Advanced Federal Tax Law & Business Leadership for Tax Professionals (CEO Tier)

Duration: 6-Week Intensive Program | Level: Advanced | Category: Federal Tax Law CE (10 Hours)

This elite training program is designed for experienced tax professionals ready to elevate from preparer to CEO. Through a six-week structured curriculum, participants master advanced federal tax law, complex return scenarios, business entity filings, and firm operations. Each module combines real-world compliance strategies with executive-level business leadership training — empowering tax professionals to confidently run their own ERO or multi-preparer firm.

Students will learn how to:

• File and manage advanced individual and business returns (Forms 1040, 1065, 1120, 1120-S)
• Implement IRS compliance, recordkeeping, and due diligence standards
• Establish and manage an EFIN-approved tax office
• Create internal systems for team management, bank products, and client communication
• Transition from “tax preparer” to Tax Firm Owner and CEO

Perfect for:

Seasoned preparers, firm managers, or EROs seeking to expand into business ownership and IRS CE certification eligibility.