TrainingTax & Accounting

CCH® Learning & Development Academy - Experienced Staff


This live, onsite, 2 day (16 hour) program moves Tax staff into the next phase of their career by giving them the expertise to prepare complex Individual and Business tax returns as well as make them ready to review the work of others. Participants will learn how to use Wolters Kluwer software tools and their various features and functionality to complement their newly acquired skills.

Type: Single Client Training
Who Should Attend: Experienced Staff/New Senior (3 to 5 years)
Advanced Preparation: None
Prerequisites Required: Yes
Prerequisites: School of Tax New Hire or equivalent experience
Field of study: Tax
Program/Course Level: Basic


  • Expectations of a developing staff, including taking initiative and asking questions.
  • Case studies revolving around more complex issues like understanding when to Form as Partnership vs S-Corporation, Sale of Partnership Interest, QBID, Schedules M-1, M-2 and M-3, and multi-State tax issues.
  • Refinement of tax research skills including research best practices using CCH® AnswerConnect
  • Advanced Wolters Kluwer tax functionality training.
CCH® Learning & Development Academy - Experienced Staff
CPE Credits: 16
Contact Us To Register
Contact Us to Register
To Sign Up For This Class
Call: 800-739-9998, option 1