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Technical

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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Basis/Distributions for Pass-Through Entities: Simplifying the Complexities

This webcast, which has been updated to include provisions of the Tax Cuts and Jobs Act of 2017, addresses the rules used to determine basis for partnerships and S...

Webcast Formation, transfers & termination Intermediate

IRS Audits

Join this webcast to learn what triggers an IRS audit, how to negotiate, settle on appeal and evaluate your client's best options for dealing with the IRS.

Webcast Examinations & audits Intermediate

Intermediate Individual Taxation

Get the latest practical insights from nationally recognized tax experts. Reinforce your understanding of frequently used principles and receive a wealth of...

Webcast Reporting & filing requirements Intermediate

Estate & Trust 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

Tax Research II

This webcast is designed to help you identify and phrase critical tax questions. We help you structure your searches and formulate the questions to make your research...

Webcast Practice management & professional standards Intermediate

Tax Research I

This webcast is designed to provide you a working knowledge of the methodology of implementation-based tax research. We will discuss how to ask the right questions,...

Webcast Practice management & professional standards Foundational

Best Practices for Payroll Taxes and 1099 Issues

Review practical pointers for managing the payroll tax and reporting function. Learn how to avoid the frequent penalties in payroll tax reporting and stay up-to-date...

Webcast Reporting & filing requirements Intermediate

1040 Tax Return Workshop and Video Course

Provides the latest tax reform, legislative guidance and technical knowledge you need to service your individual and business tax clients.

Course – Online,   Course – Textbook Reporting & filing requirements Foundational

Tax Fundamentals of LLCs and Partnerships

Review the fundamental concepts of LLC and partnership taxation. Gain practical guidance on the basic conceptual framework, the most common tax consequences and more.

Webcast Formation, transfers & termination Intermediate

Choice of and Formation of Entity

Be confident when speaking with clients about alternatives regarding choice of entity. This webcast reviews the costs, advantages and disadvantages of each alternative.

Webcast Formation, liquidation & reorganization 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

Annual Tax Update: Corporations and Pass-Through Entities

In this webcast, you will explore the latest federal tax law changes, court decisions and IRS pronouncements that affect partnerships, LLCs and C and S Corporations.

Webcast S corporation income taxation Intermediate