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.
Take a knowledge check to evaluate your proficiencies and find related learning resources.Get started
Part of the Personal Financial Planning Certificate Program, this certificate program includes eight dynamic courses covering critical steps in the risk management and...
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.
Covers entity selection risks and how the goals of the closely held business owner are achieved.
Covers the various definitions of disability, the numerous riders and options available, and the variety of sources for disability income benefits.
Examines group insurance and employee benefits, so you can help your employer clients navigate the complex maze and create a competitive advantage.
Explains the various types of employment agreements and compensation arrangements, as well as their income tax implications on your clients.
Learn how to illustrate models to your clients, comparing the retention of risk to the transfer of risk using the time value of money.
Covers ways to integrate the latest tax law changes into planning and compliance engagements.
Gain practical insights and valuable tax-saving strategies from AICPAs seasoned tax professionals who know what the new laws, rules and court rulings can mean for...