Tax Strategist
  • Type Learning
  • Level Advanced
Additional Details

Tax Strategist

Issued by University of Dallas

Earners of this badge have demonstrated the ability to do compliance, research, and planning for a variety of taxable entities.

  • Type Learning
  • Level Advanced
Additional Details

Skills

Earning Criteria

  • Successful completion of Introduction to Taxation, Entity Tax, and Accounting Research Methods, or equivalent courses at the University of Dallas Satish & Yasmin Gupta College of Business.
  • Completion of research projects using multiple computer-assisted legal data bases including RIA Checkpoint and Lexis-Nexis
  • Completion of ethical analysis of a tax practitioner’s activities considering the AICPA Code of Professional Conduct, Statements on Standards for Tax Services and the US Department of Treasury’s Circular 230
  • Completion of individual, corporate, partnership and estate tax returns using computer-assisted software