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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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Nexus Update: Latest Developments in State Income, Franchise, and Sales Taxes

Learn the various ways that states define and enforce nexus and how to determine when your company or client has nexus in a state, thus requiring the filing of tax...

Course – Online Nexus Intermediate

AICPA Women's Global Leadership Summit

Nov 10-12, 2020 - The AICPA & CIMA Women's Global Leadership Summit brings together insights and lessons from the lives of those who are living the things that others...

Conference – Live Influence Foundational

1040 Tax Return Workshop and Video Course

Provides the latest tax reform, legislative guidance and technical knowledge you need to service your individual and business tax clients.

Course – Textbook,   Course – Online Reporting & filing requirements Foundational

Corporate Income Tax Workshop

Updated with the Tax Cuts and Jobs Act of 2017 (TCJA), this course offers you a look at the most recent tax laws and other developments affecting C corporations, S...

Course – Textbook Tax computation Foundational

Professional Ethics: The American Institute of Certified Public Accountants' Comprehensive Course

Covers the basic tenets of ethical and professional conduct and the principles of ethics.

Course – Textbook,   Course – Online Ethics, integrity & professionalism

Investment Data Gathering and Analysis

A three-part self-study course covering assessment of investment risk, information gathering and financial analysis for the client.

Course – Online Investment planning Intermediate

Creating the Investment Policy Statement

A three-part course offering strategies applicable to investment planning that illustrates how the Investment Policy Statement (IPS) guides the planner and client...

Course – Online Process, taxation & strategies Intermediate

Portfolio Management

Learn the strategies applicable to implementing portfolio management, from selecting an investment adviser to populating the investment portfolio.

Course – Online Portfolio management Intermediate

Investment Monitoring and Updating

A two-part course examining the monitoring and updating phase of the investment planning engagement, this course covers measuring performance and goal achievement,...

Course – Online Investment planning Intermediate

Investment Vehicles and Strategies

Introduces the personal financial planner to investment strategies and vehicles, and examines the implementation phase of the investment planning engagement.

Course – Online Asset vehicles, classes & allocation Intermediate

Integrating Investments with the Financial Plan

This two-part course examines the monitoring and updating phase of the investment planning engagement and discusses some of the types of advisers the personal...

Course – Online Investment planning Intermediate

Education Planning

Examines personal financial planning for college, a critical consideration affecting areas from cash flow planning to income taxation.

Course – Online Education planning Intermediate