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Specialized issues

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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Intermediate Individual Taxation - Tax Staff Essentials

Provides a wealth of tax-planning tips and strategies and addresses key tax return issues to arm you with the latest guidance to better serve your clients.

Course – Online Reporting & filing requirements Intermediate

Individual Tax Planning - Tax Staff Essentials

Get the latest techniques for building and conserving wealth through proactive tax planning and investment strategies.

Course – Online Specialized issues Intermediate

Tax Staff Essentials, Level 3 - Tax Senior/Supervisor

Level 3 is designed for experienced tax compliance specialists. Key topics covered include: ASC 740, tax exempt organizations, real estate transactions, and more! This...

Course – Online Specialized issues 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

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

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