CPE Catalog
Note
AICPA On-Demand & Self-Study courses take up to 24 hours to process.
PFS Experienced CPA Education
Available Until
Online
13.00 Credits
Your Experienced CPA Pathway to the PFS credential starts here. As an experienced CPA working with individuals and families, you engage with your clients on a wide variety of PFP topics - tax, retirement, estate, investment, and risk management planning, among others. This course will provide the framework to tie these conversations together and enhance your knowledge of personal financial planning. Why take this course? This course is the required education for the PFS credential's Experienced CPA Pathway. In addition, it will prepare you for the streamlined PFS Experienced CPA Assessment. This course is one step forward as you deepen your client relationships, obtain the CPA/PFS credential, and provide your clients with the objective and trusted financial planning they expect from you as a CPA. Program features This enhanced on-demand format offers meaningful and relevant content in the form of tables, charts, and discussion points on slides. An instructor who is an expert on the topical area breaks down complex topics, offers best practices, provides clarity, and shares insights that help the learner achieve the learning objectives for the course. Completion of this course will result in a digital badge as well. This series of courses includes: PFP Standards and Responsibilities PFP Regulatory Landscape and Fiduciary Practices Personal Financial Planning Process Cash Management Strategies PFP in Practice - Putting It All Together, Part 1 and 2 If you are a CPA desiring to obtain the PFS credential and meet the longer experience requirement, the Experienced CPA Pathway provides an alternative pathway to meeting the exam and education requirements. See aicpa.org/PFSexperiencedpath for details.
Performance Measurement Strategies
Available Until
Online
1.00 Credits
Clear vision to success Learn how successful, sustainable organisations invest in creating vision and mission statements and clearly articulate their core values. Those statements support the strategic plan and related initiatives. The process of setting good targets, defining critical success factors (CSFs), and setting key performance indicators (KPIs) is essential to keeping an organisation focussed on actions that will drive successful implementation of the strategic plan. Key topics Financial measure Strengths Weaknesses Opportunities Threats (SWOT) Analysis Non-financial measures KPIs Strength through measurements Use case studies, exercises, and scenarios to learn to successfully implement strategy using KPIs and SWOT analysis in your business models and aligning with your goals. This is a standalone course but if you're interested in more of this type of learning while earning a designation, explore the CGMAr Finance Leadership Program.
Performance Measurement Techniques
Available Until
Online
1.50 Credits
Measuring business performance Learn techniques using traditional financial measures to evaluate business performance and learn to link CSFs to KPIs and corporate strategy to evaluate business performance. Develop strategic objectives and measurable results. Value added topics Traditional financial measures of return on investment (ROI) and residual income (RI) CSFs and KPIs Business performance evaluation Gain experience with detailed exercises Understand how to evaluate business performance and acquire a deeper understanding of the process of strategic performance evaluation. This is a standalone course but if you're interested in more of this type of learning while earning a designation, explore the CGMAr Finance Leadership Program.
Preparation, Compilation and Review Staff Essentials
Available Until
Online
15.00 Credits
Since you're in the business of PC&R Preparation, compilation and review engagements are one of your core areas of practice. And because you do so many, they are not only your bread and butter, but are significant to your firm's reputation. So if you're going to do them, do them right. Our preparation, compilation and review program (PCRE) gives you and your staff everything you need to perform these engagements efficiently and accurately. SSARS compliance and best practices in one product Get up to speed with current regulations relevant to SSARS No. 21-23*, plus learn best practices that will help you reduce time and effort spent on these engagements. What you can expect Reliable information, effective tactics and proven strategies. You'll find them presented through real-world examples, practice exercises and case studies. PCRE helps you ensure your firm's compliance and long-term success in this key area of practice. Courses Included: Introduction to Review Engagements Performing a Review Engagement Part I Performing a Review Engagement Part II Reporting on Review Engagements Introduction to Compilation Engagements Performing a Compilation Engagement Reporting on Compilation Engagements Engagements to Prepare Financial Statements
Professional Ethics: 2021 Update and Refresher
Available Until
Online
2.00 Credits
Get up to speed on the new and revised ethical requirements that have been adopted recently or were being proposed or considered at the time the course was developed. Designed in an inventive and creative way, this self-study CPE course provides a refresher on important ethics requirements to ensure your services are performed with integrity and objectivity, and, where required, independence. Developed to incorporate personal, targeted, and innovative elements in one format, this course features: Exercises Illustrative graphics Interactive case studies This course also looks at PEEC, which adopted three revised interpretations and one new interpretation in the code this year. Note: Many states do not accept this AICPA course to meet the ethics requirement for earning or maintaining a CPA license. Please contact your state board to determine which Ethics course is required for your license.
