Specialized Taxation Strategies

10 CPE Credit Hours

After completing this course, participants will be able to:

Apply federal and state business tax credits to maximize savings while ensuring compliance with evolving regulations.

Design tax-efficient retirement strategies that integrate income layering, charitable planning, and regulatory requirements.

Analyze global tax frameworks and apply multinational planning strategies, including transfer pricing, GILTI, and uncertain tax positions.

Evaluate the tax exemptions, compliance requirements, and employer responsibilities of governmental entities.

Compare entity structures and their related tax implications to optimize liability protection and tax outcomes for small businesses.

Implement transfer pricing policies that align with OECD guidelines and U.S. requirements while managing compliance risks.

Assess how international operations intersect with state and local taxation, including nexus issues, apportionment, and treaty interplay.

Evaluate trends in tax controversy, enforcement, and dispute resolution to strengthen compliance and defense strategies.

QAS Self-Study

Prerequisites: None

Advance preparation: None

Field of Study: Taxes – Technical

10 CPE credits

Published Date: 11/09/2025

Expiration/Review Date: 11/09/2026

Participants must successfully complete the qualified assessment with a minimum of 70% accuracy within one year of course enrollment to obtain a certificate of completion and earn 10 CPE credits.