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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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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

Individual Tax Fundamentals

Get up-to-date information on critical tax issues and sort through the maze of tax compliance and planning strategies.

Webcast Individual income taxation 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

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

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

Investment Planning Certificate Program

Part of the Personal Financial Planning Certificate Program, this certificate program includes eight courses covering steps in the investment planning life cycle,...

Course – Online Investment planning Intermediate