Multistate income and franchise tax: nexus, apportionment, state modifications, pass-through entity tax, and residency.
Theory + practical training + case studies + activities + simulations + software
Day 1
Practice: Map filing obligations for a company operating in several states.
Day 2
Practice: Build an apportionment workpaper across five states.
Day 3
Practice: Convert federal taxable income to state taxable income.
Day 4
Practice: Compare PTET election outcomes for a multistate partnership.
Day 5
Practice: Complete a multistate case study and defend your filing positions.
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.
Tax determination, returns, and exemption certificate management.
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 · U.S. Tax
Complex adjustments for corporate and partnership returns, including basis, special allocations, and interest limits.
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