Professional Ethics: The American Institute of Certified Public Accountants' Comprehensive Course (For Licensure)
Available Until
Online
8.00 Credits
Ethical accounting is nonnegotiable Honesty, objectivity, and professional conduct are crucial components of the accounting and finance profession. Understand the fundamentals of ethical accounting, including how to: Objectively view and analyze ethical matters Apply the AICPA independence rules regarding personal financial interests, loans, employment, and business relationships that relate to you and your immediate family Adhere to the AICPA Code of Professional Conduct and apply the code's conceptual framework Along with the AICPA Code of Professional Conduct, you'll learn about: Independence rules from regulators, including the SEC and PCAOB Rules that apply to government auditors and audits of employee benefit plans, federally funded charitable organizations, financial institutions, and insurance Last but not least, you'll learn when to apply the appropriate ethics rules when you provide professional tax services. Appropriate ethics rules could entail AICPA Code of Professional Conduct Statements on Standards for Tax Services U.S. Treasury Department's Circular No. 230; Internal Revenue Code (IRC) provisions applicable to federal tax practice. IMPORTANT NOTICE ABOUT YOUR CPE CREDIT: Many states do not accept the AICPA course to meet the ethics requirement for earning or maintaining a CPA license. Please contact your state board to determine which ethics course is required to earn your license. If you are taking the course for licensure you must pass with a score of 90 percent or higher to qualify towards earning your CPA license. If you are taking the course to maintain your existing license you must pass with a score of 70 percent or higher. Professional Ethics: The American Institute of Certified Public Accountants' Comprehensive Course (For Licensure) is offered online. To purchase the version of this course for licensure, select the item on this page.
Retirement Planning Certificate Program
Available Until
Online
20.50 Credits
About the Personal Financial Planning Certificate Program The SECURE Act is the first major legislation to revamp retirement plans in over a decade. The provisions and planning strategies to help your clients avoid unintended tax consequences on their estate and retirement plans have been implemented into this learning program. The Personal Financial Planning Certificate Program is a series of certificates covering the core areas of personal financial planning (PFP), including retirement, estate, risk management and insurance, and investment planning, and how tax planning relates to each area. This certificate program is a combination of education and a certificate exam that gives you the opportunity to enhance your knowledge and demonstrate competence in that specific discipline. Bundle exam + education and save! This PFP certificate program offers three different options: Certificate: You can display your competence and understanding in one or more core areas with a digital badge awarded upon completion of each certificate exam, an online proctored exam taken from the convenience of your home or office. This certificate offers optional online education to provide a thorough comprehension of the material in preparation for the exam. Education: If CPE is your goal, you can purchase the education, without the certificate exam, and simply earn CPE credit for your CPA license, PFS credential, and/or CFPr credential. If you hold the PFS credential, there is no need to take the certificate exam because your PFS credential exam tests this material. Credential: If you are an active CPA who wants to obtain the PFS credential, the certificate program provides an alternative pathway for meeting the exam and education requirements. See aicpa.org/pfs for details. The Retirement Planning Certificate Program The Retirement Planning Certificate Program is an informative and engaging learning experience that will enhance your knowledge in retirement planning. Part of the Personal Financial Planning Certificate Program, this certificate program includes six dynamic courses covering critical steps in the retirement planning life cycle, including unique planning for aging and chronically ill clients. This certificate includes the following courses: The Retirement Planning Process Governmental and Employer Retirement Plans Personal Retirement Investments, Income, and Expenses Analyzing Client Retirement Data Creating, Implementing, and Monitoring the Retirement Plan Elder and Special Needs Planning CPA, PFS, and CFP Continuing Education These courses meet the CPE requirements for the CPA license and PFS credential. In addition, it qualifies for CFP board CE credits. The AICPA will report CE credits to the CFP Board every two weeks on a rolling basis as courses are completed. To have your CE reported please complete the following steps as there is not an automated feed to the CFP Board: Send an email to CFPReporting@aicpa-cima.com with the following information: Name, CFP Number, Copy of Certificate of completion and number of CE hours requested to be reported.
