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

Working Paper Documentation

Working paper principles: How to appropriately and adequately prepare, organize and understand them.

Webcast Practice management & professional standards Foundational

Taxation of Property Transactions

Incorporating impacts from the Tax Cuts and Jobs Act, this webcast includes analyses of the rules dealing with like-kind exchanges, and includes involuntary...

Webcast Capitalization & depreciation Intermediate

Multistate Income Tax

Develop a working knowledge of both multistate tax compliance and related planning opportunities. With the rate of change, you can't afford to be out-of-date with your...

Webcast State & local tax (SALT) Intermediate

Capitalized Costs and Depreciation

This webcast provides you with a comprehensive and practical understanding of the various complex tax laws dealing with property transactions from acquisition to...

Webcast Capitalization & depreciation Foundational

AICPA Tax School Week 1

Join Us August 5-9, 2019 – 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

IRS Audits

Join this webcast to learn what triggers an IRS audit, how to negotiate, settle on appeal and evaluate your client's best options for dealing with the IRS.

Webcast Examinations & audits Intermediate

Tax Planning for Small Businesses

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

Tax Research II

This webcast is designed to help you identify and phrase critical tax questions. We help you structure your searches and formulate the questions to make your research...

Webcast Practice management & professional standards Intermediate

Tax Research I

This webcast is designed to provide you a working knowledge of the methodology of implementation-based tax research. We will discuss how to ask the right questions,...

Webcast Practice management & professional standards Foundational

Choice of and Formation of Entity

Be confident when speaking with clients about alternatives regarding choice of entity. This webcast reviews the costs, advantages and disadvantages of each alternative.

Webcast Formation, liquidation & reorganization 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

Basis/Distributions for Pass-Through Entities: Simplifying the Complexities

This webcast, which has been updated to include provisions of the Tax Cuts and Jobs Act of 2017, addresses the rules used to determine basis for partnerships and S...

Webcast Formation, transfers & termination Intermediate