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Individual income taxation

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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AICPA's Annual Federal Tax Update

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.

Course – Textbook,   Course – Online Individual income taxation Intermediate

Risk Management and Insurance Planning Certificate Program

Part of the Personal Financial Planning Certificate Program, this certificate program includes eight dynamic courses covering critical steps in the risk management and...

Course – Online Risk management & insurance planning Intermediate

The Risk Management Planning Process

Learn to educate your clients about the principles of risk and insurance.

Course – Online Risk management & insurance planning Intermediate

Financial Planning with Business Owners

Covers entity selection risks and how the goals of the closely held business owner are achieved.

Course – Online Risk management & insurance planning Intermediate

Medical, Disability, and Property and Casualty Insurance

Covers the various definitions of disability, the numerous riders and options available, and the variety of sources for disability income benefits.

Course – Online Medical expense & long-term care insurance Intermediate

Group Insurance and Employee Benefits

Examines group insurance and employee benefits, so you can help your employer clients navigate the complex maze and create a competitive advantage.

Course – Online Group insurance & other employee benefits Intermediate

Executive and Deferred Compensation Arrangements

Explains the various types of employment agreements and compensation arrangements, as well as their income tax implications on your clients.

Course – Online Executive compensation Intermediate

Insurance Contracts and Needs Analysis

Learn how to illustrate models to your clients, comparing the retention of risk to the transfer of risk using the time value of money.

Course – Online Risk management & insurance planning Intermediate

Annuities

Covers several types of annuities, including traditional, private placement variable, private, and charitable annuities.

Course – Online Annuities Intermediate

Life Insurance

Covers the various life insurance solutions, including term life, permanent life, and group life.

Course – Online Life insurance Intermediate

Annual Tax Update: Individuals and Sole Proprietors

Gain practical insights and valuable tax-saving strategies from AICPA’s seasoned tax professionals who know what the new laws, rules and court rulings can mean for...

Course – Textbook,   Course – Online Income Intermediate

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