Review Engagements Series
Available Until
Online
7.00 Credits
This CPE course is included in the 15-hour Preparation, Compilation, and Review Staff Essentials program. It can also be purchased as a part of the Review Engagements Series. This innovative CPE course has been designed to provide a convenient, accessible way for firms to train their staff in this area of practice. With the introduction of the SSARS No. 21, Statement on Standards for Accounting and Review Services: Clarification and Recodification, this area of practice will be experiencing a level of change not seen in over 30 years. This CPE course provides fundamental training on the general principles and objective of a review engagement. This enhanced learning program contains a customized "learning coach"? to create a flexible, engaging learning experience. This CPE course has also been updated to reflect the most recent changes resulting from the issuance of SSARS No. 22 and SSARS No. 23, to help practitioners comply with the latest developments in regulation. This enhanced learning program combines real-world examples, practice exercises, case studies, and a "learning coach", to create a flexible, engaging learning experience that can be tailored to meet your needs.
Risk Management and Insurance Planning Certificate Learning
Available Until
Online
20.00 Credits
About the Personal Financial Planning Certificate Program The Personal Financial Planning Certificate Program is a series of certificates covering the core areas of personal financial planning (PFP), including retirement, estate, risk management and insurance, and investment planning, and how tax planning relates to each area. This certificate program is a combination of education and a certificate exam that gives you the opportunity to enhance your knowledge and demonstrate competence in that specific discipline. Bundle exam + education and save! This PFP certificate program offers three different options: Certificate: You can display your competence and understanding in one or more core areas with a digital badge awarded upon completion of each certificate exam, an online proctored exam taken from the convenience of your home or office. This certificate offers optional online education to provide a thorough comprehension of the material in preparation for the exam. Education: If CPE is your goal, you can purchase the education, without the certificate exam, and simply earn CPE credit for your CPA license, PFS credential, and/or CFP credential. If you hold the PFS credential, there is no need to take the certificate exam because your PFS credential exam tests this material. Credential: If you are an active CPA who wants to obtain the PFS credential, the certificate program provides an alternative pathway for meeting the exam and education requirements. See aicpa.org/pfs for details. Risk Management and Insurance Planning Certificate Program The Risk Management and Insurance Planning Certificate Program is an informative and engaging learning experience that will enhance your knowledge in risk management and insurance planning. Part of the Personal Financial Planning Certificate Program, this certificate program includes eight dynamic courses covering critical steps in the risk management and insurance planning process from insurance contracts and annuities to deferred compensation and integrating the business with the owner's personal financial plan. This certificate includes the following courses: The Risk Management Planning Process Insurance Contracts and Needs Analysis Life Insurance Annuities Medical, Disability and Property, and Casualty Group Insurance and Employee Benefits Executive and Deferred Compensation Arrangements Financial Planning with Business Owners CPA, PFS, and CFP Continuing Education These courses meet the CPE requirements for the CPA license and PFS credential. In addition, it qualifies for CFP board CE credits. The AICPA will report CE credits to the CFP Board every two weeks on a rolling basis as courses are completed. To have your CE reported please complete the following steps as there is not an automated feed to the CFP Board: Send an email to CFPReporting@aicpa-cima.com with the following information: Name, CFP Number, Copy of Certificate of completion and number of CE hours requested to be reported. Enhanced On-Demand Format This enhanced on-demand format offers meaningful and relevant content in the form of tables, charts, and discussion points on slides. An instructor who is an expert on the topical area breaks down complex topics, offers best practices, provides clarity, and shares insights that help the learner achieve the learning objectives for the course.
