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Tax

About this topic

Based on the AICPA Competency Framework: Tax and Personal Financial Planning, these learning resources - primarily focused on US tax - are designed to help CPAs understand the knowledge and skills necessary to address the needs of their clients and firms.

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Effective Business Communication

The use of positive language is an important communication tool. Join this webcast to learn how to improve your communication skills and strengthen your team.

Webcast Communication Foundational

Professional Ethics: 2020 Update and Refresher

A refresher on important ethics requirements to ensure your services are performed with integrity and objectivity, and, where required, independence.

Course – Online Ethics, integrity & professionalism

AICPA Sophisticated Tax Planning for Your Wealthy Clients

Nov 16 - Nov 17, 2020 - Washington, DC - When interacting with your high-net-worth clients, your contributions should bring them greater benefits than they imagined....

Conference – Live,   Conference – Virtual Process, taxation & strategies Intermediate

AICPA National Tax Conference

Nov 16-17, 2020 - Washington, DC - It's time again to look at the industry's most reliable guidance. You'll find coverage of the most pressing issues and opportunities...

Conference – Virtual,   Conference – Live IRS practice & procedure Intermediate

Risk Management and Insurance Planning Certificate Program

Part of the Personal Financial Planning Certificate Program, this certificate program includes eight dynamic courses covering critical steps in the risk management and...

Course – Online Risk management & insurance planning Intermediate

AICPA's Annual Federal Tax Update

Emphasizing implementation and compliance, this CPE self-study course will help you understand and apply recent Federal tax law changes that may impact your client.

Course – Textbook,   Course – Online Individual income taxation Intermediate

The Risk Management Planning Process

Learn to educate your clients about the principles of risk and insurance.

Course – Online Risk management & insurance planning Intermediate

Financial Planning with Business Owners

Covers entity selection risks and how the goals of the closely held business owner are achieved.

Course – Online Risk management & insurance planning Intermediate

Medical, Disability, and Property and Casualty Insurance

Covers the various definitions of disability, the numerous riders and options available, and the variety of sources for disability income benefits.

Course – Online Medical expense & long-term care insurance Intermediate

Group Insurance and Employee Benefits

Examines group insurance and employee benefits, so you can help your employer clients navigate the complex maze and create a competitive advantage.

Course – Online Group insurance & other employee benefits Intermediate

Executive and Deferred Compensation Arrangements

Explains the various types of employment agreements and compensation arrangements, as well as their income tax implications on your clients.

Course – Online Executive compensation Intermediate

Insurance Contracts and Needs Analysis

Learn how to illustrate models to your clients, comparing the retention of risk to the transfer of risk using the time value of money.

Course – Online Risk management & insurance planning Intermediate