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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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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

Working Paper Documentation

Working paper principles: How to appropriately and adequately prepare, organize and understand them.

Webcast Practice management & professional standards Foundational

Health Care Reform Act: Critical Tax and Insurance Ramifications

Understand the impact of the Act so you can describe to your clients how health care and paying for coverage will change in the future.

Webcast Affordable Care Act (ACA) Foundational

Accountants Liability - Positioning Your Firm for Success (Tax Focus)

Join practitioners, the AICPA and CNA, the endorsed underwriter for the AICPA Professional Liability Insurance Program, for a panel discussion about professional...

Webcast Practice management & professional standards Foundational

Multistate Income Tax

Develop a working knowledge of both multistate tax compliance and related planning opportunities. With the rate of change, you can’t afford to be out-of-date with your...

Webcast State & local tax (SALT) Intermediate

Taxation of Property Transactions

Incorporating impacts from the Tax Cuts and Jobs Act, this webcast includes analyses of the rules dealing with like-kind exchanges, and includes involuntary...

Webcast Capitalization & depreciation 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

Form 990: Mastering Its Unique Characteristics

Gain an understanding of the tax and practical points essential to the appropriate completion of the Form 990 and receive guidance on advising exempt clients on the...

Webcast Tax & regulatory Intermediate

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

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

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