1 (OBBBA) changes and the latest IRS procedural guidance.

Tax skills for every stage of your career

Designed for the ever-changing and complex world of tax, this innovative series offers comprehensive training for tax practitioners at varying stages in their careers. Whether staff have decades or days of experience, our regularly updated Tax Staff Essentials training will help keep skills relevant and refreshed. The multiple, progressive levels include core business skills and fundamental technical tax topics through to complex tax compliance and planning strategies. The courses focus on real-world issues and solutions providing the relevant technical and professional skills in a convenient online format.

Tax skills for every stage of your career

Designed for the ever-changing and complex world of tax, this innovative series offers comprehensive training for tax practitioners at varying stages in their careers. Whether staff have decades or days of experience, our regularly updated Tax Staff Essentials training will help keep skills relevant and refreshed. The multiple, progressive levels include core business skills and fundamental technical tax topics through to complex tax compliance and planning strategies. The courses focus on real-world issues and solutions providing the relevant technical and professional skills in a convenient online format.

Four progressive levels

Tax Staff Essentials has now been updated for 2026, with H.R. 1 (OBBBA) changes and the latest IRS procedural guidance built across every level. From day‑one fundamentals to advanced planning and review, the pathway now reflects today’s rules, today’s risks, and today’s expectations. Equip your team to prepare, review, and advise with confidence, all while earning meaningful CPE. Designed for new staff, managers, directors, partners, and owners of small and medium practices. Find the course that’s right for you.

Four progressive levels

Tax Staff Essentials has now been updated for 2026, with H.R. 1 (OBBBA) changes and the latest IRS procedural guidance built across every level. From day‑one fundamentals to advanced planning and review, the pathway now reflects today’s rules, today’s risks, and today’s expectations. Equip your team to prepare, review, and advise with confidence, all while earning meaningful CPE. Designed for new staff, managers, directors, partners, and owners of small and medium practices. Find the course that’s right for you.

Tax Staff Essentials Level 1 - New Staff

This level covers key areas to ensure new tax professionals are well prepared to begin their careers and support their firms. They'll learn about individual, partnership, and S corporation tax compliance, capitalization and depreciation of property, as well as a broad range of practical tax planning.

What’s new: Schedule 1‑A module (H.R. 1) plus reorganized fundamentals; IRS procedures built in.

Access the complete series. CPE credits: 44.

Explore select courses from the learning series available for separate purchase:

Title	Format	CPE Credits	Title	Format	CPE Credits
Individual Tax Fundamentals - Tax Staff Essentials	CPE Self-Study	13.5	Individual Tax Fundamentals - Tax Staff Essentials	Webcast	8
Capitalized Costs & Depreciation - Tax Staff Essentials	CPE Self-Study	8	Capitalized Costs & Depreciation - Tax Staff Essentials	Webcast	5.5
Tax Fundamentals of LLCs & Partnerships - Tax Staff Essentials	CPE Self-Study	11.5	Tax Fundamentals of LLCs and Partnerships - Tax Staff Essentials	Webcast	8
S Corporations: Key Issues, Compliance, and Tax Strategies - Tax Staff Essentials	CPE Self-Study	11	S Corporations: Key Issues, Compliance, and Tax Strategies - Tax Staff Essentials	Webcast	8

Tax Staff Essentials Level 2 - Experienced Staff

This level builds upon foundational tax knowledge by exploring the intricacies of the underlying accounting methods and property transactions. Staff will also delve into the taxation of corporations and a myriad of multistate tax issues. Key subject matters covered include inventory valuation and property transactions, which are essential for servicing more complex clients.

What’s new: H.R. 1 plus IRS updates across corporate, multistate, property, and intermediate individual modules.

Access the complete series. CPE credits: 42.

