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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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Taking Control of the Final Form 1040
This article provides tips for using the final tax return for tax planning post-mortem.
Article Practice management & professional standards Foundational
Tax Practice Monthly - Engagement Letters - Why You Need Them and How to Get Clients to Sign Them
Engagement letters are critical when defending a claim. This archived webcast will review best practices.
Webcast Practice management & professional standards Foundational
Bad News for Noncash Contributions
This article discusses a tax court opinion which clarifies the misconceptions taxpayers have about their charitable contributions of household items, etc.
Article Deductions Foundational
Tax Ethics - A Comprehensive Review for CPAs in Practice
Do you know all of the ethical requirements that you must follow as a tax CPA in practice? This archived webcast will provide the information you need.
Webcast Ethics, integrity & professionalism
Tax Practice Monthly - Responding to Requests to Verify Tax Information
This archived webcast reviews the rules and best practices regarding use and disclosure of tax information for purposes other than the preparation of the tax return.
Webcast Practice management & professional standards Foundational
Managing Toxic Clients - When to Rehabilitate vs. Terminate
This archived webcast will share tips to spot undesirable, high-risk client behaviors.
Webcast Practice management & professional standards Foundational
Tax Practice Monthly - Hiring Considerations for Tax Professionals
This archived webcast shares important things to consider when hiring help for your tax office.
Webcast Practice management & professional standards Foundational
Meeting the financial planning challenges of the future
In this article, top financial planners discuss strategies for retirement, health care costs, and competing with robo-advisers.
Article Practice management & professional standards Foundational
Tax Power Hour - Document Management 101
This archived webcast shares the best practices of document management.
Webcast Practice management & professional standards Foundational
Tax Research Techniques: Effectively Research, Resolve, and Document Tax Issues
This archived webcast discusses how to effectively research, resolve, and document tax issues.
Webcast Practice management & professional standards Foundational
Tax Practice Quality Control Guide
This guide presents recommendations on how the Statements on Standards for Tax Services affect the tax practice quality control systems for CPAs in public practice.
Report Practice management & professional standards Intermediate
Statements on Standards for Tax Services
This document includes all seven of the statements on standards for tax services along with the history and ongoing process.
Report Practice management & professional standards Foundational
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