SOC for Cybersecurity Certificate Program
Available Until
Online
14.50 Credits
This certificate program can be purchased as a bundle with the Cybersecurity Advisory Certificate Program. The state of cyber-threats and the measures against them Cybersecurity threats are escalating, unnerving the boards of directors, managers, investors and other stakeholders of organizations of all sizes - whether public or private. The result? Your clients are under pressure to demonstrate that they are managing threats. And that they have effective processes and controls in place to detect, respond to, mitigate and recover from cybersecurity events. The framework for cybersecurity attestation SOC for Cybersecurity meets a growing business need for attestation. It's a solution that builds upon the accounting profession's experience in auditing system and organization controls. For clients whose cybersecurity risk management programs are mature, an independent CPA can perform an examination and express an expert opinion: Is the program accurately described? Are the controls effective? Your opportunity as a cybersecurity adviser This self-study certificate helps you understand how to perform SOC for Cybersecurity attestation examinations using the AICPA's new cybersecurity risk management reporting framework. As a certificate recipient, you'll be among the first to showcase your knowledge about the AICPA's profession-wide approach to cybersecurity. Our family of tech-specific certificates Get the bigger story on cybersecurity, plus other certificates for accountants and finance professionals. Free eBook with purchase Reporting on an Entity's Cybersecurity Risk Management Program and Controls - Attestation Guide is included (an $89 value) and will automatically be added to your cart when you purchase this certificate. Created by the AICPA, this authoritative guide provides interpretive guidance to enable CPAs to examine and report on an entity's cybersecurity risk management program and controls within that program. The guide delivers a framework designed to provide stakeholders with useful, credible information about the effectiveness of an entity's cybersecurity efforts. Digital badges: Your professional distinction After you complete the three-part webcast series, you will be awarded a certificate in the form of a digital badge. Proudly display it anywhere on the internet - a personal blog, a social site such as LinkedIn, Facebook or Twitter, Open Badges, a bio page on a company website or your email signature ;
SOC for Supply Chain Certificate
Available Until
Online
10.50 Credits
Supply chain concerns are more important than ever. Manufacturers, producers, and distributors must manage a complex network of plants, service providers, and suppliers to operate efficiently and meet commitments to customers. At the same time, the threats to and vulnerabilities of each supplier in the chain have increased significantly with natural disasters, pandemics, and recessions. Put customers first. "Customers first" is an important supply chain goal. When a supply chain is disrupted, an organization is at risk of failing to meet production or delivery commitments it has made to its customers. Performing a SOC for supply chain attestation examination could go far in meeting the information needs of customers and business partners of manufacturers, producers, or distributors. Obtain a certificate. Upon completing the learning, you will be awarded a certificate in the form of a digital badge you can proudly display on the internet - a personal blog, a social network like LinkedIn, Facebook, Twitter, Mozilla Open Badges, a biographical page on a company website, or an online resume. Speakers Dan Paulson CISSP, CISA, QSA, ISO Dan has over seven years of information security, control and IT audit experience in a number of industries including cloud services, financial institutions, healthcare, insurance, and manufacturing. Dan's experience includes SOC 1, 2, and 3 examinations and SOC readiness assessments, ISO 27001 Certification Audits, IT risk assessments, IT audits, security & privacy assessments (GDPR, HIPAA/HITECH), and Sarbanes-Oxley 404 IT compliance reviews. Dan holds a Bachelor of Arts degree in Political Science from Ohio State University and a Master of Accounting degree from Southern Illinois University. Dan is a Certified Information System Security Practitioner (CISSP), a Certified Information Systems Auditor (CISA), a Qualified Security Assessor (QSA), and an ISO 27001 Lead Auditor. Dan is a member of the Information Systems Audit & Control Association (ISACA) and (ISC) 2. Soma Sinha CPA Soma Sinha has more than fifteen years of experience providing accounting, auditing, and financial reporting services to organizations within various industries, including manufacturing and distribution, and technology service providers. As the Technical Leader of Plante Moran's SOC attestation practice, she is responsible for maintaining firm and engagement quality for SOC examinations through developing, implementing and maintaining relevant policies and procedures, leading the performance of pre-issuance quality control review functions, providing training to staff members, representing the firm in conferences, etc. In addition, she is Plante Moran's subject matter expert for integration of internal control based audit approach in financial statement audits, and is involved with other organizations in matters related to emerging audit technology. She has served on various AICPA working groups related to SOC and internal controls, including the one for SOC for Supply Chain. Get a free eBook with purchase. AICPA Guide SOC for Supply Chain: Reporting on an Examination of Controls Relevant to Security, Availability, Processing Integrity, Confidentiality, or Privacy in a Production, Manufacturing, or Distribution System is included (and will automatically be added to your cart) when you purchase this certificate. This authoritative guide provides interpretive guidance to enable CPAs to examine and report on an entity's supply chain risk management program and controls within that program. The guide delivers a framework designed to provide stakeholders with useful, credible information about the effectiveness of an entity's supply chain efforts.
