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.
Check your knowledge
Take a knowledge check to evaluate your proficiencies and find related learning resources.
Get started205 Results
IRS Appeals Provides a Pathway to Settlement
This article discusses reasons clients may achieve better results in appeals, the importance of preparing a good protest, and more.
Article IRS practice & procedure Foundational
Recognizing and Measuring Tax Benefits From Uncertain Tax Positions
FASB ASC 740-10 creates a two-step process to recognize and measure the tax benefits from uncertain tax positions. This case study examines the process.
Article Uncertain tax positions Intermediate
A day late, a dollar short
This article discusses how an otherwise “innocent spouse” could still be liable for penalties and interest.
Article Specialized issues Foundational
How to break down silos within your organisation
The silos that form in organizations are a powerful barrier to information sharing and innovation. This article explains how organizations have removed these barriers.
Article Strategy Foundational
Businesses and tax ID theft
This article discusses common warning signs of business-related tax identity theft and tips on how practitioners can help their business clients prevent it and correct...
Article Identity theft & fraud Foundational
Manager Survival Series: The chronically late or absent employee
This article offers tips on to how to handle the chronically late or absent professional employee in the typical workplace.
Article Driving performance Intermediate
Building trust with your team
The primary goal of leaders who want to bring about change should be to build trust at all levels. This article provides strategies to build trust within your team.
Article Team building Intermediate
9 skills of a great organisational coach
This article reminds us of critical coaching skills we need both in individual and corporate coaching.
Article Coaching & mentoring Intermediate
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
How to handle poor performers
This article provides tips guidance for identifying and dealing with poor performance.
Article Driving performance Foundational
Be strategic when awarding raises and promotions
Having a solid review and reward process is a way to develop a sustainable and effective workforce. This article provides advice for a successful review period.
Article Driving performance Advanced
Millennial women: How to woo a new generation of employees
Millennial women make ideal employees. Read this article to learn what is needed to recruit and retain this demographic of the workforce.
Article Team building Foundational
Explore Topics
© 2024 Association of International Certified Professional Accountants. All rights reserved.