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Practice management & professional standards

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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Working Paper Documentation

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

Webcast Practice management & professional standards Foundational

AICPA National Tax Conference

Nov 13, 2019 - Nov 14, 2019 - Washington, DC - Attend the AICPA National Tax Conference and remain up-to-date on critical issues and changing tax legislation that...

Conference – Live,   Course – Online,   Conference – Virtual IRS practice & procedure 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

Tax Practice Quarterly: 2019 Tax Ethics Update

Join us for an annual tax ethics update and hear real-life examples to help you navigate challenging ethical situations and develop an effective tax practice quality...

Webcast Reporting & filing requirements Foundational

AICPA Sophisticated Tax Planning for Your Wealthy Clients

Nov 18, 2019 - Nov 19, 2019 - Philadelphia, PA -The AICPA Briefing on Sophisticated Tax Planning for Your Wealthy Clients offers the latest updates, cutting-edge...

Conference – Live,   Conference – Virtual Process, taxation & strategies Intermediate

Accountants Liability - Positioning Your Firm for Success (Tax Focus)

Join practitioners, the AICPA and CNA, the endorsed underwriter for the AICPA Professional Liability Insurance Program, for a panel discussion about professional...

Webcast Practice management & professional standards Foundational

Professional Ethics and Responsibilities in Tax Practice

Gain an overview of Treasury Circular 230 and the AICPA Statements on Standards for Tax Services (SSTSs) and the discuss key provisions in the AICPA Code of...

Course – Online Practice management & professional standards Foundational

Tax Research II - Tax Staff Essentials

Designed to help you identify and phrase critical tax questions, this CPE course will help you structure your searches and formulate the questions to make your...

Course – Online Practice management & professional standards Intermediate

Tax Research I - Tax Staff Essentials

Designed to provide you with a working knowledge of the methodology of implementation based tax research, this CPE course draws on the latest developments in online...

Course – Online Practice management & professional standards Foundational

Working Paper Documentation - Tax Staff Essentials

Learn to appropriately and adequately prepare, organize and understand workpapers.

Course – Online Practice management & professional standards Foundational

Tax principles for the digital age

This article discusses Tax Policy Concept Statement No. 1, Guiding Principles of Good Tax Policy: A Framework for Evaluating Tax Proposals (TPCS-1) which is intended...

Article Practice management & professional standards Foundational