Specialized Forensic Accounting Certificate
Available Until
Online
43.00 Credits
Existing and potential CFF candidates are directed to our news brief and on-demand webinar links to learn more about product replacements as the CFF Credential emerges anew with a Global Makeover in 2022! What awaits? Distinction. Pride. Opportunity. Because each forensic accounting engagement is unique with its facts and objectives, the forensic accountant needs to use appropriate specialized forensic knowledge, tools and procedures during the engagement. A basic knowledge of each area is helpful. However, no one practitioner would be expected to know them all, but rather would seek expert assistance where necessary. Through narration by industry subject matter experts and application exercises, this certificate program covers unique areas of a forensic engagement including bankruptcy, business/individual/intellectual property damages, mergers and acquisitions, family law, divorce and more. This certificate program was developed to assist you in customizing your professional development goals in one of the following ways: Acquiring new skills and earning a certificate in a growing practice area Learn new skills, enhance your existing competency or take a deep dive into this growing practice area. You'll gain new comprehension that will allow you to demonstrate your proficiency and stand out among your peers. Earn the certificate by completing the required learning and passing the Specialized Forensics Knowledge exam. Once you complete the Specialized Forensic Accounting Certificate, if you haven't already done so, consider earning the Core Forensic Accounting Certificate. Beginning the pathway to completing the CFF Credential Use the certificate program as a more flexible way to earn your CFF Credential. The Specialized Forensic Accounting Certificate program covers topics found in the Content Specification Outline (CSO) for the CFF Credential exam. Successful completion of the Specialized and the Core Forensic Accounting Certificate program will fulfill the education requirements needed to earn the CFF credential*. The flexibility in earning both of these certificates saves you approximately 20 CPE hours versus having to earn 75 CPE credits if you opt to not utilize these programs. *Earning both the Core & Specialized Forensic Accounting Certificates does not indicate you are certified in financial forensics. You must still pass the separate CFF exam, and meet the 1,000-hour experience and other credential requirements to earn your CFF credential. To learn more about CFF Credential including the requirements, the application process, and how to maintain the credential visit aicpa.org/cff. Earning CPE credits to maintain your existing CFF Credential Existing CFF Credential holders can use the education to earn CPE credits needed to maintain the credential. You can customize your learning experience using any of the individual course modules listed below. The online education will be available in your account for one year from the date you purchase it. Upon successfully completing the learning, your certificate will be awarded in the form of a digital badge to be proudly displayed anywhere on the web-a personal blog, a social network like LinkedIn, Facebook, Twitter or Mozilla Open Badges, a biographical page on a company website, or an online resume. Courses included: Bankruptcy - Part 1 and Part 2 Electronic Data Analysis Business Damages Concepts and Calculations Individual Damages Concepts and Calculations - Part 1 and Part 2 Intellectual Property Damages Concepts and Calculations - Part 1 and Part 2 Mergers & Acquisitions Family Law and Divorce Engagements - Part 1, Part 2, and Part 3 Financial Statement Fraud, Corruption, and Asset Misappropriation - Part 1 and Part 2 Fraud Provisions and Engagements - Part 1 and Part 2 Valuation Practices in Forensic Engagements - Part 1 and Part 2
Strategic Importance of Digital Transformation and Underpinning Technologies
Available Until
Online
1.00 Credits
Get ready to develop digital strategy. Business models must adapt to use digital technology as part of their business strategy. In this course, you will learn how digital technology improves day-to-day operations and how to acquire the funding and talent required to become a digital enterprise. Implement digital transformation as a core part of the digital strategy: Understand strategic importance of digitalisation. Utilise the framework for digital strategy and transformation. Identify proposed value, vision, and customer needs. Respond to digital disruption. Understand implications for business leaders. Gain an understanding of how to lead digital transformation initiatives. Even the best business models are ineffective if they are not executed properly. This course will give you the tools necessary to successfully implement strategic decisions in your business model. This is a standalone course but if you're interested in more of this type of learning while earning a designation, explore the CGMAr Finance Leadership Program.
Tax Accounting for Inventories - Tax Staff Essentials
Available Until
Online
2.00 Credits
Save when you buy the complete Tax Staff Essentials, Level 2 online bundle. Understand IRS audits Learn what could trigger an IRS audit for your client. Understand how to negotiate, settle on appeal, and qualify for an IRS collection program. Know the options Know how to evaluate your client's best options for dealing with the IRS. This course provides 2 hours of CPE credit in the Tax field of study.
