Courses

Tax

Advanced Taxation for Individuals and Business

Course Description

Advanced Taxation for Individuals and businesses will cover important taxation topics. Use of different IRS forms will be covered. Tax challenges for individuals such as: rental property, investments, HSAs, filing extensions, payment plans, maximizing itemized deductions, and local taxes will be reviewed. Business taxation concepts of: s-corporation return, MACRS, partnership return, and multiple state and international taxation will be highlighted. Estate, trust, and gift taxation concepts and forms will be reviewed. Students will gain hands-on experience by completing tax return problem in-class. This course is for anyone wanting to learn more about taxation.

Who Should Attend

Students interested in learning ore about taxes and tax challenges.

Course Objectives

Upon successful completion of the course, participants will be able to:

  • Maximize itemized deductions.
  • File an extension and set up payment plans.
  • Identify and find common IRS forms.
  • Understand gift tax deductions and limits.
  • Complete an example of a S-corporation or Partnership tax return.

Schedule

Please call 216.687.6957 or email prodev@csuohio.edu if you are interested.

CEUs: 0.7


Fee: $350

Corporate, CSU Student, Alumni and Organization membership discounts available!

Course Benefits

Competency-Based Professional Development: Our programs increase learner retention through application, which results in a more productive workforce.  Students demonstrate their competence by successfully completing a course assessment.

All Inclusive: Each course delivered at CSU includes materials, pre-test and post-test, coffee, snacks, lunch and convenient, on-site parking.

Educated and Experienced Instructors: Our instructors bring years of real-world, classroom and CPA, CFA, SHRM, PhD and MBA experience. Many hold leadership positions in northeast Ohio organizations and have taught at the graduate and undergraduate levels.

Cost-Effective: The course is designed to minimize travel expenses and time away from work.

Convenient: Flexible schedules are not only an attractive option, but a necessary for busy professionals.

Networking Opportunities: Learn from instructors and colleagues who have a variety of industry experiences to share.

Audit option: Students have the option to audit a course they have already attended at no charge within one academic year. Interested students must notify the ProDev office requesting to audit a course a minimum of 10 business days prior to the course start date to ensure there is enough seating. Audit students are responsible for their own parking and lunches. New materials will not be provided.

Corporate, Custom Availability: Can be custom-tailored to the needs of your organization to provide skills your workforce can apply immediately as a corporate training if requested.

Refund Policy

No refunds will be issued if notification is not received seven business days prior to the first day of class. Registrants who cancel will receive a refund, less a $50 processing fee, if we receive written notification a minimum of seven business days prior to the first day of class.