About this course
Tax positions and controversy strategy. For CA partners; CFOs; finance directors; independent directors; audit committee members. Seven topic lessons and narrated animated explainers, seven knowledge checks, five applied activities and a sampled final assessment. Complete the guided Tax position and controversy memo. Prerequisite: JQ-TAX-I01. Original fictional cases develop practical finance and governance decisions. Confirm current rules, exemptions and live filing requirements for the actual entity. The study estimate measures all required learning; the workbook's 55-minute value was a planning target.
Who this is for
Learners interested in this course
What you will learn
Course outline
1. Issue framing and alternative interpretations
- Issue framing and alternative interpretations
- Issue framing and alternative interpretations — video
- Topic 1 knowledge check
- Decision Mission: Issue framing and alternative interpretations
2. Fact matrix and supporting agreements
- Fact matrix and supporting agreements
- Fact matrix and supporting agreements — video
- Topic 2 knowledge check
- Case Quest: Fact matrix and supporting agreements
3. Probability and cash-flow scenarios
- Probability and cash-flow scenarios
- Probability and cash-flow scenarios — video
- Topic 3 knowledge check
- Impact Simulator: controversy outcome sensitivity
4. Appeal or remediation options
- Appeal or remediation options
- Appeal or remediation options — video
- Topic 4 knowledge check
5. Accounting and disclosure interface
- Accounting and disclosure interface
- Accounting and disclosure interface — video
- Topic 5 knowledge check
6. Decision rights and external counsel review
- Decision rights and external counsel review
- Decision rights and external counsel review — video
- Topic 6 knowledge check
- Roleplay Studio: challenge the controller's tax conclusion
7. Case: Recommend a path for a disputed deduction with uncertain facts
- Case: Recommend a path for a disputed deduction with uncertain facts
- Case: Recommend a path for a disputed deduction with uncertain facts — video
- Topic 7 knowledge check
- Practice Lab: review the controversy memo
Final assessment
- Final assessment