© Phoenix Beach, LLC 

Training for Business Professionals

The "Accounting and Auditing" and the "Computer Software and Applications" sessions are presented via Taymes. There is additional information on these offerings at 

Below you will find a listing of all the sessions offered by Phoenix Beach in a group live setting. If you need more more information about a course, you can click on the title to navigate to the information for that particular class. If you would like to know when and where each session is being delivered, click here or choose the Course Offerings page and use the Course Search feature.

Please note that Pat Garverick's Taxation Training Courses can also be found at The Tax U 

 Group Live Courses

​​​​​​​​​​​​​​​​Auditing and Accounting

Four Hour Sessions
Creating and Installing Technology Measures
How Fraud Can Affect Smaller Organizations
Protecting Digital Data - More Important Now Than Ever Before    
Understanding Internal Control Constructs    ​

Eight Hour Sessions
Control System Implementation and Ongoing Upkeep
How Technology Controls Should Be Developed and Implemented
Internal and External Fraud: Understanding it and Working to Control It    
Understanding, and Creating an Internal Control System
Using Internal Control to Strengthen Security, Efficiency, and  Employee Conduct

Computer Software and Applications

Four Hour Sessions
- ​Making Excel®   Formulas Work for You    

Eight Hour Sessions
Advanced Excel® Topics for Spreadsheet Power Users 
You Don’t Know What You Don’t Know About Microsoft® Excel® 
Working With Excel®  PivotTables – Powerful and Not Hard to Use…Really!     


Taxation Training Courses (8-hour)

Basis Calculations & Distributions for Pass-Thru Entity Owners –Schedule K-1 Analysis

Federal Tax Update –Individual & Business Current Developments
Federal Tax Update –Individuals (Form 1040)
Federal Tax Update – C & S Corporations, Partnerships & LLCs (Forms 1120, 1120S & 1065)
IRAs – Contributions & Distributions for Traditional, Roth, SEP & SIMPLE IRAs
Partnership Preparation, Basis Calculations & Distributions – Form 1065 Schedule K & K-1 Analysis

Partnership & LLC (Form 1065) Tax Return Review & Case Study (NEW)
Passive Activities & Rental Real Estate Income Tax Issues
S-Corp Preparation, Basis Calculations & Distributions – Form 1120S Schedule K & K-1 Analysis

S Corporation (Form 1120S) Tax Return Review & Case Study (NEW)
Qualified Business Income (QBI) Deduction (§199A) & TCJA Update