Complex adjustments for corporate and partnership returns, including basis, special allocations, and interest limits.
Theory + practical training + case studies + activities + simulations + software
Day 1
Practice: Build a multi-year book-to-tax workpaper.
Day 2
Practice: Sequence limitations correctly on a sample corporate return.
Day 3
Practice: Roll forward basis and test the tax treatment of distributions.
Day 4
Practice: Model a special allocation and a partner interest transfer.
Day 5
Practice: Complete a case study, then write the review notes for a peer's file.
We don't just teach the rules. This program includes practical training, case studies, activities, simulations, and hands-on software training.
Code sections, forms, and the reasoning behind each rule.
Hands-on preparation from realistic client source documents.
Real-world fact patterns worked from start to finish, then discussed.
Group exercises, quizzes, and error-spotting drills that keep every concept active.
Mock client files, review notes, and deadlines that mirror busy season.
Data entry, diagnostics, and e-file steps in the software your team uses.
Hands-on sessions run in the platforms your team uses. See all software
Professional software for individual, business, trust, and estate returns.
Asset records, depreciation schedules, and book-to-tax differences.
Large-company compliance and income tax provision under ASC 740.
Finding, reading, and documenting authority for a tax position.
Two decades training tax teams and building US tax practices
Vijay Narayandas has spent over two decades training tax teams and building US tax practices that deliver. He has hired hundreds of professionals, interviewed thousands, and coached them into reviewers and leaders.
Seniors · U.S. Tax
The 1040 situations that create review rework: multi-state filers, foreign income, K-1 investors, and passive losses.
Theory + practical training + case studies + activities + simulations + software
5-day program
Seniors · Soft Skills
The shift from doing the work to leading it: delegating, giving feedback, and communicating with confidence.
5-day program
Seniors · Soft Skills
Getting outcomes from partners, clients, and teams who do not report to you. Open to seniors and managers.
5-day program