Explore select courses from the learning series available for separate purchase:

Title	Format	CPE Credits	Title	Format	CPE Credits
Multistate Taxation – Tax Staff Essentials	CPE Self-Study	10.5	Multistate Taxation – Tax Staff Essentials	Webcast	8
Taxation of Property Transactions - Tax Staff Essentials	CPE Self-Study	5.5	Taxation of Property Transactions - Tax Staff Essentials	Webcast	4
Intermediate Individual Taxation - Tax Staff Essentials	CPE Self-Study	15	Intermediate Individual Taxation - Tax Staff Essentials	Webcast	8
Taxation of Corporations - Tax Staff Essentials	CPE Self-Study	11

Tax Staff Essentials Level 3 - Tax Senior/Supervisor

This level of Tax Staff essentials covers more complex areas for experienced specialists, focusing on understanding business strategies and competitive positioning, and converting this knowledge into tax planning and business advice. Key subject matter includes FASB ASC 740 and deferred income taxes, and estates and trusts.

What’s new: Modernized examples and checklists surface H.R. 1/IRS issues during first‑line review.

Access the complete series. CPE credits: 42.5.

Explore select courses from the learning series available for separate purchase:

Title	Format	CPE Credits	Title	Format	CPE Credits
Reviewing Individual Returns: What Are You Missing?	CPE Self-Study	5	Reviewing Individual Tax Returns: What Are You Missing?	Webcast	4
Reviewing S Corporation Tax Returns: What Are You Missing?	CPE Self-Study	5	Reviewing S Corporation Tax Returns: What Are You Missing?	Webcast	4
Estate & Trust Primer - Tax Staff Essentials	CPE Self-Study	6.5	Estate & Trust Primer - Tax Staff Essentials	Webcast	4
Form 990: Best Practices for Accurate Preparation - Tax Staff Essentials	CPE Self-Study	11	Form 990: Best Practices for Accurate Preparation	Webcast	8
Reviewing Partnership Tax Returns: What Are You Missing?	CPE Self-Study	5	Reviewing Partnership Tax Returns: What Are You Missing?	Webcast	4
Income Tax Accounting - Tax Staff Essentials	CPE Self-Study	10

Tax Staff Essentials Level 4 – Tax Manager/Director

This level contains advanced technical training required to work with an organization’s most sophisticated clients, as well as those with tax controversy issues. The program includes an international tax course relevant to the increasing globalization of business. Taking this level provides tax managers and directors the tools they will need to offer existing clients additional services, as well as identifying possible areas for specialization.

What’s new: International module consolidation for flow; refreshed planning scenarios across advanced topics.

Access the complete series. CPE credits: 34.

Explore select courses from the learning series available for separate purchase:

Title	Format	CPE Credits	Title	Format	CPE Credits
Advanced Tax Planning S Corporations - Tax Staff Essentials	CPE Self-Study	11.5	Advanced Tax Planning S Corporations - Tax Staff Essentials	Webcast	8
Tax Planning for Small Businesses - Tax Staff Essentials	CPE Self-Study	6.5	Tax Planning for Small Businesses - Tax Staff Essentials	Webcast	4
International Taxation - Tax Staff Essentials	CPE Self-Study	5
Advanced Taxation LLCs & Partnerships - Tax Staff Essentials	CPE Self-Study	11

Bundles

Title	Format	CPE Credits
Advanced Taxation of Partnerships & LLCs: Basis, Distributions, and Sales of Interest	CPE Self-Study	3.5
International Taxation: Overview and General Rules of U.S. International Taxation - Tax Staff Essentials	CPE Self-Study	1

Other

Title	Format	CPE Credits
Advanced Taxation of Partnerships & LLCs: Basis, Distributions, and Sales of Interest	CPE Self-Study	3.5
International Taxation: Overview and General Rules of U.S. International Taxation - Tax Staff Essentials	CPE Self-Study	1

Other learning formats

Tax Staff Essentials is also available as On-Site Group Learning for 10 or more people (enquire here) and in a Tax Boot Camp classroom format at various locations and dates.