Tax Fundamentals of LLCs and Partnerships - Tax Staff Essentials
Available Until
Online
10.00 Credits
Save when you buy the complete Tax Staff Essentials, Level 1 online bundle.. LLC and partnership taxation Hone your skills Gain - or refresh - your knowledge about the complex areas of LLC taxation and partnership taxation. Understand the fundamental concepts to build a strong foundation of knowledge, and freshen up your skills. Most common transactions Learn about the tax consequences of the most common transactions engaged in by LLCs and partnerships. Understand how to explain to clients the tax consequences associated with issues that are most frequently confronted by tax practitioners.
Tax Research I - Tax Staff Essentials
Available Until
Online
5.50 Credits
Save when you buy the complete Tax Staff Essentials, Level 1 online bundle.. Ask the right questions! This course is designed to provide you with a working knowledge of the methodology of implementation-based tax research by drawing on the latest developments in online research. You will learn how to organize the facts, locate and assess pertinent authority, and clearly communicate research findings. We will discuss online tax research methodology, authoritative tax hierarchy, tax return support documentation and so much more.
Tax Research II - Tax Staff Essentials
Available Until
Online
5.00 Credits
Save when you buy the complete Tax Staff Essentials, Level 2 online bundle. Ask the right questions Understand how to examine a unique set of facts in light of general rules of tax law and develop the most important questions are by no means obvious. Learn to identify and phrase critical tax questions as you structure your searches and formulate the questions to make your research more effective. Client-specific Understand how to analyze your client's situation and place in the context of previous cases through research. Learn how to talk with clients about your findings in their cases.
Tax Staff Essentials - S Corporation Bundle
Available Until
Online
24.00 Credits
Develop skills in S corporation taxation Establish a strong set of core skills necessary for all areas of S corporation client services. Learn basic and advanced S corporation concepts to work through how to use those concepts during tax planning to reduce taxes for small business clients. Determine when S corporation status may be advantageous for a business and what requirements must be met, then focus on the areas of income, deductions, distributions, basis, and other issues such as passive losses, involuntary terminations, and fringe benefits. Courses Included: S Corporation Fundamentals Advanced Tax Planning S Corporations Tax Planning for Small Businesses Tax Staff Essentials is a comprehensive, integrated curriculum that provides tax training for four different experience levels and is available in four different formats: Online, On-site, Tax Schools, and Webcasts.
Tax Staff Essentials, Level 1 - New Staff
Available Until
Online
46.50 Credits
Help your junior staff establish a strong set of core skills This series covers key areas to ensure the members of your young tax force are well prepared to begin their careers and support your firm. They'll learn about the following: Individual, partnership, and S corporation tax compliance Effective online tax research techniques Clear and precise working paper documentation Effective professional business communications Your future tax professionals will also receive a broad range of practical tax instruction, including key issues surrounding: Individual taxation New cost and repair regulations S corporation distributions Items affecting shareholder basis Passive activity loss rules, and more Courses Included: Tax Research I Individual Tax Fundamentals Capitalized Costs & Depreciation Working Paper Documentation S Corporations: Key Issues, Compliance, and Tax Strategies Tax Fundamentals of LLCs & Partnerships Tax Staff Essentials is a comprehensive, integrated curriculum that provides tax training for four different experience levels and is available in four different formats: Online, On-site, Tax Schools, and Webcasts.
Tax Staff Essentials, Level 2 - Experienced Staff
Available Until
Online
62.50 Credits
Help your junior staff establish a supervisory role within the firm. Junior and senior staff can establish a strong set of skills in order to work with greater independence and expand their role in your firm. Level 2 will broaden their tax knowledge in the areas of the following: Multistate taxation C corporations Accounting methods and periods Choice of entity Key subject matters covered include inventory valuation and property transactions, which are essential for servicing more complex clients. Courses Included Tax Research II Multistate Taxation Tax Accounting for Inventories Taxation of Property Transactions Intermediate Individual Taxation Taxation of Corporations Accounting Methods and Periods Choice of & Formation of Entity Tax Staff Essentials is a comprehensive, integrated curriculum that provides tax training for four different experience levels and is available in four different formats: Online, On-site, Tax Schools, and Webcasts.