This site uses cookies to store information on your computer. Some are essential to make our site work; others help us improve the user experience. By using the site, you consent to the placement of these cookies. Read our privacy policy to learn more.

Technical

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.

Check your knowledge

Take a knowledge check to evaluate your proficiencies and find related learning resources.

Get started

AICPA Sophisticated Tax Planning for Your Wealthy Clients

Nov 29, 2018 - Nov 30, 2018 - Washington, DC and Online- The AICPA Briefing on Sophisticated Tax Planning for Your Wealthy Clients offers the latest updates,...

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

Real Estate Taxation - Tax Staff Essentials

Learn about passive activity limitations, like kind exchanges, involuntary conversions, Section 1237, and other real estate-related topics, so you can avoid mistakes...

Course – Online Capitalization & depreciation Intermediate

International Taxation - Tax Staff Essentials

Get a solid understanding of international tax terminology and regulations that apply to a U.S. entity involved in global operations, or for a foreign entity doing...

Course – Online Income & exclusions Advanced

Tax Planning Developments & Opportunities Under The Tax Cuts and Jobs Act (TCJA)

This webcast provides a comprehensive overview of changes to tax rates, the increased standard deduction and the new QBI deduction. We will explore tax planning...

Webcast Individual income tax planning Intermediate

Accounting Methods & Periods: Including Form 3115

This webcast provides you with an overview of the factors to consider when determining the proper accounting method. You will be given examples that demonstrate which...

Webcast Methods Intermediate

IRS Audits

Attend this webcast to familiarize yourself with the IRS audit process so you can safeguard your client's rights and interests.

Webcast Examinations & audits Intermediate

Tax Planning for Small Businesses

Join us as we explore state-of-the-art planning ideas and tax-saving strategies to keep more of your client's money in their pockets.

Webcast S corporation income taxation Intermediate

Estate & Trust Primer - Tax Staff Essentials

Understand the tax obligations of trusts and estates and how these obligations affect beneficiaries

Course – Online Types of trusts Intermediate

Taxation Essentials of LLCs and Partnerships

Addresses the tax consequences of the most common transactions engaged in by LLCs and partnerships.

Course – Textbook Formation, transfers & termination Foundational

Taxation of Corporations - Tax Staff Essentials

Guides practitioners through the numerous concepts and rules applicable to income tax accounting, tax return positions, and disclosures for C corporations and S...

Course – Online Formation, liquidation & reorganization Foundational

AICPA Tax School Week 1

Join Us August 6-10,2018 - Atlanta, GA - Attend Tax School Week 1 for entry level staff to help you establish core skills and expand practical tax knowledge.

Conference – Live Capitalization & depreciation Foundational

Individual Tax Planning - Tax Staff Essentials

Get up-to-date on the latest tax changes and strategies that will keep more money in the hands of your clients and make you look like a hero. This CPE course offers...

Course – Online Specialized issues Intermediate