2026 AICPA Tax School - Level 1 WEBCAST - Partnered with the Oregon Society
Your Desk
32.0 Credits
Member Price $990.00
Price will increase by $250 after 10/26
Non-Member Price $1,140.00
Price will increase by $250 after 10/26
Overview
The ultimate toolkit for junior tax staff!
The 2026 AICPA Tax School Level 1 content will help you establish core skills and expand practical tax knowledge, including key issues surrounding recent changes to taxation of pension plans and IRS distributions, Medicare payroll tax, NIIT, S corporation distributions, items affecting shareholder basis, passive activity loss rules and much more.
This 4-day experience includes five complete courses and covers key areas to ensure early-career tax professionals are well prepared to begin their careers and support their firms.
Highlights
- Day 1 - Individual Tax Fundamentals.
- Day 2 - Tax Fundamentals of LLCs and Partnerships
- Day 3 - S Corporations: Key Issues, Compliance and Tax Strategies
- Day 4 - Capitalized Costs and Depreciation (morning)
- Day 4 - Taxation of Property Transactions (afternoon)
Prerequisites
None.
Designed For
Junior accounting and tax professionals. Beginning staff members who want to develop a strong set of core skills.
Objectives
Provide a comprehensive education about tax fundamentals for early-career tax staff in a series of five complete courses.
Preparation
None.
Leader(s):
Leader Bios
William Taylor, Surgent McCoy Self-Study CPE LLC
William (Bill) F. Taylor is president of Renasant Bank in Water Valley, Mississippi and an Employee Benefit Advisor for Renasant Financial Services. He is the author of several books and his articles have appeared in numerous publications. Taylor has been an employee benefit and investment consultant for over 20 years, beginning his career as the Employee Benefits Coordinator in the Jackson office of KPMG Peat Marwick and managing his own firm for 10 of those years. He is a nationally known consultant and speaker and has conducted seminars for the American Society of Pension Professionals and Actuaries, over 40 states’ CPA and Bar associations, and other organizations. He was awarded the Outstanding Discussion Leader award in 2008. Taylor graduated from the University of Mississippi with a B.B.A. in Banking and Finance and a Master of Accountancy in Taxation.
Non-Member Price $1,140.00
Member Price $990.00