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.
Staff Training
Level I Basic Staff Training
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.
Level II Semi-Senior Staff Training
Gain knowledge to improve your skills to perform more complex analytical procedures and draft financial statements and footnotes.
Level III Beginning In-Charge Staff Training
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.
Level IV Management & Leadership Essentials
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.
Level V Advanced Management & Leadership Essentials
This course highlights leadership skills and situations common for managers and senior managers of organizations.
This series is made in partnership with AHI Associates
Audit
Audit Staff Essentials: Audit Working Papers
This course describes the various audit documentation requirements in U.S. GAAS and the different other purposes, such as assisting the engagement team in planning and performing the audit, directing and supervising, directing work and reviewing the audit work.
Taxation
Basic Staff Tax Training: Individual
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. This is an overview of the process for new preparers and a refresher for the more seasoned professional.
Advanced Staff Tax Training: Individual
Elevate your individual income tax skills and knowledge to go beyond the basics and provide superior service to your clients. This course covers topics including investment taxation, 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)
This three-day training provides a comprehensive understanding of the federal income tax laws applicable to individuals. It is a hands-on session that includes a comprehensive case study. Participants will walk through the preparation of Form 1040 and related tax schedules, learning complex income tax law.
Staff Tax Training: S Corporations (Form 1120S)
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 into 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
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 into real-world case scenarios that teach the preparation and/or review of IRS tax forms and schedules.
Accounting for Income Taxes (ASC 740)
This course provides a basic knowledge of the accounting model, including an overview of the authoritative standards for deferred taxes, income tax expense, uncertain tax positions, and the classification and disclosure requirements in financial reporting for income taxes.
To learn more about staff training opportunities, please email accountmanagement@calcpa.org
