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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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5 ways to excel at networking
This article highlights five steps anyone can take to excel at networking.
Article Collaboration & partnering Foundational
Helping Your Clients Execute a Tax-Aware Investment Plan
This article explores the execution of best practices, including tax-loss harvesting, realized gain budgeting, and supportive tax-lot accounting.
Article Practice management & professional standards Intermediate
Collision course to collaboration
This article describes how blind dates, chance encounters, and creative onboarding built one company’s culture of ideas.
Article Team building Intermediate
If appraisals need a tune-up, then what’s next
Traditional employee performance appraisals are being called outdated and arbitrary. This article describes how to turn them into useful conversations.
Article Coaching & mentoring Intermediate
Foreign Currency Straddles and Transactions Present Complex Tax Issues
With a focus on a foreign currency straddle transaction example, this article discusses the scope and application of Code secs. 1092, 1256, and 988.
Article Income Intermediate
Medical Device Excise Tax: Moratorium Considerations and FAQs
This article discusses some frequently asked questions with respect to the medical device excise tax and the current state of the law.
Article Tax computation Intermediate
Digital Streaming and Technology Platforms: Disparity in Sales Tax Treatment
This column includes examples and scenarios from different states that illustrate various sales tax treatment approaches.
Article Reporting & filing requirements Intermediate
Estate basis consistency and reporting: What practitioners need to know
A new law imposes an elaborate reporting regime for values of estate property and consequences for failures. This article will help you understand the requirements.
Article Estate tax Intermediate
What you need to know to help clients with an IRS ETP agreement
This article discusses 12 things you need to know about extension-to-pay agreements that can help clients who need more time to pay their tax bill.
Article Practice management & professional standards Foundational
Making Next Year Better: A CPA’s Guide to Using the Past to Plan for the Future
This article explains how your post tax season post mortem will work to your advantage in planning for next year.
Article Practice management & professional standards Foundational
Top 10 Billing and Collection Best Practices
This article discusses ten billing and collection best practices.
Article Practice management & professional standards Foundational
Practice Management: Recruitment Ideas for the 21st Century
This article provides three suggestions for finding, recruiting, and retaining the most talented resources to keep you successful.
Article Practice management & professional standards Foundational
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