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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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Estate & Tax Primer
Learn how to protect your clients' assets and shield their estates from increased taxation brought about by the changing tax code.
Webcast Taxation of estates & trusts Intermediate
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
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 IRS practice & procedure Intermediate
Annual Tax Update: Individuals and Sole Proprietors
Get up-to-the-minute with guidance on the latest tax legislation, court decisions and IRS pronouncements.
Course – Textbook, Course – Online Income Intermediate
Estate & Trust Primer - Tax Staff Essentials
Understand the tax obligations of trusts and estates and how these obligations affect beneficiaries
Course – Online Types of trusts 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
Tax Staff Essentials, Level 4 - Tax Manager/Director
Tax Staff Essentials Level 4 contains the advanced technical level of training your firm needs to maintain and improve its core competencies. It will improve and...
Course – Online Deferred income taxes Advanced
Form 1041: Income Taxation of Estates and Trusts
Understand the tax obligations of trusts and estates and how these obligations affect beneficiaries, and learn how to prepare federal Form 1041 and the accompanying...
Course – Textbook Types of trusts Foundational
Valuation of family-owned entities for estate and gift tax purposes under Sec. 2704
This article discusses the rules governing the effects of lapses and restrictions on voting or liquidation rights of owners on the valuation of family-held entities.
Article Tax valuation Intermediate
Sale of a residence in a QPRT
This item explores what happens if the residence is sold during the QPRT term.
Article Gift tax Foundational
Marriage Equality: Taxes, Death, and Everything in Between
This item discusses the tax implications of the Internal Revenue Code's recognition of the married status of same-sex couples.
Article Reporting & filing requirements Foundational
Getting in shape for tax season
As CPAs and their staffs train and ready their equipment, they might add these reminders of what’s new and notable for 2016 returns.
Article Credits Intermediate
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