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Tax

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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Go ahead, take the stage

This article presents dozens of tips to help CPAs shine in the public speaking spotlight.

Article Communication Intermediate

Achieve elite status

Describes 10 principles firms can apply toward building a winning team, from the viewpoint of a businessman and former Navy SEAL.

Article Human capital Foundational

How to Be a Collaborator

How can you come off as the collaborator? This blog post shares four ways to inspire collaboration or collaborative leadership.

Article Collaboration & partnering Foundational

A Strong Professional Network is an Invaluable Resource

Building strategic alliances is one key outcome of a strong, trustworthy professional network. This blog post discusses the importance of building strong networks.

Article Collaboration & partnering Foundational

The invisible elephant and the pyramid treasure

A transpersonal leader fully considers the needs of all stakeholders rather than their own ego. This report explores the steps to transpersonal leadership.

Report Motivating & inspiring Advanced

Tax Return Due Date Changes - Tax Deadlines for Accountants

This page provides the guidance and tools to help you comply with tax return due dates and maximize workflow productivity.

Article Reporting & filing requirements Foundational

Tax Research and Advice Memo: Practitioner Memo for All Oral and Written Tax Advice

This article outlines what you need to know before providing tax advice, as well as a template to document oral and written tax advice.

Article Practice management & professional standards Foundational

Post-Election Tax Update - What Should We Expect with New Leadership?

Hear a post-election analysis from AICPA’s tax policy and advocacy representatives in Washington, D.C.

Webcast Reporting & filing requirements Foundational

AICPA Code of Professional Conduct

The AICPA Code of Professional Conduct provides guidance and rules to all members in the performance of their professional responsibilities.

Tool Ethics, integrity & professionalism

IRS Notices: Guidance & Resources

This page contains guidance and resources to help you effectively address client IRS notice issues.

Article Examinations & audits Foundational

IRS First-Time Penalty Abatement

This page contains guidance on the IRS's first-time penalty abatement waiver.

Article IRS practice & procedure Foundational

Health Insurance Issues S Corporation Shareholders

This page includes common questions CPAs are asking about their S corporation clients affected by the Affordable Care Act.

Article Affordable Care Act (ACA) Foundational