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.


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

Tax Research II

This webcast focuses on learning to identify and phrase tax questions. It will also cover assessing and applying authority and external communications. Take a deeper...

Webcast Practice management & professional standards Intermediate

Advanced Tax Planning S Corporations

Review proven tax planning techniques for S corporations. This webcast is highly useful during annual tax planning for the closely-held business operating (or...

Webcast Distributions & shareholder basis Advanced

Multistate Taxation

Develop a working knowledge of both multistate tax compliance and related planning opportunities for businesses. Mastering both the theoretical disputes and the "nuts...

Webcast Nexus 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

Annual Tax Update: Individuals and Sole Proprietors

This comprehensive webcast presents what's new and what has changed in the federal individual income tax arena. It brings you up-to-the-minute guidance on the latest...

Webcast Income Intermediate

Introduction to Business Acquisitions

This webcast will provide a foundation of knowledge about the most common types of business acquisitions that a business owner may utilize or be a party to during the...

Webcast Formation, liquidation & reorganization Intermediate

Affordable Care Act: Tax and Insurance Ramifications

This webcast will help you better understand the impact of the Act so you can describe to your clients how health care and paying for coverage will change in the future.

Webcast Affordable Care Act (ACA) Foundational

Form 990

Discover the basic tax information and understanding of nonprofit organization issues you need to prepare the current Form 990.

Webcast Tax & regulatory Intermediate

Best Practices for Payroll Taxes and 1099 Issues

Review practical pointers for managing the payroll tax and reporting function. Learn how to avoid the frequent penalties in payroll tax reporting and stay up-to-date...

Webcast Reporting & filing requirements 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 Tax planning Intermediate

Tax Practice Quarterly: Annual Tax Update

In the January Tax Practice Quarterly, we will provide a review of the latest tax legislative changes for individuals and businesses. Keep your firm informed by...

Webcast Reporting & filing requirements Foundational

Capitalized Costs and Depreciation: Key Issues and Answers

This webcast provides analysis of the rules dealing with depreciation, amortization, like-kind exchanges, involuntary conversions and sale of property.

Webcast Capitalization & depreciation Foundational