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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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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

Building on Compliance: The Evolution of Tax Services

Clients today want a comprehensive relationship with their CPAs. This article explores how practitioners can capitalize on this opportunity

Article Practice management & professional standards Intermediate

Whether to amend a return

​This article discusses when it might be appropriate to file an amended return.

Article Practice management & professional standards Foundational

Preparing and Filing Forms 1099 and W-2 in the Cloud Continues to Rise

This article discusses the advantages of cloud-based preparation and filing and outlines key information practitioners should be aware of.

Article Practice management & professional standards Foundational

What you need to know to bring a nonfiler back into compliance

The essential knowledge outlined in this article will help you bring your clients back into good standing with the IRS.

Article Practice management & professional standards Foundational

Phishing Scams Target Tax Professionals

As cybercriminals become more sophisticated tax practitioners should take a number of steps to protect themselves and their clients. This article explains what to do.

Article Practice management & professional standards Foundational

How to Add a New Specialty to Your Practice

By developing expertise in a new practice area, a CPA can increase income and become a more well-rounded professional.This article describes next steps.

Article Practice management & professional standards Intermediate

Brexit – How Will It Impact Your Clients?

This article provides guidance on how CPA's can help their clients with Brexit related issues.

Article Macroeconomic analysis Foundational